Angie Bray
Murray,KY
Summary
Results-oriented professional with comprehensive knowledge and extensive experience in timely and efficient payroll processing. Proficient in preparing and editing various forms of written communication, including letters, reports, memos, and emails. Skillfully assisted the State Highway Engineer by coordinating meetings, appointments, and executive travel arrangements. Excellent communication skills with over 27 years of experience in this field. Detail-oriented Tax Preparer with a solid background in tax preparation for diverse entities. Demonstrates expertise in managing paperwork for tax returns, extensions, tax planning calculations, and write-ups. Known for quickly establishing rapport with clients and fostering long-term business relationships.
Overview
29
29
years of professional experience
Work History
Tax Associate
H&R Block
12.2022 - Current
- Job duties include but are not limited to: Organizing and analyzing clients' financial information, advising clients about tax liabilities and other tax-related matters
- Preparing necessary forms for filing taxes and then filing tax returns on paper or electronically on behalf of clients
- Establishing and updating client records, keeping abreast of current IRS and state and local tax rules and regulations and ensuring full compliance
Executive Secretary
Kentucky Transportation Cabinet - State Highway Engineers Office
09.2019 - 08.2024
- I provide direct, professional assistance and support to the State Highway Engineer as well as the 4 Assistant State Highway Engineers
- I have knowledgeable experience in EMARs
- I initiate and pay all in-state and out-of-state travel for above staff
- I am first level approval for selective staff in Program Management
- I generate and timely pay all PRCs to both University of Kentucky and University of Louisville in the Research Programs and I do so in a timely manner
- I have limited knowledge of Pro-Card issuance within the SHE Office and I am also familiar with Financing and Purchasing Policies required
- I work closely with the office of the Secretary of Transportation by coordinating documents with due-dates in a timely manner
- I schedule all meetings and help maintain calendars for the State Highway Engineer and the three Assistant State Highway Engineers
- I maintain and monitor the log for all documentation and verification coming into or going out of the State Highway Engineer's Office
- I assist Jon Wilcoxson, Assistant State Highway Engineer, by monitoring all delivery order maintenance requests coming in from the 12 districts
- I monitor those requiring additional verification
- This is done so by a spread-sheet created and monitored daily
- I assist with requests for all job positions within the twelve districts and central office
- I have knowledgeable experience in Agile Point and am an initiator and a first level approver
- I serve as back-up for verifying all training/HT Requirements have been met when promotional opportunities are requested
- I have recently been asked to create and monitor a spreadsheet for all charges that are COVID-19 related for possible FEMA reimbursement
- I am currently tracking all expenditures for the 12 districts and monitoring for possible reimbursement submittal which will improve funding shortfalls within the cabinet
- I know and understand the importance of providing correct and timely payment for all research payments paid to the University of Kentucky and the University of Louisville in EMARs
- Each job requires a check and balance system of receiving approval from a specific SAC Chair and once approval is granted, payment is made timely and accurately to assure good standing with our community partners
- My current position within the Kentucky Transportation has consisted of a great deal of accounting and payroll experience, being knowledgeable in policy, as well as auditing and planning while dealing with training and other community partners
- I have excellent team-work and leadership skills required to perform the job and meet expectations of my supervision and peers
Administrative Specialists III
Kentucky Transportation Cabinet - District One Office
03.2013 - 09.2019
- I provided direct, professional assistance and support to the Executive Director of District 1 by implementing and maintaining various administrative duties
- I screened calls and assisted tourists and visitors
- I received complaint calls and addressed each accordingly
- I scheduled appointments as well as scheduling and paying all travel arrangements and reimbursements for the Chief District Engineer and Branch Managers
- I tracked and paid all license reimbursements for the District Office using the EMARs system
- This included CDL and PE license reimbursement fees
- I served as the head payroll liaison for the twelve counties in our district and monitored time entry over five employees who keyed payroll
- I was the Training Coordinator/Liaison for twelve counties and scheduled and monitored all training requirements for approx
- Two hundred employees
- I was first level approval of all travel reimbursements in our district
- I fielded all damage complaint calls and assisted area insurance agents when damage occurred on a state route
- I was required to present/speak at supervisor staff meetings and updated staff on any/all training and payroll issues or changes that occurred
- I was the workers comp liaison for all twelve counties within the district
- I oversaw data entry for any/all injuries and dealt with Risk Management Adjusters after incidents occurred
- I have vast experience in Agile Point which is required to pay all travel (both in and out of state)
- While working for the Chief District Engineer as his assistant, I was required to use a pro-card and follow all policy guidelines set forth by the cabinet
- In addition, I feel that my EMARs experience in paying all travel, both in and out of state, in addition to license reimbursements more than meets the required accounting experience required for a Budget Specialists I
- I experienced planning criteria within my role at KYTC while dealing with training
- For example, I was required to work closely with UK Transportation Center to makes sure all training guidelines were met
- Some employee certifications require a re-certification
- I was required to monitor and track these
- I did so by creating a spread-sheet and monitoring this closely
- I would be required to verify pass/fails for employee certifications
- I had to monitor the certification periods for those job specs requiring ongoing re-certifications to avoid a lapse in licensing which would have had a negative impact on the job/work force within the district
