Summary
Overview
Work History
Education
Skills
Certification
Awards
Core Proficiencies
Personal Information
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Generic

Emisha Reed

Charleston,WV

Summary

Dynamic financial and operations professional with extensive experience in Affordable Housing, specializing in LIHTC; multifamily and senior and or disabled 55+, Rural Development, subsidized housing, Section 8 Vouchers, CDBG Grants, Historic Rehabs, etc. I’m proficient in all property management software suites including: Yardi, Realpage, Multisite, and QuickBooks. My specialties include complex compliance reviewing and reporting as well as daily bookkeeping and financial reporting. Achieved a 4% increase in revenue through effective budgeting and risk management, enhancing compliance and accuracy. Strong interpersonal communication skills foster robust client relationships while adeptly analyzing financial data to inform strategic decisions. Ability and willingness to travel 75-100 percent of the time! Career aspirations include leveraging expertise to support broader organizational goals.

Overview

25
25
years of professional experience
1
1
Certification

Work History

Tax Associate

Intuit
Charleston, WV
12.2024 - Current
  • Provided exceptional customer service, addressing client concerns and questions promptly.
  • Managed multiple tax preparation projects simultaneously, ensuring timely completion and filing.
  • Prepared federal, state, and local tax returns for individuals, businesses, trusts, estates, non-profit organizations and partnerships.
  • Interviewed clients to obtain additional information on taxable income and deductible expenses and allowances.
  • Resolved client tax issues by investigating discrepancies and implementing corrective actions.
  • Advised clients on tax planning strategies to minimize liabilities and maximize returns.
  • Resolved customer complaints related to their tax filings in an efficient manner.
  • Consulted tax law handbooks or bulletins to determine procedures for preparation of atypical returns.
  • Produced US and state income, gift tax, and estate tax returns for individuals.
  • Finalized and processed paperwork with local, state and federal government authorities.
  • Developed and maintained professional relationships with clients to encourage repeat business and referrals.
  • Ensured compliance with applicable laws and regulations regarding taxation matters.
  • Computed taxes owed or overpaid for clients.
  • Supplied detailed tax documentation needed to submit accurate corporate and individual returns.
  • Advised clients to comply with IRS regulations and meet state and federal tax obligations.
  • Responded promptly to inquiries from both internal and external customers regarding taxation issues.
  • Attended continuing education courses related to taxation topics.
  • Maintained up-to-date knowledge of all current developments in taxation law, regulation, policy or practice.
  • Corrected previously filed tax returns to amend errors or claim additional deductions and credits.
  • Implemented electronic filing procedures to streamline tax return processing and reduce errors.
  • Used tax form instructions and tables to complete tax forms.
  • Conducted research and compiled backup documentation.
  • Used appropriate adjustments, deductions and credits to keep clients' taxes to minimum.
  • Checked data input or verified totals on forms prepared by others to detect mathematical or procedural errors.
  • Researched complex tax issues in order to provide accurate advice and guidance.
  • Utilized tax software to efficiently process returns and identify potential deductions and credits for clients.
  • Reduced errors associated with missed tax benefits by completing comprehensive reviews of internal tax preparation documents.
  • Assisted clients with the preparation of financial documents related to taxes.
  • Prepared tax return documents for clients.
  • Met with clients to gather information and discuss line item tax return components.
  • Calculated quarterly estimated tax payments for self-employed clients and small businesses.
  • Analyzed tax regulations and updated knowledge regularly to stay compliant with changes in tax laws.
  • Maintained strict confidentiality of client information in accordance with privacy laws and regulations.
  • Conducted client interviews to gather necessary documentation and information for tax preparation.
  • Analyzed information and assessed liabilities and deductions according to relevant tax code.
  • Prepared and filed federal and state income tax returns for both individuals and small businesses, ensuring accuracy and compliance with current tax laws.
  • Furnished taxpayers with sufficient information and advice to verify correct tax form completion.
  • Worked effectively in team environments to make the workplace more productive.
  • Approached customers and engaged in conversation through use of effective interpersonal and people skills.
  • Recognized by management for providing exceptional customer service.
  • Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
  • Updated and maintained databases with current information.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.
  • Utilized various software and tools to streamline processes and optimize performance.
  • Exceeded customer satisfaction by finding creative solutions to problems.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Collaborated closely with team members to achieve project objectives and meet deadlines.
  • Prioritized and organized tasks to efficiently accomplish service goals.
  • Identified needs of customers promptly and efficiently.
  • Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.

