Beckie Morehead

Senior Paraprofessional

HM&M Advisory LLC

04.2008 - Current

Financial Record Keeping and Reconciliation: Perform complex technical accounting work, including maintaining general ledgers, journals, and accounts. Reconcile bank statements, balance sheet accounts, and other financial statements and records to ensure accuracy.
Transaction Processing: Process and audit various financial transactions, such as accounts payable and receivable, payroll, invoices, purchase orders, and requisitions. Ensure proper coding and allocation of transactions to the correct accounts.
Reporting and Analysis: Prepare periodic financial, statistical, and informational reports for management and external auditors. This includes gathering, compiling, analyzing data, and preparing narrative explanations of variances (e.g., comparing actuals against forecasts).
Audit Assistance: Assist in annual audits by preparing and organizing financial documents, responding to auditor questions, and helping resolve audit findings and discrepancies.
Procedure Development and Compliance: Develop and implement accounting procedures, communicate changes to staff, and ensure all activities comply with generally accepted accounting principles (GAAP), as well as federal, state, and local regulations.
Training and Guidance: Provide functional and technical work direction, guidance, and training to lower-level accounting or clerical personnel and interns.
Problem Resolution: Research and independently resolve complex discrepancies or challenges related to accounting transactions and procedures.