Results-driven Director experienced in financial statement review, tax compliance, accounting, auditing and reporting. Well-versed in producing reports, evaluating department operations and handling month- and year-end closings. Meticulous, conscientious and methodical in approach. A Director that possess a strong background in financial analysis, budgeting and forecasting. Develops and implements financial plans and delivers strategic financial advice.
Hi, I’m
Kinu Tanaka
SALT LAKE CITY,UT
Summary
Overview
33
years of professional experience
1
Certification
Work History
Tanaka and AssociatesSalt Lake City, UT
Director of Finance
01.2012 - Current
Job overview
- Set clear departmental objectives and developed effective strategies to achieve targeted goals
- Plan accounting and finance goals in alignment with company mission and objectives.
- Conduct preparation of annual finance reports, annual audits, and individual project audits.
- Perform tasks pertaining to payroll transfers and payment disbursements to satellite offices and field locations.
- Ensure all company financial transactions adhere to company and appropriate state policies.
- Analyze and make improvement suggestions regarding financial accounting and control systems.
- Oversee preparation and distribution of all project financial reports on regular basis.
- Managed day-to-day operations within six-person finance department.
- Prepared monthly reconciliation of bank accounts and took corrective actions on deviations
- Assisted with recruiting, interviewing and hiring new department employees
- Completed filings and upheld strict compliance with regulatory agencies and supervisors
Neighborhood HouseSalt Lake City, UT
FINANCE DIRECTOR
05.2021 - 02.2023
Job overview
- Responsible for all accounting operations, financial systems, and administrative HR duties
- Supports management team’s business planning efforts, including revenue generation models and projections; creating and implementing effective systems for gathering and reporting required data; and billing for grants and contracts
- Oversee budget process, collecting inputs, and comparing company’s actual performance against budgeted targets
- Work with The Board to establish efficient and transparent management and reporting processes to create clarity about Company’s operating and performance and greater visibility of future trends
- Develop and implement management practices that allow organization to meet its strategic goals
- Charged with reviewing, developing, and implementing policies and procedures in finance and operational realms to ensure efficient and effective operations and regulatory compliance
- Prepare, enter, and reconcile financial transactions
- Reconcile bank accounts, credit card statements, etc
- Prepare adjusting, reconciling and closing entries each month, quarter, and year
- Prepare financial reports, projections and analysis
- Reconcile, monitor and follow-up on account receivables
- Provide support for annual audit
- Prepare operational, programmatic, capital and grant budgets
- Prepare billing for government contracts and grants
- Manage administrative and operational accounting services such as fee for service, payroll, accounts payable
- Maintain proper contract management processes and protocols
- Oversee and manage benefits, insurance, paid time off and other HR duties for staff of 100+.
- Identify ongoing operational requirements associated with new contracts
- Ensure that these requirements are included in organizational procedures
- Monitor departmental key performance indicators of all existing earned income business activities
- Drive systems/process integration to improve operational and business performance
- Managed day-to-day operations within three-person finance department for non-profit organization.
Tanaka & AssociatesSalt Lake City, UT
TAX DIRECTOR & ACCOUNTING MANAGER
01.2015 - Current
Job overview
- Prepare & Review Individual, Business, Fiduciary and Estate Tax Returns
- Clients includes manufacturing, construction, service provider and non-profits
- Provide guidance, strategy, and direct sales accounting, and management expertise for small business start-ups
- Compile and analyze data to produce financial statements; perform monthly bank and G/L account reconciliations
- Prepare and file Federal, State and Local tax returns for individuals and businesses Help individuals or organizations meet their state and federal tax obligations
- Examining financial records - such as income statements and expenditure documentation - to determine clients' refunds or amount of taxes owed
- Collaborate with colleagues to review tax returns, preparing taxes, and filing appropriate paperwork, all while providing excellent customer service
- Maintain and Improve profitability and cash generation of commercial operations of businesses.
