Dynamic and results-oriented Accounting Controller with over 15 years of experience in financial management, strategic planning, and operational efficiency. Proven track record of driving profitability, reducing costs, and improving financial health. Adept at leading cross-functional teams, managing large-scale budgets, and implementing innovative financial strategies.
Officially employed under law firm entity and maintained 20 additional entities owned by law firm partners. Entities include property management, oil wells, ranches, political campaigns, and personal finances. Oversee all financial operations, including accounting, budgeting, forecasting, and financial reporting with $150million gross revenue for law firm in 2023. Supervise law firm Accounting department staff of three to maintain accurate financial records with daily work of Accounts Payable, Accounts Receivable, and General Accounting. Reconcile accounts and conduct monthly financial analysis. Execute Human Resources and Payroll processes including staff hiring, on-boarding, payroll processing, and payroll tax returns. Process annual 1099s, W-2s and corporate tax returns for all 21 entities. Manage lease contracts and bank loans. Developed and implemented a streamlined process between Litigation and Accounting for settlement processing. Wrote Accounting how-to manual to streamline training and have reference for staff. Collaborate closely with partners and COO including weekly Admin meetings, quarterly reviews, and annual reviews. Communicate with external CPA firm and provided financials for partner personal tax returns. Established strong relationships with local banks and financial institutions, negotiating favorable terms on loans or lines of credit if needed. Manage annual property tax appraisals and tax statements for all entities.
Administer all accounting functions for ten locations across Texas with annual gross revenue of approximately $36 million. Manage Accounting department (5 Staff personnel) including Accounts Payable, Payroll, Accounts Receivable, and General Accounting. Direct Accounts Payable transactions and ensure proper payment timing and allocation of entries. Supervise payroll processing for 2,200 employees with bi-weekly payroll. Develop annual budget and forecasting. Ensure accuracy and integrity of accounts. Review monthly bank reconciliations performed by Accountant. Maintain accounting programs and locations GL assignments pertaining to over 28,000 active GL accounts. Prepare and analyze monthly financial statements and provide analysis for owners. Organize monthly meetings to review budget to actuals analysis for owners, department managers, and provider office managers. Develop annual budget and direct meetings for budget collaboration with owners and provider office managers. Prepare and file quarterly and annual payroll tax returns (941, 940, and TWC), annual W-2's and1099's. Research, analyze, and forecast financial trends and activity pertaining to healthcare industry. Organize quarterly leadership lunches/activities for Accounting Department to review company updates and provide department appreciation. Managed all banking transactions regarding loans, deposits and issued payment transactions. Manage all lease agreement financial payments, expirations, and renewals. Complete analysis and file annual State Medicaid and Federal Medicare Cost Reports. Worked with outside CPA with annual audit- must have annual audited financials due to state and federal regulations. Keep the company in compliance with GAAP and stay up to date with new accounting laws. Implemented new Timekeeping software for enhanced accuracy of Staff work time. Eliminated manual processes for accounting for fleet vehicle allocation by streamlining along with Timekeeping software capabilities.
Compiled and analyzed financial data to prepare journal entries. Prepared monthly bank reconciliations. Balanced General Ledger to various subsystems. Co-team lead on new Accounting Software implementation in 2011. Trained Accounting staff on processes in new system. Organized data for manager for import into new software. Functioned as Accounting software administrator. Ensured accounting transactions were in compliance with GAAP and company policies and procedures. Administered all Accounting journal entries and bank reconciliations. Assisted in preparation of financial reports. Streamlined processes for timely financial month end closing.
Knowledge of all Accounting software capabilities to assist clients in all processes with Tyler Technologies public sector software. Assisted clients understand proper debits and credits of general ledger accounts, how the software worked and posted each process in General Ledger, Accounts Payable, and Payroll. Assisted with understanding fiscal budgeting, closing year in software, and processing W-2s and 1099s. Took on projects for clients to assist with bank reconcilements. Collaborated with programmers to assist designing new financial statements based on client needs.
Administered accounting and reporting functions for Controllers Division. Audit and submit Sarbanes Oxley compliance documentation. Assisted with bank acquisitions in United States. Monthly reconcilements, accounts receivable, and daily GL tickets. Converted acquired bank fixed assets into Wells Fargo system. Travelled with management team for bank acquisitions. Transitioned acquired fixed assets into Wells Fargo system. Created Excel spreadsheets with macros and updated formulas for monthly reconcilements.