Gracie Erwin

Gracie Erwin

Private Tutor

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  • Timeline

  • About me

    Registered Assistant at Stephens Inc.

  • Education

    • University of Oxford

      2015 - 2015
      Lincoln College Study Abroad Program

      An 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 - 2017
      Bachelor of Arts - BA Business/Commerce, General

      Activities and Societies: Chi Omega Fraternity, Grind Newspaper, Accounting Club

    • Rhodes College

      2017 - 2018
      Master of Science - MS Accounting
  • Experience

    • Cost Accounting and Applied Statistics

      Jan 2015 - Jan 2016
      Private Tutor

      Duties 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 2016
      Corporate Accounting Intern

      Duties 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 2017
      Corporate Accounting Intern

      Duties 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 2019
      Staffing Manager

      Specializing 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 2020
      • Partnership Development Analyst

        Jun 2019 - Dec 2019
    • Stephens

      Aug 2020 - Feb 2021
      Inventory 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 2022
      Accounting Consultant
    • Crews & Associates

      Jan 2022 - Jun 2024
      • VP - Retail Desk Coordinator

        Sept 2023 - Jun 2024
      • Retail Desk

        Jun 2022 - Sept 2023
      • Portfolio Manager Assistant

        Jan 2022 - Jun 2022
    • Stephens

      Jun 2024 - now
      Registered Assistant
  • Licenses & Certifications

    • Series 7

      FINRA
      Jun 2022
    • Series 63

      FINRA
      Aug 2022
    • Series 24

      FINRA
      Sept 2023