Carrie Carter
Cypress,TX
Summary
Efficient and detail-orientate accountant with over 25 years of experience, working in a variety of industries from public accounting to non-profit. Highly adaptable to new software. Demonstrated proficiency in developing processes to improve and stream line work flows. Ability to train and supervise the next generation. My variety of accounting and supervisory experience make me uniquely qualified for preparing financial statement while developing junior staff's skills and performance.
Overview
33
33
years of professional experience
Work History
Senior Staff Accountant
Girl Scouts Of San Jacinto Council
09.2022 - Current
- Review documents and accounts for discrepancies and resolved variances.
- Prepare journal entries
- Track and maintain fixed assets and prepare depreciation entry
- Track and reconcile donations receivable
- Review journal entries prepared by staff for cash receipts, sales tax, p-card and book transfers
- Supervise the Accounts Payable Specialist. Review invoices for proper coding, Ensure checks are prepared and issued correctly.
- Supervise debt collection process
- Work closely with the Product Sales department, assist with inventory logistics and forecasting.
- Train and support accounting software and assist with implementation of new policies and processes.
- Prepare and review audit schedules annually
- Assist staff with the budget software (Power Plan). Assisting them with the reading and understanding of their monthly financial reports
President
Disc, Inc.
01.2008 - Current
- Hired and managed employees to maximize productivity while training staff on best practices and protocols.
- Developed and implemented new strategies and policies to establish long-term business objectives and provide strong and sustainable organizational leadership.
- Reduced operational costs through strategic cost management initiatives.
- Monitored financial performance and implemented measures to enforce compliance with budgetary standards.
- Supported staff for optimal performance.
- Prepare monthly financial statements using Quickbooks
- Prepare and pay sales tax
- Review 1120 tax return
- Prepare payroll and filed all associated tax filings.
Staff Accountant
Girl Scouts Of San Jacinto Council
05.2019 - 08.2022
- Responsible for reconciling and recording cash receipts from 8 shops daily.
- Prepare and pay monthly sales tax
- Backup for the Accounts Payable clerk, cut, checks and expense reimbursement ACHs
- Implemented debt collection processes. Responsible for ensuring accurate balances and timely filing of debt.
- Responsible for mainlining accurate vendor records
- Assist with preparation of 1099s
- Prepared monthly financial reports by project and distributed to the department managers
Product Sales Manager
Girl Scouts Of San Jacinto Council
04.2013 - 05.2019
- Develop and maintain relationships with community partners for product delivery, including contract management and oversight.
- Oversee all aspects of training from curriculum development for in person and online learning to just in time webinars for the Product Sales Department
- Coordinate and manage contract development and working with the delivery agent, thousands of volunteers and the final execution of the delivery for the Fall Product Program (258k items to 59 locations in 7 days) and the Cookie Program (321k items to 30 locations in 7 days - the largest equaling 120k items at one location in 8 hours)
- Manage 29 of the 56 Girl Scout Communities with in 26 counties, providing day to day support, document review and submission for both Product Sales Programs.
- Advise on financial task group and new employee onboarding committees.
- Worked with the council baker and IBM to deploy the latest version of the financial software used by girls, parents and volunteers to oversee the Girl Scout cookie program. Provided ongoing training and support.
Volunteer Development Manager
Girl Scouts Of San Jacinto Council
03.2011 - 04.2013
- Instructor of Trainers Certification. Trained staff and volunteers in various aspects of Girl Scouts.
- Responsible for event deployment
- Set and maintained budgets for each event and training program.
- Prepared end of program financial reports
- Worked cross functionally with other departments as a membership software training
- Worked with GSUSA as a virtual trainer and subject area expert
Director of Administration
The Turning Point, Inc
01.1996 - 12.2008
- Prepared month financial statements, on spreadsheet (Lotus 123) templates I designed to monitor and maintain the financial health of the company.
- Implemented multiphase billing systems using Lotus 123 to meet each government contract's unique requirements.
- Set priorities and problem-solved workflow issues to maintain rapport with contract administrators and managers.
- Established workflow processes, monitored daily productivity, and implemented modifications to improve overall performance of personnel.
- Identified and resolved operations challenges to promote alignment with business strategy.
- Assessed personnel performance and implemented incentives and team-building events to boost morale.
- Standardized office structures and processes to promote collaboration and increased performance.
- Worked closely with all clinical staff to ensure we met all government contract requirements.
- Hired and trained new staff.
Administrative Assistant
Stefaniak & Company
07.1990 - 01.1996
- Prepared financial reports for the firm's bookkeeping clients using MAS90.
- Met with clients monthly to review their payroll and monthly financial statements.
- Prepared payroll and filed all associated tax filings.
- Provided document analysis for litigation support for the consulting Partner.
- Assisted the tax Partner with basic preparation.
Education
No Degree - Accounting
Bradford School of Business
Houston, TX12.1985
High School Diploma -
Cypress Creek High School
Houston, TX05.1985
Skills
- Expertise in Financial Edge, Quicken, Microsoft Office Suite, Microsoft Teams, Adobe, Power Plan, Trip Log, Biweekly Payroll
- Account reconciliation
- Financial Statement Preparation
- Fixed Asset management - non profit
- Process improvement and training
- Budget Administration
- GAAP Proficiency - non profit
Timeline
Senior Staff Accountant
Girl Scouts Of San Jacinto Council
09.2022 - Current
Staff Accountant
Girl Scouts Of San Jacinto Council
05.2019 - 08.2022
Product Sales Manager
Girl Scouts Of San Jacinto Council
04.2013 - 05.2019
Volunteer Development Manager
Girl Scouts Of San Jacinto Council
03.2011 - 04.2013
President
Disc, Inc.
01.2008 - Current
Director of Administration
The Turning Point, Inc
01.1996 - 12.2008
Administrative Assistant
Stefaniak & Company
07.1990 - 01.1996
No Degree - Accounting
Bradford School of Business
High School Diploma -
Cypress Creek High School
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