Tammi Adams
Omaha,NE
Summary
Top-notch professional with proven track record of success leading and growing organizations. Strong background in strategic planning, financial management and team development. Skilled in identifying opportunities and implementing practical business strategies with commitment to staying informed about latest trends, technologies and best practices.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Founder
Yorkie Mom Bookkeeping Services
2021.01 - Current
- Developed strong partnerships with other businesses to allow for collaboration and more significant opportunities for growth.
- Established a successful business by identifying market needs and developing innovative solutions.
- Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
- Completed payroll for employees and maintained detailed records of procedures.
- Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices.
- Handled payroll processing for employees, ensuring timely payment and adherence to tax regulations.
- Reconciled and corrected issues with financial records.
- Prepared monthly bank reconciliations to ensure accurate representation of company''s financial position.
- Posted daily receipts and payments in accordance with corporate protocols.
- Established QuickBooks accounting system to reflect accurate financial records.
- Identified accounting errors when cross-referencing documents and database information.
- Reduced errors in financial reporting by conducting thorough reviews and ensuring accurate data entry.
- Reported financial data and updated financial records in ledgers and journals.
- Communicated proactively with team members regarding any issues or concerns related to bookkeeping tasks.
- Generated detailed financial reports for management review, facilitating informed decision making.
- Developed and implemented procedures to improve accounting efficiency.
- Developed monthly, quarterly and annual profit and loss statements and balance sheets.
- Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
QuickBooks Live Bookkeeper
Intuit
2019.12 - Current
- This is a virtual, customer-facing role; using video communication software to interact with customers
- Create high-quality customer interactions and experiences that instill confidence using deep customer empathy, and deep knowledge and expertise
- Communicates directly with customers, answering specific domain questions (written & oral)
- Performs domain expert services (bookkeeping/accounting)
- Reviews information input by customers for accuracy
- Researches regulations to support advice
- Skills: High degree of customer service, attention to detail, and ability to manage multiple tasks
- Strong written and verbal communication skills
- Moderate computer/software skills
- Proficient with technology; solid knowledge of computer operations and software
- Excellent verbal and written communication skills
- Ability to work in a fast-paced environment with minimal supervision
- Critical thinking, problem-solving, and determination.
Business Intelligence Analyst Supply Chain Finance
Omaha
2016.07 - 2019.12
- Manage all reporting aspects of Invoice-Link
- Work with clients to customize reports
- Analyze financial data to identify a relationship between operations and cost-savings opportunities
- Generate new database designs to enhance reporting tools
- Train clients on reporting tools and how to create custom reports.
Asset Manager
Metonic Real Estate Services
2015.10 - 2016.04
- Managed a multifamily asset portfolio valued at over $190 million
- Performed asset-level valuation reviews as needed, including the gathering of market data, reviewing property performance, and measuring each asset against its budgets and goals
- Provided direction to property operations managers regarding the development of and successful execution of operating budgets, capital investment plans, leasing/marketing plans, cost control strategies, risk management strategies and other significant operational items with the goal of increasing/maximizing value
- Reviewed financial reporting and variance analyses and coordinate with accounting personnel to ensure that financial statements are presented accurately.
Principal
2010.10 - 2015.10
- Participated in the acquisition and financing of assets valued at over $240 million to a portfolio valued over $750 million
- Evaluated commercial and multifamily real estate based upon certain investment criteria to determine if a proposed asset would create positive cash flow and satisfy the investment objectives of the portfolio
- Developed and instituted college internship program to develop upcoming talent
- Interfaced with primary investors to review potential acquisitions
- Researched potential markets to expand acquisitions
- Due diligence on new acquisitions not limited to legal, financial, physical, debt.
Assistant Director of Acquisitions & Dispositions
Haley Associates LP
2006.01 - 2010.10
- Added 19 properties worth $320 million to a portfolio valued at over $600 million
- Supervised staff of five underwriters
- Reviewed letters of intent, purchase and sale contracts and loan documents
- Assisted with 10-year cash flow projections
- Prepared underwriting assumptions utilizing a sophisticated Excel financial model based upon historical financial statements, market comparable, physical aspects of a property and its comparative advantages and disadvantages to the marketplace to develop income, expense, capital expenditures, net operating income, and cash flow projections
- Interacted with brokers, tax assessors, lenders and sellers to complete the research necessary to validate underwriting assumptions
- Assisted in the analysis and continued monitoring of the ever-changing multifamily real estate markets to keep the strategic plan for future investment opportunities current.