Self Employed Accounting Professional

R&R Solutions
Charleston, WV
02.2000 - Current
  • Completed and submitted tax forms and returns, workers' comp forms and pension contribution documentation.
  • Calculated and produced checks for utilities, taxes and other operational payments.
  • Reduced financial discrepancies by verifying accounting statements.
  • Processed expense reports, including verification of receipts and compliance with policies.
  • Maintained and reconciled general ledger accounts.
  • Processed payroll for employees, including calculating wages, deductions, and issuing payments.
  • Prepared accurate financial reports each month by collecting, analyzing, and summarizing account information.
  • Responded to inquiries from IRS, state and other tax authorities to minimize additional interest and penalty charges.
  • Managed accounting closings, accounts payable and financial reporting for multiple clients.
  • Assisted in the development and implementation of new accounting procedures and systems.
  • Conducted monthly reconciliation of bank statements.
  • Assisted in financial planning and analysis to support strategic decision-making.
  • Ensured compliance with local, state, and federal government reporting requirements and tax filings.
  • Prepared bank deposits and recorded cash receipts.
  • Handle weekly payroll services for company employees.
  • Prepared financial statements, including balance sheets and income statements, for review by management.
  • Helped businesses keep finances in order by managing accounting ledgers and recording journal entries.
  • Handled sensitive financial information with confidentiality and integrity.
  • Provided support during external audits by preparing necessary documents and answering inquiries.
  • Verified and posted account transactions to prepare checks and maintain accounting ledgers.
  • Documented transaction details to track and manage financial data.
  • Analyzed financial transactions, assigning to specific accounts.
  • Classified and summarized financial data to compile and enter in financial records
  • Checked postings and documents for correctness, accuracy and proper coding.
  • Reconciled vendor statements on a periodic basis to ensure accuracy of balances due.
  • Prepared bank reconciliations, managed field audits and reviewed accounting records for accuracy.
  • Reconciled computer reports with manually maintained ledgers.
  • Matched orders with invoices and recorded required information.
  • Processed accounts receivable invoices, payments, and refunds.
  • Handled accounts payable and receivable, including invoicing and payment processing.
  • Ensured compliance with all applicable federal regulations relating to bookkeeping practices.
  • Calculated income and social security tax deductions.
  • Prepared bank deposits by verifying and balancing receipts and sending cash and checks to banks.
  • Updated and maintained depreciation, amortization, and prepayment schedules.
  • Coordinated with vendors and clients to resolve billing and payment issues.
  • Performed financial calculations for amounts due, interest charges and balances.
  • Generated monthly financial statements for management review.
  • Reviewed purchase documents and company receipts for reconciliation with statements.
  • Monitored loans and accounts payable to confirm payments are current.
  • Ensured compliance with applicable laws, regulations, company policies, and procedures.
  • Advised management on financial decisions by analyzing trends and financial data.
  • Managed financial transactions and recordkeeping with precision, ensuring accuracy in ledgers and accounts.
  • Researched discrepancies between actual results and planned objectives to identify potential problems or areas needing improvement.
  • Performed daily data entry tasks related to accounts payable and receivable activities.
  • Reconciled or entered report discrepancies found in financial records.
  • Analyzed business operations, trends, costs, revenues, financial commitments, and obligations to project future revenues and expenses or to provide advice.
  • Utilized accounting software to streamline bookkeeping processes, increasing efficiency.
  • Applied mathematical skills to calculate totals, check figures, and correct problems with physical and digital files.
  • Assisted in the preparation of financial reports including balance sheets, income statements, and statement of cash flows.
  • Reviewed customer account information for accuracy and completeness.
  • Prepared and processed payroll.
  • Performed bookkeeping and accounting consulting services.
  • Defined bookkeeping policies and procedures by developing system to account for financial transactions.
  • Tracked and reported charitable contributions and grants for nonprofit bookkeeping.
  • Managed accounts payable and receivable, improving cash flow management.
  • Reconciled bank statements to internal accounts monthly, identifying and resolving discrepancies.
  • Entered deposits, credit card charges and sales entries to facilitate cash management.
  • Recorded debit, credit and account transactions in computer spreadsheets and databases.
  • Collaborated with auditors during annual audit process by providing requested documents in a timely manner.
  • Collaborated with accounting management to produce accurate and timely financial paperwork and reports for AP and AR, budget administration and year-end closing requirements.
  • Reconciled vendor statements to assist in monthly closings.
  • Managed inventory records, adjusting entries for discrepancies and reporting changes.
  • Provided assistance with budgeting processes as needed.
  • Processed invoices and checks, and maintained daily cash logs and deposits.
  • Reviewed transactions, issued checks and updated ledgers and budgets.
  • Developed internal control policies and procedures for accounting department activities.
  • Managed fixed asset records including additions, disposals and depreciation calculations.
  • Implemented program to create daily spreadsheets and streamline financial reporting.
  • Assisted in budget preparation, tracking expenses against forecasts.
  • Monitored cash flow, preparing reports to inform management of financial status.
  • Prepared sales tax returns on a quarterly basis.
  • Compiled current budget data from estimated revenues, expenses and prior budgets.
  • Monitored accounts payable transactions to ensure timely payment.
  • Maintained accounts payable and receivable, ensuring timely billing and payment processing.
  • Maintained full compliance when executing and tracking bank reconciliations, A/P, invoicing, billing and collections.
  • Responded promptly to customers' inquiries regarding their accounts receivable status.
  • Performed basic accounting, payroll and bookkeeping services to manage business operations.

