Experienced, proficient and dedicated financial controller and accountant. Motivated leader, skilled in uncovering opportunities to improve financial growth, risk management and internal controls when managing all accounting functions. Prepared to bring talent and expertise from diverse background to an organization offering opportunities for advancement.
Overview
2025
2025
years of professional experience
5
5
years of post-secondary education
1
1
Certification
Work History
Controller
Evansville Museum of Arts, History & Science
Evansville, IN
7 2019 - Current
Oversee all aspects of month-end close process, ensuring timely completion of accurate financial statements for executive review.
Collaborate closely with department heads to establish accurate budgets and monitor performance against targets.
Evaluate all endowments and investments, balance and make all entries quarterly, and make recommendations to finance and executive committees and board.
Assist on preparation of grant applications as needed.
Work closely with auditors, executive director, finance committee, executive committee, and board.
Assist with maintaining and negotiating contracts with vendors.
Ensure compliance with regulatory requirements by conducting thorough internal audits and implementing necessary corrective actions.
Plan budgets, authorize expenditures, monitor accounting processes, establish service rates and coordinate financial reporting to oversee all fiscal procedures.
Conduct regular variance analyses between actual results and budget projections to identify trends or issues requiring further investigation or action by management staff.
Lead organizational cash flow and cash flow forecasting initiatives.
Contribute to the development of long-term strategic plans by providing executive management with accurate financial data and forecasts.
Manage payroll data entry and processing for 20 employees to comply with predetermined company guidelines and all federal, state, and local laws.
Reconcile and prepare all monthly, quarterly, and annual payroll returns.
Enhance cash flow management with timely accounts receivable monitoring and collections efforts.
Implement rigorous internal control measures to safeguard company assets and prevent fraud or mismanagement risks.
Reduce operating costs through meticulous budget management and cost analysis.
Optimize working capital availability by proactively managing inventory levels, accounts receivable balances, vendor payment terms negotiation.
Identify areas for operational improvement through detailed financial analysis, leading to increased profitability and reduced expenses.
Provide treasury and cash management by overseeing reconciliation of banking activity, credit card processing, and sales tax returns.
Complete journal entries, reconciliations, and account analysis to prepare monthly financial documents and general account management.
Manage budgets, assets, portfolios, accounts payable, and receivable and general financial reporting procedures.
Direct decision-making and planning by monitoring and setting policies and procedures to optimize fiscal performance.
Review contracts financially impacting company and counseled executive leaders on impact contracts would have on company operations.
Mitigate risk by implementing internal controls and safeguards for revenues and expenditures.
Supervisor and Payroll Implementation Expert
Harding, Shymanski and Company, P.S.C.
Evansville, IN
11.2014 - 06.2019
Oversaw daily operations of the payroll department, ensuring smooth workflow and timely completion of tasks.
Implemented policies, procedures, and workflows for payroll department
Improved client satisfaction with timely response to inquiries, addressing concerns, and finding effective solutions.
Implemented new payroll client setups
Enhanced communication within the team by holding regular weekly meetings and encouraging open dialogue among all members.
Researched and stayed abreast of all federal, state, and local payroll laws and answer client questions
Assisted clients with problems and issues with all payroll software
Reviewed monthly, quarterly, and annual payroll returns
Processed federal and state registrations for new clients and clients expanding business Assist clients with General Journal entries and accounting questions
Mapped and set up journal entries
Led ACA Compliance, reviewed entries, and processed 1094-C and 1095-C forms for payroll clients
Customized scripting for payroll, time keeping, and human resource software
Led or assisted clients with IRS, state, and work comp audits
Calculated monthly billing charges for all payroll clients
Worked closely with vendors of all programs and equipment used in payroll department
Resolved conflicts among team members promptly, maintaining a harmonious working environment conducive to productivity.
Mentored junior staff members in their career development, sharing knowledge from years of experience in the field.
Collaborated with other departments to achieve organizational goals, fostering teamwork across various functions, and answered payroll questions.
Conducted performance evaluations for staff members, identifying areas of improvement and guiding professional development plans.
Identified operational inefficiencies and implemented corrective measures to increase effectiveness.
Developed staff skills through targeted training programs, resulting in improved performance and career growth opportunities.
Enhanced team productivity by streamlining workflow processes and implementing efficient scheduling systems.
Led successful project completions under tight deadlines, coordinating effectively across multiple teams.
Optimized customer experience by delivering superior services and effectively troubleshooting issues.
Helped meet changing demands by recommending improvements to business systems or procedures.
Provided reporting for forecast analysis and ad-hoc reporting in support of decision-making.
Successfully reconciled complex multi-state tax filings each quarter by diligently reviewing and verifying tax data.
Streamlined payroll processes by implementing new software and automation, reducing errors and improving efficiency.
Effectively managed year-end tasks such as W-2 processing and distribution, avoiding delays and errors in reporting employee earnings to taxing authorities.
Ensured compliance with federal and state labor laws by staying up-to-date on regulations and adjusting payroll procedures accordingly.
Kept high average of performance evaluations.
Ensured compliance and accurate calculations of all garnishments
Reviewed fringe benefit calculations by another department
Substitute, Program Assistant & Clerical Aide
Warrick County School Corporation
Boonville, IN
08.2013 - 11.2014
Sub for Instructional Aide
Long-term Sub for Program Assistant for Remediation twice
Managed classroom behavior effectively, ensuring a safe and respectful atmosphere for all students.
Adapted lesson plans to accommodate diverse learners, including those with special needs or language barriers.
Improved student comprehension by tailoring teaching methods to individual learning styles.
