Professional Bookkeeper

Franklin, TN

Job Function Sought:
Freelance Bookkeeper
Type of Position:
Part-Time Permanent
Job Level: Experienced with over 2 years experience
Preferred Method of Contact: Email
Are you a Certified Bookkeeper : No
Desired Industry: Any
Desired Job Location: Franklin, TN
Availability Date: April 24, 2023
Desired Annual Salary and Bonus: 25000
Highest Degree Attained: Bachelors
Willing to Relocate: No
Willing to Travel: Yes, Less Than 25%
Ideal Job Description:

To take your bank statements, credit card statements and/or any other receipts and categorize them into an easily readable report that shows you how your spending your money.

Ideal Company Size (# of employees): 1 to 50
Ideal Company Description:

An established company that focuses on its customers but needs someone to take care of their books..

Most Recent Employer: CoCard

• Looking to get back to the part of accounting I love.
• Skilled accounting professional with experience in financial and operational areas of insurance, banking, data processing, and non-profit.
• Excellent track record of reducing cost and time management by using organizational skills.
• Proven skills in developing innovative ways to organize and report data.
• Approaches problems with common sense and logical thinking.

Most Recent Job Title: Accountant


September 1981 to December 1983

BSBA at University of Alabama-Huntsville

Majored in accounting with some computer science courses.


October 2022 to March 2023

Accountant at CoCard Marketing Group

 Pull reports from various credit card processors.
 Prepare residual reports for company members.
 Enter transactions into QuickBooks.
Health declined due to the stress and pressure of the job

, December 2021 to August 2022

Temp Accountant Positions at Various

 Account Payable functions.
 Entered data for daily hotel sales revenue report.
 Expanded sales revenue report to make it more useful.
 Gained experience with Great Plains and OnBase AP system.

November 2020 to November 2021 Responsibilities:

Accountant III at , Caterpillar Insurance Co

 Prepared month end closing entries
 Completed parts of the NAIC P&C Statutory Annual & Quarterly Statements
 Completed & Filed State and other Regulatory Filings
 Account reconciliations
 Met daily, weekly, monthly, quarterly, and yearly deadlines.
 Improved reconciliation worksheets

TN December 2018 to August 2020

Senior Accountant at Brentwood Services Administrators

 Investment reporting
 Completed parts of the NAIC P&C Statutory Annual & Quarterly Statements
 Completed & Filed State and other Regulatory Filings
 Account reconciliations
 Improved and documented the investment reporting processes and procedures.
Dismissed because of COVID 19

June 2018 to November 2018

Advanced Staff Accountant at First Bank

 Performed various projects for the Finance Department.
 Creating reconciliations including a special reconciliation for ATM machines
Most of the workload started near the end of the day.

June 2015 to November 2017

Senior Accountant at FNB (formerly Peoples State Bank of Commerce),

 Produced accurate and timely monthly board reports and FDIC Call Reports.
 Prepared and filed regulatory reports insuring proper investment levels.
 Verified incoming and outgoing wires.
 Reconciled Balance Sheet accounts.
 Supervised Account Payable activities.
 Produced various ad hoc reports with Excel and IBM Cognos.
 Prevented wire fraud.
 Revised reconciliation sheets.
 Recognized income was not being reported timely and changed the procedures.
 Took over supervision of Accounts Payable.
Peoples State Bank of Commerce was purchased by FNB.

August 2006 to August 2014

IT Financial Support Specialist at Fiserv (formerly Fi-Data)

 Provided technical support to client banks in the following areas: General Ledger, Fixed Assets, Check Reconciliation, Accounts Payable, Investments and Budgets.
 Helped other customer tech support staff outside of my area of expertise.
 Resolved problems of various kinds on different modules.
 As part of the conversion team, accomplished the first important step in converting general ledgers.
Fi-Data was purchased by Fiserv

January 2003 to June 2006

Staff Accountant at Civitas BankGroup

 Prepared quarterly and annual FDIC Call Reports.
Bank was preparing to be purchased.
 Became reconciliation expert in reconciling complex accounts.

January 2001 to January 2003

Bookkeeper @ Brentwood High School at Williamson County School District

 As a full-charge bookkeeper, collected cash, recorded transactions, and deposited funds.
 Developed reports to track teacher accounts and spending limits each school year.
 Convinced and tested out a more user-friendly financial reporting system.
Interim job during 911.

February 1989 to January 2001

Vice President and Assistant Treasurer at Franklin American Life Insurance Company

 Prepared NAIC Life Statutory Financial Statements (Cash, Accrual & GAAP)
 Prepared and helped analyze and file all quarterly and annual GAAP reports to the SEC.
 Booked investment transactions.
 Promoted to Vice President and Assistant Treasurer from Staff Accountant
 Supervised one assistant.
 Prioritized work among 2 holding companies and 5 subsidiaries to meet deadlines by 2 weeks
 Maintained duties as the organization grew from $19 million with 1 holding company and 1 subsidiary to $60 million between 2 holding companies and 5 subsidiaries.
 Streamlined the data collection, reporting and analysis of financial information.
Company went bankrupt.

January 1984 to January 1989

Accountant at American General Life and Accident Insurance Company

 Gained experience in the structure of a large insurance company.
 Reorganized the Chart of Accounts.
 Promoted to be part of the Statutory and GAAP reporting team.
 Supervised data collection team within Accounting Department.

  • Freelance Bookkeepers
  • Updated 1 year ago

To contact this candidate email TerryWPorter@comcast.net

Contact using webmail: Gmail / AOL / Yahoo / Outlook /