Rhonda Coakley
Marietta,GA
Summary
Focused and accomplished accountant with extensive experience in financial case management, business eligibility assessments and compliance. Skilled in development of strong relationships with stakeholders and maintaining a client-focused approach. I can utilize my comprehensive accounting knowledge and proven leadership skills to benefit from decisions that promote economic growth decisions that promote economic growth opportunities and provide analytical insights, enabling businesses to navigate regulatory challenges and seize growth opportunities. I am adaptable and innovative; I thrive in Forward thinking organization. I have a wealth of experience in financial management and making impactful dynamic environments and strong written and oral communication skills and expertise in ensuring effective collaboration and successful projects outcomes.
Overview
35
35
years of professional experience
1
1
Certification
Work History
Senior Financial Accountant
Masters Financial Solutions Corporation
08.2019 - 12.2024
- Developed and implemented custom financial plans for a diverse client base, resulting in a 20% increase in client satisfaction ratings
- Conducted detailed financial assessments to identify clients' goals, risk tolerance, and investment opportunities
- Managed a team of junior financial counselors, providing training and oversight to enhance team performance and client service
- Participated in internal and external audit processes to establish accurate financial records and comply with Generally Accepted Accounting Principles and regulatory requirements.
- Monitored accounts receivable, accounts payable and other account balances to track transactions, avoid discrepancies and maintain accuracy.
Tax preparer/ Accountant
Trident Financial Holdings
06.2015 - 07.2019
- Advised clients on investment strategies, retirement planning, and estate management, contributing to a 15% growth in client assets under management
- Facilitated regular financial reviews and adjusted plans as needed to align with clients' evolving financial scenarios and market conditions
- Collaborated with tax professionals and legal advisors to ensure comprehensive financial planning
Customer Financial Services Manager
CBM Contractor Services
01.2008 - 05.2014
- Identified and implemented process improvements to enhance operational efficiency, reduce costs, and improve overall project outcomes
- Oversaw and managed construction projects from inception to completion, ensuring adherence to project timelines, budgets, and quality standards
- Monitored project budgets and expenditures, ensuring cost control and timely reporting of financial status to senior management
- Optimized resource allocation by regularly reviewing employee performance metrics and adjusting schedules accordingly.
- Conducted thorough risk assessments on potential customers before extending credit or lending services, mitigating potential losses.
Personal Administrative Specialist-75B-Z
United States Army
10.1989 - 06.2003
- Supervises the personnel office specific personnel functions, Battalion S1, and personnel services support activity performs duties of and supervises the functions of preceding skill levels to include quality assurance of product
- Advises commander, adjutant and other staff members on personnel administration activities
- Conduct quality assurance, in a large personnel activity, while performing specialized or all-encompassing personnel functions
- Increased efficiency in data entry tasks through the implementation of advanced software tools.
- Safeguarded sensitive information through the proper handling of confidential documents and secure storage methods.
Education
Bachelor of Business -
Edward Waters College
Master of Business Administration -
Florida State University
Skills
- Client Engagement Strategies
- Risk Assessment Expertise
- Financial Analysis
- Asset Management
- Cost Management
- Competent in Adobe Software Applications
- Proficient in Excel Data Analysis
- Skilled in Using Accounting Software Tools
Certification
- Licensed Certified Personal Accountant (CPA), Applied for Georgia
- Project Management (PMP) certificate
Educational Accomplishments
- Edward Waters College, Bachelor of Business
- Florida State University, Master of Business Administration
Timeline
Senior Financial Accountant
Masters Financial Solutions Corporation
08.2019 - 12.2024
Tax preparer/ Accountant
Trident Financial Holdings
06.2015 - 07.2019
Customer Financial Services Manager
CBM Contractor Services
01.2008 - 05.2014
Personal Administrative Specialist-75B-Z
United States Army
10.1989 - 06.2003
Master of Business Administration -
Florida State University
- Licensed Certified Personal Accountant (CPA), Applied for Georgia
- Project Management (PMP) certificate
Bachelor of Business -
Edward Waters College
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