Controller and Regional Operations Manager

Kinder Garden LLC
Charleston, WV
09.2019 - 11.2024
  • Managed day-to-day finance operations by working closely with accounting, accounts payable, accounts receivable and payroll staff to provide direction.
  • Prepared company's financial reports and ancillary documentation in accordance with established policies and procedures.
  • Created financial reports for senior management, board of directors and external auditors in accordance with generally accepted accounting principles.
  • Maintained general ledger and chart of accounts, performed complex accounting functions such as journal entry preparation, account analysis, balance sheet reconciliation and preparation of quarterly financial statements.
  • Spearheaded and directed accounting divisions to manage fund accounting, accounts payable and accounts receivable, payroll, budget and grant accounting functions.
  • Coordinated and finalized quarterly and annual financial reporting packages.
  • Oversaw daily activities of staff members including hiring, training and evaluating personnel performance.
  • Analyzed financial data and generated accurate financial statements on a monthly basis.
  • Facilitated and completed annual financial statement audits and reviewed results.
  • Coordinated timely dissemination of internal and external financial statements, annual audits, and annual budgets.
  • Prepared consolidated financial statements at period end close including balance sheet reconciliations.
  • Collaborated with finance and accounting departments to deliver comprehensive financial information to facilitate decision-making for management, stakeholders, and the parent company. Identified areas for improvement within the finance department's operations and processes.
  • Modified comprehensive financial reporting package to reflect growing organizational complexity and managed financial reporting processes to validate internal and external financial results align with GAAP.
  • Developed strategies to improve profitability by analyzing current trends in revenue and expenses. Managed accounting, payroll, and financial reporting activities.
  • Managed accounting, payroll, and financial reporting activities.
  • Administered payroll for employees, and oversaw corporate payroll reconciliation and tax activities.
  • Developed the annual budget, and compared actual expenses against the projected budget.
  • Performed detailed variance analyses between actual results versus budget and forecast estimates.
  • Coordinated with external auditors during annual audit process to ensure timely completion of audits.
  • Served as primary contact for external auditors throughout year-end audit process.
  • Produced financial reports and audit documentation to facilitate internal and external auditing.
  • Provided support during audits conducted by outside agencies or internal audit teams.
  • Collaborated with program leaders and staff to provide education and training on finance and accounting procedures.
  • Developed and maintained accounting policies, procedures, and internal controls.
  • Controlled revenue collection systems to maintain information quality and integrity.
  • Updated billing procedures to improve overall efficiency and reduce accounts receivable.
  • Conducted regular reviews of fixed assets register to maintain accuracy of records.
  • Streamlined operations to improve on-time collections and reduce invoice processing time.
  • Maintained general ledger integrity through review of account balances and transactions ensuring accuracy of information reported in the financial statements.
  • Coordinated timely collections with appropriate project managers and customers to manage cash flow.
  • Provided timely actuals, forecast and budget data for IT and corporate management.
  • Developed complex P&L reports to inform stakeholders.
  • Created internal controls and corrective actions to reduce risk or deficiencies.
  • Supervised month-end close processes and reconciled treasury transactions.
  • Implemented multiple software conversions, desktop setup, and staff training.
  • Coordinated month-end closing process in order to meet tight deadlines.
  • Improved billing and month-end reporting processes.
  • Developed key performance metrics and dashboards which enabled management decision making based on real-time data.
  • Reorganized finance and accounting departments to improve efficiency and cut excess spending.
  • Oversaw financial reporting, accounts payable and receivable, asset coordination, account management and budgets.
  • Ensured compliance with applicable laws, regulations and reporting requirements such as SEC filings.
  • Provided support and guidance to colleagues to maintain a collaborative work environment.
  • Completed day-to-day duties accurately and efficiently.
  • Motivated and evaluated personnel for performance improvement and goal achievement.
  • Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.
  • Utilized advanced technical skills and expertise to troubleshoot complex problems and implement solutions.
  • Created detailed reports on the performance of individual departments within operations.
  • Measured and reviewed performance via KPIs and metrics.
  • Directed operations staff by providing guidance, training, and support in order to meet company objectives.
  • Improved morale and management communication by creating employee recognition and rewards practices.
  • Assessed employee development needs and provided feedback on their progress towards meeting goals.
  • Negotiated contracts with vendors and service providers, securing favorable terms.
  • Collaborated with management team on long-term strategic planning initiatives for the organization.
  • Delegated work to staff, setting priorities and goals.
  • Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
  • Implemented campaigns and promotions to help with developing goods and services.
  • Identified areas of deficiency and performed root-cause analysis to solve problems.
  • Implemented successful business strategies to increase revenue and target new markets.
  • Monitored and improved efficiency of processes, team performance, and customer service.
  • Managed scheduling, training and inventory control.
  • Guided employees on understanding and meeting changing customer needs and expectations.
  • Built strong operational teams to meet process and production demands.
  • Supervised day-to-day workflow of employees in order to maximize productivity and maintain quality standards.
  • Recognized by management for providing exceptional customer service.
  • Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
  • Managed time effectively to ensure tasks were completed on schedule and deadlines were met.
  • Performed routine inspections of facilities within the region in order to identify potential safety hazards or maintenance needs.
  • Recruited and trained employees to enable adherence to common standards and procedures.
  • Monitored progress by establishing plans, budgets and measuring results.
  • Supported and planned various effective marketing and sales strategies.
  • Improved productivity initiatives, managing budgets and accounts, coordinating itinerary and scheduling appointments.
  • Used strong issue resolution and communication skills to cultivate and strengthen lasting client relationships.
  • Engaged regularly with vendors and suppliers to negotiate contracts or secure discounts on products or services.
  • Created reports and established processes to assist with loss prevention and budget maintenance.
  • Monitored inventory levels and placed new orders for merchandise to keep supply well-stocked.
  • Improved regional processes by coming up with effective methodologies to handle customer complaints.
  • Maintained accurate records of all operational activities in accordance with company guidelines.
  • Educated employees on corporate policy and procedure compliance to facilitate improved operations outcomes.
  • Visited regional locations to verify full functionality and operational effectiveness.
  • Collaborated with corporate leadership on strategic initiatives that would increase efficiency throughout the organization.
  • Oversaw hiring process for new employees in order to ensure compliance with company standards.
  • Prepared staff work schedules and assigned team members to specific duties.
  • Developed and implemented policies and procedures to improve operational efficiency.
  • Controlled expenses, eliminated waste, reduced overhead costs and developed operating budgets.
  • Monitored performance metrics of regional operations teams, identified areas for improvement, and developed strategies to maximize productivity.
  • Managed inventory levels within the region to ensure sufficient supplies were available at all times.
  • Supported regional branches with turnaround management processes, increasing organization and efficiency to enhance profitability.
  • Worked with cross-functional teams to achieve goals.
  • Prioritized and organized tasks to efficiently accomplish service goals.
  • Updated and maintained databases with current information.
  • Maintained updated knowledge through continuing education and advanced training.
  • Achieved cost-savings by developing functional solutions to problems.
  • Collaborated closely with team members to achieve project objectives and meet deadlines.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Conducted comprehensive research and data analysis to support strategic planning and informed decision-making.
  • Utilized various software and tools to streamline processes and optimize performance.
  • Conducted testing of software and systems to ensure quality and reliability.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.
  • Worked effectively in team environments to make the workplace more productive.
  • Assisted with customer requests and answered questions to improve satisfaction.

