PSI Power & Controls

Responsible for oversight of all finance, accounting and reporting activities.

Vice President Finance

LFM Capital

Work with LFM and portfolio company management teams to assist in the onboarding process, systems evaluation and developing long-term solutions to ensure efficient, effective and independent financial reporting, operational finance and accounting practices within each portfolio company.

Portfolio Finance Manager - FP&A

Loftis Steel and Aluminum, Inc.

Director of Finance

LBMC

- Lead client audit engagements, including planning, executing, directing, and completing financial
audits.
- Supervised accounting staff and interns during fieldwork and provided coaching and guidance regarding conceptual accounting matters to ensure a thorough and efficient audit
- Prepared financial reports, consolidated financial statements, and other deliverables with accuracy and attention to detail for clients to be used by board of directors, shareholders/owners, and financial institutions
- Provided attention to multiple engagements and clients at one time ensuring client satisfaction as well as engagement completion within expected deadlines
- Acquired a working knowledge of the client’s business.
- Prepared budgets and coordinated engagement timing with clients 
- Proactively interacted with key client’s management to gather information, resolve problems, and make recommendations for business and process improvements.
- President of the Young Professional Leadership Committee — helped lead 200+ YP's to engage in community service, learning & development opportunities, networking events, etc.

Senior Audit Associate

- Provided attestation services for Mid-Sized Firms - primarily Manufacturing & Distribution and Private Equity backed Companies. 
- Learned requirements for audits, reviews, and various other engagements through company training
- Assisted in the execution of audit procedures such as developing an understanding of routine data processes, testing controls, and performing substantive procedures

Audit Associate

BKD CPAs & Advisors

Audit Intern

First Call Ambulance Service, LLC / E.M.T., Inc.

- Extensive use of Great Plains Accounting System
- Booked journal entries and played integral role in month-end close processes 
- Prepared month-end and quarterly financial statements for management, Board of Directors, and Private Equity Firm
- Worked directly with CFO on the daily management of cash and company expenditures
- Preparation and filing of local taxes

Accounting Intern

- Served as a tax intern BKD's second year in the Nashville market. 
- Prepared primarily individual tax returns and additional projects with direct and consistent interaction with Senior Managers & Partners.

Tax Intern

Cummins Inc.

- Worked in multiple departments: US Compliance and General Accounting
- General Accounting: Managed the UK Accounts Receivable Sub-ledger throughout the month (Reconciled accounts to both Treasury and General Ledger), Performed month-end close procedures
- Compliance: Assisted US Controller and US Compliance Lead with Reconciliation audits and overall account reconciliation software management; aided in recovery of source documentation for internal audit; Aided in day to day tasks
- Overall: Heavy exposure to Oracle, Excel, and Lotus Notes. Great learning experience for both technical skills and personal development.

Finance Intern

Fast Pace Urgent Care

- Processed and entered invoices into Intacct accounting system
- Assisted Controller in day-to-day tasks and projects

Accounts Payable Staff

Business professional with experience in Consulting and both Private & Public Accounting.  Skilled Auditor of Mid-Sized companies across several industries – Manufacturing & Distribution, Not-For-Profits, Private Equity, Technology, Service Organizations, and Employee Benefit Plans. Versatile Accountant, Leader, Board Member, and Team Player. 

People are my Passion. My love is to connect with others to foster community, create beneficial leads, and develop long-lasting relationships.

Reach out – Let’s connect.

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Joey Macourek, CPA

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Joey Macourek, CPA's Linkedin Analytics