Lourdie Charles
Houston,TX
Summary
Over 4+ years of experience in leveraging financial reports to provide data-driven insights for decision support. Over 2 years of experience managing a team of 20+ members resulting in 40% productivity increase.
Overview
6
6
years of professional experience
Work History
Tax Associate
Baker Tilly
01.2025 - 06.2025
- Reviewed and analyzed financial statements to accurately prepare income tax returns such as 1065, 1120s and 1040s.
- Researched and analyzed specialized tax laws, rules and regulations and analyze pertinent client, industry, and technical matters to remain current on tax legislation.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
Fund Accountant Intern
University of Texas Investment Management Company
05.2024 - 08.2024
- Took ownership of an AI audit variance project by leveraging Power BI to transform and automate large data sets, reducing manual effort from 25+ hours to a streamlined process with 93% accuracy, significantly enhancing data analysis efficiency.
- Collaborated with internal stakeholders to ensure the AI audit project performed up to expectation while adhering to the organization's rules and compliance.
- Prepared and reviewed reporting activities and functions related to financial reporting and monthly close responsibilities such as completing consolidations, rollforwards and account reconciliations.
Internal Audit Intern
Jacksonville State University
09.2023 - 05.2024
- Assisted in developing 40+ comprehensive test plans that assessed the adequacy and effectiveness of financial and operational controls.
- Identified and assessed risk areas while determining variances in operating revenue and expenses against budgets and projections to provide actionable insights.
- Collaborated with cross-functional departments to enhance internal controls and business processes by creating 20+ flowcharts of process documentations.
Tax Accounting Intern
Baker Tilly
06.2023 - 08.2023
- Participated with leadership on special projects involving corporate and flow-through taxation, such as accounting methods while developing strategic recommendations for clients and communicating complex tax matters.
- Assigned to conduct research on specific tax issues or changes in tax laws. This involved reviewing tax codes, regulations, and court rulings to ensure accurate compliance and identify potential tax-saving opportunities.
Program Manager
Carenet Healthcare
06.2021 - 01.2023
- Managed and analyzed complex Medicare program data and convert insights into actionable strategies through prioritizing 50+ customer business requirements annually, shaping training programs that directly addressed end-user needs.
- Utilized analytical skills to analyze data, providing insights that drove informed decision-making in 65% of product development projects. Engaged and worked alongside cross-functional stakeholders to manage strategic initiatives.
- Conducted 10+ engaging demos and presentations to internal teams, fostering collaboration and effectively communicating the features and benefits of the Medicare products.
Human Resources Administrator
U.S Army Reserves
11.2019 - 07.2022
- Coached soldiers on compliance, maintained officer/enlisted personnel records.
- Continually reviewed data and made suggestions for additional training exceeded reporting expectations by 50%.
- Evaluate personnel qualifications for special assignments.
- Developed plans for each open assignment to match the qualifications of available personnel.
- Screen soldiers each phase till assignment placement.
Education
Master of Business Administration (M.B.A.) - Accounting Concentration
Jacksonville State University
Jacksonville, AL12-2024
Bachelor of Science - Accounting
Jacksonville State University
Jacksonville, AL05.2024
Skills
- Power BI
- Axcess
- Tableau
- Cross-Functional Collaboration
- Technical & Business Analysis
- Financial Reporting
- Communication & Stakeholder Coordination
- Project Management
- Data Analysis
- Microsoft Suite
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Affiliations
- U.S Army
Timeline
Tax Associate
Baker Tilly
01.2025 - 06.2025
Fund Accountant Intern
University of Texas Investment Management Company
05.2024 - 08.2024
Internal Audit Intern
Jacksonville State University
09.2023 - 05.2024
Tax Accounting Intern
Baker Tilly
06.2023 - 08.2023
Program Manager
Carenet Healthcare
06.2021 - 01.2023
Human Resources Administrator
U.S Army Reserves
11.2019 - 07.2022
Master of Business Administration (M.B.A.) - Accounting Concentration
Jacksonville State University
Bachelor of Science - Accounting
Jacksonville State University
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