Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Personal Information
Awards
Languages
Timeline
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SULTAN O. COKER

Oklahoma City

Summary

Oklahoma 30 Under 30 Award Recipient in Finance


Versatile and experienced Accountant with a robust background in various industries, including but not limited to: Public accounting, real estate, property management, ecommerce, healthcare, technology, hospitality, and government contracting. Holds a Masters & Bachelor's degree in Accounting. Over 5 years experience, excels in financial reporting, budgeting, auditing, and full cycle accounting. pProven track record of implementing efficient accounting processes and providing strategic financial insights. Numerous recognition for meticulous attention to detail, strong analytical skills, and ability to work collaboratively in diverse team environments.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Chief Financial Officer

PNLFINANCIALS, LLC
06.2022 - Current
  • Oversaw budgets, payroll, and accounts payable and receivable.
  • Reduced operational costs by identifying areas for improvement and implementing cost-saving measures across various departments.
  • Prepared accurate financial statements at end of quarter to summarize financial health and business performance.
  • Spearheaded the implementation of a new financial reporting system, resulting in more accurate and timely data for decision-making purposes.
  • Managed relationships with external auditors, ensuring a smooth and efficient annual audit process with minimal findings or issues identified.
  • Ensured compliance with all regulatory requirements by staying current on industry developments and implementing necessary controls within the organization.
  • Oversaw the preparation and submission of all tax filings, mitigating potential risks associated with noncompliance.
  • Directed budget development, creation of budgetary controls and recordkeeping systems and investment management.
  • Mentored finance team members, fostering a culture of professional growth and skill development within the department.
  • Enhanced cash flow management through the development of robust forecasting models, ensuring optimal liquidity for business operations.
  • Facilitate incoming payments and outgoing checks, including ACH, obtaining signatures for, and distributing checks as necessary on behalf of Clients
  • Evaluated investment opportunities diligently, contributing to informed decisions regarding potential projects and their expected returns.
  • Drove revenue growth by developing pricing strategies that maximized both sales volume and profitability.
  • Oversaw deployment of strategic business plans to accomplish accounting, compliance, and revenue targets.
  • Negotiated favorable terms with vendors and suppliers, achieving significant savings on procurement expenses.
  • Streamlined financial processes by implementing automation and reducing manual tasks, leading to increased efficiency and accuracy.
  • Led budgeting process, collaborating with department heads to allocate resources strategically and ensure alignment with organizational goals.
  • Presented financial results to board members and investors during quarterly meetings, maintaining transparency in communication regarding company performance.
  • Analyzed operational issues and implemented corrective action to maximize profits.
  • Facilitated successful mergers and acquisitions by conducting thorough due diligence analyses and providing strategic guidance throughout the process.
  • Optimized working capital levels by closely monitoring accounts receivable/payable balances and taking appropriate actions as needed.
  • Refined internal control procedures, strengthening the overall integrity of financial data captured within the system
  • Recording journal entries and documenting property management activities in Clients accounts
  • Recommends financial actions by analyzing accounting options
  • Maintains Client confidence and protects operations by keeping financial information confidential
  • Answers accounting procedure questions by researching and interpreting accounting policy and regulations
  • Weekly Financial Review with Clients for Business Performance and Annual Budget Tracking

QuickBooks Live Expert - Consultant

INTUIT INC.
08.2024 - Current
  • Troubleshoot and resolve bookkeeping and accounting issues with a 99% success rate.
  • Supported 500+ client, helping businesses streamline their accounting processes.
  • Guide clients through reconciliations, categorization, and financial reporting.
  • Provide real-time assistance to small business owners on QuickBooks Online.
  • Evaluated client needs and expectations, establishing clear goals for each consulting engagement.
  • Educate business owners on best practices for accurate record-keeping.
  • Maintain a high level of customer satisfaction through clear and professional communication.
  • Collaborated with cross-functional teams to successfully deliver comprehensive solutions for clients.
  • Managed client relationships through regular check-ins and updates on project progress.

Real Estate Accountant

MIDCON Data Services
10.2021 - 11.2023
  • Responsible for over 45 financial reporting statements of various separate legal entities (all full cycle accounting)
  • Conducted regular financial audits to maintain accurate records and ensure regulatory compliance.
  • Maintained strong relationships with banking institutions to facilitate efficient financing options for clients.
  • Implemented software solutions that resulted in improved organization, data accessibility, and overall productivity within the accounting department.
  • Reports Directly to the CFO
  • Responsible for monthly closing accounts, and Cash management activities including bank reconciliations, funding investments, wire transfers/ACH payments and tracking cash across various entities
  • Reviewed & Provide financial strategies and prepare reports on behalf of owners while participating in planning, investment, budget, and tax reporting activities
  • Analyzing financial data and recording into Accounting software, making sure all AP and AR are filed correctly (SAGE 50, and Rent Manager)
  • Prepares CAM Reconciliation, Tax Reconciliation, and Utility Reimbursement year-end report
  • Managed all accounting processes involved with the company's rental assets on both Residential & Commercial properties, working with tenants, vendors, and the property manager
  • Organize, review, and report various financial data in a manner that is useful and understandable
  • Handles Accounts Payable and Receivable on a daily basis to make sure each invoice and expense report is accurate
  • Facilitate incoming payments and outgoing checks, including printing, obtaining signatures for, and distributing checks as necessary
  • Recording journal entries and documenting property management activities

