Zachary E. Burton
Kennett Square
Summary
Experienced staff accountant with knowledge of various law firm accounting functions such as bank reconciliations, financial statement procurement, credit card management, payroll journal entry processing, audit compliance, AR and AP invoice management. Willing to collaborate with team members about discrepancies and improve accounting processes to streamline month-on-month financial reporting
Overview
11
11
years of professional experience
Work History
Staff Accountant
Post & Schell, P.C.
Philadelphia, PA
05.2023 - Current
- Create bank reconciliations for all firm bank accounts across all firm locations using Excel to ensure compliance with auditors
- Manage and streamline AR and AP functions for firm Trust/Escrow bank account
- File firm 1099-B, Misc, NEC tax forms to clients/former employees
- Manage firm credit cards ($100K line of credit) weekly to ensure firm expenses/electronic court filings are properly applied
- Assist CFO with financial information for Income Statements and various billable hours reporting to provide to firm partners
- Assist with month/year end period closing Journal Entries
- File Local Service Taxes in various firm counties
- Perform Payroll Journal Entries via information from ADP
- Create AR schedules for firm partners and collaborate with billing department to streamline payment collection process
- Mastered Sage Fixed Assets to create depreciation tables and enter in firm assets
- Assisted CFO with yearly audit, providing invoices and bank reconcilations
Legal Billing Coordinator, Worker's Compensation
Post & Schell, P.C.
Philadelphia, PA
05.2022 - 05.2023
- Ensured timely uploading of legal bills to various billing websites
- Worked directly with Worker's Compensation firm partners and clients to monitor outstanding accounts receivable payments
- Reduced billing errors through consistent review and reconciliation of account discrepancies.
- Created Department Metric statements to provide key information to firm partners for all departments
- Collaborated with Controller regarding yearly billable hours reporting for all attorneys
Tax Assistant
FX Cassidy and Associates
Bala Cynwyd, PA
03.2022 - 05.2022
- Assist CPA’s with entering Tax Year 2021 information for over 1700 clients
- Prepare W-2’s, various 1099’s, itemized deductions, dividend and interest forms, Schedule C, and K-1’s
- Used Quickbooks to prepare account analyses of client’s businesses to apply taxes
Financial Reporter
Lombard International
Philadelphia, PA
03.2020 - 09.2020
- Reconciled financial statements for multiple companies with Lombard to assure accounts were balanced for the month
- Performed journal entries for monthly close using accounting software SAGE, making sure invoices were properly accounted for and managed
- Created short term asset and PPE depreciation tables, streamlining work for other employees to make sure money was properly allocated
Junior Accountant
Monell Chemical Senses Center
Philadelphia, PA
03.2019 - 09.2019
- Entered invoices and reimbursements using MIP accounting software to make accounting process easier
- Printed out and processed checks for vendors/research subjects and mailed them to proper vendors
- Conducted TD and PNC Bank reconciliations, checked reports, performed account overviews to make sure company was settled for the month
Salesperson, Cashier, Inventory Assistant
Longwood Gardens
Kennett Square, PA
11.2015 - 12.2016
- Answered questions from customers and showed them our products to amplify sales
- Maintained an inventory system to record and ensure correct amount was transferred
- Served customers as a Cashier; noted problems with invoices and inventory, performed opening and close functions on registers and store
Education
Bachelor of Science - Business Administration, Accounting
Drexel University
Philadelphia, PA06-2022
Skills
- Quickbooks
- Microsoft Word
- Excel
- Google Drive
- MIP Abila Accounting Software
- SAGE
- Lacerte
- Monthly account / bank reconciliation
- Journal entry preparation
- Accounts payable / invoice coding
- Payroll processing
ACTIVITIES
Member, Business Learning Community, 2017-2018
Timeline
Staff Accountant
Post & Schell, P.C.
05.2023 - Current
Legal Billing Coordinator, Worker's Compensation
Post & Schell, P.C.
05.2022 - 05.2023
Tax Assistant
FX Cassidy and Associates
03.2022 - 05.2022
Financial Reporter
Lombard International
03.2020 - 09.2020
Junior Accountant
Monell Chemical Senses Center
03.2019 - 09.2019
Salesperson, Cashier, Inventory Assistant
Longwood Gardens
11.2015 - 12.2016
Bachelor of Science - Business Administration, Accounting
Drexel University