HEATHER MCFARLAND
Tomball
Summary
Experienced Financial Management professional with expertise in accounting processes, compliance reporting, and systems oversight. Proficient in AP/AR, budgeting, and contract administration, ensuring efficient financial operations. Proven team leader with a focus on developing accurate accounting structures and fostering high-performance teams. Committed to advancing business objectives through effective management and strong interpersonal skills.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Director of Accounting
Production Improvement Consultants, LLC
Tomball
01.2021 - Current
- Managed accounts receivable and accounts payable, assisting with transactional-level tasks.
- Prepared accounting information, producing financial statements in accordance with accounting principles.
- Reconciled financial discrepancies by collecting and analyzing account information.
- Developed, implemented, modified and documented recordkeeping and accounting systems, making use of current computer technology.
- Inspected account books and accounting systems for efficiency, effectiveness and use of accepted accounting procedures to record transactions.
- Operated computers and used job-related software to develop, modify, and implement recordkeeping and accounting systems.
- Inspected cash on hand, noted receivable and payable, negotiable securities and canceled checks to confirm records are accurate.
- Inspected cash on hand and notes receivable and payable to confirm accuracy of records.
- Developed budgets and forecasts to support strategic planning initiatives.
- Analyzed financial data to identify trends and inform decision-making processes.
- Coordinated audits with external firms to ensure thorough evaluation of finances.
- Reviewed and approved financial statements, ledgers, and accounting entries.
- Assisted senior management in developing long-term business plans by providing detailed financial analyses.
Accounting and Tax Professional
H&R Block
Tomball
11.2022 - 05.2023
- Prepared individual and business tax returns using H&R Block software.
- Reviewed client financial documents for accuracy and completeness.
- Provided tax planning advice to clients based on their financial situations.
- Assisted clients in understanding tax regulations and compliance requirements.
- Assisted clients in resolving IRS notices and inquiries.
- Prepared and filed corporate, partnership, trust and individual tax returns.
- Assisted small businesses and individual clients with filling out tax forms and electronically filing tax returns.
- Analyzed balance sheets for mistakes and inaccuracies.
- Maximized tax refunds by striving to obtain taxable income, deductible expenses and allowance details.
- Complied with Sarbanes-Oxley Act and GAAP principles to maintain complete transparency.
Education
MBA - Project Management
University of Houston
Houston, TX05-2026
BACHELOR OF ARTS (B.A.) - ACCOUNTING SPECIALIST
University of Houston
Houston, TX05.2021
ASSOCIATE IN ARTS (A.A.) - BUSINESS ADMINISTRATION - FINANCE
Lonestar College
Houston, TX12.2018
Skills
- Profit and Loss Accountability
- Accounts Payable and Receivable
- Intuit QuickBooks
- Critical Thinking and Analysis
- Payroll Preparation
- Transaction Recording
- Computer Proficiency and Microsoft Office
- Project management
- Invoice processing
- International accounting
- Tax planning
- Client communication
- Deliverable tracking
- Financial analysis
- Conflict management
- Contract negotiation expertise
- Recordkeeping systems
Accomplishments
- Summa cum laude
Affiliations
- Beta Gamma Sigma (ΒΓΣ)
- National Society of Leadership and Success
- Student Government Association (SGA)
Certification
- Certified Paralegal Specializing in Tax 2004
- Certified Tax Pro 2025
Relevant Course Work
- Advanced Financial Accounting
- Individual Income Tax
- Corporation Tax
- Business Law
- Business Ethics
References
References available upon request.
Timeline
Accounting and Tax Professional
H&R Block
11.2022 - 05.2023
Director of Accounting
Production Improvement Consultants, LLC
01.2021 - Current
MBA - Project Management
University of Houston
BACHELOR OF ARTS (B.A.) - ACCOUNTING SPECIALIST
University of Houston
ASSOCIATE IN ARTS (A.A.) - BUSINESS ADMINISTRATION - FINANCE
Lonestar College
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