Accomplished Accountant, Operations, and Finance professional with over 20 years of experience enhancing efficiency, staff relations, and team collaboration. Holds a B.A. in Accounting, Finance, and Management. Proficient in Microsoft Excel and various accounting software. Seeking to leverage expertise in a new professional role.
Overview
14
14
years of professional experience
Work History
Account Manager
Togetherwork
09.2023 - Current
Manage multiple clients, providing monthly, quarterly, and annual financial reports
Coordinated monthly, quarterly, and annual closing processes
Oversee AR and AP specialists in preparing daily entries for books
Supervised team of accountants, providing guidance and support as needed
Supported month-end general ledger close activities by completing necessary journal entries
Assisted in budget preparation and analysis, identifying opportunities for cost reduction
Collaborated with external auditors to facilitate annual audit process
Prepared detailed reports on account activity, progress towards goals, and areas for improvement
Developed long-term relationships with key clients to foster loyalty and repeat business
Handled client questions, concerns and escalations to meet contractual expectations and preserve client relationships
Resolved customer concerns promptly to maintain positive account relationships
Conducted regular account reviews to assess client needs and objectives
Provided product training and support materials to help clients maximize value of their investments
Coordinated with internal departments, such as finance and operations, to address client issues effectively
Head of Finance
La Palina Cigars
Naples
03.2022 - 02.2024
Managed all aspects of accounting and finance operations
Oversaw and coordinated purchasing materials and goods for production in Central America
Managed international sales and shipping logistics
Processed payroll through ADP and managed banking transactions
Managed warehouse operations and shipping
Conducted inventory counts and reconciliations
Generated reports for sales teams, managers, and executives
Oversaw budgeting, forecasting and monthly reporting processes
Implemented cash management procedures to optimize working capital
Developed long-term financial plans in support of growth initiatives
Provided clear insights into business development and financial performance related to corporate goals
Oversaw preparation of financial reports and statements
Monitored financial performance against targets and adjusted as needed
Provided guidance on pricing, margin analysis, and contract negotiations
Controller
Greenscapes of SW Florida
Naples
06.2020 - 02.2022
Managed a $20 million annual budget and a $130 million parent company budget
Managed budgeting process, including creating annual budgets and reviewing actual results against budgeted figures
Trained and mentored junior accounting staff members to support their professional development
Supported strategic decision-making by providing insightful financial analysis related to mergers, acquisitions, or divestitures
Worked closely with human resources in administering payroll functions and employee benefits programs
Prepared financial statements for management review on monthly basis
Analyzed financial data to identify trends, variances, and potential areas for improvement
Oversaw all general ledger activities, including account reconciliations and journal entries
Ensured accurate and timely month-end closing processes for all company accounts
Reported directly to senior management on various financial matters such as revenue growth, expense reductions, or investment opportunities
Developed and maintained accounting policies, procedures, and internal controls
Director of Business Management
Everglades Wonder Gardens
Bonita Springs
09.2019 - 03.2020
Coordinated projects across multiple teams to ensure timely completion
Collaborated with other departments to streamline processes and improve communication
Oversaw daily operations, including staff management, budgeting, and program implementation
Developed strategic plans to achieve business goals and objectives
Prepared annual reports highlighting organization's achievements throughout year
Maintained accurate records of all financial transactions for transparency purposes
Presented financial information at board meetings and investor presentations
Identified cost-saving opportunities to improve efficiency
Director of Finance & Operations
St. Elizabeth Seton Catholic Church & School
Naples
01.2016 - 09.2019
Oversaw budgeting, forecasting and monthly reporting processes
Presented financial information at board meetings and investor presentations
Established internal controls to mitigate risk and protect company assets
Reviewed contracts and agreements for potential financial risks or legal implications before approval by senior management
Trained and mentored junior accounting staff members to support their professional development
Coordinated with external auditors during annual audit process to ensure timely completion of audits
Monitored cash flow forecasts and worked closely with management to optimize cash management strategies
Reported directly to senior management on various financial matters such as revenue growth, expense reductions, or investment opportunities
Senior Accountant
Davidson & Nick CPAs
Naples
10.2011 - 01.2016
Developed internal processes for efficient and timely tax preparation services
Reconciled discrepancies between accounting records and actual financial transactions
Prepared tax returns quarterly and annually with accurate information based on correct procedures
Researched tax laws and regulations to stay current with changes in industry
Compiled information from accounting and other systems necessary for periodic income tax calculations and annual tax return preparation
Conducted due diligence on potential business acquisitions regarding their tax implications
Education
Bachelor of Science - Accounting, Finance, and Management
Columbia College
Columbia, MO
01.2006
Skills
ADP and payroll processing
GAAP compliance
General ledger management
Microsoft Excel and Office proficiency
Netsuite and QuickBooks expertise
Gmail communication skills
Cost analysis
Team leadership
Client relationship management
Budget preparation
Financial reporting
Account reconciliation
Problem solving
Strategic planning
Account oversight
Proficient in Technology
Accomplishments
Increased client retention by 20% through improvements in service quality.
Managed a $130 million parent company budget, achieving all financial goals.
Cut operational costs by 15% through process improvements and strategic initiatives.
Facilitated a 25% increase in repeat business by strengthening key client relationships.
Languages
English, Advanced
Timeline
Account Manager
Togetherwork
09.2023 - Current
Head of Finance
La Palina Cigars
03.2022 - 02.2024
Controller
Greenscapes of SW Florida
06.2020 - 02.2022
Director of Business Management
Everglades Wonder Gardens
09.2019 - 03.2020
Director of Finance & Operations
St. Elizabeth Seton Catholic Church & School
01.2016 - 09.2019
Senior Accountant
Davidson & Nick CPAs
10.2011 - 01.2016
Bachelor of Science - Accounting, Finance, and Management