SHAUNTE MARTINEZ
Jackson,MI
Work Preference
Summary
Accomplished accounting and finance professional with more than 20 years of progressive experience in accounting, financial reporting, payroll, tax, compliance, project accounting, and executive financial support. Currently pursuing an MBA while leading accounting operations in the renewable energy industry.
Overview
16
16
years of professional experience
Work History
Accounting Manager
Harvest Energy Solutions LLC
07.2024 - Current
- Lead the accounting and financial operations for a growing alternative energy company, overseeing full-cycle accounting, financial reporting, payroll administration, project accounting, and compliance for commercial and government-funded construction projects.
- Manage accounts payable, accounts receivable, general ledger, bank reconciliations, month-end and year-end close, budgeting support, cash management, and financial reporting.
- Administer certified payroll and prevailing wage compliance for federal and state projects.
- Oversee job costing and project accounting, and support executive leadership with financial analysis and operational planning.
- Utilize NetSuite, QuickBooks, Paycor, Baker Tilly Compliance Software, Dili Compliance Software, Microsoft Excel, and other financial systems to improve reporting accuracy and strengthen internal controls.
- Streamlined accounts payable/receivable procedures, improving operational efficiency.
- Collaborated with cross-functional teams to support strategic business initiatives and compliance efforts.
- Managed journal entries, collection efforts, reconciliations, and payroll processing.
- Managed successful audits by collaborating effectively with internal and external auditors.
Tax Accountant / Staff Accountant
BBTA Tax Accounting
09.2023 - 07.2024
- Prepared individual, partnership, corporate, and business tax returns; performed bookkeeping, payroll, payroll tax, sales tax, reconciliations, and tax planning using Drake Tax Software and other accounting systems.
- Concurrent
- Conducted thorough audits to identify discrepancies and ensured accurate financial reporting.
- Collaborated with clients to gather necessary documentation, ensuring timely submissions of returns.
- Analyzed financial statements for accuracy, providing insights that supported strategic decision-making.
- Managed multiple tax projects simultaneously, ensuring deadlines were met and clients were satisfied.
- Performed tasks under limited supervision related to income tax compliance such as returns, extensions, forecasts and tax provisions for business sectors and corporate heritage business units.
Accounting Manager
MMBC
01.2020 - 07.2024
- Directed full-cycle accounting, financial reporting, payroll, bank reconciliations, budgeting support, executive reporting, vendor management, office operations, and internal controls.
- Analyzed financial discrepancies, implementing corrective actions to mitigate risks.
- Developed and implemented budgeting processes, enhancing fiscal planning accuracy.
- Managed banking reconciliations and monthly balance sheet statements.
- Managed relationships with external vendors, ensuring timely payments and accurate recording of expenses.
- Completed bi-weekly payroll for company employees.
- Tracked business revenue and expenditures and reconciled accounts to maintain high accuracy.
- Generated monthly and quarterly financial statements for executive review.
- Prepared and filed federal and state tax returns ensuring compliance with regulations.
- Leveraged advanced tax software to analyze data and generate detailed reports for stakeholders.
- Examined accounts and records and computed tax returns according to prescribed rates, laws and regulations.
- Developed strong relationships with clients by maintaining open communication lines and addressing concerns promptly.
- Reduced client tax liabilities through diligent research and application of applicable tax laws.
Payroll Accountant
Purch
02.2016 - 10.2016
- Managed payroll administration, reconciliations, benefits administration, and accounting support.
- Audited payroll records to identify discrepancies, improving overall accuracy and reducing errors by streamlining processes.
- Developed detailed reports for management, providing insights into payroll trends and labor costs to inform strategic decisions.
- Collaborated with HR to ensure accurate employee status changes, maintaining up-to-date payroll records across various systems.
- Served as a liaison between finance and other departments to resolve payroll inquiries promptly and effectively.
- Reduced errors in payroll processing by conducting thorough audits and reconciliations of records.
- Ensured accurate and timely payments for all employees, managing weekly and monthly payroll cycles.
- Maintained compliance with federal, state, and local tax regulations by staying up-to-date on changes and adjusting payroll systems accordingly.
- Maintained strict confidentiality of sensitive employee information by adhering to stringent data protection policies and best practices.
Statistics of Income Verifier
Internal Revenue Service
02.2010 - 01.2016
- Verified federal tax return data, trained employees, updated procedures, and supported quality assurance initiatives.
- Reviewed and validated taxpayer information using integrated data systems to enhance operational efficiency.
- Collaborated with colleagues on special projects, ensuring successful completion within deadlines.
- Reduced turnaround time for verification tasks by prioritizing workload and managing resources effectively.
- Maintained strict confidentiality when dealing with sensitive personal information throughout the entire verification process.
- Analyzed financial data to identify discrepancies, improving overall accuracy of tax filings.
Education
Master of Business Administration - In Progress
Baker College
Bachelor of Science - Accounting and Business
Weber State University
Skills
- Drake Tax Software
- Dili Compliance Software
- Baker Tilly Compliance Software
- QuickBooks
- Sage
- NetSuite
- Paycor
- Microsoft Office Suite
- Adobe Acrobat Pro
- ERP Systems
- Payroll Processing Systems
- Financial Reporting Software
Timeline
Accounting Manager
Harvest Energy Solutions LLC
07.2024 - Current
Tax Accountant / Staff Accountant
BBTA Tax Accounting
09.2023 - 07.2024
Accounting Manager
MMBC
01.2020 - 07.2024
Payroll Accountant
Purch
02.2016 - 10.2016
Statistics of Income Verifier
Internal Revenue Service
02.2010 - 01.2016
Master of Business Administration - In Progress
Baker College
Bachelor of Science - Accounting and Business
Weber State University