Joe Stearman
Dallas,TX
Summary
Communicative Financial Reporting Manager with seven years of experience monitoring agency finances. Experienced with payroll and risk management. Dedicated to complying with all reporting requirements. Exceptional decision-making and problem-solving skills. Strong communication skills, both written and verbal as well as strong organizational and time management skills.
Overview
7
7
years of professional experience
Work History
Federal Funds Reporting Mgr.
Texas Dept. Of State Health Services
Austin, TX
11.2019 - 11.2021
- Prepared and distributed internal reports and financial statements and facilitated internal and external audits prior to deadline dates.
- Established budgetary benchmarks and formulated financial management strategies by researching operating and historical financial records.
- Oversaw Federal Funds Reporting Branch and meticulously checked policies for compliance.
- Evaluated applications against outline specifications to approve, reject or recommend adjustments files.
- Protected agency assets with strategic risk management approaches.
- Consulted with representatives of regulatory agencies to complete accurate filings and uphold strict compliance.
- Produced reports outlining financial data to ensure contractual and award compliance.
- Acted as Subject Matter Expert for awards, cash accounts, and Payment Management System.
- Researched various accounting issues and implemented remediation processes.
- Created and implemented effective accounting systems, best practices and policies.
- Developed internal requirements and standards to minimize regulatory risks and liability across programs.
- Analyzed and solved multi-faceted problems that effected executive leaders and upper management initiatives.
- Hired, managed, developed and trained staff, established and monitored goals, conducted performance reviews and administered salaries for staff.
- Managed twelve employees with continuous coaching and mentoring.
- Drove implementation of Microsoft software (i.e., Teams, Planner, Excel, Word, etc.) to automate office operations.
Budget Analyst
Texas Dept. Of State Health Services
Austin, Texas
09.2018 - 11.2019
- Reviewed monthly operations to assess compliance with budgets and determine necessary adjustments for future plans.
- Monitored and reported budgetary discrepancies to upper management to maximize reporting efficiency and finalized spending plans.
- Produced Program performance reporting packages.
- Implemented budgetary monitoring techniques to improve agency spending habits.
- Recommended financial solutions to upper management based on detailed financial analysis.
- Compiled statistical data after each month-end closing.
- Audited, balanced and reconciled payroll and operational expenditures on quarterly basis.
- Generated annual budget forecasting information for legislature and governor's office.
- Created and updated expenditure reports in Peoplesoft.
Accountant V
Texas Dept. Of State Health Services
Austin, Texas
10.2016 - 09.2018
- Created budgets and forecasts for upper management to meet regular accounting deadlines.
- Gathered financial information, prepared documents, and closed grants.
- Identified and investigated variances to ensure financial and grant compliance.
- Reconciled accounts and reviewed expense data and capital.
- Supported quarterly reporting analysis to achieve validation of internal reports and to reconcile production operations and general ledger.
- Enhanced budget administration by reviewing reports, leveraging knowledge to strengthen controls and improve transparency.
- Prepared documents, reports and presentations for executives and upper management using advanced software proficiencies.
- Reviewed accounting structures and standard operating procedures on regular basis to identify areas in need of improvement.
- Set up and improved accounting systems and processes to meet agency needs and maximize operational success.
- Monitored five-employee team while handling day-to-day accounting processes and financial accuracy.
Accountant II
Texas Health And Human Services Commission
Austin, Texas
03.2015 - 09.2016
- Tracked agency assets.
- Facilitated annual inventories.
- Traveled to State Supported Living Centers to do spot check inventories and to ensure compliance with state and agency guidelines.
- Facilitated internal and external audits and replied to requests for public information.
- Participated in weekly departmental meetings as well as annual inventory training.
Education
No Degree - Accounting And Business Mgmt. (127 Credit Hours)
University of Texas At Austin
Austin, TXHigh School Diploma -
South Grand Prairie High School
Grand Prairie, TXSkills
- Expertise in GAAP accounting
- Management experience
- IT software knowledge
- Excellent interpersonal skills
- Recordkeeping talents
- Understanding of payroll services
- Financial reporting mastery
- Risk management skills
- Staff Management
- Scheduling
- Documentation and control
- Workflow planning
- Payroll and budgeting
- Bookkeeping
- Business administration
Timeline
Federal Funds Reporting Mgr.
Texas Dept. Of State Health Services
11.2019 - 11.2021
Budget Analyst
Texas Dept. Of State Health Services
09.2018 - 11.2019
Accountant V
Texas Dept. Of State Health Services
10.2016 - 09.2018
Accountant II
Texas Health And Human Services Commission
03.2015 - 09.2016
No Degree - Accounting And Business Mgmt. (127 Credit Hours)
University of Texas At Austin
High School Diploma -
South Grand Prairie High School