
Gracie Erwin
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About me
Registered Assistant at Stephens Inc.
Education

University of Oxford
2015 - 2015Lincoln College Study Abroad ProgramAn amazing study abroad program offered at Rhodes College called European Studies; we were offered the opportunity to travel to Lincoln College at Oxford in which we studied Greek and Roman Philosophy, Literature, and History for 6 weeks. After that, we traveled to Greece, Italy, and Turkey for 5 weeks with a tutor to study architecture, art, and literature of the Ancient Greeks and Romans.

Rhodes College
2013 - 2017Bachelor of Arts - BA Business/Commerce, GeneralActivities and Societies: Chi Omega Fraternity, Grind Newspaper, Accounting Club

Rhodes College
2017 - 2018Master of Science - MS Accounting
Experience

Cost Accounting and Applied Statistics
Jan 2015 - Jan 2016Private TutorDuties included:- Worked closely with underperforming fellow classmates and students to help them with their studies- Assisted in re-teaching the students lesson plans and aiding them in making a better grade in the class

Corky's BBQ - Memphis
Jan 2016 - Dec 2016Corporate Accounting InternDuties included: - Tasked with recording up to one year of previous inventory, all with the purpose of transferring their information into a new software program- Computed the daily sales journals for all four restaurant locations throughout Tennessee and Mississippi- Utilized software programs called Compeat, Great Plains, Access, and Micros to record register sales and BBQ/liquor daily inventory- Entered daily payments into the Accounts Receivable

Silver Tree Residential, LLC
Jul 2017 - Dec 2017Corporate Accounting InternDuties included:- Utilized the software program Realpage to update accounts payable for thirty four properties nationwide in a timely and efficient manner- Managed daily accounts payable duties, including processing and keying urgent utility payments, petty cash reports, expense reports, and payable packages from each of the properties- Assisted in administering, packaging and mailing the weekly check runs for the corporate location

Robert Half
Jun 2018 - May 2019Staffing ManagerSpecializing in the placement of highly skilled accounting and and finance professionals on a temporary and temporary to full-time basis. Duties include:- Recruiting daily for qualified candidates to meet the staffing needs of area clients.- Marketing to businesses to grow division and retaining relationships with current clients to meet their staffing needs.

J.B. Hunt Transport Services, Inc
Jun 2019 - Aug 2020• Under the direction of a more experienced department member, evaluating financial processes and identifying and documenting key controls to mitigate risk. Responsibilities will involve interviewing personnel about operational data flow and related controls and documenting information obtained.• Independently performing assigned audit testing and documenting work performed in compliance with Departmental standards.• Completing assignments within established budgets and milestones without sacrificing quality.• Assisting the external audit firm in the performance of quarterly and annual audit procedures.• Performing tests of internal controls in accordance with SOX 404 requirements or supervising department interns/staff in the performance of the same.• Assisting in the creation of audit reports highlighting major findings and recommendations for correction or change in business processes. Show less • Maintain strong working relationships with each pricing group, sales, operations and marketing personnel• Process the flow of pricing request information between truck, intermodal, controlled regional fleet, backhaul, ICS, LTL, and J.B. Hunt’s legal group• Resolve issues with the customer pricing requests that will flow back through the Pricing Administrator to ensure consistency throughout J.B. Hunt’s entire pricing response• Continually improve all pricing response processes• Load rates into rating system through either Eagle/ORCA or manual input• Investigate all assigned invoices and develop solution to ensure prompt payment• Maintain strong working relationship with assigned customers in order to ensure a flow of communication that coordinates prompt payment• Come up with a plan to lower past due invoices in a timely and appropriate manner• Measure and report customer service quality and account receivables• Address/resolve differences between customer requirements and J.B. Hunt standards• Audit and resolve variance issues daily• Carefully monitor daily billing for any errors that were not previously caught• Reach and maintain corporate goals for invoicing accuracy Show less
Internal Auditor
Dec 2019 - Aug 2020Partnership Development Analyst
Jun 2019 - Dec 2019

Stephens
Aug 2020 - Feb 2021Inventory Accountant• Assist with monthly and daily inventory requirements – responsible for accounting for firm securities inventory positions, reconcile with the general ledger on a monthly basis and review of the positions on a daily basis.• Calculated accrued interest for firm inventory positions monthly and charged offices for usage of Stephens Inc funds to purchase inventory (Cost to Carry)• Calculate weekly inventory profit/loss estimates for Fixed Income Trading offices• Prepare monthly analysis of firm long-term inventory positions• Monthly analysis and accrual reallocation for various revenue and expense accounts as assigned by management• Assist in monthly maintenance of RMOL (Records Management Online, records retrieval software) including administrative function for control of data• Compile and analyze financial information to prepare entries to accounts, including general ledger accounts and documenting business transactions• Prepare and execute monthly principal payments worksheet, including calculating both principal and interest payments for each security owned at month-end Show less

Robert Half
Feb 2021 - Jan 2022Accounting Consultant
Crews & Associates
Jan 2022 - Jun 2024VP - Retail Desk Coordinator
Sept 2023 - Jun 2024Retail Desk
Jun 2022 - Sept 2023Portfolio Manager Assistant
Jan 2022 - Jun 2022

Stephens
Jun 2024 - nowRegistered Assistant
Licenses & Certifications

Series 7
FINRAJun 2022
Series 63
FINRAAug 2022
Series 24
FINRASept 2023
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