Regional Director of Operations

Logan Coal and Timber Company
Charleston, WV
11.2022 - 05.2024
  • Oversaw financial reporting, accounts payable and receivable, asset coordination, account management and budgets.
  • Developed and maintained accounting policies, procedures, and internal controls.
  • Provided support during audits conducted by outside agencies or internal audit teams.
  • Collaborated with program leaders and staff to provide education and training on finance and accounting procedures.
  • Validated systems and procedures to support program implementation and streamline auditing processes.
  • Supervised month-end close processes and reconciled treasury transactions.
  • Managed accounting, payroll, and financial reporting activities.
  • Established controls and reporting systems to optimize governance structure.
  • Coordinated financial statement reviews to coordinate variance reporting, analysis of year-to-date and forecast performance against expectations.
  • Served as primary contact for external auditors throughout year-end audit process.
  • Provided timely actuals, forecast and budget data for IT and corporate management.
  • Performed detailed variance analyses between actual results versus budget and forecast estimates.
  • Improved billing and month-end reporting processes.
  • Controlled revenue collection systems to maintain information quality and integrity.
  • Maintained general ledger and chart of accounts, performed complex accounting functions such as journal entry preparation, account analysis, balance sheet reconciliation and preparation of quarterly financial statements.
  • Developed and implemented effective internal control systems to ensure compliance with GAAP, company policies and procedures.
  • Spearheaded and directed accounting divisions to manage fund accounting, accounts payable and accounts receivable, payroll, budget and grant accounting functions.
  • Reviewed journal entries for accuracy and completeness.
  • Developed key performance metrics and dashboards which enabled management decision making based on real-time data.
  • Prepared company's financial reports and ancillary documentation in accordance with established policies and procedures.
  • Managed AP and AR operations, coordinating staff workflows and reviewing completed work to reduce errors.
  • Facilitated and completed annual financial statement audits and reviewed results.
  • Complied with SOX guidelines and developed policies to maintain compliance with other regulatory statutes.
  • Oversaw month-end closing process, prepared financial statements and managed advanced reconciliations.
  • Produced financial reports and audit documentation to facilitate internal and external auditing.
  • Maintained general ledger integrity through review of account balances and transactions ensuring accuracy of information reported in the financial statements.
  • Identified areas for improvement within the finance department operations and processes.
  • Monitored accounts receivable and payable activity to ensure proper reconciliation of accounts.
  • Used US GAAP to shape technical accounting policies and procedures.
  • Managed cash flows to optimize year-end tax benefits.
  • Created internal controls and corrective actions to reduce risk or deficiencies.
  • Coordinated and finalized quarterly and annual financial reporting packages.
  • Reorganized finance and accounting departments to improve efficiency and cut excess spending.
  • Compiled, prepared, and filed federal and state tax returns in compliance with regulatory standards.
  • Managed the preparation of budgets, forecasts, cash flow analysis, trend analysis and other related activities.
  • Monitored accounting, payroll and financial reporting activities.
  • Coordinated timely dissemination of internal and external financial statements, annual audits, and annual budgets.
  • Oversaw daily activities of staff members including hiring, training and evaluating personnel performance.
  • Executed periodic budgeting and modeling to project monthly cash requirements.
  • Assisted in developing best practices for overall corporate governance processes and procedures.
  • Modified comprehensive financial reporting package to reflect growing organizational complexity and managed financial reporting processes to validate internal and external financial results align with GAAP.
  • Coordinated month-end closing process in order to meet tight deadlines.
  • Designed and formatted financial reports for internal and external users.
  • Evaluated potential investments and acquisitions from a financial perspective and recommended appropriate action plans.
  • Led annual financial audit and preparation of support for audited financial statements.
  • Prepared consolidated financial statements at period end close including balance sheet reconciliations.
  • Collaborated with finance and accounting departments to deliver comprehensive financial information to facilitate decision making for management, stakeholders and parent company.
  • Consistently tested and developed strategies to improve information flow throughout organization.
  • Developed annual budget and compared actual expenses against projected budget.
  • Managed day-to-day finance operations by working closely with accounting, accounts payable, accounts receivable and payroll staff to provide direction.
  • Advised executives on contracts with significant financial implications.
  • Conducted regular reviews of fixed assets register to maintain accuracy of records.
  • Created financial reports for senior management, board of directors and external auditors in accordance with generally accepted accounting principles.
  • Prepared and presented operational reports to senior management and executive teams.
  • Implemented multiple software conversions, desktop setup, and staff training.
  • Coordinated with external auditors during annual audit process to ensure timely completion of audits.
  • Updated billing procedures to improve overall efficiency and reduce accounts receivable.
  • Ensured compliance with applicable laws, regulations and reporting requirements such as SEC filings.
  • Reviewed sales numbers and calculated commissions.
  • Administered payroll for employees and oversaw corporate payroll reconciliation and tax activities.
  • Coordinated timely collections with appropriate project managers and customers to manage cash flow.
  • Analyzed financial data and generated accurate financial statements on a monthly basis.
  • Prepared monthly financial statements, coordinated annual audits and facilitated preparation of Consolidated Annual Financial Reports (CAFR).
  • Streamlined operations to improve on-time collections and reduce invoice processing time.
  • Developed strategies to improve profitability by analyzing current trends in revenue and expenses.
  • Developed complex P&L reports to inform stakeholders.
  • Utilized various software and tools to streamline processes and optimize performance.
  • Utilized advanced technical skills and expertise to troubleshoot complex problems and implement solutions.
  • Collaborated closely with team members to achieve project objectives and meet deadlines.
  • Identified needs of customers promptly and efficiently.
  • Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
  • Recognized by management for providing exceptional customer service.
  • Achieved cost-savings by developing functional solutions to problems.
  • Worked effectively in team environments to make the workplace more productive.
  • Provided support and guidance to colleagues to maintain a collaborative work environment.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.

