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Harli Petty
@hpbookkeeping
Accounting and Bookkeeping Specialist
United States
English
About me
I’m a bookkeeping and accounting professional with experience in bank reconciliation, QuickBooks, AR/AP, and financial reporting. I’ve worked in corporate investor accounting and small business bookkeeping, helping clients maintain clean, accurate financial records. I specialize in reconciliations, catch-up bookkeeping, and keeping your books organized and stress-free.
Skills
Harli Petty
Offline •
See my services
Bookkeeping
I will handle bookkeeping and bank reconciliation
Bookkeeping
I will clean up your bookkeeping and fix bank reconciliation errors
Work experience
Investor Accounting Analyst
Newrez • Full-time
Apr 2025 - Present • 1 yr 1 mo
In my current role as an Investor Accounting Analyst, I prepare and review detailed monthly reconciliations for custodial and investor accounts, ensuring accuracy, compliance, and timely reporting. I reconcile trust, escrow, clearing, and P&L accounts, research discrepancies, and resolve variances within strict deadlines. I also provide organized documentation and reconciliation support for internal reviews and external audits, maintaining clear and reliable financial records.
Accounting Assistant
Kline Hardin • Full-time
Oct 2021 - Apr 2024 • 2 yrs 6 mos
As an Accounting Assistant, I managed accounts payable and receivable, performed routine bank reconciliations, and supported month-end close processes. I researched and resolved vendor and client discrepancies, maintained accurate financial records, and prepared documentation for management reporting and compliance reviews. My focus was on keeping accounts organized, balanced, and audit ready.
Community Manager
IWG • Full-time
Nov 2018 - Oct 2021 • 2 yrs 11 mos
In my role as a Community Manager, I oversaw budgeting, financial reporting, and day-to-day financial operations across multiple locations. I managed tenant billing, accounts receivable and payable, contract compliance, and vendor relationships while monitoring overall financial performance. I worked closely with operations and sales teams to control expenses, improve profitability, and maintain organized financial records.
