Sharlene L. Thomas
Wilmington,MA
Summary
Experienced with maintaining accurate financial records and managing ledgers efficiently. Utilizes in-depth knowledge of financial software to streamline accounting processes and ensure timely reconciliations. Track record of ensuring regulatory compliance and supporting financial decision-making through detailed reporting.
Overview
30
30
years of professional experience
Work History
Owner
SLT Bookkeeping Services LLC
10.2021 - Current
- Managed day-to-day business operations.
- Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
- Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
- Maintained and processed invoices, deposits, and money logs.
- Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
- Reconciled and corrected issues with financial records.
- Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
- Posted daily receipts and payments in accordance with corporate protocols.
- Supported year-end closing procedures by preparing adjusting journal entries as needed.
- Maintained accurate records of all transactions, ensuring compliance with company policies and applicable regulations.
- Implemented a more efficient filing system for financial documents, improving accessibility and organization.
- Improved financial accuracy by reconciling accounts and identifying discrepancies in financial records.
- Generated detailed financial reports for management review, facilitating informed decision making.
- Supported decision-making by preparing accurate monthly financial statements.
- Recorded deposits, reconciled monthly bank accounts and tracked expenses.
- Handled day-to-day accounting processes to drive financial accuracy.
- Reconciled company bank, credit card and line of credit accounts, investigating, and resolving discrepancies to keep accounts audit-ready.
Owner
THE VILLAGE CAFÉ & RESTAURANT
12.2009 - 08.2024
- Started up a small local restaurant and had average sales of $308,000 a year over 14 years.
- Oversaw all financial and accounting logistical operations of the business
- Develop all marketing and promotional strategies for the business
- Recruit, hire, and train all staff members initiating performance evaluation to track progress
- Facilitate strong professional relationships with clients to create a strong client base
- Spearhead all aspects of planning, tracking, analysis, quarterly and annual reporting, and revenue tracking and reporting using accounting background
- Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
- Oversaw daily operations and managed 5 to 10 staff.
- Established foundational processes for business operations.
- Enhanced operational efficiency and productivity by managing budgets, accounts, and costs.
- Mentored staff members on best practices in customer service and sales techniques, leading to increased performance levels.
- Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by team members.
- Managed day-to-day business operations.
Partner/CFO
YATES ASSOCIATES CONSTRUCTION
01.2014 - 05.2019
- Negotiate financial integration and accounting logistics for the company
- Analyze financial data and generated progress reports to company’s managing partners to try and achieve a growth of 3% to 5%.
- Implement financial planning strategies and negotiated with outside financial partners, main suppliers, and clients
- Optimize working capital to ensure company’s long-term financial wellbeing
- Maintain internal control and safeguards for receipt of revenue, costs, and program budgets while closely monitoring expenditures
- Lead management team and work force overseeing human resources tasks including recruiting, hiring, and training employees, benefit allocation, and affiliated administrative issues
- Develop strategic planning initiatives for the company
- Generated target revenue goals and coordinate financial planning and increased revenue by 3%.
- Assisted with the management of over 100 workers which included construction and office staff.
Accountant/Financial Controller
YATES ASSOCIATES CONSTRUCTION
02.1995 - 12.2013
- Served as lead project controller overseeing all financial operations of the company
- Developed and allocated budgets and financial forecasting
- Prepared custom documents using the International Harmonized Customs Program for all imports
- Prepared quarterly management accounts and evaluated profit and loss variance analysis with commentary
- Designed budget template report for use by the corporation’s executives and individual departments
- Maintained efficient and timely completion of account preparation and ad hoc analysis
- Oversaw all aspects of the month-end close process, ensuring timely completion of accurate financial statements for executive review.
- Maintained strong relationships with external auditors, facilitating smooth annual audit processes and addressing any concerns promptly.
- Enhanced cash flow management with timely accounts receivable monitoring and collections efforts.
- Prepared balance sheets, cash flow reports and income statements.
- Followed up with delinquent accounts to obtain funds and reduce aging balances.
- Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
- Completed year-end close processes through effective supervision financial functions and regular treasury transactions.
- Managed daily financial functions in collaboration with accounting and payroll personnel.
- Handled day-to-day accounting processes to drive financial accuracy.
- Reconciled accounts and reviewed expense data, net worth, and assets.
- Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
- Gathered financial information, prepared documents, and closed books.
- Oversaw accounts payable and receivable operations for construction business with an avg of $223,000 in monthly expenses.
Education
Bachelor of Science - Management Science (Finance)
Kean University
Union, New JerseySkills
- Small business operations
- Verbal and written communication
- Project management
- Business management
- Staff management
- Accounting and bookkeeping
- Quickbooks
- Auditing
- Relationship building
- Administrative oversight
- Crisis management
Community Service
- BVI Cancer Society (Virgin Gorda Branch), Vice President
- Valley Sound Lions Club, Ex-Officio Member
Timeline
Owner
SLT Bookkeeping Services LLC
10.2021 - Current
Partner/CFO
YATES ASSOCIATES CONSTRUCTION
01.2014 - 05.2019
Owner
THE VILLAGE CAFÉ & RESTAURANT
12.2009 - 08.2024
Accountant/Financial Controller
YATES ASSOCIATES CONSTRUCTION
02.1995 - 12.2013
Bachelor of Science - Management Science (Finance)
Kean University
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