Small business partner (2010 through present) with proven expertise in financial management and project execution. Developed strategic plans and optimized resources to enhance profitability and operational efficiency.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Small Business Partner
Morningside Equipment
Houston, TX
07.2010 - Current
Developed strategic plans that increased profitability and enhanced operational efficiency.
Oversaw budgeting and financial management, ensuring optimal resource allocation for business operations.
Implemented process improvements to boost operational efficiency.
Maintained relationships with clients through exceptional customer service.
Ensured compliance with local, state, and federal regulations.
Configured and implemented accounting software, streamlining financial processes for improved accuracy and timeliness.
Executed tax preparation and filing for sales and income tax returns.
Reviewed legal documents related to business operations for accuracy.
Managed project execution phases to ensure on-time completion of deliverables.
Created and enforced policies and procedures within the organization.
Designed and developed corporate web page, enhancing online presence.
Provided comprehensive audit support during IRS audits.
Education
Bachelor of Science - Business
College of The Ozarks
Point Lookout, MO
05-1997
Skills
Financial management
Accounting management
Tax preparation
Audit support
Compliance assurance
Policy enforcement
Process improvement
Project management
Vendor relationship management
Financial administration
Policies and procedures development
Business marketing
Web development
Attention to detail
Time management
Problem solving
Effective communication
Customer relations
Accomplishments
Summa Cum Laude Graduate
Top Business Graduate
Certification
Certified Public Accountant, Texas, 1999 (retired)