Porter L. Miles

Thread Bank

Senior Accountant

Nashville, TN

• Own end-to-end month-end close for embedded banking products, including FBO cash, merchant settlement, partner receivables and payables, accruals, intercompany, payroll, and tax-related accounts in a regulated banking environment.
• Design and execute multi-source reconciliations that integrate internal ledgers, partner data feeds, bank activity, and processor reports. Investigate exceptions to the transaction level, identify root causes, and drive correcting entries or operational remediation.
• Rebuilt core reconciliation workbooks with automated matching, control totals, exception reporting, AR aging logic, and unpaid-item filters. Improved accuracy, reviewability, and control evidence while reducing weekly manual effort by approximately two hours.
• Build scalable automation with Power Query, Power Automate, and AI-assisted workflows to refresh data, embed validation checks, reduce synchronization errors, and standardize repeatable accounting processes.

LBMC

Tax Senior | Tax Staff

Nashville, TN

Promoted to Tax Senior July 2024 · Tax Intern January – April 2021

• Promoted after two years. Managed multiple business client groups, complex engagements, and tight deadlines while training junior staff and performing quality reviews of their work.
• Prepared and reviewed federal and multi-state returns for C-corporations, S-corporations, and partnerships (Forms 1120, 1120-S, 1065). Analyzed trial balances, general ledgers, fixed assets, accruals, book-to-tax adjustments, and supporting journal entries.
• Supported acquisition tax due diligence by addressing buyer inquiries on current and contingent tax exposures and documenting safeguards designed to mitigate risk. Specialized in manufacturing, automotive dealerships, and payment-processing clients.