Summary
Overview
Work History
Education
Skills
Timeline
Highlights
Generic

STACEY L. Lusby

Fort Worth

Summary

Dedicated tax preparer/bookkeeper with outstanding work ethic, problem solving and customer relations skills. Extensive knowledge in preparing individual income tax returns, financial reconciliations, general ledgers and financial reporting. Eager to meet client needs.

Professional administrative professional with track record in supporting executive leadership. Proven ability to handle confidential information and manage executive schedules effectively. Focused on fostering team collaboration and meeting dynamic business needs through exceptional communication and organizational skills.

Overview

34
34
years of professional experience

Work History

Executive Assistant

Max M. Wayman & Associates, Inc.
12.2017 - Current
  • Handled confidential and sensitive information with discretion and tact.
  • Managed executive calendars, scheduling meetings and appointments.
  • Supported executives in decision-making processes by conducting research and presenting findings in clear formats.
  • Acted as a liaison between executives and other associates and interfaced regularly with clients to provide a high level of service.
  • Prepared and edited correspondence on behalf of executives for various casework.
  • Worked with senior management to initiate new projects and assist in various processes.

Bookkeeper

Silver Leaf Communities, LLC
10.2014 - 09.2015
  • Prepared periodic financial statements.
  • Developed and maintained reports to track budgets and loan status of current and completed projects.
  • Communicated with numerous bankers regarding loans and other various business matters.
  • Managed all aspects of accounts payable/receivable and payroll.
  • Prepared and submitted credit applications for new suppliers and service companies.
  • Responsible for all payroll tax reporting and compliance.
  • Processed bank reconciliations for numerous bank accounts.
  • Obtained builders risk policies on all new projects.
  • Interfaced with suppliers, job supervisors and partners on a regular basis.
  • Prepared budgets for new projects.

Office Manager / Bookkeeper / Tax Preparer / Human Resources

Max M. Wayman & Associates, Inc.
01.2004 - 08.2014
  • Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
  • Prepare and file payroll tax returns, sales tax returns, 1040s and other various forms for numerous entities.
  • Interface with president on daily basis regarding day to day operations and finances.
  • Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
  • Coordinated all office events, ensuring timely execution and optimal scheduling for all participants.
  • Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
  • Managed vendor relationships, negotiating contracts for cost savings while maintaining high-quality services.

Bookkeeper / Tax Preparer

Wilshire & Associates, Inc.
03.2000 - 01.2004
  • Handled cash and deposits, using the proper accounting procedures and documentation.
  • Developed monthly, quarterly and annual profit and loss statements and balance sheets.
  • Reconciled company bank, credit card and line of credit accounts, investigating, and resolving discrepancies to keep accounts audit-ready.
  • Maintained compliance with tax laws, ensuring timely filing of all required documents.
  • Interfaced with president on a daily basis regarding general operations, maintained strong customer relations.

Owner

D & S Services
07.1991 - 03.2000
  • Managed day-to-day business operations.
  • Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
  • Increased customer satisfaction by implementing efficient business processes and providing exceptional service.
  • Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
  • Hired trained, and managed a high-performing team of employees dedicated to achieving company goals.
  • Achieved financial growth with strategic planning, cost control measures, and targeted marketing efforts.

Education

Grapevine High School
Grapevine, TX
01.1991

Skills

  • Executive support
  • Information confidentiality
  • Staff management
  • Customer Service-oriented
  • Professional and mature
  • QuickBooks
  • Lacerte Tax Software
  • Drake Tax Software
  • Microsoft Office Suite

Timeline

Executive Assistant

Max M. Wayman & Associates, Inc.
12.2017 - Current

Bookkeeper

Silver Leaf Communities, LLC
10.2014 - 09.2015

Office Manager / Bookkeeper / Tax Preparer / Human Resources

Max M. Wayman & Associates, Inc.
01.2004 - 08.2014

Bookkeeper / Tax Preparer

Wilshire & Associates, Inc.
03.2000 - 01.2004

Owner

D & S Services
07.1991 - 03.2000

Grapevine High School

Highlights

  • Individual income tax return preparation
  • Periodic financial reporting expert
  • General ledger accounting skills
  • Operations management
  • Human resources management
  • Managerial aptitude
  • Cost reduction
  • Complex problem solving
  • Strong communication skills
  • Intuit QuickBooks specialist

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