Summary
Overview
Work History
Education
Skills
Software
Interests
Timeline
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Janice Charles

Accountant, Financial Coach & Small Business Consultant
Houston,TX

Summary

Enterprising personal financial coach & small business consultant driving client satisfaction through proven coaching session formula and in-depth financial report analysis to deliver transformational results. Eagerly collaborates with like-minded colleagues to deliver simple and easy financial coaching protocols for guaranteed client satisfaction to best enhance the organizational brand. Proponent of continuing education to update knowledge of regulatory changes and industry best practices and to develop professional skills.

Overview

32
32
years of professional experience
4
4
years of post-secondary education

Work History

Financial Coach

Volunteer Work
Houston, Texas
07.2019 - Current
  • Guided clients in development of realistic goals and enhanced accountability on financial matters.
  • Guided clients through compiling important financial histories and documentation for evaluation.
  • Hosted up to 9 clients in group coaching sessions.
  • Developed and delivered engaging group presentations and one-on-one coaching sessions.
  • Provided specialized spending planning support for clients with diverse situations and individual needs.
  • Used time management and planning skills to achieve results according to schedule.

Accountant

APEN Corp.
Houston, Texas
10.2008 - Current
  • Managed up to 8 clients for several years providing variety of services to each.
  • Gathered financial information, prepared documents and closed books.
  • Created budgets and forecasts for clients to meet audit deadlines.
  • Prepared and filed tax forms to meet needs of clients.
  • Handled day-to-day accounting processes to drive financial accuracy.
  • Documented credit, fixed assets, revenues, expenses and line of credit transactions.
  • Offered advice and direction to help clients better understand financial reports to make important business decisions.
  • Itemized taxpayer expenses to identify maximum adjustments, deductions and credits.
  • Used advanced software to prepare documents and reports for financial reporting and payroll processing.
  • Supported monthly reporting analysis to achieve validation of internal reports and to reconcile client bank accounts and general ledger.
  • Reconciled accounts and reviewed expense data, net worth and assets.
  • Conducted technical and analytical reviews of tax returns to check for accuracy and qualified deductions.
  • Evaluated and improved financial records for accuracy.
  • Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating and cash and banking reconciliations.
  • Invoiced for client services completed and kept records of accounts receivable.
  • Detected and corrected mistakes early on and implemented systems to avoid recurring issues.

Financial Coach

Volunteer Work
Houston, Texas
06.2010 - 08.2015
  • Guided clients in development of realistic goals and enhanced accountability on financial matters.
  • Guided clients through compiling important financial histories and documentation for evaluation.
  • Provided specialized spending planning support for clients with diverse situations and individual needs.
  • Used time management and planning skills to improve efficiency and achieve results according to schedule.

Small Group Leader and Class Facilitator

Volunteer Work
Houston, Texas
01.2009 - 11.2019
  • Collaborated with team members to plan content and agenda for financial education classes.
  • Co-facilitated these classes attended by as many as 600 participants at local church.
  • Taught class participants financial management skills.
  • Facilitated small group discussions and offered guidance on managing finances to participants in more up-close manner.

Education

Bachelor Of Science - Accounting And Business Management

University of Houston - Clear Lake
Houston, TX
08.2000 - 05.2004

Skills

Financial planning

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Software

Skilled in accounting and payroll software; some knowledge of QuickBooks

Interests

I have a strong interest in personal development coaching using Biblical principles

Timeline

Financial Coach

Volunteer Work
07.2019 - Current

Financial Coach

Volunteer Work
06.2010 - 08.2015

Small Group Leader and Class Facilitator

Volunteer Work
01.2009 - 11.2019

Accountant

APEN Corp.
10.2008 - Current

Bachelor Of Science - Accounting And Business Management

University of Houston - Clear Lake
08.2000 - 05.2004

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Janice CharlesAccountant, Financial Coach & Small Business Consultant