Richmond DOUGLAS
Hawthorne,NV
Summary
Accomplished Client Financial Services & Tax Manager with a proven track record at Douglas & Lee Inc, enhancing financial strategies and client relations. Expert in financial reporting and adept at leading teams to exceed goals. Achieved significant process efficiencies, demonstrating strong project management and interpersonal skills.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Client Financial Services & Tax Manager
Douglas & Lee Inc
07.2018 - Current
- Optimized tax and financial strategies by analyzing financial data and recommending solutions.
- Developed comprehensive tax and financial plans for minimizing liabilities and maximizing profit potential.
- Increased efficiency by streamlining write-up and tax preparation processes and implementing best practices.
- Delivered tailored solutions to clients across various industries by thoroughly understanding their unique business structures and challenges.
Senior Business Analyst
SOC LLC Division, Day & Zimmerman Corp
07.2015 - 07.2018
- Improved project efficiency by analyzing business production processes and identifying areas for improvement.
- Managed stakeholder expectations through transparent communication and timely status updates, ensuring alignment between project deliverables and business objectives.
- Created detailed project management experience for system enhancements, leading to improved production management assessment tools, and more efficient project functionality.
- Facilitated project communication workshops, resulting in clear er communications on project objectives and expected returns.
- Supported leadership team with reporting, analysis, and business presentations to inform divisional strategies.
- Led process mapping initiatives, resulting in optimized workflows and reduced redundancies across all active production projects.
Controller & Assistant CFO
Mt Grant General Hospital
05.2008 - 06.2015
- Managed financial reporting for ensuring accuracy and compliance with regulations.
- Improved efficiency by streamlining accounting processes and systems.
- Coordinated with external auditors to facilitate successful audits.
- Enhanced internal controls, mitigating risks and safeguarding assets.
- Developed budgets for aligning with organizational goals and objectives.
- Analyzed financial data to support strategic decision-making processes.
- Prepared financial statements with precision and adherence to standards.
- Optimized cash flow management to ensure liquidity and financial stability.
- Led month-end and year-end close processes, delivering timely results.
- Supported management with detailed financial analysis and insights.
- Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
- Prepared balance sheets, cash flow reports and income statements.
Education
Associate of Arts - Christian Leadership
Artios Christian College
Denver06-2025
Skills
- Financial & tax planning
- Financial reporting
- Regulatory compliance
- Tax return filing
- Team leadership
- Budget management
- Client communication
- Project management
- Client relations
- Financial analysis
- Organizational skills
- Personnel supervision
Accomplishments
Experienced in the use of Cloud-based QuickBooks Enterprise Accountants Edition, Drake and Pro-Series tax preparation programs; proficient in the use of Microsoft Excel, Word, and other standard office software.
Nevada Corporate Registered Agent, authorized to organize, register and renew foreign and domestic organizations in the State of Nevada, including LLC, corporate, non-profit and other organizations types, including handling required local and IRS filings, such as forms SS-4 and 2553.
Solid non-profit organizational set-up, accounting and tax preparation experience, including handling the local charitable registrations and IRS 1023 applications.
Certification
- Currently working on otaining my IRS Enrolled Agent credentials. Meanwhile, I am practicing as an Unenrolled Return Preparer completing the required 18-hour Annual Federal Tax Refresher (AFTR).
Timeline
Client Financial Services & Tax Manager
Douglas & Lee Inc
07.2018 - Current
Senior Business Analyst
SOC LLC Division, Day & Zimmerman Corp
07.2015 - 07.2018
Controller & Assistant CFO
Mt Grant General Hospital
05.2008 - 06.2015
Associate of Arts - Christian Leadership
Artios Christian College
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