Joshua Spencer
Charlotte
Summary
Experienced in financial record management and reconciliation, leveraging strong analytical skills to identify and resolve discrepancies. Deep understanding of accounting principles ensures accurate and compliant financial reporting. Proven track record of maintaining meticulous attention to detail, adept at managing complex financial data and delivering precise results.
Overview
5
5
years of professional experience
Work History
Accounting Associate III
M&T Bank
01.2024 - Current
- Assisted and improved in forecasting and budgeting for quarterly financial reporting
- Aided in the synchronization of cross-functional accounting processes
- Created and maintained new invoice processes
- Communicated with cross-functional teams to reconcile vendor accounts
- Developed and maintained KPI reporting frameworks to track performance metrics, optimize decision-making, and drive strategic business improvements
Property Accountant Intern
Colliers International
05.2022 - 11.2023
- Assisted in month-end and year-end closing procedures, including journal entries, accruals, and financial reporting
- Aided accounts payable and receivable processes, including invoice processing, payment processing, and reconciliation of vendor statements
- Maintained and reconciled general ledger accounts to ensure the accuracy and completeness of financial data
- Reconciled bank accounts, and investigated and resolved discrepancies promptly
Accounting Intern
Benedict College
08.2020 - 05.2022
- Assisted with budgeting and forecasting
- Experience working collaboratively with cross-functional teams, including finance, operations, and management, to achieve organizational goals and objectives
- Prepare financial reports, such as income statements, balance sheets, and cash flow statements
- Assisted with the planning and development of projects in different departments
Bookkeeper/Administrative Assistant
Notable LLC
06.2020 - 08.2020
- Handled sensitive financial information with confidentiality and integrity, adhering to data privacy and security policies
- Assisted with data entry, document preparation, and other administrative tasks as assigned
- Coordinated calendars, scheduled appointments, and arranged meetings as needed
- Processed accounts receivable by generating and sending customer invoices and tracking payments received
Education
MBA - Accounting
Louisiana State University
Shreveport, LA12-2024
Bachelor of Science - Business Administration And Management
Benedict College
12-2023
Skills
- QuickBooksExcelAdobe AcrobatYardiMRISAPNetSuite
- Accrual accounting
- Tax preparation
- Budget compliance
- Month-end closing
- Compliance, banking laws, and regulations
- GAAP and IFRS Understanding
Timeline
Accounting Associate III
M&T Bank
01.2024 - Current
Property Accountant Intern
Colliers International
05.2022 - 11.2023
Accounting Intern
Benedict College
08.2020 - 05.2022
Bookkeeper/Administrative Assistant
Notable LLC
06.2020 - 08.2020
MBA - Accounting
Louisiana State University
Bachelor of Science - Business Administration And Management
Benedict College
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