JENNIFER ELLIOTT
Longview
Summary
Veteran Controller bringing over 25 years of success in financial management to growing organizations. Well versed in local, state and federal guidelines underpinning financial management with success in devising policies and procedures to sustain compliance with regulatory guidelines. Proven leader with success in developing high-performing, competent accounting teams. Accomplished in reducing expenses, streamlining financial operations and improving reporting functions. Highly organized and systematic with in-depth understanding of accounting. Expert in working for non-profit organizations. Highly accomplished in working with executives to create effective financial strategies focused on achieving organizational goals. Excited to bring talent and leadership to organization offering room for growth. Skilled in uncovering opportunities to improve financial growth, risk management and internal controls when managing all accounting functions. Prepared to bring talent and expertise to an organization offering opportunities for advancement. Seasoned CFO with proven track record in diverse industries. Possess strong expertise in financial strategy, risk management and capital optimization. Known for driving growth and profitability through insightful leadership and strategic business partnerships. Consistently successful in enhancing internal control environments, improving process efficiency, and maximizing productivity.
Overview
30
30
years of professional experience
Work History
CFO
Toyota Of Longview
Longview
06.2022 - Current
- Led financial planning and analysis for dealership operations.
- Managed budgeting processes to support strategic goals.
- Oversaw cash flow management and liquidity forecasting.
- Developed risk management strategies to protect assets.
- Collaborated with department heads on financial reporting.
- Implemented cost control measures across all departments.
- Advised executive team on investment opportunities and financial strategies.
- Ensured compliance with financial regulations and reporting standards.
- Monitored cash flows and identified areas of risk or opportunity.
- Directed treasury operations including cash management functions; monitored foreign exchange exposure risks.
- Prepared annual budget plans, quarterly forecasts, and monthly closing activities.
- Developed and implemented financial strategies to increase efficiency and reduce costs.
- Reviewed financial statements on a regular basis to ensure accuracy of reported information.
- Ensured timely filing of all required federal and state taxes; provided support during audits by regulatory agencies.
- Evaluated internal controls over financial reporting processes and ensured compliance with applicable laws and regulations.
- Managed the preparation of external audit reports in accordance with Generally Accepted Accounting Principles.
- Analyzed financial data to identify trends and recommend solutions for improvement.
- Negotiated contracts with vendors, suppliers, customers, ensuring best value for company resources.
- Identified potential sources of financing; prepared loan applications for lenders' review.
- Collaborated with senior management to develop long-term business objectives and plans.
- Assessed current accounting processes and procedures; developed new policies as needed.
- Represented organization at investor meetings; communicated corporate vision and strategy effectively.
- Developed comprehensive tax planning strategies that minimized liabilities while maximizing profitability.
- Worked closely with operations teams to ensure accurate cost accounting practices are followed.
- Oversaw the development and implementation of systems for tracking financial performance metrics.
- Monitored business trend forecasts and adjusted budgets and operational plans to maximize growth and opportunities.
- Coordinated financial statement reviews to coordinate variance reporting, analysis of year-to-date and forecast performance against expectations.
- Prepared financial forecasts to support fiscal planning and management.
- Supported company growth objectives by developing solid financial plans.
- Minimized losses by improving financial strategies to improve corporate position.
- Created and implemented best practices to standardize internal processes and procedures.
- Completed analysis of company financial data and produced industry reports outlining metrics and results.
- Analyzed operational processes and implemented continuous improvement initiatives to promote profitability and efficiency.
- Prepared accounts and conducted audits according to regulatory requirements.
- Devised funding strategies to drive company vision and support tactical initiatives.
- Managed company-wide budgets, payroll, accounting and other financial operations.
- Made proactive adjustments to fiscal policies according to available company resources and desired outcomes.
- Oversaw finances for revenue generated by management projects.
- Developed corporate risk management programs by establishing strict documentation and financial guidelines and spearheading risk management committee.
Controller
Vrai Prosthetic Care
Longview
07.2019 - Current
- Completed journal entries, reconciliations and account analysis to prepare quarterly financial documents and general account management.
- Maximized year-end tax benefits by efficiently managing cash flows.
- Provided treasury and cash management by overseeing reconciliation of banking activity, credit card processing and sales tax returns.
- Accurately completed financial statement audits and thoroughly reviewed results.