Chief Operating Officer/Controller

Pison Management
Charleston, WV
11.2007 - 04.2021
  • Managed financial planning and budgets (with focus on growth) for over twenty-five separate entities.
  • Key member of the property management and development teams.
  • Collaborated extensively with other executives to define and improve the company’s mission.
  • Implemented cost-saving initiatives and productivity tools, including streamlined internal audit procedures and use of QUICKBOOKS, YARDI and REALPAGE software company-wide.
  • Established competitive quotas and bonus structure for management and sales departments.
  • Created common operating metrics that led to improved accountability for operations.
  • Increased EOY revenue by 4% in the most recent fiscal year.
  • Managed budget and vendor relations for over 500+ vendors.
  • Spearheaded expansion of HR and accounting teams to keep up with company growth.
  • Assisted with recruitment of top talent.
  • Initiate mid-month and last day of month reporting to the parent company.
  • Aided in securing funding for several multi-million-dollar capital expansion projects with major syndication companies.
  • Collaborated on all marketing efforts.
  • All facets of publishing including revenues, costs, product mix, philosophy, and frequency of publication were addressed.
  • As a result, the advertising became more focused, achieving bottom line improvements.
  • Implemented internal audit procedures which identified thousands in annual cost savings and revenue opportunities.
  • Designed and implemented a new billing review process to ensure efficiency and accuracy.
  • Negotiated cost savings and new vendor terms reducing operating costs and improving cash flow.
  • Acted as a primary liaison between the company and external stakeholders.
  • Established policies and procedures to ensure efficient operations.
  • Ensured all operations complied with legal and regulatory requirements.
  • Evaluated performance by analyzing and interpreting data and metrics.
  • Identified areas for improvement within the organization's processes or services offerings.
  • Drove revenue by cultivating successful client relations.
  • Analyzed market trends and assessed potential impact on organization's growth strategy.
  • Developed operational policies and processes, guaranteeing staff maintained compliance with federal, state and local laws and regulations.
  • Facilitated cross-departmental collaboration to achieve business goals.
  • Collaborated with other C-level executives in developing business strategies.
  • Monitored market trends to guide strategic operational adjustments.
  • Directed the development of budgets and financial plans, ensuring compliance and fiscal responsibility.
  • Developed comprehensive risk management plans to protect company assets.
  • Led strategic planning and execution to enhance profitability and company growth.
  • Improved profitability by accurately maintaining P&L to meet prime fiscal responsibility.
  • Established plans to address productivity, operational performance and staff retention and satisfaction.
  • Presented quarterly progress updates at board meetings outlining successes achieved since last report.
  • Evaluated existing systems and processes for effectiveness then proposed changes where necessary.
  • Developed long-range plans for business growth, resulting in increase in annual sales.
  • Led the design and implementation of business strategies, plans, and procedures.
  • Spearheaded the development and integration of operational best practices.
  • Mitigated business risks by working closely with staff members and assessing performance.
  • Established budgets, monitored expenses, and tracked investments in the region's operations team.
  • Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
  • Directed or coordinated financial or budget activities to fund operations and maximize investments.
  • Recruited and trained employees to enable adherence to common standards and procedures.
  • Used strong issue resolution and communication skills to cultivate and strengthen lasting client relationships.
  • Conducted regular meetings with staff members to discuss progress, challenges, and goals.
  • Improved regional processes by coming up with effective methodologies to handle customer complaints.
  • Verified adherence to OSHA and internal safety standards to minimize risks and enhance workplace safety.
  • Developed training programs designed to enhance employee knowledge of operational processes and procedures.
  • Controlled expenses, eliminated waste, reduced overhead costs and developed operating budgets.
  • Created performance reviews for staff members based on established criteria.
  • Organized events such as conferences or workshops aimed at improving operational practices in the region.
  • Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
  • Assisted department heads with developing plans for upcoming projects or initiatives related to regional operations.
  • Delegated work to staff, setting priorities and goals.
  • Implemented campaigns and promotions to help with developing goods and services.
  • Monitored performance metrics of regional operations teams, identified areas for improvement, and developed strategies to maximize productivity.
  • Evaluated proposed expenditures in context with budgetary constraints to deliver cost-effective operational results.
  • Analyzed financial data related to regional operations performance and prepared detailed reports for executive review.
  • Performed routine inspections of facilities within the region in order to identify potential safety hazards or maintenance needs.
  • Reviewed financial statements and sales or activity reports to measure productivity or goal achievement.
  • Provided technical guidance on the implementation of new systems and technologies in the region.
  • Ensured compliance with all applicable laws and regulations regarding operational activities.
  • Implemented successful business strategies to increase revenue and target new markets.
  • Supported regional branches with turnaround management processes, increasing organization and efficiency to enhance profitability.
  • Oversaw hiring process for new employees in order to ensure compliance with company standards.
  • Educated employees on corporate policy and procedure compliance to facilitate improved operations outcomes.
  • Developed operating budgets for each store and worked cooperatively with teams to control expenses, eliminate waste and reduce overhead costs.
  • Maintained accurate records of all operational activities in accordance with company guidelines.
  • Engaged regularly with vendors and suppliers to negotiate contracts or secure discounts on products or services.
  • Created effective business plans to focus strategic decisions on long-term objectives.
  • Collaborated with corporate leadership on strategic initiatives that would increase efficiency throughout the organization.
  • Improved productivity initiatives, managing budgets and accounts, coordinating itinerary and scheduling appointments.
  • Identified opportunities for cost savings within the region's operations department through process improvements or technology upgrades.
  • Visited regional locations to verify full functionality and operational effectiveness.
  • Coordinated with other regional managers to ensure consistency in processes across multiple locations.
  • Maintained updated knowledge through continuing education and advanced training.
  • Managed time effectively to ensure tasks were completed on schedule and deadlines were met.
  • Worked with cross-functional teams to achieve goals.
  • Conducted comprehensive research and data analysis to support strategic planning and informed decision-making.
  • Recognized by management for providing exceptional customer service.
  • Worked effectively in team environments to make the workplace more productive.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.
  • Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.
  • Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
  • Contributed innovative ideas and solutions to enhance team performance and outcomes.
  • Updated and maintained databases with current information.
  • Prioritized and organized tasks to efficiently accomplish service goals.

