Sandy LeRoux
Sugar Hill,GA
Summary
Finance professional with solid track record in maintaining precise financial records and implementing efficient accounting processes. Proven experience in managing complex bookkeeping systems and ensuring regulatory compliance. Highly reliable team player who adapts to changing needs and consistently delivers results through collaboration and problem-solving.
Overview
30
30
years of professional experience
Work History
Financial Advisor
Centurion Advisory Group
02.2015 - 07.2022
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
Full Charge Bookkeeper
Provident Payment Systems
04.2015 - 09.2019
- Facilitated initial and annual company registration.
- Collaborated with external auditors to facilitate smooth annual audits, providing necessary documentation in a timely manner.
- Completed journal adjustments according to audit results.
- Established QuickBooks accounting system to reflect accurate financial records.
- Processed payroll for employees and maintained detailed records of procedures.
- Processed vendor invoices efficiently, reconciling discrepancies and negotiating favorable payment terms when necessary.
- Performed HR functions including implementation and management of employee benefits.
Executive Assistant to the Chief Executive Officer
First Covenant Bank
12.2011 - 02.2015
- Contributed to smooth business operations by planning and organizing meetings and conferences.
- Managed complex calendar scheduling with focus on proper allocation of executive availability.
- Coordinated travel arrangements by booking airfare, hotel, and ground transportation.
- Responded to emails and other correspondence to facilitate communication and enhance business processes.
- Used QuickBooks to produce monthly and quarterly invoices, reports, and other deliverables.
- Created expense reports, budgets, and filing systems for management team.
- Organized envelopes, postage, and mail correspondence for staff and leadership.
- Prepared briefings for members of board of directors and executive team.
Director of Operations & Executive Assistant
The Bridge Church
10.2008 - 12.2011
- Served as Executive and administrative support for the Lead Pastor and two directors of various ministries within a rapidly growing church.
- Proactively developed strategic pathways and action plans based on the priorities, vision, and initiatives of the Lead Pastor.
- Streamlined executive communication by managing emails, phone calls, and scheduling appointments.
- Facilitated the recruitment, training, equipment, and management of volunteers for the Usher and Finance Teams.
Controller & Corporate Officer
LeRoux Entertainment Corporation of America
08.1992 - 10.2007
- Streamlined annual audit process, working closely with external auditors to ensure accurate representation of company''s financial position.
- Led implementation of new accounting software, improving data accuracy and accessibility for finance team.
- Ensured compliance with tax regulations by managing the timely preparation and filing of all required returns.
- Responsible for day-to-day operational decisions, financial management, and providing fundamental support to the CFO and President.
- Performed all Human Resource functions including implementation and management of employee hiring, training, benefits, and payroll.
Education
MBA - Corporate Finance
Georgia State University
Atlanta, GA05-1989
Bachelor of Arts - Finance
The University of Georgia
Athens, GA05-1987
Skills
- Client Rapport-Building
- Prospective Client Engagement
- Financial Analysis
- Financial Plan Development
- Cash Management Strategies
- Income Projections
- Education Funding
- Investment Performance Reporting
Timeline
Full Charge Bookkeeper
Provident Payment Systems
04.2015 - 09.2019
Financial Advisor
Centurion Advisory Group
02.2015 - 07.2022
Executive Assistant to the Chief Executive Officer
First Covenant Bank
12.2011 - 02.2015
Director of Operations & Executive Assistant
The Bridge Church
10.2008 - 12.2011
Controller & Corporate Officer
LeRoux Entertainment Corporation of America
08.1992 - 10.2007
MBA - Corporate Finance
Georgia State University
Bachelor of Arts - Finance
The University of Georgia
Similar Profiles
Stephanie SandridgeStephanie Sandridge
Operations Manager at Centurion Advisory GroupOperations Manager at Centurion Advisory Group
Herman TermilusHerman Termilus
Security Site Supervisor at Centurion Security GroupSecurity Site Supervisor at Centurion Security Group
Ana SardinasAna Sardinas
Registered Nurse at Centurion GroupRegistered Nurse at Centurion Group