Martha Felix
Finance Director
Wauchula,FL
Summary
Discerning Finance Director with 7 years of hands-on experience in financial management and program leadership. Familiar with regulatory requirements and optimal approaches for keeping systems current and compliant. Forward-thinking leader responsive to changing demands.
Overview
14
14
years of professional experience
Work History
Finance Director
City Of Wauchula
Wauchula , Florida
08.2014 - Current
- Developed and implemented annual financial plans and budgets.
- Worked with regulatory representatives to complete accurate filings and maintain compliance.
- Collaborated closely with other departments to develop comprehensive budget models that reflect organizational goals.
- Ensured that all tax filings were completed accurately and on time according to federal state regulations.
- Coached staff on best practices for managing finances including budgeting techniques, expense tracking methods.
- Identified potential areas of risk or noncompliance with regulatory agencies such as SEC or IRS.
- Established policies and procedures related to accounting systems, internal controls, budgeting, forecasting, and purchasing.
- Assisted senior management in developing long-term strategic plans based on market analysis and industry trends.
- Managed the preparation of all external financial reporting including audited financial statements.
- Compiled operational and risk reports detailing financial metrics to help management make proactive decisions.
- Reviewed financial reports for accuracy and completeness in compliance with Generally Accepted Accounting Principles.
- Performed complex analyses of operational data to evaluate efficiency effectiveness within the organization.
- Coordinated audit activities with external auditors ensuring timely completion of audits.
- Managed relationships with tax authorities, bankers and auditors.
- Analyzed actual financial results to budget, preparing variance reporting to functional groups.
- Checked payroll, vendor payments and other accounting disbursements for accuracy and compliance.
- Created and updated financial reports on frequent basis to present information to leadership teams.
- Built financial models to allocate resources, forecast cash and investment needs and make capital budgeting decisions.
- Developed invoicing systems and internal controls to boost billing efficiencies.
- Recommended new financial and accounting software packages. replacing various non-integrated offerings.
- Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
- Used hedging to mitigate financial risks related to interest rates on company's borrowings.
- Coordinated preparation of external audit materials and external financial reporting.
Tax Specialist
Heartland Business Services Inc
Wauchula , Florida
01.2011 - 05.2011
- Prepared tax returns for clients.
- Managed tax submissions and made sure all information complied with regulations.
- Worked with individuals, trusts and companies to manage tax compliance and reporting needs.
- Maintained thorough and current understanding of applicable tax laws.
Customer Service Representative
State Of Florida Department Of Health
Wauchula , Florida
01.2010 - 01.2011
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Answered constant flow of customer calls with minimal wait times.
- Offered advice and assistance to customers, paying attention to special needs or wants.
- Delivered prompt service to prioritize customer needs.
Education
Bachelor of Arts - Accounting
Saint Leo University
Saint Leo, FL05.2017
High School Diploma -
Hardee Senior High School
Wauchula 05.1998
Skills
- General Ledger Entry
- General Ledger Accounting
- Technology-Savvy
- Cash Flow Management
- Regulatory Compliance
- Debt Management
- Financial Statement Preparation
- Cross-Functional Team Leadership
- Budget Planning
- Strategic Planning
- Account Reconciliation
- Reporting
- Audit Coordination
Timeline
Finance Director
City Of Wauchula
08.2014 - Current
Tax Specialist
Heartland Business Services Inc
01.2011 - 05.2011
Customer Service Representative
State Of Florida Department Of Health
01.2010 - 01.2011
Bachelor of Arts - Accounting
Saint Leo University
High School Diploma -
Hardee Senior High School
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