Accounting Assistant to Controller

West Virginia Paving
Dunbar, WV
04.2006 - 11.2007
  • Aided Controller with all financial reporting, forecasting and budgeting.
  • Payroll preparation.
  • Tracked accounts and instituted collection procedures.
  • Prioritized bids.
  • Oversaw month-end closing process, prepared financial statements and managed advanced reconciliations.
  • Improved billing and month-end reporting processes.
  • Led annual financial audit and preparation of support for audited financial statements.
  • Evaluated collection reports to determine collections status and outstanding balance amounts.
  • Produced financial reports and audit documentation to facilitate internal and external auditing.
  • Oversaw financial reporting, accounts payable and receivable, asset coordination, account management and budgets.
  • Consistently tested and developed strategies to improve information flow throughout organization.
  • Validated systems and procedures to support program implementation and streamline auditing processes.
  • Executed periodic budgeting and modeling to project monthly cash requirements.
  • Developed complex P&L reports to inform stakeholders.
  • Ensured compliance with Generally Accepted Accounting Principles standards.
  • Filed tax returns and prepared reports in compliance with strict regulatory standards.
  • Developed and implemented internal control procedures for accounting operations.
  • Created internal controls and corrective actions to reduce risk or deficiencies.
  • Prepared company's financial reports and ancillary documentation in accordance with established policies and procedures.
  • Reviewed and analyzed financial reports, accounts payable and receivable and payroll records to identify discrepancies.
  • Coordinated financial statement reviews to coordinate variance reporting, analysis of year-to-date and forecast performance against expectations.
  • Prepared and presented operational reports to senior management and executive teams.
  • Collaborated closely with various departments within the organization to ensure accurate reporting of financial information.
  • Modified comprehensive financial reporting package to reflect growing organizational complexity and managed financial reporting processes to validate internal and external financial results align with GAAP.
  • Coordinated timely collections with appropriate project managers and customers to manage cash flow.
  • Complied with SOX guidelines and developed policies to maintain compliance with other regulatory statutes.
  • Facilitated and completed annual financial statement audits and reviewed results.
  • Developed annual budget and compared actual expenses against projected budget.
  • Coordinated external audits with auditors; reviewed audit findings and recommendations with senior leadership team members.
  • Managed day-to-day finance operations by working closely with accounting, accounts payable, accounts receivable and payroll staff to provide direction.
  • Prepared monthly financial statements, coordinated annual audits and facilitated preparation of Consolidated Annual Financial Reports (CAFR).
  • Administered payroll for employees and oversaw corporate payroll reconciliation and tax activities.
  • Reorganized finance and accounting departments to improve efficiency and cut excess spending.
  • Managed AP and AR operations, coordinating staff workflows and reviewing completed work to reduce errors.
  • Maintained general ledger and chart of accounts, performed complex accounting functions such as journal entry preparation, account analysis, balance sheet reconciliation and preparation of quarterly financial statements.
  • Participated in special projects related to improving operational efficiencies within the department.
  • Prepared financial statements including balance sheets, income statements, trial balances and statement of cash flows.
  • Controlled revenue collection systems to maintain information quality and integrity.
  • Coordinated and finalized quarterly and annual financial reporting packages.
  • Established controls and reporting systems to optimize governance structure.
  • Reviewed sales numbers and calculated commissions.
  • Designed and formatted financial reports for internal and external users.
  • Managed accounting, payroll, and financial reporting activities.
  • Assisted in the development of annual budgets and forecasts.
  • Monitored daily cash flow, prepared journal entries, bank reconciliations and maintained general ledger.
  • Used US GAAP to shape technical accounting policies and procedures.
  • Compiled year-end tax documents for preparation by outside CPA firm.
  • Maintained relationships with banks while performing periodic reviews of banking services available in order to ensure best practices are being followed.
  • Prepared detailed monthly variance analysis reports for review by executive management team.
  • Provided timely actuals, forecast and budget data for IT and corporate management.
  • Researched complex accounting topics such as leases, consolidations and derivatives.
  • Identified opportunities to improve processes through automation or improved controls over data accuracy.
  • Collaborated with finance and accounting departments to deliver comprehensive financial information to facilitate decision making for management, stakeholders and parent company.
  • Advised management regarding capital investments decisions based on analysis of ROI calculations.
  • Collaborated with program leaders and staff to provide education and training on finance and accounting procedures.
  • Assisted Controller with implementing new software systems related to finance and accounting operations.
  • Supervised month-end close processes and reconciled treasury transactions.
