A fast learning who puts all into every project, a problem solver and self-starter skilled in effective communications, team collaboration, and a creative and critical thinker. Detail-oriented experienced financial professional with a strong track record in driving financial strategies and managing budgets. Adept in financial reporting, analysis, and compliance. Strong focus on team collaboration, communication, and support in achieving results. Known for adaptability and reliability. Skilled in forecasting, risk management, and financial planning. Highly valued for strategic thinking and effective problem-solving.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Financial Controller
Living Water Irrigation & Landscape
09.2022 - Current
Oversaw all aspects of the month-end close process, ensuring timely completion of accurate financial statements for executive review.
Managed payroll data entry and processing for 18 employees to comply with predetermined company guidelines.
Maintained strong relationships with external auditors, facilitating smooth annual audit processes and addressing any concerns promptly.
Improved financial reporting accuracy by streamlining processes and implementing efficient financial controls.
Reduced operating costs through meticulous budget management and cost analysis.
Managed a team of finance professionals, providing guidance, support, and ongoing training to ensure continued growth and development.
Conducted regular variance analyses between actual results and budget projections to identify trends or issues requiring further investigation or action by management staff.
Collaborated closely with department heads to establish accurate budgets and monitor performance against targets.
Planned budgets, authorized expenditures, monitored accounting processes, established service rates, and coordinated financial reporting to oversee all fiscal procedures.
Ensured compliance with regulatory requirements by conducting thorough internal audits and implementing necessary corrective actions.
Developed comprehensive financial models for strategic planning and decision-making purposes.
Prepared accurate financial reports and monthly statements for accounts receivable.
Collaborated with executive team in preparation of annual capital and operating budgets, forecasts and all financial reporting and analysis.
Enhanced cash flow management with timely accounts receivable monitoring and collections efforts.
Identified areas for operational improvement through detailed financial analysis, leading to increased profitability and reduced expenses.
Led organizational cash flow and cash flow forecasting initiatives.
Assisted in the preparation of annual tax filings, ensuring full compliance with local, state, and federal regulations while minimizing tax liabilities where possible.
Supported executive-level decision making through the development of clear KPIs, financial metrics and dashboards.
Optimized working capital availability by proactively managing inventory levels, accounts receivable balances, vendor payment terms negotiation.
Implemented rigorous internal control measures to safeguard company assets and prevent fraud or mismanagement risks.
Contributed to the development of long-term strategic plans by providing executive management with accurate financial data and forecasts.
Followed up with delinquent accounts to obtain funds and reduce aging balances.
Prepared balance sheets, cash flow reports and income statements.
Provided treasury and cash management by overseeing reconciliation of banking activity, credit card processing, and sales tax returns.
Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
Supervised accurate, efficient, and compliant completion of monthly financial reporting packages.
Accurately completed financial statement audits and thoroughly reviewed results.
Completed year-end close processes through effective supervision financial functions and regular treasury transactions.
Managed daily financial functions in collaboration with accounting and payroll personnel.
Managed budgets, assets, portfolios, accounts payable, and receivable, and general financial reporting procedures.
Maximized year-end tax benefits by efficiently managing cash flows.
Created and distributed reports on internal and external finances, audits, and budgets.
Oversaw accounts payable and receivable operations for Landscaping business with $65000 in monthly expenses.
Directed corporate decision-making and planning by monitoring and setting policies and procedures to optimize fiscal performance.
Mitigated risk by implementing internal controls and safeguards for revenues and expenditures.
Worked with two executives to create annual budget and track actual expenses against projected expenses.
Introduced internal controls to monitor critical areas of financial control and devised direct corrective actions to address risks or deficiencies.
Managed outstanding balance amounts by evaluating reports and determining collection statuses.
Increased flow of financial information throughout company by improving communication strategies.
Worked with both internal and external users to create detailed financial reports.
Projected monthly cash expenditures through efficient budgeting and detailed document reviews.
Enhanced the quality and currency of financial information by overseeing revenue collection systems.
Verified accurate completion of corporate income tax returns and optimal use of favorable tax codes.
Reviewed contracts financially impacting the company and counseled executive leaders on theimpact contracts would have on company operations.
Used QuickBooks and Service Autopilot to prepare external audit documentation and financial reports to assist management in operational planning and key decision-making.
Bookkeeper and Office Manager
Moore & Associates, Cpas
02.2019 - 10.2022
Maintained and processed invoices, deposits, and money logs.
Managed accounts payable and receivable activities, maintained vendor relationships, and ensuredpositive cash flow.
Handled payroll processing for employees, ensuring timely payment and adherence to tax regulations.
Posted daily receipts and payments in accordance with corporate protocols.
Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices.
Supported year-end closing procedures by preparing adjusting journal entries as needed.
Completed payroll for employees and maintained detailed records of procedures.
Established QuickBooks accounting system to reflect accurate financial records.
Prepared monthly bank reconciliations to ensure accurate representation of company''s financial position.
Maintained accurate records of all transactions, ensuring compliance with company policies and applicable regulations.
Reconciled and corrected issues with financial records.
Implemented a more efficient filing system for financial documents, improving accessibility and organization.
Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
Reduced errors in financial reporting by conducting thorough reviews and ensuring accurate data entry.
Provided support during audits by supplying requested documentation promptly and accurately.
Reviewed and filed financial documents, coded accounting entries for data processing, and posted daily receipts and payments per all corporate protocols.
Completed tax forms in compliance with legal regulations.
Collaborated with external auditors to facilitate the annual audit process, providing necessary documentation as required.
Improved financial accuracy by reconciling accounts and identifying discrepancies in financial records.
Assisted with budget preparation and monitoring, contributing to better expense control.
Enhanced cash flow management through timely invoicing and collection of outstanding receivables.
Enhanced operational efficiency by automating routine bookkeeping tasks.
Generated detailed financial reports for management review, facilitating informed decision-making.
Increased transparency in financial reporting, updated stakeholders with regular budget forecasts.
Communicated proactively with team members regarding any issues or concerns related to bookkeeping tasks.
Streamlined accounts payable and receivable management, improving relationships with vendors and customers.
Improved tax preparation efficiency, organized and reviewed all relevant financial documents.
Reduced errors in financial statements with meticulous attention to detail during data entry.
Improved financial accuracy by meticulously recording all transactions in accounting software.