Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic
Evelyn G. Jimenez

Evelyn G. Jimenez

Summary

Highly analytical, results-driven tax accounting specialist skilled at working quickly and accurately under tight deadlines. Extensive knowledge of Intuit ProSeries - Professional Tax Software. Maintains ongoing training requirements and knowledge of latest tax changes and laws.



Overview

24
24
years of professional experience
1
1
Certification

Work History

TAX ACCOUNTANT

TAX ASSOCIATES. INC.
09.2014 - Current
  • Worked closely with clients to properly fill out tax forms and file tax returns electronically.
  • Examined accounts and records and computed tax returns according to prescribed rates, laws and regulations.
  • Recorded, classified and summarized financial transactions and events in accordance with accounting principles.
  • Conducted tax reviews and compilations to identify potential exposure areas and provided suggestions.
  • Maintained integrity of general ledger and chart of accounts.

OFFICE MANAGER

GRIFFITH, GRANT & LACKIE REALTORS
01.2002 - 01.2012
  • Provide effective overall leadership directing a range of critical business functions to ensure both short- and long-term objectives met / exceeded
  • Collaborate with senior management and key personnel on a daily basis in areas of strategic planning, process development / improvement, financial management, accounting, client relations, and overall operations
  • Manage internal and external financial reporting for use by upper management and the CPA, and assist in tax preparation and profit sharing plan development and execution
  • Process and oversee all A/R and A/P requirements to ensure timely collection of monies owed and maintain vendor / supplier satisfaction
  • Responsible for recruiting, interviewing, hiring, training, and integrating administrative and sales personnel, as well as managing payroll requirements and other key HR activities
  • Drafted and implemented the employee and procedures manual for the office
  • On an annual basis, negotiate new contacts with existing vendors to obtain optimal pricing and services and ensure supplier satisfaction and loyalty
  • Support key sales activities
  • Assist realtors in developing comparative market analysis for use by clients, and effectively maintain current real estate inventory in real estate multiple listing system
  • Manage information technology requirements supporting operations in 2 locations
  • Administer servers, desktops, and laptops; oversee security and disaster planning requirements
  • Maintain full compliance with software licensing agreements
  • Assign passwords and access levels, and provide training and troubleshooting services on site and remotely
  • In addition, maintain 3 company websites
  • Key accomplishments include processing and managing $155 Million in real estate contracts in
  • On average, maintain and disburse an average of $7 Million in escrow accounts per year.

SALES ADMINISTRATOR

RAND MCNALLY
01.2000 - 01.2001
  • Directed sales support activities for this global brand
  • Provided direct support and guidance to 3
  • Account Managers and 1 National Account Manager for all facets of the sales cycle, and assisted inidentifying new business opportunities through networking, cold calling, and database utilization
  • Analyzed existing client accounts to determine future revenue opportunities, and deftly manage A/Rand A/P requirements
  • Assisted in the creation and negotiation of new and existing sales contracts
  • Maintained closecontact with clients, developed expense reports, orchestrated meetings and travel arrangements, andcrafted PowerPoint-based presentations to help sales reps close sales
  • Personally analyzed and reorganized A/R, and within 14 months, reduced A/R over 90 days from$4.5 Million to under $1 Million
  • Throughout tenure, met and exceeded management and client expectations.

Education

MASTER OF ACCOUNTING & FINANCIAL - MANAGEMENT

Keller Graduate School of Management
2011

BACHELOR OF SCIENCE - BUSINESS ADMINISTRATION – ACCOUNTING

DeVry University
Addison, Illinois
2007

Skills

  • Intuit Proseries
  • Produce Financial Statements
  • Accounting Records Analysis
  • Database Maintenance
  • Free Cash Flow Analysis
  • QuickBooks
  • Peachtree
  • Microsoft Office

Certification

Budgeting & Financials - Strategic Planning - Operations - - Banking - Reporting - Process Development Sales & Marketing - Inventory Management - Competitive Analysis - Prospecting - Contract Negotiation - IT Management - Client Relations - HR Hiring & Training - Team Building - Cost Reduction - Key Account Management - Troubleshooting

Languages

Spanish
Native or Bilingual

Timeline

TAX ACCOUNTANT

TAX ASSOCIATES. INC.
09.2014 - Current

OFFICE MANAGER

GRIFFITH, GRANT & LACKIE REALTORS
01.2002 - 01.2012

SALES ADMINISTRATOR

RAND MCNALLY
01.2000 - 01.2001

MASTER OF ACCOUNTING & FINANCIAL - MANAGEMENT

Keller Graduate School of Management

BACHELOR OF SCIENCE - BUSINESS ADMINISTRATION – ACCOUNTING

DeVry University

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Evelyn G. Jimenez