Raymond Pierre-Gardy

Reviews error reports regularly to resolve issues and Provides data for all databases, so information is current and accurate.

• Prepare and review financial statements, including balance sheets, income statements, cash flow statements, and bank reconciliations.
• Develops and maintains internal reporting system on all financial operations and activities to include variance analysis for revenue and expense, scenario planning and forecasting.
• Collaborate with internal and external auditors to ensure compliance with the SDA Conference accounting standards.
• Set up AR and AP accounts and maintains relationships with new and existing vendors by delivering a high level of customer services.
• Working with 3executives to create annual budget and track actual expenses against projected expenses.
• Oversaw accounts payable and receivable operations for business with $200,000 in monthly expenses.
• Planned and managed $2,700,000 annual budgets, tracking expenses, and investigating discrepancies to maintain optimal controls.
• Oversaw budgeting processes, ensuring alignment with departmental objectives and compliance standards.
• Analyzed financial reports to identify trends, variances, and potential areas for improvement.
• Streamlined treasury operations by implementing automated systems for efficient transaction processing.
• Mentored junior staff on financial management best practices, enhancing team capabilities and knowledge.
• Presented financial insights to leadership, facilitating informed decision-making at the executive level.

• Increased client satisfaction by providing accurate and timely tax preparation services.
• Assessed client tax situations to determine best filing options.
• Completed and filed returns with tax departments at local, state, and federal levels.
• Ensure that each return meets state and federal requirements and that clients receive full benefits.
• Built strong rapport with clients through clear communication and regular updates on the status of their tax filings.
• Advise client on tax planning.
• Maintained up-to-date knowledge of tax regulations and legislation, ensuring compliance in all prepared returns.

• Provided information on new mutual funds to existing or potential customers.
• Reviewed new account documentation and establish accounts.
• Maintained an investor management database to track communications with investors.
• Assisted the payroll department and bank reconciliation for multiple properties.
• Created excel spreadsheets reflecting maintenance increases and/or assessments.
• Oversaw accounts payable and receivable processes to maintain cash flow integrity.
• Trained junior staff on accounting software and best practices for data entry.