- Develop and execute strategic plans for improvement in accuracy and timeliness of management reporting through more effective use of management information systems
- Manage day to day accounting and reporting responsibilities of function, including financial and management accounting.
- Prepare of internal financial information and KPIs as needed by business and other reports and/or financial information required by third parties
- Preparation of annual statutory financial statements and supporting schedules for auditors, quarterly VAT returns and other HMRC tax compliance and regulatory/external compliance reports
- Cashflow forecasting and active monitoring and management of cash requirements of business
- Oversee budget process, collecting inputs, and comparing company’s actual performance against budgeted targets
- Process all necessary federal, state, local, use and sales tax returns and manage exemption/resale certificates
- Complete monthly reports including sales, profitability, etc
- Utilized financial software to prepare consolidated financial statements
Tanaka & AssociatesSalt Lake City, UT
TAX MANAGER/Sr STAFF ACCOUNTANT
01.1990 - 01.2023
Job overview
- Provide guidance, strategy, and direct sales accounting, and management expertise for small business start-ups
- Invoice, Billing and Order Management Complete business payrolls, GL maintenance, A/R, A/P, tax compliance, budgets and account/bank reconciliations
- Compile and analyze data to produce financial statements; perform monthly bank and G/L account reconciliations
- Support outside auditors, tax preparers, and valuation teams Administer employee benefits through coordination with employee benefit broker Prepare and file Federal, State and Local tax returns for individuals and businesses Managed up to 12 people.
- Assisted Tax Director with accounting for income taxes in US and for International subsidiaries.
- Prepared related tax disclosures for statutory or GAAP financial statements and miscellaneous state and local tax filings.
- Collaborated with C-level executives and stakeholders to develop long-term financial plans.
- Implemented and regularly reviewed financial controls to generate accurate and reliable financial data.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
Quality Youth ServicesHarrisville, UT
Chief Financial Officer
01.2013 - 01.2017
Job overview
- Full charge bookkeeping and accounting duties including payroll and contract payments to vendors Month-end closing, bank reconciliations, and produce financial statements
- Verify insurance and filed claims with insurance and Medicaid
- Understand needs and design, maintain, and produce reporting; audit health insurance payments and deductions
- Managed 7 people.
- Directed budget development, creation of budgetary controls and recordkeeping systems and investment management.
- Developed and oversaw yearly budgets and capital structure of company to determine best mix of debt, equity and internal financing.
- Assisted in recruiting, hiring and training of team members.
Tanaka & AssociatesSalt Lake City, Utah
PAYROLL ADMINISTRATOR/FINANCE ANALYST
01.2006 - 01.2015
Job overview
- Charged with completing monthly financial statements, consolidations, and bank/account reconciliations; for analyzing GL account; and with performing subsidiary ledger reconciliations for A/P and A/R
- Filed sales/use taxes; prepared property tax statements; and maintained fixed assets
- Accountable for scrutinizing customer invoices based on contract rates and requirements
- Accounts Payable and Accounts Receivable administration Monthly bank reconciliations and treasury management Monthly close process in accordance with GAAP Monthly financial statements and management reports, as needed Create and maintain Chart of Accounts Manage general ledger and post all journal entries Local and state tax compliance
- Managed up to 6 people
Intermountain HealthcareRoy, UT
PATIENT SERVICES REPRESENTATIVE
01.2012 - 01.2013
Job overview
- Check in patients, call patients, file and contact various insurance agencies for claims and handled payments
- Understand needs and design, maintain, and produce reporting; audit health insurance payments and deductions
- Medical Terminology and Medical Coding.
- Greeted and assisted patients with check-in procedures
- Processed payments using cash and credit cards, maintaining accurate records of transactions
- Followed document protocols to safeguard confidentiality of patient records
- Used Help/Help2 to schedule appointments
- Managed patient registration process, confirming data accuracy and completeness
Utah State Career ServicesLogan, UT
INTERN
01.2011 - 01.2012
Job overview
- Administrative duties
- Managed 2 people.
