Open To Work
Alexis Dotson
Brown & Brown Insurance
San Antonio,TX
Work Preference
Desired Job Title
Finance Business PartnerSenior Accountant Fiscal AnalystSenior Accountant AccountantLocation Preference
RemoteHybridLocation:
San Antonio, TXOpen to relocation:
NoImportant To Me
Career advancementWork-life balanceCompany CulturePersonal development programsHealthcare benefitsWork from home optionPaid time off401k matchStock Options / Equity / Profit SharingSummary
Results driven accounting professional with 9 years of progressive accounting and finance experience spanning FP&A;, budgeting, forecasting, variance analysis, financial reporting, and operational finance. Trusted advisor supporting approximately $10M in annual revenue across two locations, delivering financial insights that drive profitability, growth, and operational performance. Proven ability to partner with business leaders, improve processes, support acquisitions, and drive data-informed decision-making.
10
years of professional experience
Work History
Finance Business Partner
2 Years 9 Months- Developed and maintained financial models to support forecasting and strategic planning initiatives.
- Analyzed budget variances and provided actionable insights to drive decision-making processes.
- Streamlined reporting processes, enhancing accuracy and efficiency in financial analysis delivery.
- Collaborated with cross-functional teams to align financial strategies with business objectives.
- Led initiatives to optimize resource allocation, resulting in cost reduction and improved profitability.
- Presented financial performance reviews to senior management, guiding strategic investment decisions.
- Implemented best practices for financial governance, ensuring compliance with regulatory standards and policies.
- Identified areas for operational improvement through detailed variance analysis, leading to increased profitability.
- Played an integral role in annual budget preparation by coordinating input from various departments and consolidating data into comprehensive forecasts aligned with company strategy.
- Collaborated with cross-functional teams to optimize resource allocation and improve overall business performance.
- Analyzed financial position, investigated and reported budgetary variances and identified adjustments to facilitate month and year-end processes.
- Contributed to the successful completion of external audits by preparing thorough documentation and responding promptly to auditor inquiries.
- Enhanced financial decision-making by providing accurate data analysis and insightful recommendations to executive leadership.
- Drove process improvements in accounting practices that reduced errors and improved the timeliness of financial reporting.
- Delivered timely and accurate financial reports, enabling informed decision-making by senior management.
- Streamlined financial reporting procedures, improving efficiency and reducing turnaround time for reports.
Senior Accountant
5 Months- Prepared financial statements and reports to ensure compliance with regulatory standards.
- Managed accounts payable and receivable processes, enhancing accuracy in financial transactions.
- Handled day-to-day accounting processes to drive financial accuracy.
- Reconciled accounts and reviewed expense data, net worth, and assets.
- Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
- Gathered financial information, prepared documents, and closed books.
- Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
- Maintained up-to-date knowledge on professional accounting standards to manage financial recordkeeping.
- Analyzed client needs to develop tailored business solutions and strategic recommendations.
- Prepared and filed state and federal tax returns for individual and business clients.
- Analyzed client financial statements to identify deductions and optimize tax strategies.
- Implemented process improvements, reducing turnaround time for return processing by streamlining workflows.
- Managed client relationships, providing personalized service to address inquiries and concerns effectively.
Fiscal Analyst
1 Year 1 Month- Manage 15 various grants totaling $14 million
- Create annual budget based on Notice of Award from Federal and State grantor for grant programs
- Work closely with Program Managers to ensure funds are being used appropriately and on allowable costs only.
- Approve all purchases for grant programs and monitor budget closely
- Review monthly operations to assess compliance with budgets and determine necessary adjustments for future plans.
- Generated annual budget forecasts for executive leadership and city council to inform financial planning.
- Monitored and reported budgetary discrepancies to fiscal management and grant program managers to enhance reporting accuracy and finalize spending plans.
- Evaluate procurement needs and projected expenditures.
- Generated monthly, quarterly, and annual reports based on contracts, including reimbursements and financial status reports uploaded to Grant Solutions.
