Results-driven financial professional with a proven track record in cash management, budgeting, and audit preparation. Skilled in enhancing efficiency and ensuring compliance, aiming to support organizational growth and fiscal responsibility.
Overview
6
6
years of professional experience
Work History
Treasurer
Palm Beach County School District
West Palm Beach, FL
10.2025 - 03.2026
Assisted in managing budget allocations and financial planning for district initiatives.
Supported preparation of financial reports and audits to ensure compliance with educational standards.
Collaborated with school administrators to track expenditures and optimize resource utilization.
Implemented routine financial processes, enhancing efficiency in transaction handling and record-keeping.
Conducted research on funding opportunities to support educational programs and activities.
Oversaw the successful completion of external audits without any major findings or issues raised by auditors.
Tax Associate
Tax Act
Dallas, TX
04.2025 - 10.2025
Prepared accurate tax returns for individuals, partnerships, corporations, and non-profit organizations, maximizing deductions and credits.
Developed strong relationships with clients through consistent communication regarding their unique needs and goals related to taxation matters.
Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
Completed and filed returns with tax departments at local, state, and federal levels.
Managed portfolio of assigned clients'' accounts, monitoring deadlines, payments, refunds, and other critical aspects of their financial health.
Tax Accountant
Complete Tax Solutions
Fort Lauderdale, FL
10.2019 - 04.2025
Prepared and filed federal and state tax returns for individuals and businesses.
Conducted thorough tax research to ensure compliance with current regulations.
Developed tax planning strategies to optimize client financial positions.
Analyzed changes in tax legislation and communicated impacts to clients proactively.
Examined accounts and records and computed tax returns according to prescribed rates, laws and regulations.