- Oversaw accounts payable and receivable operations for Health Care business with $100,000 in monthly expenses.
- Managed budgets, assets, portfolios, accounts payable and receivable and general financial reporting procedures.
- Managed payroll data entry and processing for 3 employees to comply with predetermined company guidelines.
- Managed daily financial functions in collaboration with accounting and payroll personnel.
- Verified accurate completion of corporate income tax returns and optimal use of favorable tax codes.
- Followed up with delinquent accounts to obtain funds and reduce aging balances.
- Accurately projected monthly cash expenditures through efficient budgeting and detailed document reviews.
- Prepared accurate financial reports and monthly statements for accounts receivable.
- Managed entire accounting cycle, including gathering information, preparing documents, finalizing reports and closing books.
- Prepared and filed state and federal tax forms for commercial and individual clients.
- Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating and all types of cash and banking reconciliations.
- Gathered important tax-related information, including taxable income, deductibles and allowance information.
- Documented all cash, credit, fixed assets, accrued expenses and line of credit transactions.
- Reconciled accounts and reviewed all materials, including surplus, income, expense data, net worth and assets.
Controller
PATTERSON NISSAN
LONGVIEW
06.2006 - 11.2008
- Completed journal entries, reconciliations and account analysis to prepare quarterly financial documents and general account management.
- Oversaw deployment of strategic business plans to accomplish accounting, compliance and revenue targets.
- Worked closely with audit team to prepare accounts and documentation as well as conduct audits according to all regulatory requirements.
- Prepared accurate financial statements at end of month.
- Negotiated and approved all supplier, distributor and state and federal agency contracts and agreements.
- Analyzed operational issues and implemented corrective action plans to improve profitability and efficiency.
- Assessed company resources and made adjustments to keep operations efficient and cost-effective.
- Established workflow processes, monitored daily productivity and implemented modifications to improve overall performance of personnel.
- Managed budgets, appointment scheduling, employee and event itineraries and accounts to improve productivity initiatives.
- Monitored and evaluated personnel performance to complete annual reviews, recommend advancement or address productivity concerns.
- Managed office operations while scheduling appointments for department managers.
- Optimized organizational systems for payment collections, AP/AR, deposits and recordkeeping.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Evaluated employee records and productivity to complete employee evaluations.
- Maintained computer and physical filing systems.
- Prepared meeting materials and took clear notes.
- Compared vendor prices and negotiated for optimal savings.
- Coached new hires on company processes while managing employees to achieve maximum production.
- Established and developed strong administrative team by delivering ongoing coaching and motivation and fostering career advancement.
- Maximized cash flow through optimal billing and collection processes.
- Utilized company's accounting systems to review reports and prepare assessments.
- Attended meetings, seminars and workshops to enhance knowledge of bookkeeping functions and other job duties.
- Performed billing, collection and reporting functions for office generating over $5,000,000 annually.
- Mentored office employees on proper administrative procedures and how to use programs such as Reynolds & Reynolds, ADP, keeping operations consistent and efficient for maximum performance.
- Provided backup to front desk to step in to assist with various tasks whenever employee was absent or at lunch.
- Completed weekly, semi-monthly payroll, and monthly payroll for 50+ employees.
- Improved customer satisfaction scores through application of superior conflict resolution and problem-solving skills.
- Developed highly-efficient administrative team through ongoing coaching and professional development opportunities.
Controller
Brew Honda
Longview
08.2000 - 06.2006
- Completed journal entries, reconciliations and account analysis to prepare quarterly financial documents and general account management.
- Maximized year-end tax benefits by efficiently managing cash flows.
- Created and distributed reports on internal and external finances, audits and budgets.
- Provided treasury and cash management by overseeing reconciliation of banking activity, credit card processing and sales tax returns.
- Accurately completed financial statement audits and thoroughly reviewed results.
- Verified accurate completion of corporate income tax returns and optimal use of favorable tax codes.
- Managed payroll data entry and processing for 50+ employees to comply with predetermined company guidelines.
- Managed budgets, assets, portfolios, accounts payable and receivable and general financial reporting procedures.
- Followed up with delinquent accounts to obtain funds and reduce aging balances.
- Completed year-end close processes with owners through effective supervision financial functions and regular treasury transactions.
- Reached out to vendors and customers to verify information and follow up on client issues.