Senior Accountant
Consolidated Utilities, Inc
2005.06 - 2005.12
- Maintained general ledger by transferring subsidiary accounts; preparing trial balance; reconciling entries
- Summarized financial status by collecting information; preparing balance sheet, profit and loss, and other statements
- Completed cash spreadsheet report and projections and other reports on a weekly and monthly basis
- Designed custom financial reports for management and ownership.
Broker Commissions Analyst
ConAgra Foods, Inc
2005.03 - 2005.06
- Contract position
- Prepared broker commissions statements for 300 brokers nationwide.
Controller & IT Manager
Harry A. Koch Company
2004.03 - 2005.03
- Guided financial decisions by establishing, monitoring, and enforcing policies and procedures
- Provided status of financial condition by collecting, interpreting and reporting financial data
- Responsible for all IT issues including maintenance of servers, remote access, and Applied Software
- Computed Payroll and print checks for three agencies; send reports to corporate office
- Responsible for monitoring accounts receivable and company payables
- Protected assets by establishing, monitoring, and enforcing internal controls.
Controller & IT Manager
GWR Companies, Inc
2002.12 - 2004.03
- Interfaced between IT managed services provider
- Built customized reports for management analysis via Crystal Reports
- Reviewed financial statements with CEO/CFO/President monthly
- Assisted in compiling data for compliance department reports to NASD
- Monitored and confirmed financial condition by conducting audits; providing information for external auditors
- Compliance with all SEC, FINRA, FRB, SiPC, and MSRB rules and regulations pertaining to the currency, accuracy, maintenance and monthly reconciliation of financial books and records
- Scheduled and organized annual GWR Investment audit with outside auditors and submit to FINRA/SEC
- Prepared quarterly payroll tax filings (federal, state, and unemployment), Form 941, W-2, and W-3 and other end of year payroll taxes forms
- Certified Peachtree Support Consultant.
Seim, Johnson, Sestak & Quist
Omaha
1999.06 - 2002.12
- Performed on-site installation and configurations of Peachtree on external client systems
- Conducted system analysis on upgrades, enhancements and new requirements for all Sage products
- Converted client data from existing accounting software to Sage suite of products
- Provided technical support and maintenance for clients
- Customized reports for clients utilizing Peachtree and Crystal Reports
- Instructed Peachtree Complete Accounting for Windows training seminars.
Education
Bachelor of Science - Business
University of Nebraska
Omaha, NE12.2003
Skills
- Team Leadership
- Strategic Thinking
- Entrepreneurial and Innovative
- Financial Administration
Certification
- Certified Quickbooks Proadvisor, 2020 - Current
- Certified Quickbooks Bookkeeper, 2022 - Current
Timeline
Founder
Yorkie Mom Bookkeeping Services
2021.01 - Current
QuickBooks Live Bookkeeper
Intuit
2019.12 - Current
Business Intelligence Analyst Supply Chain Finance
Omaha
2016.07 - 2019.12
Asset Manager
Metonic Real Estate Services
2015.10 - 2016.04
Principal
2010.10 - 2015.10
Assistant Director of Acquisitions & Dispositions
Haley Associates LP
2006.01 - 2010.10
Senior Accountant
Consolidated Utilities, Inc
2005.06 - 2005.12
Broker Commissions Analyst
ConAgra Foods, Inc
2005.03 - 2005.06
Controller & IT Manager
Harry A. Koch Company
2004.03 - 2005.03
Controller & IT Manager
GWR Companies, Inc
2002.12 - 2004.03
Seim, Johnson, Sestak & Quist
Omaha
1999.06 - 2002.12
Bachelor of Science - Business
University of Nebraska
- Certified Quickbooks Proadvisor, 2020 - Current
- Certified Quickbooks Bookkeeper, 2022 - Current
Similar Profiles
Soraya Eunice Oliveira Fernandes CarvalhoSoraya Eunice Oliveira Fernandes Carvalho
Accountant at Accurate Bookkeeping ServicesAccountant at Accurate Bookkeeping Services
Ethan WangEthan Wang
Bookkeeping Assistant at H.V. Bookkeeping ServicesBookkeeping Assistant at H.V. Bookkeeping Services
Makaiyah RandleMakaiyah Randle
Office Assistant at Loyalty Tax & Bookkeeping ServicesOffice Assistant at Loyalty Tax & Bookkeeping Services