James Whitfield, CPA
Senior Accountant
Charlotte, NC • james.whitfield@email.com • linkedin.com/in/jameswhitfield
Professional Summary
CPA with 6 years of corporate accounting experience across month-end close, GAAP reporting, and audit readiness for a $150M-revenue company. Cut close cycle from 10 to 6 days and automated reconciliations covering 85% of balance-sheet accounts.
Experience
Senior Accountant
2022 – PresentMeridian Manufacturing Group ($150M revenue)
- Own month-end close for 3 entities in NetSuite; reduced close cycle from 10 to 6 business days by re-sequencing tasks and automating accruals
- Automated 40+ balance-sheet reconciliations in FloQast (85% coverage), eliminating ~30 hours of manual work per close
- Prepare GAAP financial statements and audit schedules; last 2 external audits completed with zero adjusting entries
- Mentor 2 staff accountants and review their journal entries, reconciliations, and flux analyses
Staff Accountant
2019 – 2022Piedmont Retail Holdings
- Managed AP/AR for 60 vendor and 200 customer accounts (~$4M monthly volume) with 99.8% payment accuracy
- Performed monthly bank and credit-card reconciliations across 12 accounts in QuickBooks; resolved a legacy $180K unreconciled variance
- Supported migration from QuickBooks to NetSuite, validating opening balances for 400+ GL accounts
Skills
Education
B.S., Accounting
University of North Carolina at Charlotte • 2019
Certifications
- Certified Public Accountant (CPA), North Carolina