Summary
Overview
Work History
Education
Skills
Affiliations
Certification
Timeline
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Latonia White-Jessie

New York,NY

Summary

Driven professional with a proven track record of streamlining accounting and financial standard operating procedures and controls to boost productivity. Self-motivated, adept at functioning independently as well as collaborating with team members, and equipped with a team-player mentality. Tech-savvy, and skilled at utilizing accounting software and apps to analyze and interpret available data and generate accurate financial statements and reports.

Driven and strategic professional with a proven track record in leadership and innovative problem-solving. Demonstrates comprehensive understanding of organizational growth and operational efficiency, leveraging expertise in financial management and team development. Committed to achieving impactful results through forward-thinking strategies and effective collaboration.

Overview

13
13
years of professional experience
1
1
Certification

Work History

VP Finance & Human Resources Manager

Jouffre Inc
07.2019 - 11.2024
  • Oversaw financial operations, and reconcile bank statements, credit card statements, and monthly expense reports: direct payroll, new hires, and terminations using the PEO platform
  • Tracked transactions, process accounts receivable and payable, and conduct quarterly and annual closing and analysis of financial statements
  • Managed and implemented management accounting and cost accounting, fostered positive relations with HR partners, and maintained personnel data ensuring confidentiality
  • Developed and implemented training campaigns and incentives; ensure regulatory compliance
  • Streamlined quarterly accounts receivable operations and ensured levels under 500K
  • Reduced over $50K in operating costs by switching to a professional employment organization
  • Orchestrated the transition of financial books from a blend of IFRS and GAAP to exclusively GAAP, in partnership with a Fractional CFO, elevating financial reporting standards
  • Spearheaded the acquisition of over $1.1m in PPP loans, and $250k in ERTC funds, bolstering company liquidity
  • Realized significant savings by switching PEOs and enhancing HR and payroll operations
  • Led the adoption and optimization of SaaS, Method CRM, Fathom, and streamlining processes and data analysis

Accounting & Office Manager

Jouffre Inc
10.2017 - 07.2019
  • Managed accounts receivable and accounts payable operations, analyzed closings, formulated strategies, and implemented cost accounting and management accounting
  • Coordinated and implemented KPIs and dashboards, drafted detailed reports, and formalized forecasts
  • Resolve cashflow discrepancies and fostered positive relations with internal and external stakeholders
  • Scheduled and organized presentations, formalized reports, and recommendations for financial performances
  • Successfully renegotiated vendor payment terms to secure better deals
  • Switched virtual receptionist for over 10 managers

PSE Mail Processing Clerk

United Postal Service
01.2014 - 01.2015
  • Processed and routed incoming and outgoing mail to appropriate channels, sorted and monitored mail flow, and separated mail by utilizing automated equipment
  • Oversaw contracted maintenance as required
  • Sorted and cleared over 10 pallets and 100+ packages daily

Office Manager | Level III Tax Preparer

Liberty Tax
01.2012 - 12.2012
  • In consecutive roles managed tax returns for business firms and clients, performed e-filing in adherence to deadlines, and oversaw deprecation, IRA, retirement, and pension strategies
  • Collaborated with CPA to reconcile bank accounts and petty cash
  • Coached and supervised 12 staff members of tax preparers and marketing associates
  • Sourced and secured 25+ referrals during tax season and processed over 10 returns for businesses and clients

Education

Bachelors - Business Administration (Management)

Plaza College
Forest Hills, NY
05.2017

Associate Degree - Accounting & Information Systems

Plaza College
NY
05.2012

Skills

  • QuickBooks Online Advanced
  • Bookkeeping
  • ADP
  • G-Suite
  • Microsoft Office Suite
  • Quick learner
  • Positive attitude
  • Multitasking
  • Team leadership
  • Decision-making

Affiliations

  • Society for Human Resource Management (SHRM)

Certification

  • NY Driver's License
  • Advanced QuickBooks Online - Trained Bookkeeper
  • QuickBooks Pro Advisor Certification – Intuit QuickBooks.
  • Microsoft Office Specialist, Excel Certification – Microsoft.
  • CPR/AED Certification
  • Notary Public

Timeline

VP Finance & Human Resources Manager

Jouffre Inc
07.2019 - 11.2024

Accounting & Office Manager

Jouffre Inc
10.2017 - 07.2019

PSE Mail Processing Clerk

United Postal Service
01.2014 - 01.2015

Office Manager | Level III Tax Preparer

Liberty Tax
01.2012 - 12.2012

Bachelors - Business Administration (Management)

Plaza College

Associate Degree - Accounting & Information Systems

Plaza College
Latonia White-Jessie