Shantell Batiste
Spring,TX
Summary
Knowledgeable Accountant proficient in laws and procedures governing business operations, tax filings and regulatory compliance. Handles detail-oriented work in a methodical and organized fashion. Leverages field expertise, resourcefulness and diligence to make positive impact on business operations.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Financial Accountant
Secure Global/Rulewave Global Logistics
08.2023 - 04.2024
- Reduced financial discrepancies by 40%, effectively reconciling bank accounts and organizing information into accounting software.
- Managed and responded to correspondence and inquiries from customers and vendors.
- Performed daily tasks under limited supervision related to income tax compliance such as returns, extensions, forecasts, and tax provisions for business sectors and corporations.
- Educated the accounting team of 5 individuals on forecasting, financial statuses in Oracle, and financial strategies to assist in annual budget creation.
- Reviewed historical records, current operational data, and forecasting information to identify and capitalize on system enhancement opportunities.
- Prepared federal and state income tax returns for individuals, businesses, trusts, estates, and non-profits.
- Kept up to date on current income tax developments and advised clients to make proper adjustments.
Financial Accountant
Keystone Business Services
01.2015 - 09.2023
- Implement strategies to improve the company's cash flow by providing excellent vendor management which is important when ensuring that the companies remain TABC compliant, and their sales and liquor taxes are correct
- Produced month-end closing reports and provided actionable suggestions on remittance for quick resolution.
- Evaluated financial records to detect errors and discrepancies.
- Applied proper codes to invoices, files, and receipts to keep records in Oracle.
- Investigated daily variances and corrected errors to resolve discrepancies.
- Managed banking reconciliations and monthly balance sheet statements.
- Implemented Governmental Accounting Standards Board and Comprehensive Annual Financial Reporting requirements correctly and efficiently.
- Reconciled tax accounts for $350K annual revenue-producing company.
- Audited client financial records to determine tax liability.
Cost Accounting Manager
ACS Xerox
06.2010 - 08.2015
- Utilized Oracle accounting software to prepare weekly and monthly financial reports to provide insight into performance, operations, and cash flow.
- Reconciled account information and reported figures in the general ledger by comparing them to bank account statements each month.
- Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
- Investigated daily variances and corrected errors to resolve discrepancies.
- Established internal audit procedures to validate and improve the accuracy of financial reporting by 60%.
- Managed filing of federal, state, and local taxes within established time frames for business with a staff headcount of 350 employees.
- Researched and provided summary memos on technical tax issues at the request of partners and clients.
Financial Accounting Supervisor
Albertsons
04.2004 - 10.2010
- Developed full financial models and forecasts including balance sheet, cash flow, income statement, and regulatory capital ratios under stress scenarios
- Improved tracking processes for 150+ carrier partners improving company-wide fixed assets by 55% through implementation of real-time visibility using Descartes Macro Point; resulted in enhanced efficiency, optimized decision-making, improved inventory management and delivery of freshest products
- Reconciled balance sheets and streamlined best practices for balance sheet processes.
- Used double-entry accounting methods and check backs to manage daily entries to general ledgers.
- Examined accounts and records and computed tax returns according to prescribed rates, laws and regulations.
Junior Accountant
Allied TV and VCR
01.2003 - 06.2007
- Analyzed and modeled more than 100 sets of financial data in Excel to produce short and long-term forecasts based on multiple scenarios and contingencies related to financial and market conditions
- Managed monthly close process including balance sheet, P&L, journal entries, reconciliations, and budget creation
- Provided input for monthly financial forecasts which led to strengthening internal controls.
Accounting Manager
West Corporation
05.2000 - 01.2003
- Drove process improvements and policy development initiatives that impacted audit and reporting functions.
- Identified system and internal control issues resulting in the resolution of 3+ years of audit timing issues
- Developed accurate, timely and comprehensive financial reports and procedures to improve the quality of information presented to management and facilitate management decision making.
Education
Master of Business Administration (MBA) - Accounting
University of Phoenix
Houston, TX01.2021
Bachelor of Science - Business Accounting
University of Phoenix
Houston, TX12.2018
Skills
- Year-end reporting, General Ledger and Bank Reconciliation, Bill Payment, and Recordkeeping
- Transaction Verification, Account Auditing, Financial Recordkeeping
- General Ledger Entries, Taxpayer Account Audits, SAP and Oracle use and Implementation
- Monthly Close Reporting, Batch Balances, and Reports, Administrative Management
- Payroll Preparation and Processing, Federal and state tax returns, Corporate tax filings, Accounting and bookkeeping
Certification
Accounting | Financial Analysis | Financial Modeling | Financial Reporting | Forecasting | Variance Analysis | Budgeting | Cost Control | Account Reconciliation | Business Analysis | Data Analysis | Policy Development |Treasury | Tax | Internal Controls | Risk Management | Strategic Planning | Project Management | Process Improvement | Team Leadership | Cash Handling | Payroll Management | Commissioned Notary Public
Tools:
Microsoft Office Suite (Excel, Word, PowerPoint, Outlook), SQL, Azure, AWS, SAP, Hyperion, QuickBooks, Sage 50
Timeline
Financial Accountant
Secure Global/Rulewave Global Logistics
08.2023 - 04.2024
Financial Accountant
Keystone Business Services
01.2015 - 09.2023
Cost Accounting Manager
ACS Xerox
06.2010 - 08.2015
Financial Accounting Supervisor
Albertsons
04.2004 - 10.2010
Junior Accountant
Allied TV and VCR
01.2003 - 06.2007
Accounting Manager
West Corporation
05.2000 - 01.2003
Master of Business Administration (MBA) - Accounting
University of Phoenix
Bachelor of Science - Business Accounting
University of Phoenix
Accounting | Financial Analysis | Financial Modeling | Financial Reporting | Forecasting | Variance Analysis | Budgeting | Cost Control | Account Reconciliation | Business Analysis | Data Analysis | Policy Development |Treasury | Tax | Internal Controls | Risk Management | Strategic Planning | Project Management | Process Improvement | Team Leadership | Cash Handling | Payroll Management | Commissioned Notary Public
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