  • Monitored accounting, payroll and financial reporting activities.
  • Coordinated timely dissemination of internal and external financial statements, annual audits, and annual budgets.
  • Supervised and coordinated assigned audits ensuring accuracy and timely completion.
  • Conducted month-end closing activities such as accruals, amortization of prepaid expenses and other adjustments.
  • Provided technical guidance to staff on accounting issues related to revenue recognition, fixed assets management, cost allocation methods.
  • Managed cash flows to optimize year-end tax benefits.
  • Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.
  • Worked effectively in team environments to make the workplace more productive.
  • Contributed innovative ideas and solutions to enhance team performance and outcomes.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Completed day-to-day duties accurately and efficiently.
  • Maintained updated knowledge through continuing education and advanced training.

Implementation and Support Specialist

Sprint
Atlanta, GA
01.2000 - 05.2005
  • Coordinated with cross-functional teams to troubleshoot and resolve implementation issues.
  • Managed project timelines to ensure on-time and within-budget delivery of technology solutions.
  • Developed employee training initiatives by leveraging industry trends and partnering with team leaders.
  • Referred major hardware or software problems or defective products to vendors or technicians for service.
  • Managed configuration, installation and troubleshooting of applications and software for clients.
  • Answered user inquiries to resolve computer software or hardware operation problems.
  • Collaborated with other teams to develop best practices for system deployments.
  • Maintained positive working relationship with fellow staff and management.
  • Tracked changes in requirements throughout the duration of an implementation project.
  • Conducted research into new technologies and methods to improve implementation processes.
  • Developed and executed test plans to ensure software functionality meets client expectations.
  • Read technical manuals, conferred with users, or conducted computer diagnostics to investigate and resolve problems.
  • Provided ongoing support services through telephone, email, online chat, or remote access sessions.
  • Maintained accurate records of all implementations and customer interactions.
  • Assisted users in transitioning from legacy systems over to new ones after completion of an implementation project.
  • Analyzed data and feedback to recommend software enhancements and upgrades.
  • Monitored progress of implementations, making adjustments as needed to stay on schedule.
  • Coordinated with sales teams to identify new implementation opportunities.
  • Read technical manuals or attended conferences and seminars to maintain knowledge of hardware and software.
  • Conducted post-implementation reviews to assess project success and identify areas for improvement.
  • Evaluated software or hardware to recommend improvements or upgrades.
  • Coordinated with various departments to ensure successful implementation of projects.
  • Verified that every client received highest level of support, assistance and professionalism to uphold company's commitment to service.
  • Developed strategies for minimizing disruption caused by implementing new systems or applications.
  • Provided feedback to management on areas where improvements can be made in the implementation process.
  • Created documentation outlining procedures for post-implementation maintenance and support.
  • Performed variety of clerical and administrative duties pertaining to on-site support.
  • Assisted in the development of training materials for end-users on how to use newly implemented systems or applications.
  • Analyzed system logs, performance metrics, and user feedback to identify potential problems with existing implementations.
  • Supervised and directed workers engaged in installation of data communication equipment and software.
  • Ensured compliance with applicable industry standards during each step of an implementation process.
  • Assisted in the development of proposals and presentations for potential implementation projects.
  • Coached, mentored and developed implementation managers by teaching best practices and protocols to reduce discrepancies.
  • Provided ongoing support and maintenance for implemented systems.
  • Led internal training sessions to update teams on new technologies and implementation strategies.
  • Educated clients by explaining all technology issues in terminology that was simple to understand.
  • Liaised between clients and technical teams to ensure clear communication of project objectives and requirements.
  • Enhanced internal and external customer satisfaction ratings by researching, troubleshooting and resolving escalated issues efficiently.
  • Monitored system performance post-implementation to ensure optimal operation.
  • Created client rapport to grow profitability.
  • Developed and maintained project documentation, including implementation plans and user guides.
  • Resolved customer inquiries related to implementation issues in a timely manner.
  • Developed detailed project plans and timelines for implementations.
  • Troubleshot issues that arose during implementations and provided solutions when possible.
  • Completed day-to-day duties accurately and efficiently.
  • Updated and maintained databases with current information.
  • Completed routine maintenance and repair.
  • Prioritized and organized tasks to efficiently accomplish service goals.
  • Contributed innovative ideas and solutions to enhance team performance and outcomes.
  • Utilized various software and tools to streamline processes and optimize performance.

