Sam Accounting
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Location: Montgomery, AL, USA
University: Colorado Technical University
Major: Accounting

Sam Accounting

 Real estate closing
 Project management/ Notary signing agent
 Tax preparation/ Document review
 Database management/ Research Data compilation/analysis / Payroll
 File management / Legal documentation preparation

Proficient in Trash Flow, Outlook, HELOC, FHA Loans, VA Loans, MS Word, PowerPoint, Excel, Quicken,
QuickBooks, Drakes Tax, Best Bankruptcy Cases, Hub Worx Real Estate, Calyx, Dynamic Dox, Mortgage
Ware, and Mississippi Valley Title.

Finance Manager
Liberty Disposal-Hayneville, AL 6/2017-Present
 Review financial reports, monitor accounts, and prepare activity reports and financial forecasts.
 Investigate ways to improve profitability, and analyze markets for business opportunities, such as
expansion, mergers or acquisitions.
 Prepare billing statements or invoices, apply payment to customer accounts, and assist the Senior
Project Manager on bid opportunities.
 Assist in Payroll disbursement

Assessment Administrator
Westat-National Assessment of Education Progress-Montgomery, AL 12/2017-3/2018
 Conducted assessment sessions using tablets or paper and pencil in participating
schools for 4th and 8th graders.
 Travel over a 100 miles per day for each assessment sessions.

Tax Preparer (Seasonal)
C&B Associates-Selma, AL 1/2017-04/2017 & 1/2018-4/2018
 Calculated form preparation fees and checked data input or verified totals.
 Computed taxes owed or overpaid.
 Consulted tax law handbooks or bulletins and data compilation.

Client Care Coordinator (Temp Position)
Aspire/ASK Telemarketing-Montgomery, AL 10/2016-1/2017
 Serviced outbound listing leads, outbound calling, and e-mail communication.
 Coordinated and scheduled real estate buying and selling opportunities and overall
management of sales pipeline through the sales cycle.

Real Estate Closer (Contractor)
Selma, AL 2003 to 2017
Coordinated transactions between buyers and sellers. Reviewed all legal closing documents for
accuracy; Verified property titles that are transferable; Scheduled and presided over closing
meetings; Disburse funds and provided all involved parties with completed financial documents.
Compiled data that's included in the final closing cost transaction (loan, appraisal, title and othermiscellaneous fees). Provided daily statistical reports on closing activities to superiors and be
required to perform additional duties as assigned.

Auditor (Contractor)
Sea Coast Disposal -Selma, AL 2016
 Collected data from both residential and commercial property such as addresses and
 Rode with sanitation drivers to locate customers and non-customers with company carts
to keep in compliance with city code.
 Assisted office manager to register new customers and apply payments to existing
customers account.

Colorado Tech University - Colorado Springs, CO 2016 to 2018
Associated of Science in Accounting

Notary Public for the State of Alabama 3/2016-7/2020
 Witness the signing of documents and administers oaths.
 Collect affidavits and authenticate signatures.
License Tax Agent 2016-Present
Golden State Training Center
PTIN & EFIN issued

Calm, Supportive, team player