- I monitored the amount spent on training to make sure that we were within our district budget and the money that was being spent was in the best interest of the cabinet
- This job allowed me to practice my accounting and budgeting skills as the head payroll liaison in the district
- In addition, I was able to practice good use of policy knowledge in paying all license and reimbursements as well as paying all in and out of state travel
- Policy knowledge was also required in dealing with pro-card usage
Public Assistance Program Specialists
Cabinet for Health and Family Services - Department for Community Based Services
07.2007 - 03.2013
- I provided family centered services under direct supervision
- I participated in formal and on the job training
- I served as a liaison between supervision and Frankfort
- I researched policy for the cash assistance/welfare program and worked with local staff as well as cabinet, executive staff to make sure the needs of the clients' were met within the guidelines of state government
- I supervised six counties which consisted of monitoring 7 different case managers
- I was required to conduct weekly reviews of each case managed case in my six counties as well as conduct/facilitate a monthly staff meeting
- I was responsible and evaluated for my case managers maintaining at least a 50% positive participation rate when dealing with welfare reform
- I had to prove monthly statistics for each case manager to attest that each case load was progressing towards the goal of self sufficiency
- This required being knowledgeable and running statistical reports each month, then relaying that information in a way that was understandable and helpful to my team
- I researched policy and monitored cases for errors
- I conducted training for the KTAP Program as well as the Kentucky Works Program
- I attended community partner meetings and represented the agency
- Some, but not all included: United Way, Poverty Outreach, WKCTC, and UK Target Assessment Program
- I was chosen to travel to Frankfort and serve on the Federal Participation Rate Correction Team
- This consisted of reviewing cases to see if certain criteria was met which would allow an exemption to be made and the case to be excluded in the participation rate
- This meant policy was researched, evaluated and changes were made that met both state and federal guidelines
- This would free up additional money in grants and funding
- Because of this experience, I know the importance first hand of policy and procedure guidelines and budget constraints
- In addition to being knowledgeable of state guidelines, I was required to be knowledgeable of federal guidelines as well
- SNAP benefits fall within federal-mandated guidelines and MEDICAID and CASH ASSISTANCE benefits fall within state-mandated guidelines
- I was nominated for numerous ACE Awards during my career with CHFS
- I was responsible for meeting with all cases on my team that were nearing the 60 month lifetime limit due to welfare reform and discuss their future and teaching basic budgeting skills
- I would screen and refer any families that I felt met the criteria for extension of cash benefits
- Throughout my tenure with CHFS, I worked closely with the Department of Employment Services and taught a class once a month that explained job readiness and budgeting skills
- My career with CHFS taught me the necessary skills of statistical and policy analysis as well as accounting, auditing and planning that are required for the Budget Specialists position with KYTC
Case Management Specialists
Cabinet for Health and Family Services - Department for Community Based Services
09.2000 - 07.2007
- I provided family centered services under direct supervision
- I participated in formal and on the job training
- I negotiated and developed a plan to better meet the specific needs of the families served
- I screened for risk factors and or barriers
- I determined proper eligibility
- This required being knowledgeable with federal budget guidelines when processing SNAP benefits as well as state budget guidelines when processing MEDICAID and CASH ASSISTANCE benefits
- I facilitated the provision of supportive services such as child care and transportation
- I made referrals to outside agencies for job placement and job readiness skills
- I monitored client's progress to self-sufficiency
- I always met or exceeded the cabinet's required 50% participation rate in welfare reform
Family Support Specialists
Cabinet for Health and Family Services - Department for Community Based Services
09.1997 - 09.2000
- I performed beginning level determination of eligibility for public assistance
- I participated in formal and on the job training and performed other duties as required
- I had to manage a monthly caseload including screening families for services and taking applications and re-certification for benefits
- This required being knowledgeable with federal budget guidelines when processing SNAP benefits as well as state budget guidelines when processing MEDICAID and CASH ASSISTANCE benefits
Teller
Paducah Federal Credit Union
09.1995 - 09.1997
- I performed all duties applicable of a bank teller including: greeting members, performing deposits and withdrawals as well as loan payments; assisting with the opening of new accounts and balancing my cash drawer daily
- I also assisted the branch manager with balancing the vault daily
- This required a check and balance system which had to match perfectly in order to close out the day of service
Education
High School -
Lone Oak High School
Gen Ed - 36 Semester Hours
WKTCC
PaducahSkills
- Advanced Clerical Knowledge
- Experienced in Payroll/Date Entry
- Knowledgeable in Excel and Word
- Detail Oriented and Organized
- Verbal and Written Communications
- Provides Excellent Customer Service
- Team Leader
- Tax Associate/Tax Compliance
Currentposition
Tax Associate
Timeline
Tax Associate
H&R Block
12.2022 - Current
Executive Secretary
Kentucky Transportation Cabinet - State Highway Engineers Office
09.2019 - 08.2024
Administrative Specialists III
Kentucky Transportation Cabinet - District One Office
03.2013 - 09.2019
Public Assistance Program Specialists
Cabinet for Health and Family Services - Department for Community Based Services
07.2007 - 03.2013
Case Management Specialists
Cabinet for Health and Family Services - Department for Community Based Services
09.2000 - 07.2007
Family Support Specialists
Cabinet for Health and Family Services - Department for Community Based Services
09.1997 - 09.2000
Teller
Paducah Federal Credit Union
09.1995 - 09.1997
High School -
Lone Oak High School
Gen Ed - 36 Semester Hours
WKTCC