Education

Bachelor of Science - Accounting

University of Phoenix-Online Campus
Charleston, WV
05-2026

High School Diploma -

Capital High School
Charleston, WV
05-1998

Skills

  • Financial reporting
  • Budgeting
  • Profit and loss statement analysis
  • Comprehensive balance sheet management
  • Detailed ledger maintenance
  • Professional demeanor
  • Data analysis
  • Budget management
  • Regulatory compliance
  • Financial analysis
  • Tax preparation
  • Accounting software
  • Team collaboration
  • Time management
  • Error detection
  • Teamwork and collaboration
  • Problem-solving
  • Virtual tax interviews
  • Tax research
  • Financial risk manager
  • Small business tax returns
  • Tax issue research
  • Financial statements
  • Certified turnaround professional (CTP)
  • Individual returns preparation
  • Registered tax return preparer (RTRP)
  • Client tax services
  • Tax accounting
  • Client interviews
  • Mathematical calculations
  • Staff development
  • Certified financial planner
  • Professional risk manager (PRM)
  • Verbal and written communication
  • Enrolled agent (EA)
  • Research skills
  • Decision-making
  • Accounting principles
  • Risk management
  • Business Acumen
  • Financial Statements
  • Accounts Payable
  • Accounts Receivable
  • Account Reconciliation
  • Leadership & Coaching
  • Applicant Interviewing & Screening
  • Market Analysis
  • Cash Flow Projections
  • Strategic Partnerships
  • Process Improvement
  • Tax reporting
  • Interpersonal communication
  • Financial risk manager (FRM)
  • Tax form completion
  • Tax law knowledge
  • Data entry
  • Statement filing
  • Analytical thinking
  • Financial statements expertise
  • Tax return filing
  • Tax Code Understanding
  • Team Training
  • Deadline oriented
  • Teamwork
  • Professionalism
  • Government regulations

Certification

  • QuickBooks Certified ProAdvisor: Online, Advanced Online, Payroll & Enterprise, Present
  • LIHTC: Low Income Housing Tax Credits, Present
  • Project Management Professional (PMP)
  • Affordable Housing, Present
  • Fair Housing, Present
  • C3P, Present
  • HUD Compliance, Present
  • RD Compliance, Present
  • CDBG GRANT APPLICATION KNOWLEDGE, Present
  • NACPB, Present

Awards

  • CAHEC VALUES AWARD, 05/01/11
  • SPRINT EXCELLENCE AWARD, 06/01/04

Core Proficiencies

  • Financial Accounting
  • Budgeting
  • P&L Statements & Analysis
  • Balance Sheets
  • Bookkeeping
  • Recruiting
  • Business Acumen
  • Financial Statements
  • Accounts Payable
  • Accounts Receivable
  • Account Reconciliation
  • Leadership & Coaching
  • Applicant Interviewing & Screening
  • Market Analysis
  • Cash Flow Projections
  • Strategic Partnerships
  • Process Improvement

Personal Information

  • Willing To Relocate: Anywhere
  • Authorized To Work: US for any employer

References

References available upon request.

Timeline

Tax Associate

Intuit
12.2024 - Current

Regional Director of Operations

Logan Coal and Timber Company
11.2022 - 05.2024

Controller and Regional Operations Manager

Kinder Garden LLC
09.2019 - 11.2024

Chief Operating Officer/Controller

Pison Management
11.2007 - 04.2021

Accounting Assistant to Controller

West Virginia Paving
04.2006 - 11.2007

Self Employed Accounting Professional

R&R Solutions
02.2000 - Current

Implementation and Support Specialist

Sprint
01.2000 - 05.2005

Bachelor of Science - Accounting

University of Phoenix-Online Campus

High School Diploma -

Capital High School

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