Shanique Sumter
Accounting
- Role
- Senior Accountant at Private Advisor Group
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Shanique Sumter
With over 14 years of hands-on experience in accounting, I specialize in corporate…
Experience
Senior Accountant
Jul 2024 — Present
Responsible for full-cycle bookkeeping and financial reporting for 42 passthrough entities (LLCs) owned by financial advisors in a joint venture with the company. Duties include preparing quarterly balance sheets and income statements, processing payments from the advisors’ LLCs to the joint venture, and coordinating with tax preparers at year-end to ensure timely and accurate filing of K-1s.
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