Summary
Overview
Work History
Education
Skills
Timeline
Generic

Teena Falcioni

Yelm,WA

Summary

Accomplished Head Accountant at 2 Sons Plumbing, adept in ERP system expertise and fostering team development. Spearheaded initiatives reducing financial discrepancies and enhanced efficiency, contributing to strategic company growth. Skilled in GAAP and tax compliance, with a proven track record of mentoring junior accountants and improving cash flow management.

Overview

26
26
years of professional experience

Work History

Head Accountant

2 Sons Plumbing
11.2023 - Current
  • Managed a eam of junior accountants, providing mentorship, guidance, and professional development opportunities.
  • Reduced discrepancies in financial reports by meticulously reviewing and reconciling accounts.
  • Collaborated cross-functionally with various departments to ensure cohesive financial planning efforts throughout the company.
  • Spearheaded process improvements initiatives that enhanced overall efficiency within the accounting department.
  • Played a key role in developing long-term strategic plans by providing valuable insights based on historical performance data analyses.
  • Assisted in merger and acquisition activities by conducting thorough due diligence procedures and identifying synergies between entities involved.
  • Implemented robust inventory control measures to minimize losses due to obsolescence or shrinkage.
  • Developed comprehensive financial models to support executive decision-making processes.
  • Developed strong relationships with banking partners, securing favorable financing terms for the organization''s needs.
  • Produced accurate monthly financial statements by diligently verifying all data entries and account balances.
  • Provided essential support during periods of change or restructuring by maintaining detailed records and assisting in transition processes as needed.
  • Ensured accurate payroll processing, adhering to all applicable labor laws and regulations.
  • Optimized working capital management through strategically analyzing accounts receivable and payable trends.
  • Collaborated with external auditors to provide necessary documentation for annual audits, resulting in clean audit opinions each year.
  • Enhanced financial accuracy by streamlining accounting processes and implementing efficient systems.
  • Ensured regulatory compliance by staying up-to-date on tax laws and filing timely tax returns for the company.
  • Improved cash flow management, accurately forecasting revenue streams and expenditures.
  • Prepared monthly journal entries and reconciliations.
  • Contributed to hiring, training and development of accounting teams.
  • Prepared working papers, reports and supporting documentation for audit findings.
  • Provided journal entries and performed accounting on accrual basis.
  • Tracked funds, prepared deposits and reconciled accounts.
  • Collected and reported monthly expense variances and explanations.
  • Compiled general ledger entries on short schedule with 100% accuracy.
  • Found tax solutions to complicated tax issues or errors from incorrect tax filings.
  • Diminished outstanding debts by analyzing accounts for issues.

Accounting Specialist

Baselite Concrete
03.2015 - 10.2023
  • Input financial data and produced reports using [Software].
  • