Summary
Overview
Work History
Education
Skills
Timeline
Generic

Elwanda Allen

Arlington

Summary

Dynamic financial professional with extensive experience at Era Consulting & Financial Services, excelling in financial reporting and account reconciliation. Proven ability to develop budgets and forecasts while educating clients on investment strategies. Adept at leveraging CPA expertise and strong communication skills to drive financial stability and enhance client relationships.

Overview

10
10
years of professional experience

Work History

Financial Accountant

Era Consulting & Financial Services
Arlington
03.2018 - 04.2025
  • Managed financial reporting and compliance for diverse clients in consulting projects.
  • Prepared accurate monthly, quarterly, and annual financial statements for client review.
  • Conducted detailed account reconciliations and resolved discrepancies efficiently.
  • Assisted in the development of budgets and forecasts for various client operations.
  • Reviewed financial records, including income statements and balance sheets, to ensure accuracy.
  • Reconciled intercompany transactions between entities within the group and ensured timely resolution of differences identified in reconciliation process.
  • Maintained general ledger accounts by reconciling sub-ledger balances to the general ledger on a monthly basis.
  • Collaborated with other departments to improve processes related to finance and accounting operations.
  • Prepared weekly payroll for team of salaried and hourly employees.
  • Performed reconciliations of accounts payable and receivable and bank statements.

Financial Coach

Espire Financial Solutions
Houma
09.2015 - 02.2019
  • Educated clients on investment options and strategies for growth.
  • Provided ongoing support and accountability through regular check-ins.
  • Developed resources and tools to simplify complex financial concepts.
  • Assisted clients in making informed decisions about debt management options such as consolidation or refinancing.
  • Researched investment options and provided advice regarding which ones are most suitable for each individual client.
  • Determined and evaluated customer objectives and current financial situations in order to recommend best possible products.
  • Developed and implemented financial plans to help clients meet their short-term and long-term goals.
  • Supported budget process by tracking expense records and documenting financial data.
  • Provided ongoing support and motivation throughout the entire process of financial planning.
  • Created budgets for clients based on income, expenses, liabilities, and assets.
  • Educated clients on various topics related to personal finance including budgeting, retirement planning, tax preparation and estate planning.
  • Developed and expanded financial planning relationships with customers through loyal and dedicated service.

Education

Bachelor of Arts - Accounting And Finance

Nicholls State University
Thibodaux, LA
05-2005

Skills

  • Financial reporting
  • Account reconciliation
  • Budgeting and forecasting
  • General ledger maintenance
  • Tax preparation
  • Financial analysis
  • International financial reporting standards
  • Accounts payable and receivable
  • Generally accepted accounting principles
  • Cash flow management
  • Bookkeeping and reconciliation
  • Balance sheet preparation
  • Payroll support
  • Cost accounting
  • Certified public accountant (CPA)
  • Accounting and bookkeeping
  • Revenue recognition
  • A/P and A/R
  • Financial stability knowledge
  • Financial software expertise

Timeline

Financial Accountant

Era Consulting & Financial Services
03.2018 - 04.2025

Financial Coach

Espire Financial Solutions
09.2015 - 02.2019

Bachelor of Arts - Accounting And Finance

Nicholls State University

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