Results-driven Account Manager with a proven track record in client management and financial reporting. Expertise in process optimization and regulatory compliance, enhancing efficiency across accounting operations.
Overview
11
11
years of professional experience
Work History
Account Manager
Nonprofit Fiscal Management
Remote, New York
01.2023 - Current
Manage seven nonprofit clients, achieving goals and addressing diverse needs.
Coordinate with cross-functional teams to align client expectations and strengthen relationships.
Ensure timely completion of reconciliations during month-end closing processes.
Collaborate with teams to enhance efficiency in financial reporting.
Prepare monthly and quarterly financial reports for grant programs.
Develop comprehensive monthly financial reports for management review.
Identify process improvements to optimize accounting operations.
Accountant
Rawson Saunders School
Remote, Austin, TX
07.2021 - 12.2022
Executed payroll processing while ensuring strict regulatory compliance.
Monitored balance sheets and income statements to assess financial performance.
Coordinated audits by collecting essential documentation and reports.
Assisted in budget preparation and variance analysis to enhance financial accuracy.
Director of Finance
Carevide
Greenville, TX
10.2014 - 07.2021
Collaborated with CFO to develop optimal budget strategies aligning with organizational goals.
Implemented Abila MIP fund accounting software to enhance reporting accuracy and fiscal management.
Led audits to evaluate financial practices and enhance operational efficiency.
Trained finance staff on best practices and compliance standards.
Director, Office of External Affairs, Office of Customer Experience Management (OCEM) at DEPARTMENT OF TREASURY, BUREAU OF FISCAL SERVICE (FISCAL)Director, Office of External Affairs, Office of Customer Experience Management (OCEM) at DEPARTMENT OF TREASURY, BUREAU OF FISCAL SERVICE (FISCAL)