Beverly Jean Houie
Albemarle,United States
Summary
Forward-thinking project management specialist confident in leading team members, managing schedules and coordinating resources. Keeps projects on-track with decisive supervision and quick problem-solving. Persuasive in communicating and negotiating with internal team members, vendors and other stakeholders.
Overview
15
15
years of professional experience
Work History
Tax Accountant
Freelance - Entrepreneur
08.2010 - Current
- Assisted small businesses and individual clients with filling out tax forms and electronically filing tax returns.
- Worked closely with clients throughout the year to ensure accurate filings at year end.
- Researched complex tax issues and provided solutions to clients.
- Interacted with key client management to gather information, resolve tax-related problems and discuss business and process improvements.
- Advised management on the impact of new or changing regulations on tax liabilities.
- Prepared and filed taxes for individuals, corporations, and other entities.
Senior Project Accountant
CEM Corporation
10.2023 - 02.2025
- Researched and implemented best practices to improve audit results.
- Communicated with project management and professionals to monitor job progress cost reporting.
- Maintained accurate records of all transactions including payment history, vendor information, and other relevant data.
- Researched discrepancies in invoices and payments to vendors.
- Collaborated with project personnel to set up records with contract status dates and project-specific contact information.
- Maintained project-related records, contracts and change orders.
- Analyzed customer profitability by product line, cost center or business unit.
- Managed financial operations and calculated production costs.
- Developed and maintained detailed spreadsheets for tracking income and expenditures.
- Participated in the development of long-term financial plans for projects.
- Collaborated with stakeholders across the organization on accounting matters.
- Complied with Sarbanes-Oxley Act and GAAP principles to maintain complete transparency.
- Collected and assembled financial data to analyze costs on year-to-year basis relative to fiscal planning and budgeting activities.
- Maintained accurate accounts for cash, fixed assets and other transactions.
- Supported forecasting activities by providing timely updates on actual results.
- Ensured compliance with Generally Accepted Accounting Principles.
- Prepared weekly, monthly and quarterly reports on project budget performance.
- Performed cost analysis activities related to new projects or initiatives.
- Developed procedures for monitoring project spending against budget projections.
- Confirmed accuracy of record expenses, revenues and capital expenditures to produce accurate cash flow reporting.
Project Financial Analyst II (Contractor)
Duke Energy
03.2022 - 10.2023
- Analyzed financial data to identify trends, patterns and strategies.
- Developed comprehensive presentations outlining the financial performance of completed or ongoing projects.
- Reviewed costs, expenses and revenues associated with construction projects.
- Maintained strong pipeline of corporate clients by collaborating closely with partners.
- Negotiated terms with vendors and suppliers to optimize cost savings.
- Managed multiple concurrent projects while maintaining high levels of accuracy.
- Analyzed cost estimates and financial performance of projects to ensure accuracy and compliance with applicable regulations.
- Conducted variance analysis to compare budgeted figures against actual results and identified causes of discrepancies.
- Coordinated with cross-functional teams to gather financial data and insights for comprehensive reports.
- Assisted in the budgeting process by providing detailed revenue and expense forecasts.
- Collaborated with internal departments such as accounting, operations, sales, and marketing to ensure accurate data is captured in project plans.
- Conducted competitive analysis to benchmark company performance and inform strategic planning.
- Developed financial models and forecasts for project-related costs, revenue, and profitability.
- Performed variance analysis on actual versus budgeted figures to identify areas of improvement in the project.
- Evaluated vendor contracts related to a given project and identified any discrepancies or issues requiring resolution.
- Monitored cash flows associated with projects and advised stakeholders on potential risks or opportunities.
- Determined and tracked budget expenses with accuracy and transparency.
- Analyzed budgets and implemented action plans to rectify issues.
- Implemented cost-saving measures by analyzing expense reports and identifying inefficiencies.
- Participated in meetings between clients, vendors, stakeholders discussing contractual obligations related to specific projects.
Senior Accountant
Prime Beverage Group
07.2021 - 02.2022
- Monitored accounts payable activity to ensure accuracy and timeliness of payment processing.
- Analyzed general ledger accounts for accuracy and completeness on a regular basis.
- Managed financial operations, month-end reporting, financial schedules and reconciliations.
- Diminished financial discrepancies and accurately reconciled accounts using detailed data analysis results.
- Complied with Sarbanes-Oxley Act and GAAP principles to maintain complete transparency.
- Prepared monthly financial reports for management review.
- Reviewed and reconciled discrepancies in accounts and financial documentation.
- Developed strategies to improve accounting systems and processes.
- Minimized internal accounting department backlogs by updating accounts and generating reports.
- Created new procedures for more efficient workflow within the department.
- Coordinated project materials and schedules, facilitated communication and prepared reports.
- Oversaw full accounting cycle and prepared applicable financial statements.
Quality Control Accountant
New Beginnings Church
Matthews, NC
09.2019 - 06.2021
- Reported on financial results including balance sheets, income statements, cash flow statements.
- Monitored cash flows and prepared weekly cash projections.
- Performed general ledger reconciliations on a timely basis.
- Liaised with auditors to complete annual audits and maintain compliance with local, state and federal requirements.
- Assisted in the preparation of tax returns by gathering necessary information from clients and maintaining organized files with documents related to taxes.
- Reviewed financial information detailing assets, liabilities, and capital.
- Provided guidance to other departments regarding accounting policies and procedures.
