Professional business leader prepared for challenges of Senior Manager role. Combines deep understanding of business operations with commitment to driving team success and achieving significant results. Renowned for adaptability in dynamic environments and collaborative approach to problem-solving, leveraging keen analytical and decision-making skills.
Overview
29
29
years of professional experience
Work History
Senior Manager
Baker Tilly
05.2018 - Current
Provided strong leadership with staff, senior staff and managers to deliver quality financials to High Net Worth families ranging from $2 million net worth to $2 billion net worth.
Worked with clients in very complex organizational structures.
Mentored junior staff members for skill development and career progression within the organization.
Achieved operational excellence by streamlining processes and implementing best practices.
Balanced competing priorities efficiently while maintaining focus on critical tasks requiring immediate attention.
Increased customer satisfaction with timely project deliveries and seamless communication.
Promoted a culture of continuous learning through regular workshops, seminars, and training sessions for staff.
Consistently met or exceeded annual performance targets set by senior leadership.
Assistant Treasurer
Bluescape Resources Company
02.2013 - Current
Primary accounting professional for 65+ companies.
Performed account reconciliations, intercompany reconciliations.
Monthly net income roll up and financial report preparation and review.
Prepare monthly schedules for oil & gas production.
Principal Consultant
EllisBooks, LLC
01.2010 - 02.2013
Provided consulting services for clients using QuickBooks Enterprise.
Converted clients from existing accounting software packages to QuickBooks Enterprise, included training personnel on best accounting practices.
Primary client was Bluescape Resources Company. Began working with BRC in Jan 2008. Performed all accounting functions including account reconciliation, accounts payables, accounts receivables, intercompany reconciliations.
Sr. Accountant
Quest Business Solutions
11.2005 - 01.2010
Worked as contract accountant for Earthstone International continuing duties performed while Earthstone’s employee.
Answered Great Plains customer calls and performed quick phone troubleshooting with clients.
Performed month end close activities utilizing QuickBooks software.
Acted as company training coordinator ensuring each employee received training needed to maintain needed Microsoft certifications.
Sr. Accounting Administrator/Benefits Coordinator
Earthstone International LLC
07.2004 - 11.2005
Started with company as Accounts Payable/Payroll working with five other accounting team members, was promoted to S. Accounting Administrator/Benefits Coordinator for exhibiting exceptional accounting skills. Became responsible for entire accounting role working with one outside contractor.
Responsible for all accounts payable, accounts receivable, payroll, month end and human resource activities.
Accounts Payable activities include coding, keying and posting invoices, vouchering through MRP system and ensuring proper migration into Great Plains accounting system, weekly check processing, communicating with outstanding vendors, weekly cash flow update to officers, and monthly sub-ledger to general ledger reconciliation. Identified several missing invoices from key vendors amounting to over $200,000 in liability.
Accounts Receivable activities include invoicing through MRP system, ensuring proper migration into Great Plains accounting system, collection calls, maintaining cash forecast, and daily updates to officers of company on collections.
Payroll activities include reporting and verifying multi-state payroll information with minimal error margin, and creating payroll journal entries into the general ledger. Located payroll entry error from previous employee which, when corrected, returned $50,000 in taxes to the company.
Responsible for entire Human Resources function including maintaining employee files, writing employee handbook, negotiating insurance contracts, and monitoring conformance with expense policy. Created new-hire packet and maintained monthly reporting of benefit cost by department.
Month end activities include bank reconciliation, sub-ledger to general ledger reconciliation, journal entry preparation and entry to general ledger, inventory reconciliation, and distribution of completed financials to officers.
Senior Implementation Specialist
Automatic Data Processing (ADP)
01.1998 - 06.2004
Started with ADP as a Client Service Rep, promoted to Sr. CSR in June 1999 for superior customer service and payroll skills, promoted from Sr. CSR to Implementation Specialist in June 2000 for exhibiting superior payroll knowledge, promoted to Sr. Implementation Specialist in July 2002 due to ability to retain clients consistently and maintain superior quality survey scores.
Responsible for transition of new clients with less than 100 employees into ADP service from other payroll services using payroll knowledge to determine best product fit, serviced clients through first payroll processing with ADP service, assigned orders to associates based on experience levels, trained clients on the use of the WIN and NET products, and facilitated training for internal associates on product/system knowledge.
Worked with heavy call volume while maintaining high quality survey scores with clients.
Worked with small employers providing payroll and tax guidance to owners, CEO’s, and CFOs.
Processed complex implementations with garnishments, 401k loans, and multi-state payrolls.
Accounting & Payroll Specialist
PC Dynamics
06.1996 - 01.1998
Performed receptionist duties in addition to all accounts payable activities. Placed collection calls to outstanding accounts receivables. Submitted and verified payroll for 50+ employees utilizing ADP Autopay software. Maintained employee files, contacted benefit carriers and submitted wage garnishments to appropriate agencies.
Education
Associates Degree - Business Administration
Richland Community College
Dallas, TX
01.1993
Bachelors of Business Administration - Organizational Behavior
University of North Texas
Denton, TX
01.1996
Skills
Wolfepak
QuickBooks
Great Plains
ADP Softwares
Microsoft Office
Cross-functional collaboration
Strategic planning
Cross-functional team coordination
Documentation and reporting
Data analytics
Cross-functional communication
Talent development
Timeline
Senior Manager
Baker Tilly
05.2018 - Current
Assistant Treasurer
Bluescape Resources Company
02.2013 - Current
Principal Consultant
EllisBooks, LLC
01.2010 - 02.2013
Sr. Accountant
Quest Business Solutions
11.2005 - 01.2010
Sr. Accounting Administrator/Benefits Coordinator
Earthstone International LLC
07.2004 - 11.2005
Senior Implementation Specialist
Automatic Data Processing (ADP)
01.1998 - 06.2004
Accounting & Payroll Specialist
PC Dynamics
06.1996 - 01.1998
Bachelors of Business Administration - Organizational Behavior