Sharlotte Windmon

Sharlotte Windmon currently serves as a Senior Accountant at Atria Wealth Solutions, where she plays a pivotal role in ensuring the accuracy and integrity of the company's financial reporting processes. In this capacity, she is responsible for preparing complex accounting journal entries, collaborating cross-functionally with various departments to gather essential data for month-end close activities, and ensuring timely and precise financial statements. Her expertise extends to preparing detailed balance sheet account reconciliations for both the parent company and its subsidiaries, as well as assisting with intercompany account reconciliations to resolve reconciling items efficiently.

Sharlotte’s role involves reviewing and approving journal entries and reconciliations prepared by her team, which underscores her strong attention to detail and adherence to accounting standards. She also conducts monthly fluctuation analyses to identify variances and provide insights that support strategic decision-making. Her proficiency in bank reconciliations, cash management, and accounts receivable/payable processes ensures robust internal controls and compliance with federal and state tax reporting requirements, including excise tax reports and 1099 filings.

Known for her critical thinking and problem-solving skills, Sharlotte fosters a collaborative work environment, leveraging her industry-leading knowledge to streamline accounting operations and improve financial accuracy. Her well-organized approach and dedication to producing high-quality results make her an invaluable asset to Atria Wealth Solutions, where she continuously enhances financial processes and supports the company’s growth objectives through her expertise in general ledger management, reconciliation, and industry best practices.