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.
• Calculate partner invoices and revenue-share allocations from pricing terms in Bank Servicing Agreements and Master Services Agreements. Reconcile related accruals and settlement amounts covering interchange, network, and merchant-acquiring activity.
• Prepare journal entry support, account rollforwards, and close schedules. Analyze unusual balance sheet activity and collaborate with Accounting, Operations, and external providers to ensure complete and accurate period-end balances.
• 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 (Lattimore Black Morgan & Cain)

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.
• Partnered with client accounting teams and external auditors to resolve account differences, support year-end reporting and tax accruals, and maintain complete, fully referenced workpapers.
• Improved engagement quality and review efficiency by linking source data, standardizing workpapers, strengthening control checks, and leading the conversion of fixed asset records from CCH ProSystem fx Fixed Assets to Fixed Assets CS.
• 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.