Courtney Thompson

• Analyze wholesale power billing and settlement data to ensure accurate financial reporting and compliance.
• Validate and reconcile billing, metering, and settlement transactions, identifying and resolving discrepancies.
• Develop reports, dashboards, and data analyses to support operational and financial decision-making.
• Monitor and maintain billing, settlement, and energy accounting systems to ensure data accuracy.
• Coordinate with cross-functional teams to improve billing processes and support system integrations.
• Identify opportunities for process improvements that enhance efficiency, accuracy, and data integrity.
• Create and maintain documentation for billing, settlement, and reporting procedures.
• Support financial settlement activities with MISO and other industry partners.
• Research and troubleshoot data issues using strong analytical and problem-solving skills.
• Ensure compliance with data governance standards while handling sensitive financial information.

• Lead and supervise a team of accountants, ensuring timely and accurate completion of daily fuel accounting operations.
• Oversee the monthly and period-end close processes, ensuring the delivery of accurate financial statements and reports.
• Review and reconcile fuel-related financial drafts and transactions, identifying and resolving discrepancies proactively.
• Serve as a liaison between the fuel accounting team and other departments, promoting cross-functional collaboration and operational efficiency.
• Conduct analysis and provide detailed reviews of departmental operations to support decision-making and strategic initiatives.
• Identify and implement process improvements to enhance accuracy, efficiency, and compliance within the department.
• Provide ongoing training, support, and performance feedback to team members, fostering professional growth and a high-performing team environment.

• Prepare and file comprehensive tax returns for individuals, corporations, and partnerships in accordance with federal and state regulations.
• Provide guidance and assistance to staff accountants, serving as a key resource for technical questions and workflow support.
• Assume in-charge responsibilities for multiple client engagements, overseeing all phases of the accounting and tax process.
• Develop and maintain strong client relationships with new and existing clients, including routine check-ins with clients.
• Build accounting client services engagements for gathering financial data, compiling information and preparing reports.
• Coordinate team workload on accounting service engagements and provide assistance to the team as needed ensuring all deadlines are met.
• Train and mentor new team members on firm policies, software systems, and best practices in client service and tax preparation.
• Oversee payroll processing, 1099 filings, and sales tax reporting, ensuring accuracy, timeliness, and adherence to budgets.

• Prepare tax returns and financial statements for individuals, corporations, and partnerships in compliance with federal and state regulations.
• Maintain strong client relationships through clear communication, regular check-ins, and responsive support for accounting and tax needs.
• Assist with accounting service engagements by gathering financial data, compiling reports, and ensuring accuracy in documentation.
• Coordinate workload with team members to meet deadlines and deliver high-quality, timely results.
• Process payrolls, 1099s, and sales tax filings accurately and efficiently within established time and budget parameters.

• Retrieve, scan, index, and archive sensitive documents accurately within internal databases and electronic record systems.
• Manage high-volume data entry and digital filing tasks while maintaining strict confidentiality and accuracy standards.
• Follow standardized workflows and operating procedures to ensure consistent document processing and compliance.

• Prepare individual tax returns.
• Exhibit research and analytical skill to research tax related topics.
• Proactively identify ways to improve efficiency in the preparation process.
• Respond to associate requests in a timely, accurate, and professional manner.

• Monitor front-end performance metrics (speed of service, shrink, satisfaction scores) and implement improvements as needed.
• Supervise and support front-end associates, ensuring exceptional customer service and smooth daily operations.
• Schedule and delegate daily tasks to associates to balance workflow and maximize coverage during peak hours.
• Manage cash handling procedures including till audits, safe counts, and daily reconciliation to ensure accuracy and compliance.