Summary
Overview
Work History
Education
Skills
Timeline
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Samantha Young

Samantha Young

Baton Rouge

Summary

Dynamic individual with hands-on experience in financial reporting and data analysis with talent for navigating challenges. Brings strong problem-solving skills and proactive approach to new tasks. Known for adaptability, creativity, and results-oriented mindset. Committed to making meaningful contributions and advancing organizational goals. Cultivates effective working relationships with a proven track record of performing work ethically while maintaining integrity of all financial data.

Overview

7
7
years of professional experience

Work History

Senior Accountant

LWCC
03.2023 - Current
  • Prepare monthly journal entries and reconciliations in accordance with statutory accounting principles
  • Bill deductible invoices to policyholders based on claim payments and deductible + aggregate amounts remaining on policy year
  • Participate in quarter close with various tasks assigned such as preparing schedules and notes to the financial statements
  • Maintain prepaid accounts and complete corresponding entries
  • Reconcile operating bank account
  • Prepare quarterly reconciliations with proper documentation of remaining balances
  • Enter balance sheet and statement of income into financial system
  • Assist accounting team where needed
  • Reviewed documents and accounts for discrepancies and resolved variances
  • Assisted in external audit by preparing necessary documentation and responding to auditor inquiries
  • Provided timely and accurate financial reporting to senior management, enabling informed decision-making based on reliable data
  • Handled month-end and year-end end finances by managing and reporting fixed assets and other data
  • Actively serving as Cornerstone Chair of employee committee group - ensuring events are coordinated properly, support Chairs of subcommittees, maintain budget, and provide support where needed

Divisional Controller

Trinity Business Group
11.2021 - 03.2023
  • Process month-end close for multiple companies including posting cash transactions, reconciling bank accounts, managing assets, and producing financial statements
  • Provide weekly cash forecasts to management based on sales projections and expense needs
  • Maintain insurance schedule for all policies
  • Analyze revenue and expenses to determine closeness to projected goals and provide feedback to management
  • Update and manage all capital projects
  • Develop budgets and track funding
  • Conduct financial review and provide in depth explanation of budget variances while providing input on improvement opportunities
  • Perform thorough year-end audit and clean up all accounts prior to external review
  • Led effective change management initiatives related to new systems or processes implementations within the finance department

Senior Accounting Analyst

Lavigne Oil Company
02.2020 - 11.2021
  • Process month-end close for multiple companies in accordance with GAAP accounting guidelines
  • Import and manage paperwork for convenient store locations daily
  • Manage accounts payable by processing all invoices and vendor payments
  • Maintain Pricebook and ensure all retails reach GP margin targets by category
  • Audit store safes and reconcile to cash accounts
  • Process new hire paperwork, terminations, and resignations
  • Prepare bi-weekly payroll
  • Analyze sales data and provide feedback to management for improvement recommendations
  • Forecast weekly financial statements for senior management
  • Assist District Manager with marketing and provide research data with merchandise trends in the market
  • Complete property management tasks within the real estate companies and process CAM reconciliations yearly

Accountant

Asana Partners
04.2019 - 02.2020
  • Reconcile bank accounts and balance sheet accounts
  • Analyze, record, and extract lease terminology based on tenant
  • Manage common area expenses by property and perform year end CAM reconciliations
  • Lead departmental projects that created and updated processes to boost efficiency and automate manual tasks
  • Prepare and distribute statements

General Ledger Accountant

HSI Sensing
12.2017 - 04.2019
  • Maintain financial records for parent and subsidiary company
  • Perform reconciliation of bank and balance sheet accounts
  • Prepare and distribute financial statements to internal and external management
  • Provide budget and expense input in relation to financials
  • Ensure accurate coding with entries made amongst department
  • Assemble ESOP loan payments and provide information for external accounting firm
  • Maintain prepaid and accrued expenses
  • Send collection notices and assist with AP/AR
  • Work with controller to assist on ad-hoc projects to create efficiencies within the accounting department

Education

Bachelor of Science - Accounting & Business Administration

Northwestern State University
05-2017

Skills

  • Financial analysis and reporting
  • Financial variance analysis
  • Project management for ad-hoc initiatives
  • Excel - Advanced formula application
  • Reconciliations

Timeline

Senior Accountant

LWCC
03.2023 - Current

Divisional Controller

Trinity Business Group
11.2021 - 03.2023

Senior Accounting Analyst

Lavigne Oil Company
02.2020 - 11.2021

Accountant

Asana Partners
04.2019 - 02.2020

General Ledger Accountant

HSI Sensing
12.2017 - 04.2019

Bachelor of Science - Accounting & Business Administration

Northwestern State University

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Samantha Young