Dependable accounting professional acknowledged for reliability and quick-learning ability. Highly skilled in accounting with eye for identifying and correcting errors. Dedicated with strong work ethic and resourceful nature.
Overview
20
20
years of professional experience
Work History
Tax Preparer
Self Employed
03.2019 - Current
Completed and filed returns with tax departments at local, state and federal levels.
Maintained complete records of client tax returns and supporting documentation in secured areas.
Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
Prepared tax returns, extensions, tax planning calculations and write-ups for organizations and entities.
Offered clients recommendations to reduce tax liabilities.
Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
Facilitated communication between clients and tax authorities.
Provided information about available products and services to clients, resulting in increased business opportunities.
Capital Project Manager
Macy's Inc
11.2011 - 01.2019
Orchestrated successful store renovations by managing a capital budget of $3.5-5.0 million.
Partnered with senior leaders to develop capital projects cost allocation and return on investment analysis.
Tracked project cost actuals and prepared monthly financial forecasts.
Managed and coordinated Store Operations capital projects including project scope definition and vendor proposals.
Ensured all purchase orders and contracts were submitted accurately in the contract system and had the appropriate documentation.
Managed ad hoc requests from upper management.
Reviewed floor plans, permits and environmental hazards.
Advised management on financial issues related to processes and researched solutions in order to implement corrective steps.
Fostered relationships with vendors to promote positive working relationships.
Identified, reviewed and applied policies and procedures.
Eliminated discrepancies in progress by reviewing performance, spend and timeline.
Expense Payable Manager
Macy's Inc.
09.2006 - 11.2011
Managed strategic initiatives to develop and improve cross-domain reporting.
Established and oversaw communication routines and metrics reporting with key partners.
Led team of 20 associates with integrity and created environment to make employees feel included, valued and supported to do energizing work.
Complied with established internal controls and policies. Upgraded a control procedure resulting in 100% audit compliance.
Performed routine closings, maintained clean, accurate and accessible records and kept close eye on transaction updates throughout each quarter.
Recruited, interviewed, hired and trained employees and implemented mentoring program to promote positive feedback and engagement.
Validated existing accounting management and reporting systems to assess quality and conformance, identify problems and implement corrective actions.
Handled expense payable, journal entries, trial balance and general ledger work.
Audit Supervisor
Macy's Inc
06.2003 - 09.2006
Supervised operational audits in 700 stores.
Reviewed stores' shortage control functions including the effectiveness of established shortage control procedures.
Prepared reports recommending shortage control improvements and provided advice and suggestions to divisional management.
Trained and supervised new audit staff and shared audit knowledge to support and enhance capabilities with the shortage control functions.
Monitored audit status reports to ensure compliance.