Whitney Rogers
Martin,TN
Summary
Experienced financial management professional with a track record of enhancing accounting processes and system oversight within public and private sectors. Demonstrates a strong ability to develop teams, manage comprehensive budgets, and ensure compliance with financial regulations. Adept at implementing effective financial strategies to drive organizational success.
Overview
14
14
years of professional experience
Work History
SBD Customer Specialst
Principal
02.2025 - Current
- Resolved product or service problems by clarifying the customer's complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustment; following up to ensure resolution.
- Ensured customer satisfaction through effective communication skills and problem resolution techniques.
- Recorded all customer interactions into the database system accurately and completely.
Chief Financial Officer
City of Fulton
Fulton, Ky
08.2022 - 11.2024
- Managed annual budgets to meet financial goals. Guided internal audits, risk assessments and compliance monitoring.
- Led bookkeeping, managing invoices, payments, bank reconciliations, and spending.
- Reconciled and analyzed bank and credit card statements. Evaluated employee expense reports and verified accuracy. Applied proper GL codes to invoices, files, and receipts to keep records organized.
- Reviewed general ledger entries and assessed accuracy. Balanced and reviewed monthly budgets and financial reports. Advised all organizational departments on financial activities within the organization.
- Organized and facilitated procedures for month-end and year-end closing.
- Completed biweekly payroll for company employees, including calculating taxes, vacation, and sick time.
- Ensured tax document compliance and prepared W2s and 1099s for employees and contractors.
Educational Assistant
Martin Primary
Martin, TN
02.2022 - 08.2022
- Facilitate three tier 2 RTI classes, K-2. Conducted one-on-one tutoring sessions with students who needed extra support.
- Progress monitoring and make lesson plans.
- Assisted teachers with preparing classroom materials and activities. Assisted teaching Math to Kindergarteners.
- Administered standardized tests to assess student progress.
- Monitored student behavior in the classroom, playground, cafeteria, and other school areas.
- Provided individualized instruction for special needs students according to their IEPs.
Leasing Specialist
Martin Housing Authority
Martin, TN
02.2020 - 02.2022
- Established guidelines for tenant screening processes such as credit checks, background checks, employment verification.
- Processed tenant move-ins by collecting deposits, signing leases, and providing orientation materials.
- Maintained accurate records of all current leases, renewals, terminations, and other related documents.
- Inspect properties, inform maintenance of any issues, and inform tenant of any violations.
- Complete the annual recertification process with existing tenants.
- Manage the lease violations and going to court for lease violations, including nonpayment of rent.
- Manage marketing on company social media and website. Advertised vacant units through multiple marketing channels, including print media, online listings, and social media posts.
Accounting Specialist
Savant Learning Systems
Martin, TN
01.2018 - 02.2020
- Analyzed financial data to ensure accuracy of information and compliance with accounting principles.
- Performed monthly, quarterly and annual closing activities for assigned areas.
- Developed reports to support month-end close process including account reconciliations.
- Verified accuracy of invoices received from vendors prior to payment processing. Created journal entries as needed to record transactions in the general ledger.
- Reconciled bank statements and credit card statements for multiple accounts on a monthly basis.
- Processed payroll biweekly, ensuring accuracy of pay and deductions for employees in multiple states. Prepared quarterly reports for government agencies such as 941s, W-2s, 1099s.
- Maintained current understanding of state and federal accounting procedures to prevent legal or compliance issues.
Administrative Assistant
Martin Housing Authority
Martin, TN
05.2011 - 01.2018
- Greeted visitors in a professional manner, responding to inquiries and directing them to appropriate personnel.
- Performed complex clerical work involving the analysis of a variety of source materials, policies, and procedures, and working knowledge of applicable regulations.
- Maintained and fulfilled court detainers and move-outs.
- Organized and maintained filing systems for physical and electronic documents, ensuring accuracy and confidentiality of records.
- Composed letters, memos, reports, emails, presentations and other written correspondence as required by management staff.
- Managed incoming calls while providing information or transferring callers to appropriate personnel.
- Maintained office supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing and expediting orders for supplies.
- Processed invoices for payment using accounting software applications. Processed rental payments and agreements.
- Entered data into spreadsheets using Microsoft Excel or other similar programs.
Education
Accounting Certificate -
Tennessee College of Applied Technology
McKenzie, TN04.2008
Some College (No Degree) - Business
Bethel University
McKenzie, TNSkills
- Financial Analysis
- Strategic Planning
- Compliance Management
- Cash Flow Management
- Risk Assessment
- Business Forecasting
- Operational decision making
- Multi-state payroll
- Data Reconciliation
- QuickBooks proficient
- Staff Training and Development
- Benefits Administration
- Team-building activities
- Onboarding and Orientation
- Employee Recognition Programs
- Vendor Relationship Management
Affiliations
- Weakley County Leadership Graduate-2019
- Served on different festival committees
- Organized first ever Special Need Day Events in Martin, TN and Fulton, KY
Accomplishments
- Chair of annual Special Needs Events in local towns
References
References available upon request.
LEADERSHIP
- Weakley County Leadership, 2019
- Tennessee Soybean Festival Planning Committee, 2018-Present
Timeline
SBD Customer Specialst
Principal
02.2025 - Current
Chief Financial Officer
City of Fulton
08.2022 - 11.2024
Educational Assistant
Martin Primary
02.2022 - 08.2022
Leasing Specialist
Martin Housing Authority
02.2020 - 02.2022
Accounting Specialist
Savant Learning Systems
01.2018 - 02.2020
Administrative Assistant
Martin Housing Authority
05.2011 - 01.2018
Accounting Certificate -
Tennessee College of Applied Technology
Some College (No Degree) - Business
Bethel University