Summary
Overview
Work History
Education
Skills
Timeline
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Jeanne Steen

View Park,CA

Summary

Over 15 years of experience in budget analysis/internal auditing/tax return preparation – including high net worth individuals. Develop extensive policies, procedures and internal controls to advise leadership on business improvement strategies. Monitored repair station compliance. Quality Control Manual. Proficient in blueprint reading, use/interpretation of Maintenance Manuals. Conduct month end close with SAP, including settlements on projects, adjusting any journal entries to for posting correction to G/L account. Creating Pivot Tables for each individual inventory unit and comparisons. Create V-lookups for comparing sales figures. Services Agreements, Subcontract terms and conditions, day-to-day subcontract administration of all company subcontracts, compliance with government regulations, issuance of Task Orders and Purchase Orders, reviewing prime contract awards and developing flow-down requirements and the closeout of subcontract agreements. Subcontract terms and conditions, day-to-day subcontract administration of all company subcontracts, compliance with regulatory agencies. Multi State payroll preparation (Quarterly/Yearly) tax documents – W2/1099/K-1.

Overview

35
35
years of professional experience

Work History

Senior Tax/Financial Analyst

SixK Management Productions Inc
03.2015 - Current
  • Prepared a wide array of returns US, Multistate and International tax returns- Corporate (S/C Corporation) Gift, Individual, as well as private foundation returns for business clients (Individual/Corporations (S/C))
  • Helped clients make optimal decisions on amounts and timing of capitalization.
  • Oversaw team of 5 tax/accounting professionals handling 125+ clients per year
  • Utilized Quickbooks ICloud//desktop, Drake, Prosystems, Lacerte and AVALARA to analyze sales trends and tax return reporting/preparation
  • Developed financial models for projects and presentations, ultilizing ASC 740
  • Evaluated competitor data and statistics to develop business investment strategy and drive growth
  • Improved operational efficiency and cultivated cost reduction and increased productivity
  • Identified budget variances and recommended corrective actions, avoiding overruns and maintaining positive cash position
  • Using SAP/QB software for month/quarter/year end reporting, as well as cash flow analysis
  • Generated professional networks by engaging in professional, industry and government agencies workshops.
  • Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
  • Facilitated smooth month-end close processes by efficiently reconciling accounts and addressing discrepancies promptly.
  • Streamlined financial reporting for better decision-making with clear, concise analysis and presentation.
  • Trained junior analysts on best practices in financial modeling, contributing to a stronger overall team performance.
  • Strengthened relationships with external partners through timely communication and collaboration.
  • Evaluated proposed projects'' ROI using NPV, IRR, and other financial metrics, helping prioritize initiatives with maximum value potential.
  • Played a key role in annual audits by preparing detailed schedules, supporting documentation, and assisting auditors throughout the process.
  • Enhanced forecasting accuracy through the development of sophisticated financial models and tools.
  • Initiated process improvements that increased the efficiency of budgeting cycles while maintaining accuracy standards.
  • Collaborated with cross-functional teams to optimize budgets, resulting in improved resource allocation.
  • Streamlined audit processes, coordinating effectively with external auditors to ensure compliance.
  • Facilitated smoother internal audits, standardizing documentation and evidence collection procedures.
  • Reduced time spent on manual data entry, implementing automated data extraction tools.
  • Streamlined financial reporting processes, significantly reducing time required for monthly close.
  • Improved cash flow management with rigorous accounts receivable tracking.
  • Participated in client meetings to discuss financial analysis and investment strategies.

Senior Financial Accounting Specialist

Centre Of Positive Essentials, Inc
01.2006 - 02.2015
  • Set and monitored effective financial policies
  • Conducted detailed analysis of company financial information and oversaw preparation of related reports
  • Devised strategies for monitoring, evaluating and tracking operational achievements
  • Created, planned and implemented policies and procedures to increase productivity and maximize return on investments
  • Creating Pivot Tables for each individual inventory unit and comparing pivots
  • Conduct month end close with SAP, month end activities include settlements on projects, adjusting any journal entries to make sure they are hitting the correct G/L account, and moving project hours if they are booked incorrectly by the engineers
  • Assessed company resources and adjusted keep operations efficient and cost-effective
  • Oversaw all financial operations company-wide, including budgets, payroll and accounts payable and receivable
  • Directed all financial activities, including budget development, creation of budgetary controls and recordkeeping systems and investment management
  • Prepared financial statements / tax returns (990/1065/1120 ProSystem Software)
  • Establishment of housing development projects/partnerships with State/local government and Non-Profits
  • Developed and oversaw yearly budgets in excess of $10m
  • Analyzed operational issues and implemented corrective action plans to improve profitability and efficiency
  • Worked closely with audit team to prepare accounts and documentation as well as conduct audits according to all regulatory requirements.
  • Proactively identified potential areas for process improvement within the finance department by analyzing workflows, redundancies, and inefficiencies.
  • Streamlined accounting processes for increased efficiency by implementing new software tools and automated systems.
  • Enhanced financial accuracy by performing reconciliations, adjusting journal entries, and maintaining updated records.
  • Maintained confidentiality of sensitive financial information by adhering to strict data security protocols and ensuring proper access controls were in place.
  • Ensured proper tax filing procedures were followed in accordance with applicable regulations, including preparation of tax returns and coordination with external tax advisors.
  • Provided financial expertise to support various business initiatives by partnering with project teams and contributing to the development of financial models or feasibility studies.
  • Collaborated with cross-functional teams to identify cost-saving measures and improve overall financial performance.

