Angela Warner
Cincinnati,OH
Summary
Accomplished Finance/Accounting and Tax Consultant with a proven track record of enhancing financial performance through expert analysis and strategic planning. Excels at presenting complex information in easy-to-digest format, allowing clients to make informed decisions quickly. Demonstrated ability to surpass targets and deliver results by effectively managing projects and ensuring quality assurance. Experienced in all aspects of operations, strategy and finance.
Overview
20
20
years of professional experience
1
1
Certification
Work History
National Finance/Accounting and Tax Consultant
Business Enterprize
01.2019 - 06.2024
- Developed financial models to assess and analyze financial performance of clients.
- Collected and reported monthly expense variances and explanations.
- Initiated comprehensive account assessments to check viability, stability, and profitability of business operations.
- Developed financial strategies by guiding client to establish financial goals and matching goals to appropriate financial plans.
- Provided financial management information by preparing financial status analysis and reports.
- Reviewed client accounts and plans to determine life changes, economic changes or financial performance.
- Interviewed clients by telephone or in-person to gather financial information.
- Cooperated with senior leaders to create operating budgets and initiate financial planning.
- Conducted technical and analytical reviews of tax returns to check for accuracy and qualified deductions.
- Used accounting software to issue tax returns and prepare consolidated reports.
- Kept up-to-date with tax changes and industry trends by participating in professional organizations, opportunities, and networks.
- Prepared working papers, reports and supporting documentation for audit findings.
- Monitored clients' financial situation by tracking changes in wealth and life circumstances, analyzing financial plan results and identifying and evaluating new financial strategies.
National Nurse Travel Sales and Account Manager
Cross Country Healthcare
09.2004 - 08.2019
- Consulted with businesses to supply accurate product and service information.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Oversaw new business development to generate sales leads, negotiate client pricing and forecast revenue.
- Set and achieved company defined sales goals.
- Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
- Increased sales with execution of full sales cycle processing from initial lead processing through conversion and closing.
- Negotiated prices, terms of sales and service agreements.
- Met with customers to discuss and ascertain needs, tailor solutions and close deals.
- Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
- Developed and maintained strong working relationships with professionals within assigned territory.
- Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
- Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
Education
MBA - Accounting And Finance
Mount Vernon Nazarene University
Mount Vernon, OH05.2019
Skills
- Forecasting and Reporting
- Project Management
- Financial Analysis
- Accounting Skills
- Problem-solving
- Excellent verbal and written communication
- Revenue Growth
- Closing Deals
- Presentation
- Consulting
- Customer Relationship Management
- Management Coaching
- Operations Analysis
- Quality Assurance
- Cost Analysis
Affiliations
- National Society of Leadership and Success
Certification
- Licensed Life, Health & Accidental Insurance Agent - December 2022
- Licensed Personal Lines Insurance Agent - July 2024
Timeline
National Finance/Accounting and Tax Consultant
Business Enterprize
01.2019 - 06.2024
National Nurse Travel Sales and Account Manager
Cross Country Healthcare
09.2004 - 08.2019
MBA - Accounting And Finance
Mount Vernon Nazarene University
- Licensed Life, Health & Accidental Insurance Agent - December 2022
- Licensed Personal Lines Insurance Agent - July 2024
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