Rebekkah Winters
Marion,NC
Summary
Accounting/Business Administration specialist with over 20 years well-rounded experience, skilled in the inner workings of school systems. Looking to offer acquired experience and knowledge of detailed administrative and procedural processes that reduce redundancy, improve accuracy and efficiency while achieving organizational objectives. Serves as team player and role model for other employees in the organization; demonstrates a commitment to continuous quality improvement; supports and exhibits organizational core values of caring, respect, integrity, responsibility, high expectations, and being customer driven.
Overview
21
21
years of professional experience
Work History
TPAC Revenue Officer I
NC Department Of Revenue
11.2024 - Current
- Assist taxpayers and their representatives to determine tax liabilities and educate the public on state tax matters.
- Assist and educate all taxpayers to promote compliance with State revenue laws.
- Provide technical knowledge and self-help options to taxpayers.
- Determine tax liability as it relates to business non-filer assessments.
- Adjust accounts based on research or documents provided by taxpayers.
- Communicate via telephone (inbound and outbound calls and phone queue) with taxpayers to assist and resolve matters related to tax liabilities, issues, or questions.
- Maintain a high level of technical tax law knowledge and the processes, procedures and methodology required in the administration of each of the different tax schedules.
- Enforce North Carolina's tax laws, including issuing garnishments, tax warrants, certificates of tax liability (liens), levy warrants, sales and use revocation, corporate suspension.
- Utilize legal remedies to collect liabilities or secure returns.
- Utilize professional judgment to decide when to initiate civil action and what civil actions to employ in order to bring a case to a successful resolution.
- Work independently to examine, research, verify, and evaluate financial statements, returns, and other data.
- Initiate criminal charges against a taxpayer for willful failure to file and/or pay North Carolina taxes.
- Evaluate claims of financial hardship.
- Determine acceptable repayment terms through a variety of methods including installment payment agreements.
Program Manager for McDowell County Schools Exceptional Children's Program
McDowell County Schools
07.2023 - 10.2024
- Four concurrent roles: Budget Facilitator, Student Data Manager, Payroll Organizer & Medicaid Billing
- Working cooperatively with Program Director to facilitate and manage eleven budgets totaling 7.3 million dollars and ensuring funds are correctly budgeted and expended to meet the instructional needs of students with disabilities across county district
- Prepares budgets, analyzes budget execution, and creates and submits budget amendments for approval
- Implementing many spreadsheets for tracking budgets, sources of information for grants, staff, providers license and billing
- Responsible for processing all department purchase orders, reviewing and assigning to appreciate budget, verifying receipt of orders and processing invoices with purchase orders to central office
- Monitors contracted providers to billed invoices to ensure accuracy of information and service providers billing
- Manage, track and report payroll & staff pool list for the district's EC employees (~150).Quarterly submit staff pool and financials for district employees involved in EC Program
- Accept, record & track contracted employees/contractors licenses
- Designed many sheets for step by step guides and directions, along with information tracking for reports due & employment interviews
- Assists school-based personnel in implementing standards and operating procedures for management of student data
- Preparing and maintaining a variety of computer databases pertaining to student data and records
- First-Level support to all school-based personnel in use of computer student data system, handling system errors or malfunctions
- Troubleshoots operational and software problems to determine errors, applying corrective techniques or submitting troubleshoot tickets to main software company for resolution.
Budgets, Payroll & Data Manager for McDowell County Schools Pleasant Gardens Elementary
McDowell County Schools
03.2017 - 06.2023
- Three concurrent roles: Manage Local, Federal and State budgets, along with schools personal checkbook
- Working one on one with principal to plan and implement budgets throughout the entire school year
- Reconciling monthly bank and credit card statements, along with purchases from other vendors
- Manage monthly payroll for 60+ employees, checking missed clock ins/outs as well as any absences
- Data management involves students: enrolling, transferring and updating information along with storing and running NCDPI monthly reports & report cards in PowerSchool
- Recording and monitoring student data, keeping principal apprised of any issues related to student(s), student(s) attendance and/or other pressing matters with complete confidentiality
- Coordinating, planning and seeing through multiple events at school throughout the year, engaging leadership teams and parents within the school building
- Open lines of communication with all staff for any needs, whether it is purchasing materials for a classroom, student record needs or payroll questions.
