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
2014.08 - 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
2011.01 - 2011.05
- 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
2010.01 - 2011.01
- 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
2014.08 - Current
Tax Specialist
Heartland Business Services Inc
2011.01 - 2011.05
Customer Service Representative
State Of Florida Department Of Health
2010.01 - 2011.01
Bachelor of Arts - Accounting
Saint Leo University
High School Diploma -
Hardee Senior High School
Similar Profiles
Rubi HooksRubi Hooks
Customer Service Representative at City of WauchulaCustomer Service Representative at City of Wauchula
Robert EhrenkauferRobert Ehrenkaufer
Wastewater Treatment Plant Operator at City Of WauchulaWastewater Treatment Plant Operator at City Of Wauchula
Ruben Gonzalez AcevedoRuben Gonzalez Acevedo
Maintenance Assistant at Vito Healthcare WauchulaMaintenance Assistant at Vito Healthcare Wauchula