Overview
Work History
Education
Skills
Timeline
Generic

Katie Morgan

St. Charles,MO

Overview

20
20
years of professional experience

Work History

ACCOUNTING MANAGER

PAYNECREST ELECTRIC, INC.
09.2022 - Current
  • Managed a staff of 4 that included payroll, accounts payable, staff accountant and billing functions
  • Responsible for month end accounting, account reconciliations, and report preparation
  • Reviewed general ledger for account discrepancies, identified and recommended process improvements and implemented recommendations
  • Balanced daily cash and performed daily banking functions
  • Assisted project managers with job cost and billing inquiries
  • Prepared billing reports, such as Open Jobs Review and Open A/R
  • Assisted CFO with special projects
  • Completed large project billings and job cost reviews
  • Coordinated and managed year end audit preparation

CONTRACT BILLING SPECIALIST

PAYNECREST ELECTRIC, INC.
02.2014 - 02.2015
  • Completed billing for Ameren projects
  • Completed billing for large-scale T&M project
  • Assisted project managers with job cost and billing inquiries

STAFF ACCOUNTANT

SACHS ELECTRIC
02.2006 - 09.2011
  • Responsible for month end accounting and report preparation
  • Completed large project billing
  • Bank account reconciliations
  • Fixed asset accounting, tracking, and reporting
  • Assisted controller and department managers with special projects

Education

Bachelor of Science - Accounting

UMSL
St Louis, MO
12.2006

Bachelor of Science - Finance

UMSL
St Louis, MO
12.2006

Skills

  • GAAP understanding
  • Meticulous attention to detail
  • Month-end closing
  • Account reconciliation
  • General ledger management
  • Fixed asset management
  • Month-end reporting
  • Proficient in Excel
  • Experienced in billing applications, such as Textura, GCPay, and Oracle
  • Understanding of lien waivers and requirements
  • Proficient in Vista Viewpoint

Timeline

ACCOUNTING MANAGER

PAYNECREST ELECTRIC, INC.
09.2022 - Current

CONTRACT BILLING SPECIALIST

PAYNECREST ELECTRIC, INC.
02.2014 - 02.2015

STAFF ACCOUNTANT

SACHS ELECTRIC
02.2006 - 09.2011

Bachelor of Science - Accounting

UMSL

Bachelor of Science - Finance

UMSL
Katie Morgan