Loren Wilson
Desoto,Texas
Summary
Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Business Manager
City of Dallas
10.2022 - Current
- Manage and oversee the Dallas Animal Services department's business, financial, and administrative functions.
- Budget preparation and evaluation of budget development and budget requests.
- Planned, implemented, and coordinated compliance and evaluated policies and procedures.
- Established, developed, and implemented short-, mid- and long-term goals and objectives.
- Support, direct, and oversaw the preparation of management and productivity reports.
- Lead and participated in special investigations, internal audits, and research studies to enhance the business services of the city.
- Prepared project budgets, forecasting and inventory and material pricing points.
- Trained new staff members on systems, enhancements and financial processes.
- Designed and implemented effective budgeting policies and procedures.
- Developed and maintained monthly overtime report to address inefficiencies resulting in departmental cost savings.
- Executed financial controls, procedures, systems and forecasting techniques to evaluate budget status.
- Directed preparation of regular and special budget reports to interpret budget directives and establish policies for execution.
- Analyzed business processes to identify cost savings and operational efficiencies.
- Created financial dashboards to provide insights into key performance indicators.
Senior Accountant
City of Dallas
04.2019 - 10.2022
- Prepare and analyze monthly financials for Office of Community Care programs.
- Work closely with program administrators with the management of Federal and State grant program budgets and financial reportings.
- Reconciled accounts and created documents for monthly closure procedures.
- Perform grant adjusting general ledger entries to ensure grant compliance
- Analyze balance sheet accounts and post monthly journal entries in compliance with GAAP principles
- Ensure proper GL coding of expense reports for bank and credit card reconciliations
- Liaise with cities Budget, Controller and Grants Offices to validate correctness of financial information
- Engage with internal audit team in execution of internal city audit
- Reconciled balance sheets and streamlined best practices for balance sheet processes.
- Kept up-to-date with industry trends by participating in professional organizations, opportunities, and networks.
- Provided journal entries and performed accounting on accrual basis.
- Trained new employees on accounting principles and company procedures.
Buyer III
City of Dallas
07.2018 - 04.2019
- Solicited profitable suppliers per city department specifications details
- Established evaluation metrics to determine best value for use of city funds
- Initiated business and organization partnerships for the city of Dallas
- Tracked and reported key functional metrics to reduce expenses and improve effectiveness of city funds
- Collaborated with key persons to ensure clarity of the specifications and expectations of the proposed vendors
- Foresaw contingencies and exercised the use of comparative negotiating with potentially awarded city vendors
Senior Accountant
The Urban Alternative
08.2016 - 07.2018
- Performed full cycle financial accounting, inclusive of accounts receivable, account payable and preparation of biweekly payroll.
- Managed a team of 4 accounting clerks during the reconciliation of bank accounts, analysis of periodic financials, and preparation of budgets.
- Prepared year-end 1096 and 1099 tax filing documents.
- Collaborated extensively with external auditors during preliminary and year-end audit processes.
- Responsible for preparation of organizations 990’s and Audit Schedules.
- Completed Monthly Close Processes with adjusting Journal Entries.
- Negotiated contracts for newly acquired Fixed Assets.
- Compiled monthly financial statements for submission to Chief Financial Officer.
- Owned the maintenance and tracking of loan schedules to ensue all deadlines were met.
- Reviewed documents and accounts for discrepancies and resolved variances.
- Completed year-end closing processes with controllers and external auditors.
- Handled month-end and year-end end finances by managing and reporting fixed assets and other data.
- Contributed to hiring, training and development of accounting teams.
Financial Analyst / Procurement Manager
City of Glenn Heights
11.2015 - 04.2016
- Responsible for presenting cost analysis, trends, and forecasts to City Manager
- Negotiated city contracts resulting in cost savings to cities general fund
- Reconciled financial accounts and performed journal entries as needed
- Established new centralized procurement process and vendor grading metric, increasing cost savings throughout city departments
- Analyzed department financials for budget creation
- Successfully performed bi-weekly payroll of city personnel, uniformed and civilian
- Responsible for cash disbursements
- Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
Accounting Assistant
Texas State Technical College
10.2013 - 10.2015
- Managed capital and local assets for North Texas campus
- Presented monthly expenditure analyst to department staff
- Created and administer budget for North Texas campus
- Coordinated and administered staff procurement trainings
- Procured Fixed Assets for North Texas campus expansion
- Performed monthly reconciliation of operating and capital budgets
- Ensured compliance with Texas State purchasing laws and procedures
Accounting Assistant
City Club of Baton Rouge
04.2010 - 08.2013
- Ensured the maintaining and functionality of office operations
- Preformed financial accounting in accordance to GAAP standards
- Maintained accounts payables, ensuring timely disbursement of payment to vendors and 3rd parties
- Executed commission and payroll checks on bi-weekly bases
- Oversaw department expenditures
- Delivered error free bank reconciliations and daily deposits
Education
Master of Business Administration - General Business
Louisiana State University
Shreveport, LouisianaBachelor of Science - Business Accounting
Southern University and A & M College
Baton Rouge, Louisiana01.2012
Bachelor of Science - Therapeutic Recreation and Leisure Studies
Southern University and A & M College
Baton Rouge, Louisiana01.2012
Skills
- Dashboard Creation
- Contract Management
- Process Assessing
- Training
- Fiscal management
- Process improvement
- Staff management
- Policy implementation
- Operational oversight
- Business administration
- Cross-functional communication
- Budget creation
Accomplishments
- Certified Procurement Manager
- Effective contract negotiator resulting in cost savings
- Creation/Implementation of Dashboards for metrics tracking
Certification
Diversity and Inclusion Curriculum Team Leader
Timeline
Business Manager
City of Dallas
10.2022 - Current
Senior Accountant
City of Dallas
04.2019 - 10.2022
Buyer III
City of Dallas
07.2018 - 04.2019
Senior Accountant
The Urban Alternative
08.2016 - 07.2018
Financial Analyst / Procurement Manager
City of Glenn Heights
11.2015 - 04.2016
Accounting Assistant
Texas State Technical College
10.2013 - 10.2015
Accounting Assistant
City Club of Baton Rouge
04.2010 - 08.2013
Bachelor of Science - Business Accounting
Southern University and A & M College
Bachelor of Science - Therapeutic Recreation and Leisure Studies
Southern University and A & M College
Diversity and Inclusion Curriculum Team Leader
Master of Business Administration - General Business
Louisiana State University
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