Summary
Overview
Work History
Education
Skills
Timeline
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Maryellen Greene

Sugar Land,Texas

Summary

Professional finance leader with extensive expertise in financial management, reporting, and strategic planning. Exceptional at fostering team collaboration and driving organizational success through effective budgeting, forecasting, and compliance. Highly adaptable, with strong analytical skills and deep understanding of corporate finance principles. Known for reliability, integrity, and results-driven approach in dynamic environments.

Overview

34
34
years of professional experience

Work History

Controller

Scientific Resources Southwest, Inc.
07.2016 - Current
  • Completed journal entries, reconciliations, and account analysis to prepare monthly financial documents and general account management.
  • Prepared balance sheets, cash flow reports and income statements.
  • Oversaw all aspects of the month-end close process, ensuring timely completion of accurate financial statements for executive review.
  • Provided treasury and cash management by overseeing reconciliation of banking activity, credit card processing, and sales tax returns.
  • Managed payroll data entry and processing for 22 employees to comply with predetermined company guidelines, including calculation of commissions for sales associates.
  • Spearheaded the implementation of new accounting systems, resulting in increased efficiency and improved financial tracking capabilities.
  • Improved financial reporting accuracy by streamlining processes and implementing efficient financial controls.
  • Followed up with delinquent accounts to obtain funds and reduce aging balances.
  • Provided human resource support, including managing personnel files, maintaining confidentiality while keeping records up-to-date and organized, onboarding new hires, and responding to employee inquiries regarding benefits and other HR topics.

Accountant

Flores Family Office
06.2015 - 06.2016
  • Monitored and tracked all personal, family and household expenses for a high-net-worth family, ensuring accurate record-keeping, and reconciliation of accounts.
  • Tracked charitable donations for tax deductions and future planning.
  • Ensured timely payment of all bills, including utilities, services, and personal expenses.
  • This role emphasized discretion, accuracy and trust.

Tax Accountant

Sugar Land Tax, PLLC
01.2011 - 05.2015
  • Responsibilities included preparation of income tax returns for corporations, partnerships, trusts, estates and individuals; developing and maintaining accounting systems for clients; processed sales, franchise, gift, quarterly and yearly payroll tax returns
  • Handled bookkeeping, general ledger work, budgets and payroll for small to medium-sized businesses
  • Constructed consequential financial reports and statements
  • Participated in review and compilation services
  • Responsibilities included analytical review and verification of financial records and operating controls
  • Trained and assisted clients on use of accounting software programs
  • Extensive knowledge of QuickBooks, CS Professional Tax & Accounting Suite, Microsoft Excel, Word and PowerPoint
  • Earned consistent bonuses based on performance
  • Experienced in building and maintaining client relationships over the phone and in person

Accountant

Susman Family Office
01.2011 - 12.2011
  • Handled the accounting for personal finances and investments in Quicken and Quickbooks
  • Kept track of all art purchases and collection in art database system
  • Responsibilities also included oversight and finances for four residences, legal income and expenses that include an aircraft and staff, payroll, tax work paper preparation and coordination with the CPA firm for timely completion of tax returns, plus numerous personal matters

Tax Accountant

Lolley & Associates, CPAs
01.2008 - 01.2010

Accountant

Thompson-Heller and Associates, CPAs
01.1995 - 01.1997

Accountant

Byrd, Smithey and Associates, CPAs
01.1994 - 01.1995

Accounts Receivable Clerk

Hall-Garcia Cardiology Associates
01.1992 - 01.1993
  • Prepared accounts receivable ledger for medical practice of seven cardiologists
  • Reconciled Medicare, Medicaid, private insurance and personal payments with patient accounts
  • Received all billing and claim inquiries and managed consequential troubleshooting
  • Assisted in collection efforts on overdue accounts and filed insurance claims

Credit Analyst Intern

Oryx Energy Company
06.1991 - 08.1991
  • Analyzed over 400 companies financial statements for annual review of Oryx Energy's partners and customers
  • Established credit limits for companies in review
  • Assisted in collecting overdue accounts

Education

Bachelor of Business Administration - Finance

The University of Texas at Austin
01.1992

Lamar University
Beaumont, Texas
01.1994

Skills

  • Financial Record Keeping
  • Financial Statement Preparation
  • Tax Consulting Expertise
  • Invoice Management
  • Advanced Excel Skills
  • Strong Communication Skills
  • Experienced with QuickBooks Software, Salesforce and MS Office Suite
  • Solid Digital Literacy

Timeline

Controller

Scientific Resources Southwest, Inc.
07.2016 - Current

Accountant

Flores Family Office
06.2015 - 06.2016

Tax Accountant

Sugar Land Tax, PLLC
01.2011 - 05.2015

Accountant

Susman Family Office
01.2011 - 12.2011

Tax Accountant

Lolley & Associates, CPAs
01.2008 - 01.2010

Accountant

Thompson-Heller and Associates, CPAs
01.1995 - 01.1997

Accountant

Byrd, Smithey and Associates, CPAs
01.1994 - 01.1995

Accounts Receivable Clerk

Hall-Garcia Cardiology Associates
01.1992 - 01.1993

Credit Analyst Intern

Oryx Energy Company
06.1991 - 08.1991

Lamar University

Bachelor of Business Administration - Finance

The University of Texas at Austin

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Maryellen Greene