Garrick Montgomery
Texas Department of Transportation
Mansfield,TX
1
Certification
19
years of professional experience
Results-driven professional specializing in management analysis and organizational efficiency. Proven track record in optimizing business processes and implementing strategic initiatives. Reliable team collaborator focused on achieving measurable outcomes and adapting to evolving business needs.
Work History
Reimbursement Analyst
1 Year 8 Months- Conducted extensive analysis of cost reporting for Texas School District, advising on and drafting improvement plans for organizational systems and processes in Federal program participation.
- Dissected complex cost reports across multiple years to analyze data, isolate outliers, and identify opportunities for increased Federal reimbursement.
- Acted as liaison between schools in assigned regions (Abilene, Wichita Falls and western DFW) and governmental stakeholders to improve communication and assure further participation in program.
- Created presentations for onsite visits with district leadership including Superintendents, CFOs, Business Managers and Education Directors.
- Conducted outreach communication about policy changes, district audit results, and procedural best practices for program participation.
- Developed and processed policy documents (including policy guidelines, agency rules, state plan amendments, council and advisory committee items, workgroup materials, and hearing other notices) relating to outreach and training for the SHARS program.
- Analyzed new or proposed legislation or regulations to determine their effect on program participation, operations and management.
Internal Auditor
3 Years 10 Months- Conducted internal audits of Texas Department of Transportation divisions, programs, and processes.
- Reviewed and analyzed financial records, transactions, and documentation to ensure accuracy and compliance with regulatory standards.
- Reviewed and analyzed financial records and transactions to ensure accuracy and compliance with regulatory standards, supporting informed decision-making.
- Evaluated the effectiveness of internal controls and risk management practices, identifying areas of potential risk, fraud, or inefficiency.
- Evaluated internal controls and risk management practices, identifying potential risks, fraud, and inefficiencies to enhance organizational safeguards.
- Prepared audit reports detailing findings and recommendations for corrective action, facilitating improvements in compliance and operational effectiveness.
- Prepared detailed audit reports documenting findings, conclusions, and recommendations for corrective action.
- Communicated audit results and recommendations to client management and relevant stakeholders in clear and concise manner.
- Collaborated with cross-functional teams to implement recommended changes and improvements, ensuring alignment with organizational goals and objectives.
Contractor Examiner Supervisor
3 Years- Led team of contract auditors, ensuring compliance with contractual agreements and departmental policies while enhancing audit effectiveness.
- Managed office and audit program administrative tasks, ensuring adherence to regulations and improving operational efficiency.
- Planned, delegated, and supervised the workload of the contract audit team, providing guidance and support.
- Operated with autonomy and exercised judgment in addressing complex auditing issues.
- Collaborated with office management to establish goals and objectives for the contract audit program.
- Observed and managed office and audit program administrative tasks to maintain adherence to relevant regulations and procedures.
- Tracked, analyzed, and reported key performance indicators to pinpoint improvement opportunities in contract auditing processes.
Tax Auditor Supervisor
6 Years 10 Months- Led advanced supervisory tax auditing tasks, overseeing activities of senior-level audit team to ensure effective audit execution.
- Planned, delegated, and supervised the workload of a dynamic audit group comprising 10 or more members.
- Conducted supervisor audit field visits to ensure audit staff adherence to processes, provided feedback and coaching, verified documentation compliance, and maintained audit quality standards.
- Ensured compliance with State tax statutes and departmental policies and procedures by observing office and audit program administrative activities.
- Collaborated with office manager to establish office and program objectives, enhancing team alignment and focus on goals.
- Used independent professional judgment in navigating complex auditing scenarios.
- Utilized tools to track, analyze, and report on key performance indicators, identifying process enhancement opportunities.
- Actively participated as a panel member for the audit office, contributing to the interview and selection process for entry-level Tax Auditor positions.
- Represented audit division on disputed audit findings through mediation and administrative hearings.
Senior Tax Auditor
5 Years 3 Months- Conducted comprehensive audits of sales tax records, transactions, and financial documents to ensure compliance with state tax regulations and policies.
- Utilized advanced auditing techniques to identify potential areas of non-compliance, including tax underpayments, exemptions, and reporting errors.
- Collaborated with taxpayers, accountants, and legal representatives to gather information and resolve audit discrepancies, facilitating compliance and transparency.
- Prepared detailed audit reports that outlined findings and recommendations, guiding further action and enforcement decisions.
- Stayed current with changes in state tax laws, regulations, and audit procedures to ensure audits were conducted effectively and accurately.
- Developed and implemented training programs for junior auditors to enhance skills and knowledge in sales tax auditing, fostering professional growth within the team.
- Served as a resource and subject matter expert on sales tax issues, providing guidance to colleagues and stakeholders.
Education
Master of Business Administration - Finance
Bachelor of Business Administration - Accounting
Skills
Financial accounting
Microsoft Office
Client services
Cost analysis
Financial analysis
Stakeholder engagement
Risk assessment
Problem-solving
Organizational management
Communication effectiveness
Verbal communication
Customer service
Effective communication
Written communication
Decision-making
Client relations
Relationship building
Business strategy
Data interpretation
Certification
Certified Public Accountant, Texas March 2025, Continuously licensed since November 2012
Timeline
Reimbursement Analyst
Texas Health and Human Service Commission
12.2024 - CurrentRead More
Internal Auditor
Texas Department of Transportation
10.2022 - CurrentRead More
Contractor Examiner Supervisor
Texas Comptroller of Public Accounts
09.2019 - 09.2022Read More
Tax Auditor Supervisor
Texas Comptroller of Public Accounts
10.2012 - 08.2019Read More
Senior Tax Auditor
Texas Comptroller of Public Accounts
06.2007 - 09.2012Read More
University of Texas at Arlington
Bachelor of Business Administration from Accounting
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Dallas Baptist University
Master of Business Administration from Finance
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