Provided timely feedback on assignments, helping students identify areas of improvement and gain confidence in their abilities.
Assisted struggling students through one-on-one sessions, leading to increased academic success.
Maintained open lines of communication with parents regarding student progress and any issues that arose during the school year.
Repeatedly requested as substitute teacher by teachers based on excellent past referrals and trusted performance.
Supervised lunchroom and recess activities.
Managed approximately 30 incoming calls from parents
Tracked student attendance and substitutes for teachers and aides.
Greeted incoming visitors and parents professionally and provided friendly, knowledgeable assistance.
Maintained up-to-date databases, ensuring accurate recordkeeping and easy access to information.
Processed book rental fees and maintained accurate outstanding balances.
Created and distributed monthly newsletter to parents and staff.
Provided clerical support to teachers by copying, faxing, and filing documents.
Handled confidential documents with discretion to protect sensitive student information.
Edited and proofread documents for accuracy and completeness.
Staff Accountant
John Friend & Company
Evansville, IN
12.2012 - 07.2013
Prepared and processed journal entries to record in general ledger and maintain consistent documentation.
Improved client financial reporting by preparing accurate and timely financial statements in accordance with GAAP.
Prepared timely and accurate personal, business, estate, and property tax returns, ensuring compliance with federal, state, and local regulations.
Participated in internal and external audit processes to establish accurate financial records and comply with Generally Accepted Accounting Principles and regulatory requirements.
Strengthened client relationships through proactive communication regarding important deadlines, regulatory changes, or potential risks to their business operations.
Conducted comprehensive financial statement analyses to identify areas of concern or opportunity within clients business operations, offering actionable recommendations for improvement.
Ensured accurate revenue recognition across various industries by applying appropriate accounting standards and methodologies.
Maintained accurate fixed asset records for clients, ensuring proper depreciation calculations and capitalization policies were followed.
Increased efficiency in payroll processing for multiple clients by implementing streamlined procedures that reduced errors and ensured timeliness of payments.
Found tax solutions to complicated tax issues or errors from incorrect tax filings and wrote letters on behalf of clients and processed corrected tax returns.
Account Manager
Ultimate Spa Marketing System/Vectis Group
Boonville, IN (Remote)
11.2011 - 06.2012
Coordinated and managed monthly internet marketing for up to 12 clients.
Improved brand awareness through targeted marketing campaigns and events.
Oversaw and directed team members during the layout process.
Edited website scripting when needed
Proofed all marketing material before finalized
Scheduled distribution of emails, newsletters and social media posts
Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
Reviewed and reported marketing data analytics
Accountant & Manager
Heugel Realty, Inc.
Evansville, IN
01.2008 - 10.2011
Handled day-to-day accounting processes to drive financial accuracy.
Posted rent, prepared deposits, ran delinquency reports, and prepared late notices.
Processed weekly payroll and maintained timely payments of all payroll taxes.
Verified payroll tax accuracy, researched any discrepancies, and prepared all payroll returns.
Performed monthly bank statement reconciliations.
Managed accounts payable processing, ensuring timely payments to vendors while maximizing cash flow management strategies.
Prepared accurate and reliable financial statements according to Generally Accepted Accounting Principles.
Conducted comprehensive internal audit.
Developed strong relationships with external auditors to facilitate efficient audit process.
Reviewed financial statements with shareholders and outlined actionable improvement strategies.
Increased property occupancy rates by effectively marketing available units and conducting thorough tenant screenings.
Oversaw lease agreements from inception to termination, ensuring compliance with local regulations and protecting interests of both landlords and tenants.
Maintained positive landlord-tenant relationships, ensuring clear communication and prompt resolution of any disputes.
Completed final move-out walk-throughs with tenants to identify required repairs.
Conducted regular property inspections, identifying areas for improvement and proactively addressing potential safety hazards.
Monitored tenant behavior and implemented corrective action to maintain order in assigned properties.
Prepared paperwork and documentation for evictions and court cases and collaborated with attorney and his staff.
Education
MBA - Concentration in Accounting
University of Southern Indiana (USI)
Evansville, Indiana
01.2021 - 12.2022
Bachelor of Science - in Accounting
University of Southern Indiana (USI)
Evansville, Indiana
08.1999 - 05.2002
Skills
Attention to detail
Problem-solving
Multitasking
Self motivation
Team management
Internal controls development and management
Strategic planning
Financial statement preparation and review
Cash flow management and forecasting
Budget preparation, administration, and compliance
GAAP and tax compliance
Audit coordination
Certification
Certified Payroll Professional, 04/01/19
Software
Quickbooks online and desktop
MPay and PayEntry
Swipeclock and HR Next
Microsoft Office
Yardi
Skilled in various tax return prep and fixed asset software
Timeline
MBA - Concentration in Accounting
University of Southern Indiana (USI)
01.2021 - 12.2022
Supervisor and Payroll Implementation Expert
Harding, Shymanski and Company, P.S.C.
11.2014 - 06.2019
Substitute, Program Assistant & Clerical Aide
Warrick County School Corporation
08.2013 - 11.2014
Staff Accountant
John Friend & Company
12.2012 - 07.2013
Account Manager
Ultimate Spa Marketing System/Vectis Group
11.2011 - 06.2012
Accountant & Manager
Heugel Realty, Inc.
01.2008 - 10.2011
Bachelor of Science - in Accounting
University of Southern Indiana (USI)
08.1999 - 05.2002
Certified Payroll Professional, 04/01/19
Controller
Evansville Museum of Arts, History & Science
7 2019 - Current
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