Accomplished accounting professional with 19 years of experience in problem solving and driving positive impact on company growth. Proven expertise in financial statement preparation and operational management. Strong business and payroll acumen, along with comprehensive human resource knowledge. Dedicated to implementing changes that lead to continuous improvement. Successfully influences processes to drive operational excellence within organizations.
Overview
19
19
years of professional experience
Work History
Accounting Manager
Boys & Girls Clubs of Collin County
02.2023 - 07.2024
Managed banking reconciliations and monthly balance sheet statements
Managed journal entries, collection efforts, reconciliations, and payroll processing
Completed bi-weekly payroll for company employees
Tracked business revenue and expenditures and reconciled accounts to maintain high accuracy
Collaborated with other departments to achieve accurate and prompt financial reporting
Audits account to ensure compliance with state and federal regulations; coordinates with outside auditors and provides needed information for the annual external audit
Developed and implemented various procedures to improve accounting process
Developed and maintained system of internal controls to prevent fraud and abuse
Prepared internal and regulatory financial reports, balance sheets and income statements
Utilized financial software to prepare consolidated financial statements
Complied with established internal controls and policies
Accounting Manager
Fit and Fancy Finances
04.2020 - 02.2023
Establishes internal controls and guidelines for accounting transactions and budget preparation
Oversees preparation of business activity reports, financial forecasts, and annual budgets
Completed bi-weekly payroll for company employees
Managed banking reconciliations and monthly balance sheet statements
Managed journal entries and collection efforts
Acquisitions Manager
Connected Holdings Group
11.2019 - 03.2020
Plan, schedule, and coordinate general maintenance, major repairs, and remodeling or construction projects for commercial or residential properties
Negotiate the sale, lease, or development of property and complete or review appropriate documents and forms
Prepare detailed budgets and financial reports for properties
Direct and coordinate the activities of staff and contract personnel and evaluate their performance
Solicit and analyze bids from contractors for repairs, renovations, and maintenance
Oversaw daily purchasing activities utilizing practical communication skills to research and negotiate purchase terms and contracts
Conceptualized and planned email campaigns using MailChimp for potential recipients
Manager
Sprouts Farmers Market
09.2014 - 09.2019
Managed a team of Payroll and Human Resources Specialists to ensure timely and accurate payroll processing for over 100 employees ensuring compliance with state and federal employment human resources law regulations
Recruited and promoted store employees, initiated criminal background checks for potential candidates, utilizing HRIS/ICIMS
Assigned, reviewed, and edited employee performance evaluations and assisted the management team with employee disputes, disciplinary action plans, and terminations
Communicated employee compensation, benefits, and certification requirements
Initiated a 55% reduction in quarterly turnover by implementing additional trainings, and executing cross-training throughout the store
Received employee commendation from corporate office for engaging the entire team to achieve 93% positive customer feedback on company-issued surveys
Improved scheduling compliance by creating a plan based on the projected sales forecast, cost control, and labor costs, and adjusted scheduling based on store sales, productivity guidelines, and budgets
Managed weekly and quarterly general ledger reconciliations monitored invoices for items received, and processed any discrepancies against the ledger
Managed auditing of all cash, non-cash transactions, and on-hand currency in the store by reviewing the accuracy of weekly and monthly reports
Maintained effective communication with team members at all levels in the organization involved in-store operations (i.e., Warehouse, Distribution, Regional Directors, Regional Trainers, Merchandising, etc.)
Lead Contact Representative/Lead Instructor
Internal Revenue Service-Federal Government
10.2005 - 12.2014
Assisted individual and business taxpayers in understanding tax responsibilities and obligations per the Internal Revenue Manual Code
Made account adjustments using sound judgment to resolve taxpayer errors
Assisted taxpayers with resolving compliance issues
Secured sensitive taxpayers' information
Maintained current knowledge of procedures, policies, and directives to provide both classroom and on-the-job training to employees and management
Compute taxes owed or overpaid, and make the proper adjustments following the tax form instructions and tax tables
Interview clients to obtain additional information on taxable income and deductible expenses and allowances
Furnish taxpayers with sufficient information and advice to ensure correct tax form completion
Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures
Created course material and job aids to assist with course facilitation and on the phone assistance
Worked directly with the management team to ensure preparation and facilitation timeframes were met
Distributed, monitored, and followed through on workload being completed based on job specialization
Identified, amended, and rejected work not meeting established performance standards
Education
Master of Science - Accounting
Strayer University
Farmers Branch, TX
07.2023
Bachelor of Science - Business Management
University of Phoenix
Beachwood, OH
05.2007
Skills
Month-end reporting
Staff Management
Account Reconciliation
Payroll
Process Improvement
Internal Controls
Audit Coordination
Bookkeeping
Journal Entries
Quickbooks
Staff Training and Development
AP/AR supervision
Affiliations
The Society for Collegiate Leadership & Achievement
Chief Executive Officer at Boys & Girls Clubs of Annapolis & Anne Arunel CountyChief Executive Officer at Boys & Girls Clubs of Annapolis & Anne Arunel County