Tax Consultant

Self-employeed
02.1998 - 02.2007
  • Facilitated smooth communication between clients and taxing authorities during inquiries or disputes, achieving favorable outcomes.
  • Streamlined tax preparation process for increased efficiency and accuracy.
  • Educated clients about the impact of life events on their taxes, helping them make informed decisions.
  • Evaluated client financial records to identify opportunities for reducing taxable income through strategic planning.
  • Maintained positive relationships with both existing and prospective clientele through excellent customer service and responsiveness.
  • Identified discrepancies in client records that could trigger audits or result in missed deductions or credits.
  • Reduced client tax liabilities by identifying applicable deductions and credits.
  • Advised clients on best practices for maintaining compliance with changing tax regulations, avoiding costly penalties.
  • Furnished taxpayers with sufficient information and advice to facilitate correct tax form completion.
  • Provided expert guidance to clients during audits, minimizing potential penalties and interest charges.
  • Reviewed client financial statements to ensure proper classification of expenses for optimal tax benefits.

Capitation Management

Prudential Health Insurance
01.1995 - 01.1997
  • Prepares reimbursement claims for health and/or mental health care provided under Federal, State and Special medical aid programs or prepares yearly budget requests, annual financial plans and evaluates operational performance against expenditures standards
  • Analyzes reimbursement requirements for Federal, State, and/or Special Programs to determine if claims for reimbursement conform to applicable rules and regulations and result in maximum revenue collection
  • Prepares Medicare and Medi-Cal cost reports and State mandated disclosure reports
  • Analyzes costs and develops rates for contractual agreements with County and Non-county providers
  • Analyzes preliminary budget requests, conducts comparison studies of units and sub units previous financial performance and cost effectiveness, completes cost analysis, revenue forecast and reports findings and recommendations to financial management
  • Develops and/or monitors annual financial plans/unit budget allocations for the expenditure of funds within each unit, monitors performance against the plans/allocations, analyzes and prepares summaries of financial activities to keep units and executive management informed of financial condition
  • Develops, monitors and adjusts billing rates to reflect cost changes and maximize cost recovery
  • Analyzes utilization of billing rates and/or contract allocations for appropriate application, informs management of problems and recommends corrective action
  • Analyzes program performance data and conducts studies of accounts, records and the integrity of electronic data which are basic to program and financial reporting
  • Identifies operational problems, develops solutions and recommends modifications in the automated accounting system to improve the responsiveness of the system to the needs of expenditure management
  • Participates in cost, revenue, and accounting systems and procedural studies, reports findings and recommendations, implements those approved by Health Services or Mental Health, departmental administration and by the Auditor-Controller when necessary.
  • Demonstrated initiative by proactively identifying areas in need of additional attention or improvement, taking appropriate action to rectify issues as needed.

Subcontracts Specialist – Cash Management

LUZ International Engineering
01.1990 - 01.1992
  • Services Agreements, Subcontract terms and conditions, day-to-day subcontract administration of all company subcontracts, compliance with required solar engineering regulations, issuance of Task and Purchase Orders, reviewing prime contract awards and developing flow-down requirements and the closeout of subcontract agreements
  • Subcontract terms and conditions of all company subcontracts, compliance with required Federal/State/local regulations.
  • Collaborated with cross-functional teams to achieve project goals on time and within budget.
  • Championed the adoption of new software tools that streamlined workflows across multiple departments.

Education

Bachelor of Science - Political Science

Bowie State University
Bowie, MD
01.1980

Skills

  • Strategic Financial Planning
  • GAAP and Statutory Reporting
  • Knowledge of SAP ASC 740
  • MS Excel/Word
  • Pivot tables, V-lookups
  • Financial and Operational Reporting
  • Closing Processes
  • Local, state and federal sales tax returns - Avalara
  • Tax-Related/compliance/audit procedures/filing
  • General Ledger Accounting Reporting
  • Yardi – Property management
  • Financial and operational reporting
  • Auditing procedures
  • Project Management
  • Negotiation
  • Budgetary Compliance/ Planning
  • Financial statements expertise
  • Cashflow Management

Timeline

Senior Tax/Financial Analyst

SixK Management Productions Inc
03.2015 - Current

Senior Financial Accounting Specialist

Centre Of Positive Essentials, Inc
01.2006 - 02.2015

Tax Consultant

Self-employeed
02.1998 - 02.2007

Capitation Management

Prudential Health Insurance
01.1995 - 01.1997

Subcontracts Specialist – Cash Management

LUZ International Engineering
01.1990 - 01.1992

Bachelor of Science - Political Science

Bowie State University

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Jeanne Steen