Robin Stevens
Trinity
Summary
Results-oriented professional with extensive experience in financial analysis and account reconciliation. Skilled in managing financial records and resolving discrepancies, committed to enhancing operational efficiency and supporting organizational financial goals.
Overview
12
12
years of professional experience
Work History
Senior Property Accountant
ANCHOR
Winston Salem
04.2025 - Current
- Reviewed and reconciled general ledger accounts for accuracy.
- Collaborated with property managers to resolve accounting discrepancies.
- Checked and reconciled accounts payable and receivable, maintained balance sheet accounts and prepared wires and transfers for monthly distributions and mortgage payments.
- Reconciled bank accounts and general ledger accounts on a regular basis.
- Responded to bank reporting inquiries, completed and reviewed monthly bank reconciliations and prepared township and city inquiries regarding tax appeals.
- Monitored daily cash balances to ensure sufficient funds were available to meet obligations.
- Maintained fixed asset records, reconciled accounts, and prepared journal entries.
- Verified accuracy of invoices against purchase orders and contracts before payments are made.
- Reconciled bank accounts, reviewed cash flow activities, and monitored receivables and payables.
- Participated in special projects and initiatives as requested by the CFO or Controller.
- Communicated with on-site and other property managers to complete pre-close and close activities, answered questions and facilitated timely completion of accounting processes.
- Prepared monthly general ledger reconciliations and adjusted journal entries as needed.
- Maintained accurate accounts for cash, fixed assets and other transactions.
- Gathered banking transactions via statements, recorded activity in Excel format and reconciled balances.
- Posted financial data in Excel spreadsheets and managed inventory.
- Investigated and resolved billing issues to maximize cash flow and minimize liabilities.
Accounting and Tax Professional
Stevens Accounting LLC
TRINITY
01.2014 - Current
- Prepared and reviewed tax returns for individual and corporate clients.
- Managed bookkeeping tasks, ensuring accurate financial records and reports.
- Analyzed balance sheets for mistakes and inaccuracies.
- Interacted with key client management to gather information, resolve tax-related problems and discuss business and process improvements.
- Delivered superior level of customer service to small business clients.
- Provided clear and timely communication to clients regarding tax issues, ensuring understanding and compliance with current regulations.
- Prepared annual individual, corporate, trust, estate, gift and partnership tax returns.
- Assisted small businesses and individual clients with filling out tax forms and electronically filing tax returns.
- Remained up-to-date with state and foreign tax issues and current tax laws.
- Implemented efficient scheduling practices to optimize workflow and ensure timely completion of accounting tasks.
- Advised clients on tax strategies to minimize liabilities and maximize benefits.
- Collaborated with team members to streamline accounting processes and workflows.
- Conducted audits to ensure compliance with federal and state regulations.
- Assisted clients in understanding complex financial statements and tax documents.
- Developed financial forecasts to support client business planning initiatives.
- Provided training to junior staff on accounting software and best practices.
- Reviewed financial statements to ensure accuracy of information reported in accordance with Generally Accepted Accounting Principles.
- Managed payroll processing activities including calculating employee wages, withholding taxes, contributions, deductions.
- Provided technical support to clients regarding taxation issues.
- Developed and implemented internal accounting procedures and policies.
- Prepared and filed corporate, partnership, trust and individual tax returns.
- Reconciled bank accounts to ensure accurate reporting of cash activity.
- Created monthly trial balances and journal entries for multiple entities.
- Analyzed financial records to determine discrepancies between actual results versus budgeted amounts.
- Assisted clients in resolving IRS notices and inquiries.
- Advised clients on proper filing requirements for various taxes including federal, state, local and international.
- Conducted research on new tax laws and regulations as needed.
- Performed analysis on client's financial data to identify potential risks or opportunities for improvement.
- Prepared quarterly estimated payments for individuals and businesses based on income projections.
- Assisted clients with personal and corporate tax issues.
- Reconciled client books for accurate reporting with post adjusting journal entries.
- Performed tax methods applicable to business revenues and like-kind exchanges.
- Accurately filed federal and state income taxes for large organization following strict deadlines.
- Remained vigilant in terms of changes to tax laws, assuring that companies were always compliant.
- Maximized tax refunds by striving to obtain taxable income, deductible expenses and allowance details.
- Complied with Sarbanes-Oxley Act and GAAP principles to maintain complete transparency.
Accounting Clerk
Ardagh
Winston Salem
08.2021 - 11.2023
- Checked figures and postings for correct entry and proper codes.
- Maintained accurate records of financial transactions in spreadsheets and databases.
- Organized daily tasks to ensure efficient completion of accounting responsibilities.
- Maintained accurate records of financial transactions and reconciled accounts.
- Assisted in preparing monthly financial statements and reports.
- Utilized accounting software to manage data entry and payroll processing.
- Supported audits by organizing documentation and providing necessary information.
- Assisted with the preparation of month-end close activities including journal entries, reconciliations, accruals.
- Updated accounting ledger and journals with updated transaction information.
- Prepared monthly and year-end closing statements, financial documents, and invoices.
- Generated financial reports for management review on a regular basis.
- Collaborated with senior staff to produce accurate, current and timely financial reports and supporting documentation.
- Prepared weekly payroll for team of salaried and hourly employees.
- Assisted with external audits conducted by accounting firms.
- Ensured accurate recording of payroll related transactions such as employee benefits deductions, vacation payouts.
- Streamlined transactions using automation systems to process payments and invoices.
- Supported the finance team with ad-hoc projects and financial analysis as required.
- Conducted inventory counts and reconciliations to maintain accurate stock levels.
- Prepared and processed payroll.
Education
MBA - Business Administration And Management
DeVry University
Chicago, IL03-2026
Master of Science - Accounting
DeVry University
Chicago, IL12-2024
Bachelor of Science - Business Accountancy
Greensboro College
Greensboro, NC05-2009
Skills
- Financial analysis
- Tax reporting
- Account reconciliation
- Microsoft Excel
- Payroll administration
- Effective communication
- Data analysis
- Accounts payable
- Property accounting
- Bank reconciliation
- Fixed asset management
- Accounts receivable
- Variance analyses
- JD edwards
- Income statement analysis
- General ledger journal entries
- Variance analysis
- Microsoft Excel proficiency
- Property management software
- Invoicing
- Utilities payment
- General accounting
Accomplishments
Inducted into the Delta Mu Delta Honor Society
Timeline
Senior Property Accountant
ANCHOR
04.2025 - Current
Accounting Clerk
Ardagh
08.2021 - 11.2023
Accounting and Tax Professional
Stevens Accounting LLC
01.2014 - Current
MBA - Business Administration And Management
DeVry University
Master of Science - Accounting
DeVry University
Bachelor of Science - Business Accountancy
Greensboro College