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Jeremy Stalford
Professional Experience
Jeremy is a Staff Accountant with 1+ years of experience in both
financial analysis and corporate accounting. He is experienced in
month end close procedures, bank statement reconciliation, cash
management / forecasting, and budgeting. His recent software
experience includes Microsoft Dynamics Great Plains, QuickBooks
and NetSuite, and he possesses strong Excel skills specifically with
databases and developing user-friendly spreadsheets.
Principal Areas of Practice
 Month End Close Process
 Bank Reconciliations
 Profit and Loss Analysis
 Cash Forecasting
 AR/AP Reconciliations
 AR Maintenance
Major Projects
Good Smoke Restaurant Group
 AR process development and documentation
 Training
 Creation of AR/ AP invoices and purchase orders
 AR reconciliation and clean up
Premier Trailer Leasing – Staff Accountant
 Reconcile several bank statements for multiple accounts as
well as investigating all reconciling items and recording
Journal entries.
 Variance analysis on multiple general ledger accounts.
 Assist in completing supplemental month end reports for
various general ledger accounts.
 Provide Ad Hoc reports to CFO as needed.
 Aided AR in transition to Microsoft Great Plains
Skyline Roofing USA – Assistant Financial Controller
 Implement timely month end close procedures
 Build and develop the annual budget
 Line of Credit and multiple bank account management
 Create and manage cash forecasting model
 Prepare financial statements
 Reconciliation
 Payroll execution
 Accounts Receivable collections
Accomplishments
 Preparation of Budget – Prepared a budget that was user
friendly and easily updated and changed
 Developed and integrated Accounts Receivable tracking and
collections process
Jeremy Stalford
Areas of Practice
General Ledger
Financial Statements
Preparation and Analysis
Budgeting & Cash Flow
Cash Management
Bank Statement Reconciliation
Journal entry
Month end close
Reporting
Process Development
Training
Industry Lines
Restaurant
Construction
Manufacturing
Technology
State and Local Government
Equipment Leasing
Computer Applications
Dynamics Great Plains
NetSuite
QuickBooks
MS Excel
MS Word
Education/Qualifications
Bachelor of Business
Administration – Finance,
Dallas Baptist University,
Dallas, TX
Master of Science- Accounting,
Texas A&M Commerce,
Expected Summer 2016
Jeremy Stalford
 Aided in acquisition of line of credit
 Consolidated and managed all finances for 4 different branch
locations
 Facilitated the company wide transition to new CRM and
Sales software (AccuLynx)

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Jeremy Stalford PP SPS

  • 1. Jeremy Stalford Professional Experience Jeremy is a Staff Accountant with 1+ years of experience in both financial analysis and corporate accounting. He is experienced in month end close procedures, bank statement reconciliation, cash management / forecasting, and budgeting. His recent software experience includes Microsoft Dynamics Great Plains, QuickBooks and NetSuite, and he possesses strong Excel skills specifically with databases and developing user-friendly spreadsheets. Principal Areas of Practice  Month End Close Process  Bank Reconciliations  Profit and Loss Analysis  Cash Forecasting  AR/AP Reconciliations  AR Maintenance Major Projects Good Smoke Restaurant Group  AR process development and documentation  Training  Creation of AR/ AP invoices and purchase orders  AR reconciliation and clean up Premier Trailer Leasing – Staff Accountant  Reconcile several bank statements for multiple accounts as well as investigating all reconciling items and recording Journal entries.  Variance analysis on multiple general ledger accounts.  Assist in completing supplemental month end reports for various general ledger accounts.  Provide Ad Hoc reports to CFO as needed.  Aided AR in transition to Microsoft Great Plains Skyline Roofing USA – Assistant Financial Controller  Implement timely month end close procedures  Build and develop the annual budget  Line of Credit and multiple bank account management  Create and manage cash forecasting model  Prepare financial statements  Reconciliation  Payroll execution  Accounts Receivable collections Accomplishments  Preparation of Budget – Prepared a budget that was user friendly and easily updated and changed  Developed and integrated Accounts Receivable tracking and collections process Jeremy Stalford Areas of Practice General Ledger Financial Statements Preparation and Analysis Budgeting & Cash Flow Cash Management Bank Statement Reconciliation Journal entry Month end close Reporting Process Development Training Industry Lines Restaurant Construction Manufacturing Technology State and Local Government Equipment Leasing Computer Applications Dynamics Great Plains NetSuite QuickBooks MS Excel MS Word Education/Qualifications Bachelor of Business Administration – Finance, Dallas Baptist University, Dallas, TX Master of Science- Accounting, Texas A&M Commerce, Expected Summer 2016
  • 2. Jeremy Stalford  Aided in acquisition of line of credit  Consolidated and managed all finances for 4 different branch locations  Facilitated the company wide transition to new CRM and Sales software (AccuLynx)