Work Preference
Professional Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Open To Work

Shannon Henry

Bailey Auto Plaza
Graham,TX

Work Preference

Desired Job Title

Chief Financial Officer/Financial ControllerSenior Associate System AnalystAnodizing Office ManagerAccounting Assistant

Work Type

Full Time

Location Preference

Remote

Important To Me

Career advancementWork-life balanceCompany CultureHealthcare benefits401k matchPaid sick leavePaid time off
10
years of professional experience

Strategic financial leader specializing in corporate financial reporting and compliance. Expertise in implementing process improvements and fostering employee development. Demonstrated capability in team leadership and collaboration to drive workforce development and support strategic financial initiatives.

Work History

Chief Financial Officer/Financial Controller

2 Years 11 Months
Bailey Auto Plaza | 09.2023 - Current

Direct financial reporting, compliance monitoring, reconciliation processes, audit support activities, payroll reporting, budgeting, and internal control functions for a multi-department automotive organization. Examine financial records, supporting documentation, accounting schedules, operational expenditures, and source documentation to ensure financial accuracy, regulatory compliance, and adherence to organizational policies and procedures.

  • Developed and implemented employee onboarding programs, training documentation, operational procedures, and compliance resources that supported employee development and organizational effectiveness.
  • Facilitated onboarding, orientation, and knowledge-transfer activities for new employees, ensuring successful integration into organizational processes, systems, and workplace expectations.
  • Supported workforce development initiatives through coaching, mentoring, and ongoing employee guidance, helping staff navigate procedural changes and operational requirements.
  • Collaborated with department leaders to identify operational skill gaps and development opportunities, recommending process improvements that increased efficiency and consistency.
  • Facilitated employee onboarding and orientation activities, including benefit enrollment, compliance requirements, payroll processes, and organizational procedures.
  • Guided managers and staff through process changes and operational improvements while ensuring stakeholder engagement and communication.
  • Led cross-functional collaboration efforts involving payroll, accounting, operations, compliance, and human resources functions.
  • Supported workforce development initiatives through coaching, mentoring, and continuous process improvement efforts.

Accomplishments:

  • Recovered $145,050 in IRS payroll tax refunds through detailed financial research and regulatory compliance.
  • Reduced accounts payable 84.77%.
  • Reduced accounts receivable 23.47%.
  • Improved liquidity 15.55%.

Senior Associate System Analyst

2 Years 3 Months
Case Works, LLC | 06.2021 - 09.2023

Supported operational reporting, compliance monitoring, documentation analysis, audit support, and high-volume data validation activities for a national legal operations organization. Reviewed complex records, supporting documentation, operational reports, and compliance-related data across multiple systems to ensure accuracy, completeness, and adherence to procedural standards.

Organizational Learning & Training Experience

  • Designed and delivered instructor-led and virtual training sessions for employees across multiple departments and experience levels.
  • Developed training materials, job aids, procedural documentation, onboarding guides, and knowledge-based resources supporting employee development.
  • Facilitated systems onboarding and troubleshooting training for more than 30 employee cohorts.
  • Conducted new employee orientation sessions covering technology systems, workflows, organizational processes, and operational procedures.
  • Created cross-training resources that improved knowledge transfer and operational continuity across departments.
  • Collaborated with executive leadership, department managers, and subject matter experts to identify learning needs and develop targeted solutions.
  • Led onboarding efforts for more than 20 partner law firms/ad sources, coordinating training, knowledge transfer, stakeholder communication, and implementation activities.
  • Maintained organizational knowledge resources and training documentation to ensure current and accurate learning content.
  • Facilitated meetings, project discussions, onboarding sessions, and stakeholder workgroups supporting organizational objectives.
  • Provided coaching, mentoring, and technical guidance to employees, managers, and project teams.

Leadership Experience - Team Champ (Supervisor)

  • Supervised and coached a team of 5–7 employees while maintaining individual responsibilities.
  • Conducted bi-weekly one-on-one coaching sessions focused on performance improvement, employee development, and professional growth.
  • Supported employee engagement initiatives and fostered a collaborative, high-performing team environment.

Key Achievements:

  • Onboarded and trained 564 employees while supporting organizational growth initiatives.
  • Developed and maintained extensive training documentation, knowledge resources, and learning materials used across multiple departments.
  • Received multiple peer recognition awards for training support, knowledge sharing, collaboration, and employee assistance.
  • Technical Skills:
    Systems & Platforms: Active Directory, Azure Administration, Smart Advocate, Microsoft Office 365, VMware Horizon View, HubSpot, Monday.com, Smartsheet
  • Tools & Software: Secure FTP, PowerShell Scripting, Remote Desktop, Five9, Microsoft Teams, Tango.com
  • Managed complex mass tort litigation cases, including Zantac, 3M Camp Lejeune water contamination, and East Palestine train derailment lawsuits, guaranteeing thorough document uploads and consistent updates on case statuses.