- Complied with Sarbanes-Oxley Act and GAAP principles to maintain complete transparency.
- Managed accounts receivable and payable, reconciled bank statements, and prepared financial reports.
- Gathered banking transactions via statements, recorded activity in Excel format and reconciled balances.
- Analyzed balance sheets for mistakes and inaccuracies.
- Updated and managed accounts payable databases, employing access controls to protect data.
- Reviewed invoices for accuracy and completeness prior to payment processing.
- Managed accounts payable and receivable, improving cash flow management.
- Oversaw full accounting cycle and prepared applicable financial statements.
- Cross-trained employees, enabling completion of priority tasks during personnel absences.
- Created journal entries accurately and timely for month end close processes.
- Maintained up-to-date knowledge of Generally Accepted Accounting Principles guidelines.
- Monitored balance sheets and income statements to evaluate financial performance.
- Supported efficient accounting operations with high-quality administrative support.
- Investigated and resolved billing issues to maximize cash flow and minimize liabilities.
- Researched and implemented best practices to improve audit results.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
- Achieved cost-savings by developing functional solutions to problems.
- Worked effectively in team environments to make the workplace more productive.
- Approached customers and engaged in conversation through use of effective interpersonal and people skills.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Managed time effectively to ensure tasks were completed on schedule and deadlines were met.
- Identified needs of customers promptly and efficiently.
Project Manager Accountant I (Contractor)
American Tire Distributors
02.2016 - 07.2019
- Ensured compliance with applicable laws, regulations, policies and procedures throughout the life cycle of each project.
- Forecasted, scheduled and monitored project timelines, personnel performance, and cost efficiency.
- Produced thorough, accurate and timely reports of project activities.
- Created team objectives and roles with specific goals outlined for each individual.
- Identified project needs by reviewing project objectives and schedules.
- Drafted reports summarizing progress made on projects for review by executive leadership team.
- Determined project staffing needs and led resource management.
- Created project status presentations for delivery to customers or project personnel.
- Submitted budget estimates, progress reports and cost tracking reports.
- Generated and tracked change orders and other contractual modifications affecting budget and schedule.
- Created project plans with established timelines, assigned to appropriate teams and managed workflow throughout construction.
- Developed and maintained project plans, timelines, and budgets.
- Led meetings with internal team members, consultants and contractors.
- Reviewed project risks and devised proactive strategies to avoid potential roadblocks.
- Managed multiple projects with competing deadlines simultaneously.
- Advised other departments on best practices related to managing large-scale projects.
- Created and implemented processes to ensure successful completion of projects.
- Managed contracts with vendors and suppliers by assigning tasks and communicating expected deliverables.
- Submitted project deliverables to clients, consistently adhering to quality standards.
- Built and established strong partnerships with teams, vendors and contractors.
- Negotiated contracts with vendors and suppliers based on company objectives and budget constraints.
- Made changes to project scope and cost and implemented most effective change management processes to keep project up-to-date.
- Focused on project monitoring and management by developing forecasts and tracking expenses.
Financial Analyst (Contractor)
Daimler Trucks North America
07.2014 - 12.2015
- Reviewed capital projects for market trends and competitive statistical relevancy
- Assisted the project manager with analytical projections
- Prepared ad hoc report supporting on-time project cost analysis
- Presented weekly reports and deliverables of construction in progress actual performance
- Worked cross functional with department heads to monitor progression of future projects
- Coordinated projects completion within on-time budget and scope
- Prepared daily and monthly sales performance reports
- Assisted with month end analytical sales forecast and report generation
- Prepared marketing slides and market share analytical performance within the trucking industry and competitors
Education
Master of Business Administration - Accounting/Finance
DeVry University/Keller Graduate School of Management
Charlotte, North Carolina, United States09-2012
Bachelor of Business Administration - Accounting/Finance
North Carolina Central University
Durham, North Carolina, United States01.1986
Skills
- Microsoft Office
- Financial reporting
- Project management
- Cost analysis
- Budget forecasting
- Attention to detail
- Client relationship management
- Regulatory compliance
- Time management
- Problem solving
- Critical thinking and communication
- Data analysis
- GAAP
- Cash flow analysis
- Communication and presentation
- Fixed assets management
Awards
- Demonstrated professional conduct with clients and families to deliver outstanding customer service.
- Prepared paperwork for the Small Business Administration Applications for the First and Second Draw PPP Loan requirements for approval.
- Prepared paperwork for First PPP Loan Forgiveness of 100%.
Accomplishments
- Demonstrated professional conduct with clients to deliver outstanding customer service and results driven.
- Prepared paperwork for the SBA Applications for the First and Second Draw PPP Loan Requirements for Approval
- First PPP Loan Forgiveness of 100%.
Timeline
Senior Project Accountant
CEM Corporation
10.2023 - 02.2025
Project Financial Analyst II (Contractor)
Duke Energy
03.2022 - 10.2023
Senior Accountant
Prime Beverage Group
07.2021 - 02.2022
Quality Control Accountant
New Beginnings Church
09.2019 - 06.2021
Project Manager Accountant I (Contractor)
American Tire Distributors
02.2016 - 07.2019
Financial Analyst (Contractor)
Daimler Trucks North America
07.2014 - 12.2015
Tax Accountant
Freelance - Entrepreneur
08.2010 - Current
Master of Business Administration - Accounting/Finance
DeVry University/Keller Graduate School of Management
Bachelor of Business Administration - Accounting/Finance
North Carolina Central University
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