Orchestrated the end-to-end tax preparation for 250+ clients using CCH ProSystem fx, ensuring 100% accuracy and strict adherence to federal and state filing deadlines.
Managed comprehensive monthly bookkeeping for a dedicated portfolio of 15–20 clients using QuickBooks Desktop and Online; delivered accurate financial reporting, bank reconciliations, and variance analysis.
Executed multi-state payroll for salaried and hourly employees, including the preparation and filing of quarterly/annual reports such as 940s, 941s, 1099s, and W-2s.
Acted as a primary point of contact for clients, proactively communicating via phone and email to gather critical financial data and explain complex tax and payroll reports.
Credit Analyst
Johnson Supply & Equipment
Houston, TX
01.2021 - 01.2023
Evaluated the creditworthiness of new and existing commercial accounts by performing deep-dive analyses of financial statements, credit reports, and trade references to mitigate financial risk.
Managed and maintained the financial health of 180+ commercial accounts, overseeing the full Accounts Receivable (AR) lifecycle from invoicing to final payment application.
Led strategic collection efforts for delinquent accounts, utilizing persuasive negotiation techniques to secure payments while maintaining positive long-term client relationships.
Assistant General Manager
Asset Living
San Marcos, Texas
08.2017 - 06.2020
Directed and mentored a team of 7–10 employees across two high-volume student housing properties, ensuring high performance in leasing, maintenance support, and administrative operations.
Oversaw the full recovery cycle for delinquent accounts, including the issuance of late notices, guarantor outreach, and the execution of legal eviction filings to minimize bad debt exposure.
Managed comprehensive Accounts Payable (AP) and Accounts Receivable (AR) functions; streamlined vendor payments, customer billing, collections, and daily bank deposits for multi-site operations.