- Produced month-end closing reports and provided actionable suggestions on remittance for quick resolution.
- Stayed on top of applicable federal and state requirements to minimize legal and financial risks.
- Assessed data and information to verify entry, calculation and billing code accuracy.
- Completed weekly, semi-monthly payroll, and monthly for company employees.
- Generated and submitted invoices based upon established accounts receivable schedules and terms.
- Applied mathematical abilities on daily basis to calculate and check figures in all areas of accounting systems.
- Reported financial data and updated financial records in ledgers and journals.
- Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
- Entered figures using 10-key calculator to compute data quickly.
- Prepared month-end closing entries for detailed reporting and recordkeeping.
- Oversaw bookkeeping and accounting systems and entered data into systems accurately.
Controller
Jack O'diamonds Lincoln
Longview
10.1995 - 11.1999
- Completed journal entries, reconciliations and account analysis to prepare quarterly financial documents and general account management.
- Created and distributed reports on internal and external finances, audits and budgets.
- Maximized year-end tax benefits by efficiently managing cash flows.
- Provided treasury and cash management by overseeing reconciliation of banking activity, credit card processing and sales tax returns.
- Used Reynolds & Reynolds to prepare external audit documentation and financial reports to assist management in operational planning and key decision making.
- Accurately completed financial statement audits and thoroughly reviewed results.
- Prepared and filed tax returns and generated monthly reports in compliance with regulatory and organizational standards.
- Supervised accurate, efficient and compliant completion of monthly financial reporting packages.
- Accurately projected monthly cash expenditures through efficient budgeting and detailed document reviews.
- Managed entire accounting cycle, including gathering information, preparing documents, finalizing reports and closing books.
- Created budgets and forecasts for management group to meet regular accounting deadlines.
- Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating and all types of cash and banking reconciliations.
- Documented all cash, credit, fixed assets, accrued expenses and line of credit transactions.
- Reconciled accounts and reviewed all materials, including surplus, income, expense data, net worth and assets.
- Evaluated and improved accuracy and completeness of financial records.
- Tracked financial progress by creating quarterly and yearly balance sheets.
- Brought errors to near-zero in reporting, payroll administration and general bookkeeping.
- Partnered with auditors on annual audits and realized compliance with governmental tax guidelines.
- Monitored 40 member-employee team while handling day-to-day accounting processes and financial accuracy.
Education
BBA - Accounting And Business Management
DeVry University
Villa Park, IL12.2002
High School Diploma -
Marshall High School
Marshall, TX05.1995
Skills
- Accounting management
- Budget management
- Risk management
- Corporate finance
- IFRS proficiency
- Accounting Management Assessment
- Auditing
- Financial analysis
- Cash flow forecasting
- Compliance adherence
- Strategic planning
- Financial reporting
- Cost control
- Treasury operations
- Data analysis
- Team collaboration
- Effective communication
- Decision making
- Problem solving
- Working capital management
- Risk management proficiency
- Financial process improvement
- Continuous learning mindset
- Tax planning and strategy
- Corporate governance
- Business valuation techniques
- Adaptability to change
- Financial analysis expertise
- Performance metrics analysis
- Regulatory compliance
- Cash flow management
- Cost reduction strategies
- Change management expertise
- Audit coordination
- Cross-functional team leadership
- Logistical oversight
- Controls oversight
- Public accounting
- Documentation compliance
- Accounting principles understanding
- Reporting expertise
- Reporting skills
- Financial policy creation
- Budget development
- Program leadership
- Corporate leadership
- Public address presentation
- Operational management
- Operational decision making
- Financial management
- Accounting principles
- Financial administration
- Multitasking Abilities
- Profit and loss management
- Reliability
Personal Information
Title: Controller/Accountant
Accomplishments
GST GOLD STATUS CONTROLLER FOR EVERY YEAR OF EMPLOYMENT
Timeline
CFO
Toyota Of Longview
06.2022 - Current
Controller
Vrai Prosthetic Care
07.2019 - Current
Controller
PATTERSON NISSAN
06.2006 - 11.2008
Controller
Brew Honda
08.2000 - 06.2006
Controller
Jack O'diamonds Lincoln
10.1995 - 11.1999
BBA - Accounting And Business Management
DeVry University
High School Diploma -
Marshall High School