Mavis Wilkerson
Dallas
Summary
Detail-oriented financial professional with 10+ years of experience in banking, tax administration, and cash management. Proven ability to manage treasury operations, ensure compliance with financial regulations, and deliver accurate reporting. Adept at optimizing cash flow, coordinating with financial institutions, and streamlining treasury processes. Passionate about aligning financial strategies with business goals to drive performance.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Tax Preparer /Senior Compliance Associate
Chuntaes Diivine Services
01.2019 - Current
- Interpreted tax codes and ensured clients met state and federal compliance.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Offered clients recommendations to reduce tax liabilities.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
Contract Administrator / Treasury Support
Legacy Financial Group
02.2015 - 01.2025
- Monitored incoming contracts and service agreements for correct pricing and information.
- Drafted, reviewed and revised contracts for accuracy and completeness.
- Supported treasury operations by reviewing contracts with banking/tax implications.
- Assisted with cash movement documentation and compliance audits.
- Coordinated across departments to ensure accurate fund allocations and banking records.
Banking Specialist | Financial Analyst
Guaranty Bank
03.2010 - 01.2015
- Managed daily cash positions, monitored balances, and prepared weekly cash flow reports.
- Liaised with commercial banking partners to maintain efficient account structures.
- Conducted reconciliations and resolved transaction issues across multiple bank accounts.
- Cross-sold wide range of services and products to increase new business and expand existing customer relationships.
- Investigated and resolved account issues by offering applicable options to customers.
Treasury Supervisor
SpeedZone
03.2006 - 02.2010
- Improved overall financial reporting by streamlining control processes and reporting structures.
- Implemented and regularly reviewed financial controls to generate accurate and reliable financial data.
- Designed and maintained financial models to identify and measure risks.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
- Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
Education
GED -
El Centro College
Dallas, TXSkills
- Cash management
- Operational efficiency
- Treasury Operations & Strategy
- Banking Relationship Management
- Account Reconciliations
- ERP & Treasury Management Systems (TMS)
- Risk Mitigation & Internal Controls
- Financial Reporting & Audit Support
- Internal controls
- Payment processing
- Investment strategy
- QuickBooks Online, QuickBooks Desktop Pro, Microsoft Excel, SAP, Oracle ERP, TaxSlayer, SharePoint
Certification
- Certified Treasury Professional
- QuickBooks | QuickBooks Online Training – Intuit Academy, 2019
- MS Teams | SharePoint | Treasury Workstations
Timeline
Tax Preparer /Senior Compliance Associate
Chuntaes Diivine Services
01.2019 - Current
Contract Administrator / Treasury Support
Legacy Financial Group
02.2015 - 01.2025
Banking Specialist | Financial Analyst
Guaranty Bank
03.2010 - 01.2015
Treasury Supervisor
SpeedZone
03.2006 - 02.2010
GED -
El Centro College
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