- Identified and analyzed monthly budget variances, developing action plans for program managers and executive leadership to address discrepancies.
Senior Accountant
4 Months- Managed WIC grant totaling $7.1 million.
- Ensured all expenses were allowable and within contract scope of work.
- Prepared monthly journal entries and reconciliations.
- Updated general ledger with latest entries.
- Reconciled balance sheets and streamlined best practices for balance sheet processes.
- Handled month-end finances by managing and reporting fixed assets and other data.
- Maintained accurate records of expenses.
- Reviewed documents and accounts for discrepancies, resolving variances to maintain accurate financial reporting.
Accountant
8 Months- Led special project reconciling accounts receivable reports, placing contractor accounts on hold for outstanding fees, collecting unpaid fees, and removing holds upon payment; collected over $100K in collections during first half of FY21 and over $297K in FY20.
- Tracked and maintained monthly collection reports submitted to Dept Fiscal Administrator, ensuring accurate and timely financial oversight.
- Prepare detailed data reports for customers to view outstanding fees and make payment arrangements
- Process department refund checks to issue out via mail
- Generate sales orders to bill customers and invoice in SAP
- Ensure contractors and vendors are paid for services rendered to the city
- Assisted central finance by contacting customers to collect fees due from NSF checks
- Create Goods Receipts for invoices in Work Cycle to ensure vendors are paid on time
- Maintain weekly labor reports for the COVID labor tracking and expenses for Code Enforcement and Development Services
- Verified daily department transactions for reconciliation between programs Accela and Activenet, ensuring data integrity and accuracy.
- Order, receive and track delivery of all uniforms for Code investigators and inspectors as well as pay invoices and maintain uniform budget for each employee.
- Coordinated travel arrangements and processed reimbursements for the department.
- Create shopping carts through SAePs for purchasing of items needed for various divisions within the department
Accounting Clerk
2 Years- Led special project reconciling account receivable reports from Hansen to place holds on past due accounts, ensuring timely collections
- Prepared detailed data reports for customers outlining outstanding fees, facilitating payment arrangements
- Checked all department checks for accuracy and informed management of necessary adjustments.
- Process departmental refunds checks to issue out via mail or pickup
- Generate sales orders to bill customers and invoice in SAP
- Assisting central finance by collecting fees due on NSF checks
- Ensured accurate profit and loss tracking for budget preparation to help assist in preparation of department budgets
- Input high volume of monthly invoices with consistent accuracy.
Bookkeeper
2 Years 1 Month- Established QuickBooks accounting system, ensuring accurate financial records.
- Entered financial information and payments to guarantee that employees and vendors were paid accurately and on time.
- Reconciled company bank, credit card and line of credit accounts.
- Developed monthly, quarterly and annual profit and loss statements and balance sheets.
- Processed payroll for employees, maintaining detailed procedural records.
- Eliminated financial discrepancies through meticulous documentation of expenses, income monitoring, bank deposits, and statement management.
- Created and filed W-2 and 1099 tax documents for client's staff
Education
BBA - Accounting
Skills
Decision support
Variance analysis
Verbal and written communication
Strategic planning
Budget planning and preparation
Financial audits
Financial analysis and reporting
Team collaboration
Attention to detail
Problem-solving
Timeline
Finance Business Partner
Brown & Brown Insurance
11.2023 - Current
Senior Accountant
Jeanette Andrada & Associates, LLC
05.2023 - 10.2023
Fiscal Analyst
City Of San Antonio Metro Health Department
04.2022 - 05.2023
Senior Accountant
City Of San Antonio Metro Health Department
12.2021 - 04.2022
Accountant
City Of San Antonio Development Services Department
04.2021 - 12.2021
Accounting Clerk
City Of San Antonio Development Services Department
04.2019 - 04.2021
Bookkeeper
T and R Consulting Services
08.2016 - 09.2018
Texas A&M University-San Antonio
BBA from Accounting