Tamara Echols

Managed financial record-keeping and administrative tasks, ensuring seamless operations and accurate documentation. Processed nearly 150 client invoices monthly, maintaining consistent cash flow. Conducted monthly account reconciliation by auditing transactions and balancing accounts. Administered bi-monthly payroll for 25 staff members, ensuring timely compensation. Optimized onboarding, employee credit card issuance, and reimbursement processes to enhance efficiency. Facilitated annual preparation and payroll and income tax document submission, reinforcing compliance.
• Effectively managed vendor relationships utilizing platforms like Slack, Dropbox, and Microsoft Office Suite, ensuring seamless operational collaboration.
• Spearheaded development and integration of client invoicing workflows using Salesforce, Smartsheets, and Hubspot, driving billing accuracy and efficiency, and ensuring reliable financial processes.
• Reorganized chart of accounts, improving clarity and accuracy of financial reporting within QuickBooks Online.

•Consistently achieved 91% on-time revenue collection and ensured early/on-time payment of 50 monthly vendor bills, maximizing available discounts.

Steered accounting operations by performing a wide array of tasks, including invoice processing, accounts payable and receivable functions, and payroll administration. Maintained accurate tracking when generating 200 monthly invoices, facilitating successful revenue posting for optimized financial operations. Reconciled five bank and credit accounts, resolving discrepancies to ensure audit readiness and maintain financial integrity. Collaborated with CPA on complex financial transactions and tax filings, ensuring compliance and accuracy in reporting.
• Upheld strict confidentiality and professionalism in managing sensitive financial data, fostering client trust.
• Minimized financial discrepancies by reconciling accounts and seamlessly integrating data into accounting software.
• Optimized proper funding allocation by processing and reviewing 75 bills, employee reimbursements, and credit card transactions monthly.

Managed financial transactions, budgetary analysis, and reporting for federal court programs, ensuring compliance with federal regulations, GAAP, and internal auditing standards. Prepared and reviewed financial statements, reconciled accounts, and performed variance analysis. Coordinated budget preparation, monitoring, and adjustments, identifying cost-saving opportunities and streamlining processes. Collaborated with cross-functional teams to enhance financial operations and transparency.

Steered financial management and reporting functions for various operations and programs, ensuring compliance with federal financial regulations, including OMB guidelines and internal auditing requirements. Drafted, analyzed, and reviewed financial statements, reconciled accounts, and conducted variance analysis to support financial decisions. Identified areas for cost optimization and process improvement. Collaborated with internal departments to streamline financial processes and enhance operational efficiency. Utilized accounting systems and financial software for accurate data entry and reporting.
• Led agency's procurement credit card program, overseeing 80 card administrators to ensure compliance and efficiency.
• Drafted comprehensive policy guidance, establishing clear protocols and standards for organizational operations.