Sharlotte Windmon

About Sharlotte Windmon

Accounting professional with extensive experience in accounts receivable, accounts payable, reconciliation, federal and state withholding, excise tax reports, 1099\'s, and more. Well-organized, detail-oriented, a critical thinker, and produces quality results. Known for a collaborative work style, industry leading knowledge and the ability to problem solve. I am also a people person who gets along well with others. Known for taking the initiative and skilled at efficiently meeting challenges and deadlines.

Experience

1. Senior Accountant

   Atria Wealth Solutions

   Oct 2023 — Present · New York, NY, US

   Prepare complex accounting journal entries and collaborate with other departments to gather pertinent data for month-end closePrepare balance sheet account reconciliations for parent company and subsidiariesAssist with intercompany account reconciliations and resolve reconciling itemsReview and approve journal entries and reconciliations prepared by staffPrepare/review monthly fluctuation analysis including explanation of variancesRespond to accounting and financial questions by researching and interpreting dataAssist with preparation of reports for fee reimbursement from clearing brokersEnsure property, sales and other corporate tax filings are prepared and filed timelyAssist in the design and implementation of internal controlsResearch, interpret and implement technical accounting guidance and make recommendations relative to accounting under US GAAPPrepare/review monthly invoicesAssist in the documentation of accounting processes and proceduresPrepare supporting documents and perform tasks related to the external auditSupport annual budget preparationPrepare/review monthly KPI\'s

Education

• Arkansas State University

  Bachelor of Science - BS