Anna Goodwin
Albuquerque,NM
Summary
Highly successful in program management and operations, with exceptional strengths in high end fund raising, executing grant deliverables, and creating and managing budgets. Strong leadership abilities with expertise in directing teams of professionals in high-volume settings. Highly skilled at building lasting relationships with clients, political leaders and community organizations. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
15
15
years of professional experience
Work History
Income Tax Preparer /Accountant
JAG Accounting And Tax Services
08.2009 - Current
- Established JAG Accounting and Tax services at the request of over 100 clients of whom I had been providing tax preparation for over several years. As a result, I increased my loyal client base by 230%. This is primarily seasonal work.
- Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
- Worked with the IRS and other relevant government organizations on behalf of client to address issues related prior tax prep return discrepancies.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Consulted with clients on recommendations to increase tax credits and deductions and reduce future tax liabilities.
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
- Maintained compliance by adhering to current tax laws and regulations.
- Analyzed financial records to verify accuracy of tax returns.
- Identified potential audit red flags to minimize risk of IRS audits.
- Researched complex tax issues utilizing online resources and professional tax software.
- Developed tax plans and projections to help clients meet objectives.
- Prepared written responses or tax return amendments to resolve state and federal notices.
- Responded to inquiries from IRS and other tax authorities.
- Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
- Prepared US, multistate, and international tax returns for business clients.
Contracted Fundraising Specialist
Self Employed
02.2009 - Current
- Began and learned of fund raising efforts as a financial and budget manager at Furrs Supermarkets in 1999. Tasked with coordinating golf tournaments to elevate Furrs recognition in the community by giving back to the community during the holidays.
- Since then, throughout the years through current, I was contracted or asked by various non-for-profits, retailers, organizations and political entities to organize or assist fund raising events and initiatives.
- The next section of bullets first capitalizes on my skillsets, followed by specific fundraising campaigns I organized and/or participated in.
- Planned and organized special events, solicited corporate and political sponsorships, and set up matching gift donations to reach financial targets.
- Conducted research to identify and target potential donors for fundraising campaigns.
- Cultivated relationships with existing and potential donors to increase donations.
- Analyzed fundraising data to identify trends and develop strategies for improvement.
- Proposed fundraising opportunities to potential donors to increase sources of funding.
- Attended events to develop professional network of potential donors.
- Managed budgets for events and campaigns, keeping financial goals on track.
- Coordinated events to encourage community involvement and increase awareness of organization's mission.
- 1999 - 2000 Coordinated golf tournaments and charitable balls on behalf of Furrs Supermarkets amongst other corporate entities to provide for underserved populations during the holidays.
- 2003 - 2006 As a State Operations manager of Premier Distributing, aka Budweiser, planned several fund raising events from golf, baseball and kickball tournaments to motorcycle rallies, raffling tickets to concerts and NASCAR via VIP access, to primarily assist persons for treatment with alcohol and drug addictions.
- 2008 - 2009 Hired by a local native owned solar power company, Sacred Power, to create an alcohol distribution center in the Sawmill District, which proceeds would fund the first native NASCAR driver, which in turn the proceeds would fund several educational and housing structures throughout the local native pueblos. Also coordinated golf tournaments to raise money for various native representatives and senators.
- 2009 - 2012 Contracted by local defense attorney, Tim Padilla, to create a business importing a specific high end tequila to raise funds for public defense fees as needed.
- 2018 - 2023 Fund raised on behalf of UNM for several local non-for-profit charities.
- 2021 - 2023 Fund raised for Rebecca Dow campaign running for NM Governor (R). Fund raised for The Rape Crisis Center.
Program Specialist
University Of New Mexico Health Sciences Center
07.2018 - 06.2023
- Applied for and was awarded over $1.5m in federal grant monies, in addition to other Mill Levy monies, to develop, coordinate, and administer the largest Financial Literacy and Income Tax Preparation program in UNM's and Bernalillo County's history. The goal was not only successful in reducing poverty, homelessness and financial illiteracy amongst Bernalillo County's most underserved populations, but educated community partners in personal money matters and political leaders with in-depth insight on real life risks and solutions.
- Worked with UNM's School of Law Dean to recruit and train senior year law students to assist with providing free income tax preparation clinics to underserved populations.
- Organized productive meetings to connect and strengthen relationships amongst local political leaders, community partners and clients alike.
- Developed strong relationships with large organizations such the IRS, NM Tax and Rev, Social Security, Albuquerque Public Schools McKinny-Vento Program, City of Albuquerque's Bank on Burque program (Credit Unions, Wells Fargo, Chase Bank and Bank of America), Tax Help NM, and local IRS regulated VITA program.
- Worked with several political leaders, such as Senator Mo Maestas, on the value of increasing financial literacy programs.
- Applied market research to design up-to-date programs.
- Worked alongside other community professionals to outline and implement program plans and objectives.
- Coordinated communication among associations, stakeholders and team members to foster effective grant deliverables and connections between departments.
- Sought client needs and developed program initiatives applying a client centered approach.
- Organized and managed program development from conception through successful execution.
- Kept program-related data accurate, up-to-date and easily decipherable.
- Collaborated with other department managers to achieve consistency in department objectives and services.
- Analyzed program data by tracking and reporting program outcomes to identify areas of improvement as well as ensuring grant deliverables remained on track and eligible for continued funding.
- Developed program marketing and outreach strategies to attract resources and financial support from various organizations.
Program Coordinator
University Of New Mexico Health Sciences Center
07.2018 - 01.2020
- Provided ongoing direction and leadership for operations among 7 internal programs serving underserved populations.
- Designed, organized and managed program development from conception through successful completion.
- Tracked and reported expenses accurately to manage program budgets.
- Motivated and directed staff to align operations with organizational mission using appropriate training initiatives and presentations.
- Assisted with grant writing and fundraising efforts to secure funding and program sustainability.
- Developed and maintained relationships with external community partners to elevate program operations.
- Improved program outcomes based on changing trends, feedback and directives from leadership and community partners.
- Developed and recommended policies and procedures for evaluating programs.
- Identified risks and developed mitigation plans.
- Collaborated with various team members to uncover issues, identify applicable solutions, and offer guidance.
Education
Bachelor of Science - Political Science / Health Psychology
University of New Mexico
Albuquerque, NM05.2018
Associate of Applied Science - Criminal Justice
Central New Mexico Community College
Albuquerque, NM05.2010
Skills
- Successful Fund Raising initiatives
- Grant Writing and Proposals
- Status Reports, Quarterly and Annual Reports to grant funders
- Grammar Rules
- Community Service Programs
- Community Mental Health Programs
- Positive Reinforcement Strategies
- Method Validation
- Materials Research
- Microsoft Office
- Educational Programs
- Agency Liaison
- Legal Requirements
- Organize Professional Development
- Community Resource Navigation
- Quality Improvement
- Data Compilation and Analysis
- Large-Scale Events Planning and Logistics
- Operational Budget Preparation
- Interdisciplinary Teamwork
- Coping Techniques
- Case File Management
- Mental Health Crisis Response
Timeline
Program Specialist
University Of New Mexico Health Sciences Center
07.2018 - 06.2023
Program Coordinator
University Of New Mexico Health Sciences Center
07.2018 - 01.2020
Income Tax Preparer /Accountant
JAG Accounting And Tax Services
08.2009 - Current
Contracted Fundraising Specialist
Self Employed
02.2009 - Current
Bachelor of Science - Political Science / Health Psychology
University of New Mexico
Associate of Applied Science - Criminal Justice
Central New Mexico Community College
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