Open to opportunities

T Kay

@tkay1

Investment accountant and accounting professional specializing in securities, mortgage reconciliation, and month-end close support.

United States

Message

What I'm looking for

I’m looking for an accounting role where I can apply my investment reconciliation and audit experience, support accurate month-end close work, and grow with a collaborative team that values clear deadlines, communication, and strong controls.

I’m an Investment Accountant focused on evaluating securities and strengthening investment operations through accurate reconciliation, journal entries, and support for month-end closing. In my current role, I process over 500 mortgage payments monthly, match trade detail sheets, and ensure cash transactions are correctly applied and cleared within loan management and investment workflows.

Earlier roles strengthened my audit and compliance foundation through internship work across tax, external audit, and internal audit. I’ve also earned credentials including Microsoft Office Excel Expert and Tableau Author and Analyst, and I bring an ethical, detail-driven approach reinforced by leadership through accounting honor societies and recognition as Magna Cum Laude.

Experience

Work history, roles, and key accomplishments

Current

Investment Accountant

Current

Southern Farm Bureau Life Insurance Company

Aug 2025 - Present (1 year)

Evaluate securities and investments and support investment accounting activities, including trade matching, reconciliation, and journal entries for month-end closing. Process and reconcile mortgage payments in loan management software and prepare quarterly and annual financial statement schedules and notes.

Securities Analysis Investment Accounting Reconciliations Journal Entries Month End Closing Transaction analysis Sums and Ratios

Graduate Assistant

The University of Southern Mississippi

Aug 2024 - May 2025 (9 months)

Support Business Career Services by maintaining records, assisting with event setup, and helping register employers and students. Deliver presentations, meet with students on career resources, and review and suggest improvements for student resumes.

Resume Review Student Advising

Audit Intern

Harper Rains Knight & Company

May 2024 - Jul 2024 (2 months)

Complete audit workpapers and summaries and compare findings to regulatory requirements to assess plan sponsor compliance. Communicate with managers to obtain audit information, reconcile census data with W-2 and W-3 forms, and support multiple employee benefit plan audits.

Regulatory Compliance W 3 Reconciliation

Accounting Intern

Donnell CPA Group

Jan 2024 - Apr 2024 (3 months)

Prepare workpapers for tax returns and coordinate review timing with a supervisor. Reconcile transactions in the general ledger for tax return preparation, enter bank statements and credit card activity for multiple clients, and attend weekly training on new tax guidance.

Tax Preparation Bank Statement Entry

Internal Audit Intern

Hancock Whitney

May 2023 - Aug 2023 (3 months)

Support internal audit planning by attending walkthroughs and reviewing prior audit workpapers to identify potential risk areas. Analyze departmental risk and control effectiveness, test attributes during fieldwork, document exceptions, and report findings related to noncompliance with procedures.

Audit Walkthroughs Audit Plans Risk Assessment Internal Controls Attribute Testing Exception Documentation Compliance Testing Support

Education

Degrees, certifications, and relevant coursework

The University of Southern Mississippi

Master's degree, Accounting

Activities and societies: Active graduate involvement includes Beta Alpha Psi (Accounting Honor Society) and participation in professional development leadership (Jan 2023–May 2025).

Master's degree in Accounting completed in August 2025. Earned additional credentials including Microsoft Office Excel Expert (Oct 2024), Tableau Author and Analyst (Nov 2024), and Center of the Public Trust Ethical Leadership (Jun 2024).

The University of Southern Mississippi

Study Abroad Program

Study abroad in London, United Kingdom, in June–July 2025.

The University of Southern Mississippi

Bachelor's degree, Accounting

Grade: 3.7/4.0 (Magna Cum Laude)

Activities and societies: Member of Beta Gamma Sigma (Nov 2022); Outstanding Accounting Undergraduate Student Award (May 2024); Dean's List and President's List (2021–2024, 6 total).

Bachelor's degree in Accounting completed in May 2024 with a 3.7 GPA on a 4.0 scale, graduating Magna Cum Laude.