Material Account Control Assistant

Oklahoma City Community College
10.2017 - 01.2019
  • Compiled stock control records and information such as characteristics of items in storage and current market conditions to determine stock supply and need
  • Reviewed files to determine condition of items and recommend disposal of excess
  • Collaborated with a team to process the college's mail daily distribution in the morning, mid-day, and afternoon
  • Prioritized multiple tasks to meet daily performance expectations in entry and filings
  • Exercised sound judgment in professionally communicating and handling sensitive documents and archived records
  • Performed various types of inventory adjustment utilizing specialized software in counting and stocking of perpetual supplies
  • Contributed to a positive work environment with strong interpersonal skills and proactive teamwork attitude.
  • Worked closely with management to provide effective assistance for specific aspects of business operations.

Education

MBA - Accounting & Business Management

Oklahoma Christian University
Oklahoma City, Oklahoma
11.2023

MSc - Project Management

Oklahoma Christian University
Oklahoma City, Oklahoma
11.2023

BBA Bachelor's - Accounting

Oklahoma City University
Oklahoma City, Oklahoma
05.2021

Associate of Science - Business Administration

Oklahoma City Community College
Oklahoma City, Oklahoma
05.2019

Skills

  • Tax planning and strategy
  • QuickBook Online
  • Team Player
  • QuickBooks Desktop & Enterprise
  • Portfolio management
  • Wave
  • Balance sheet analysis
  • FreshBooks
  • Workload management
  • Office 365
  • Risk Management
  • Sage 50
  • Financial Acumen
  • Rent Manager - PM So
  • OwnerRez
  • IPP
  • WAWF
  • Gusto
  • Xero
  • ADP
  • Paycom
  • Strategic Vision
  • Analytical Skills
  • Communication skills

Certification

  • Intuit Certified Bookkeeping Professional
  • Certified QuickBooks Advisor (Level 1 & 2 )
  • Certified Payroll advisor
  • FreshBooks Certified Accounting Partner
  • Sage Partner
  • Core-Certified Rent Manager
  • Bloomberg BMC core business finance certification

Accomplishments

  • Oklahoma 30 Under 30 Award in Finance
  • Keynote Commencement Speaker Award - 2023
  • International Merit Scholar Departmental Accounting
  • Top 2 Graduating Student - MBA
  • Top Graduating Student - Bsc
  • Delta Mu Delta Recipient - Graduate level
  • Global Grand Champion Award - Business Strategy 2021
  • Presidents Honor roll (7 of 8 Semesters) - Bsc
  • Presidential Transfer Award
  • DR. Andrew V. Stevenson Outstanding Scholar - 2019
  • President Leadership Award - 2018 Kappa Beta Delta exceptional scholastic achievement

Personal Information

ADVISORY CFO

Awards

  • Oklahoma 30 Under 30 Award in Finance
  • Keynote Commencement Speaker Award - 2023
  • Top 2 Graduating Student - MBA
  • Top Graduating Student - Bsc
  • Delta Mu Delta Recipient - Graduate level
  • Global Grand Champion Award - Business Strategy 2021
  • Presidents Honor roll (7 of 8 Semesters) - Bsc
  • Transfer Presidential Award
  • DR. Andrew V. Stevenson International Merit Scholar
  • Departmental Accounting Outstanding Scholar - 2019
  • President Leadership Award - 2018
  • Kappa Beta Delta exceptional scholastic achievement

Languages

English
Native or Bilingual
Arabic
Professional Working
Yoruba
Native or Bilingual
Spanish
Limited Working
Afrikaan Pidgin
Native or Bilingual

Timeline

QuickBooks Live Expert - Consultant

INTUIT INC.
08.2024 - Current

Chief Financial Officer

PNLFINANCIALS, LLC
06.2022 - Current

Real Estate Accountant

MIDCON Data Services
10.2021 - 11.2023

Material Account Control Assistant

Oklahoma City Community College
10.2017 - 01.2019

MSc - Project Management

Oklahoma Christian University

BBA Bachelor's - Accounting

Oklahoma City University

Associate of Science - Business Administration

Oklahoma City Community College

MBA - Accounting & Business Management

Oklahoma Christian University

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SULTAN O. COKER