- Maintained database systems to track and analyze student data
- Facilitated successful completion of projects from concept to launch
- Participated in workshops and presentations related to projects to gain knowledge
True Tech, IncMidway City, OK
CORPORATE ACCOUNTANT
01.2001 - 01.2009
Job overview
- Preparing and managing annual audits and following financial regulations, laws, and policies
- Creating monthly corporate and divisional budget for company and monitoring expenditures
- Maintaining and updating fixed asset records
- AR, AP, and Payroll Managing company cash flow and bank balances
- Overseeing both internal and external company audits
- Assisting in quarterly reviews year-end progress reports.
- Identified legal tax savings and recommended ways to improve profits.
- Kept up-to-date with tax changes and industry trends by participating in professional organizations, opportunities, and networks.
- Developed financial models to assess and analyze financial performance of clients.
- Managed a team of 9 employees.
- Reviewed accounts, resolved coding areas, and tracked recurring expenses for accrual entry.
- Compiled general ledger entries on short schedule with 100% accuracy.
US ArmyFort Carson, CO
Petroleum Supply Specialist
01.1990 - 01.1996
Job overview
- Supervise and manage reception, storage, and shipping of bulk or packaged petroleum-based products
- Oversee its use, dispense it to various vehicles and aircraft, and make sure it is being transported and handled safely.
- Regulated variables such as temperature and pressure to maintain optimal flow.
- Tested fuel products and handled hazardous materials.
- Collaborated with manufacturing and supply chain management.
- Assembled refueling systems and equipment and performed quality assurance.
Education
Bellevue UniversityBellevue, NE
Master of Science from Strategic Finance
03.2023
University Overview
Charter UniversityPortugal, International
Doctorate from Business And Accounting
01.2023
University Overview
University of PhoenixClearfield, UT
MBA from Accounting
10.2017
University Overview
Utah State UniversityLogan, UT
Bachelor of Science from Business And Accounting
05.2012
University Overview
Oklahoma City Community CollegeOklahoma City, OK
Associate of Science from Business And Accounting
12.2009
University Overview
Skills
- Cost & Job Costing Accounting
- Full Cycle Accounting
- Federal & State Compliance
- Government Accounting
- Manufacturing, Healthcare and Non-Profit, SAAS
- Tax Reporting & Compliance
- Strategic and Financial Planning
- Financial Reporting and Analysis
- Internal Controls and Reporting Systems
- Business Intelligence Gathering
- Human Resources Knowledge
- Risk Management Expertise
- Accomplished Director
Websites
Certification
- CPA - Certified Public Accountant Candidate
- Active IRS Enrolled Agent
- Utah Notary Public
Availability
See my work availability
Not Available
Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
If you don't make time for your Health, you will make time for your Illness.
Timeline
FINANCE DIRECTOR
Neighborhood House
05.2021 - 02.2023
TAX DIRECTOR & ACCOUNTING MANAGER
Tanaka & Associates
01.2015 - Current
Chief Financial Officer
Quality Youth Services
01.2013 - 01.2017
Director of Finance
Tanaka and Associates
01.2012 - Current
PATIENT SERVICES REPRESENTATIVE
Intermountain Healthcare
01.2012 - 01.2013
INTERN
Utah State Career Services
01.2011 - 01.2012
PAYROLL ADMINISTRATOR/FINANCE ANALYST
Tanaka & Associates
01.2006 - 01.2015
CORPORATE ACCOUNTANT
True Tech, Inc
01.2001 - 01.2009
TAX MANAGER/Sr STAFF ACCOUNTANT
Tanaka & Associates
01.1990 - 01.2023
Petroleum Supply Specialist
US Army
01.1990 - 01.1996
Bellevue University
Master of Science from Strategic Finance
Charter University
Doctorate from Business And Accounting
University of Phoenix
MBA from Accounting
Utah State University
Bachelor of Science from Business And Accounting
Oklahoma City Community College
Associate of Science from Business And Accounting
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