Summary
Overview
Work History
Education
Skills
Technical Skills
Timeline
Generic
Ta'Fanesamekeya Davis

Ta'Fanesamekeya Davis

Lisle,IL

Summary

Professional accounting leader with focus on financial accuracy, regulatory compliance, and team collaboration. Skilled in budgeting, financial reporting, and process optimization. Reliable team player adaptable to evolving business needs and committed to achieving organizational goals. Strong analytical abilities and strategic mindset enhance decision-making and performance.

Overview

9
9
years of professional experience

Work History

Finance Manager

Chicago Friends School
04.2024 - Current
  • Analyze data to generate insightful reports that drive operational strategy and informed decision-making, ensuring alignment with legal regulations and industry standards
  • Oversee the preparation of monthly, quarterly, and annual reports, collaborating closely with bankers, auditors, and tax authorities to build strong relationships and enhance transparency
  • Forecast and plan for annual and long-term objectives, developing initiatives that promote profitability and organizational sustainability
  • Manage all aspects of budgeting and cash flow, including accounts payable and receivable, to optimize cash management and resource allocation
  • Identify trends and assess performance metrics to mitigate risks, leveraging insights to enhance business operations and strategic initiatives
  • Work alongside leaders across various functions to integrate their goals with overall organizational objectives, fostering a culture of accountability and performance improvement

Staff Accountant

Maestro Food
03.2022 - 01.2024
  • Conducted monthly variance analysis on line-item spending to promote effective budgeting practices and identify areas for improvement
  • Created and evaluated thorough financial reports and statements by GAAP guidelines
  • Assisted with month-end and year-end closing procedures by reconciling accounts preparing journal entries, and maintaining accurate records
  • Collaborated with department managers to address inquiries, promoting timely reporting of financial data
  • Facilitated audits and tax filings while compliant with accounting regulations and continuously identifying process improvements

Financial Analyst

State of Illinois
04.2021 - 02.2022
  • Conducted thorough analyses of financial and non-financial records of insurance companies to ensure compliance with the Illinois Insurance Code and statutory accounting practices, utilizing review procedures and the Financial Analysis Handbook
  • Evaluated Enterprise Risk Management assessments and licensing applications, partnering with regulatory officials and senior analysts to enhance the analysis process
  • Presented analytical findings and actionable recommendations through concise written reports and engaging presentations to company personnel and regulatory staff
  • Researched industry trends through training courses, contributing to the development and implementation of innovative procedures and best practices within the organization

Compliance Officer

State of Illinois
07.2019 - 04.2021
  • Executed audits of suburban and downstate pension funds for compliance with Illinois state law by collaborating with each fund's Board of Trustees
  • Identified and reported noncompliance problems and provided practical suggestions for rectifying them to maintain regulatory requirements
  • Completed rigorous 3- and 6-month evaluations to obtain certification, demonstrating proficiency and consistency in audit practices
  • Supported the department's investment function by providing insightful analytical contributions that informed data-driven decision-making and enhanced strategic oversight

Accountant

Chartwells
12.2017 - 12.2018
  • Oversaw the workflow and training for salaried managers and administrative assistants while managing a $18.5 million account and exceeding $100K in daily retail sales
  • Directed comprehensive employment processes, including training, hiring, promotions, and terminations, to support seamless operations and personnel development
  • Supervised weekly accounts receivable of over $100,000, as well as asset depreciation, amortization, and CBA finances, to coordinate with strategic objectives
  • Exceeded budgeted revenues by $325K through proactive management of expenses, timely financial reporting, and collaboration with corporate teams for informed decision-making

Executive Administrative Assistant

Chartwells
02.2016 - 07.2017
  • Engaged cross-functionally to drive operational performance and streamline AR and AP processing, strengthening vendor relations and enhancing financial accuracy
  • Enabled essential communication between the Senior Director and Controller to be coordinated with corporate staff, employees, and third-party vendors
  • Played a key role in developing marketing campaigns and delivering financial support, leading to a promotion to Accountant in 2017 and promoting team cohesion

Accounts Receivable Associate

Belle Moulding
12.2015 - 02.2016
  • Developed trusting and cooperative relationships with vendors and customers to accelerate the collection of past-due receivables within 30 days
  • Maintained precision in order releases and the new line of credit applications while diligently updating aging summaries for management reviews
  • Upgraded accounts receivable procedures by proactively addressing inconsistencies and promoting prompt account reconciliations

Education

Bachelor of Science - Business Administration And Management

American InterContinental University
Schaumburg, IL
05-2004

Skills

  • Internal Controls
  • Variance Analysis
  • Financial Auditing
  • Bank Reconciliation
  • Month-end Reporting
  • Budget Management
  • Performance Analysis
  • Payroll Administration

Technical Skills

  • Proficient in Xero
  • Proficient in Slack
  • Proficient in Ramp
  • Proficient in Bill.com
  • Proficient in NetSuite
  • Proficient in Guideline
  • Proficient in Expensify
  • Proficient in Salesforce
  • Proficient in TriNet Zenefits
  • Proficient in QuickBooks Online

Timeline

Finance Manager

Chicago Friends School
04.2024 - Current

Staff Accountant

Maestro Food
03.2022 - 01.2024

Financial Analyst

State of Illinois
04.2021 - 02.2022

Compliance Officer

State of Illinois
07.2019 - 04.2021

Accountant

Chartwells
12.2017 - 12.2018

Executive Administrative Assistant

Chartwells
02.2016 - 07.2017

Accounts Receivable Associate

Belle Moulding
12.2015 - 02.2016

Bachelor of Science - Business Administration And Management

American InterContinental University
Ta'Fanesamekeya Davis