Stephen Kelley
Chattanooga,TN
Summary
Strategic and results-driven finance professional with over 15 years of experience overseeing tax and accounting operations, financial reporting, and internal controls. Proven ability to provide key financial insights that support strategic decision-making and business growth. Experienced in leading cross-functional teams and partnering with executive leadership to drive financial health and compliance.
Overview
15
15
years of professional experience
Work History
Tax and Accounting Manager
Crowe Mallette & Associates PLLC
Hixson, TN
03.2010 - Current
- Prepared comprehensive tax returns across various entities including individual, corporate, S-corp, partnership, estate and trust, non profit, and employee benefit tax returns.
- Developed and implemented departmental accounting policies, procedures and processes to establish and standardize accounting best practices.
- Researched complex accounting issues and provided solutions to management team.
- Strengthened internal control processes and accounting policies to reduce risk and improve financial accuracy.
- Led special projects, such as system implementations and process redesigns, to enhance accounting operations and efficiency.
- Produced accurate and compliant financial statements, reports, documentation and budget frameworks.
- Prepared comprehensive monthly, quarterly, and year-end financial statements in compliance with GAAP.
- Collaborated with finance and accounting departments to deliver comprehensive financial information to facilitate decision making for management, stakeholders and parent company.
- Developed annual budgets and rolling forecasts; conducted variance analyses, and scenario planning to guide executive decision-making.
- Developed and implemented financial strategies to maximize profits and reduce costs.
- Supervised, trained, and mentored accounting staff, promoting a culture of high performance and continuous improvement.
- Directed all aspects of tax and accounting operations, including billing, A/P, A/R, payroll, and general ledger, ensuring timely and accurate financial data.
- Participated in meetings with stakeholders to discuss company's financial performance.
- Developed and maintained relationships with banking, insurance, and non-organizational accounting personnel to facilitate financial activities.
- Analyzed financial data to identify trends, perform variance analysis, and recommend financial actions.
- Coordinated preparation of external audit materials and external financial reporting.
- Utilized advanced technical skills and expertise to troubleshoot complex problems and implement solutions.
- Oversaw compliance with local, state, and federal tax filings and reporting regulations, and maintained audit-ready documentation.
Education
Bachelor of Science - Accounting
Western Governors University
Salt Lake City, UTSkills
- Financial Reporting & Analysis
- Cash Flow Management
- Proficient with Accounting software
- Tax Knowledge & Compliance
- Strategic Financial Planning
- Budgeting & Forecasting
- GAAP Knowledge
- Audit Coordination
- Internal Controls & Compliance
- Leadership & Relationship Management
References
References available upon request.
Timeline
Tax and Accounting Manager
Crowe Mallette & Associates PLLC
03.2010 - Current
Bachelor of Science - Accounting
Western Governors University
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