Talented financial leader well-versed in accounting principles and regulations. Motivated to keep company financial operations compliant, accurate and cost-effective. Ready to bring 5+ years of experience and take on challenging new role.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Financial Controller
Poteet Construction, Inc
08.2022 - Current
Assisted in the preparation of annual tax filings, ensuring full compliance with local, state, and federal regulations while minimizing tax liabilities where possible.
Supervised accurate, efficient, and compliant completion of monthly financial reporting packages.
Used Deltek/COmputerEase and Microsoft Excel to prepare external audit documentation and financial reports to assist management in operational planning and key decision making.
Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
Managed payroll data entry and processing for 150 employees to comply with federal and state guidelines.
Staff and Senior Tax Accountant
JCCS P.C.
06.2018 - 08.2022
Three years of progressive growth leading the planning, execution, and filing of tax returns for complex individuals, partnerships, S-corps, and C-corps.
Perform year-end closing processes for clients’ financial statements, including reconciliations, posting year-end journal entries, and variance analysis for GAAP and tax purposes.
Remain current on latest tax regulations and accounting standard updates through training, independent research, professional publications, and professional networks.
Prepare and present materials for internal meetings with engagement teams of 10-15 individuals as well as one-on-one external meetings with clients.
Mentor, develop, and evaluate staff and interns, encouraging employees to develop their skills through positive reinforcement and constructive feedback.
Reviewed financial reports to correctly ascertain taxation and statement requirements.