Anodizing Office Manager

5 Months
Tower Extrusions Ltd. | 01.2021 - 06.2021
  • Reviewed production reporting, procurement records, pricing analyses, and operational schedules for manufacturing operations over 500,000 pounds weekly to enhance reporting.
  • Maintained operational records, supporting documentation, and Excel-based tracking systems, ensuring accurate reporting and efficient workflows.
  • Coordinated documentation review and inventory tracking activities to support operational reporting functions.

Accounting Assistant

4 Years 7 Months
Richeson Group | 06.2016 - 01.2021

Performed financial reporting, reconciliation analysis, audit support, compliance monitoring, sales tax reporting, and operational accounting functions for a multi-location franchise organization with more than sixty operating locations and approximately $45 million in annual sales activity.

  • Developed training materials and delivered software system and process training to enhance user adoption across multi-location organization.
  • Served as liaison between field operations, leadership, and software developers to assess training needs, gather user feedback, and improve adoption of new systems and procedures.
  • Created instructional resources, training documentation, and process guides to support operations at over 60 retail locations.
  • Delivered training and coaching to store personnel on system functionality, reporting tools, and operational procedures.
  • Collaborated with leadership and stakeholders to identify learning needs and implement process improvements that aligned with operational goals.
  • Developed reporting tools and reference materials that enhanced employee access to information and improved organizational decision-making.

Key Achievements:

  • Advanced from Receptionist to Data Analyst and then Accounting Assistant through demonstrated leadership, learning agility, and performance.
  • Created reporting tools and process improvements that enhanced operational decision-making across a multi-location organization.
  • Supported organizational learning and system adoption efforts across more than 60 locations.

Education

BBA - Management

Texas Woman’s University | Denton, TX | 12-2021
  • Dean's List: Spring 2020, Fall 2020, and Fall 2021
  • Chancellor's List: Spring 2021
  • 3.84 GPA
  • Epsilon Omega Epsilon Member
  • Alpha Sigma Lambda Member

Associate of Applied Science - Business Management

North Central Texas College | Gainesville, TX | 05-2019
  • Dean's List: Spring 201
  • Chancellor's List: Fall 2017, Spring 2018, Fall 2018,
  • 3.65 GPA
  • Phi Theta Kappa Member
  • National Society of Leadership and Success Member
  • Awarded 2019 All State Academic Member

Skills

Financial management
Financial reporting
Budget development
Financial strategy
Cash flow management
Working capital management
Audit coordination
Regulatory requirements
Risk management
Financial process improvement
Metrics analysis
Report generation
ERP system implementation
Operational decision making
Corporate leadership
Team leadership
Collaboration skills
Collaboration skills

Accomplishments

  • Directed enterprise-wide financial compliance, accounting operations, payroll administration, budgeting, financial reporting, and internal controls, strengthening regulatory compliance while improving organizational liquidity by 15.55% and reducing outstanding accounts payable by 84.77% and accounts receivable by 23.47%.
  • Led complex audit response and financial documentation reviews by researching regulatory requirements, validating supporting documentation, and successfully overturning manufacturer audit findings, preventing $6,500 in chargebacks while strengthening financial accountability and compliance controls.
  • Resolved historical payroll tax compliance deficiencies through comprehensive financial analysis, regulatory research, and corrective filings, securing $145,050.92 in IRS refunds while restoring organizational compliance with federal payroll tax requirements.
  • Developed financial policies, operational procedures, staff training, and cross-functional workflow improvements that enhanced financial controls, standardized business processes, reduced operational risk, and supported consistent regulatory compliance across multiple departments.
  • Managed high-volume documentation review, quality assurance, and compliance activities supporting more than 20 partner organizations, while coordinating cross-functional initiatives, maintaining data integrity, and completing over 238,000 documented case modifications with exceptional accuracy.
  • Designed and delivered operational training programs for more than 30 employee cohorts, while supervising staff, improving onboarding processes, standardizing procedures, and fostering a culture of accountability, continuous improvement, and operational excellence

Timeline

Chief Financial Officer/Financial Controller

Bailey Auto Plaza
09.2023 - CurrentRead More

Senior Associate System Analyst

Case Works, LLC
06.2021 - 09.2023Read More

Anodizing Office Manager

Tower Extrusions Ltd.
01.2021 - 06.2021Read More

Accounting Assistant

Richeson Group
06.2016 - 01.2021Read More

Texas Woman’s University

BBA from Management
Read More

North Central Texas College

Associate of Applied Science from Business Management
Read More
Shannon Henry