Office Manager for Woodlawn Tire & Alignment
Woodlawn Tire & Alignment
02.2012 - 03.2017
- Duties included: Payroll, Accounts Payable & Receivable, recording Cash Paid Out, filing of payroll & sales/disposal taxes online and in a timely manner with Federal & State agencies, tracking business expenses, implemented new spreadsheets of data regarding cash paid out, sales, income & expenses for ease of accounting and record keeping
- Coordinate with Accountant on any issues/filing the company needs.
Office Manager for ALL Mechanical & Construction Co., Inc.
ALL Mechanical & Construction Co., Inc.
10.2010 - 08.2011
- Duties included: Payroll, Accounts Payable & Receivable, benefits/insurance coordinator, breaking down jobs for billing: entering materials & time billed for job, filing unemployment/payroll taxes on State agency websites, recording truck charges, all filing, typing of job bids, updated templates for easier record keeping on jobs, job bids, employee insurance & cobra terminations and any other necessary duties needing to be performed.
Assistant Financial Director for Liberty Corner Enterprises
Liberty Corner Enterprises
09.2008 - 03.2010
- Duties included: A/P for 15+ Group Homes (over 120 vendors), client charges and account distributions for each of the homes
- Management of A/R: receive, deposit and code federal funds received
- Process finances from three outside companies that support clients, keep and maintain records for tax purposes
- Created spreadsheets for accounts and performed tasks that cased the flow of position to make job run smoother
- Prepared 1099 tax forms and reported information to the IRS & State agencies
- Assist with Property Management Company in data entry of payables, and recording expenses (12 different locations)
- Assist with payroll when needed
- Worked side by side with the Financial Director & Board Members of the Company.
Assistant Office Manager for ALL Mechanical & Construction Co., Inc.
ALL Mechanical & Construction Co., Inc.
03.2005 - 08.2008
- Duties included: Benefits/Insurance coordinator, breaking down jobs for billing: entering materials & time billed for jobs, filing unemployment on internet, recording truck charges, all filing, typing of job bids, designed templates for recording jobs and job bids, designed template to keep record of employee insurance & cobra terminations, handle any duties of office manager when out (payroll, A/P & A/R) and any other necessary duties needing to be performed.
Office Manager for Blue Ridge Monuments & Trailer Sales
Blue Ridge Monuments & Trailer Sales
08.2003 - 10.2005
- Duties included: Sales, small payroll, estimated income & sales taxes, fuel taxes, A/P and A/R, Collections, preparing titles for sale of trailers
- Implemented many systems to get business organized to run smoothly and other various duties, as requested by Owner.
Education
B.S. in Business Administration: Applied Management -
Grand Canyon University
Major Studied: Business Administration -
Montreat College
A.A.S in Business Administration -
McDowell Technical Community College
High School Diploma -
McDowell High School
Skills
- Problem-Solving
- Project Management
- Detail Oriented
- Strategic Planning
- MS Office & Google Applications
- Budget Preparation
- Policy and procedure improvements
- Data Collection & Research
- Flexible and Adaptable
- Attention to Detail
- Responsible & Punctual
- Customer Service
- Budget Management
- Scheduling and Planning
- Communicates well with individuals
References
Available upon request
Timeline
TPAC Revenue Officer I
NC Department Of Revenue
11.2024 - Current
Program Manager for McDowell County Schools Exceptional Children's Program
McDowell County Schools
07.2023 - 10.2024
Budgets, Payroll & Data Manager for McDowell County Schools Pleasant Gardens Elementary
McDowell County Schools
03.2017 - 06.2023
Office Manager for Woodlawn Tire & Alignment
Woodlawn Tire & Alignment
02.2012 - 03.2017
Office Manager for ALL Mechanical & Construction Co., Inc.
ALL Mechanical & Construction Co., Inc.
10.2010 - 08.2011
Assistant Financial Director for Liberty Corner Enterprises
Liberty Corner Enterprises
09.2008 - 03.2010
Assistant Office Manager for ALL Mechanical & Construction Co., Inc.
ALL Mechanical & Construction Co., Inc.
03.2005 - 08.2008
Office Manager for Blue Ridge Monuments & Trailer Sales
Blue Ridge Monuments & Trailer Sales
08.2003 - 10.2005
B.S. in Business Administration: Applied Management -
Grand Canyon University
Major Studied: Business Administration -
Montreat College
A.A.S in Business Administration -
McDowell Technical Community College
High School Diploma -
McDowell High School
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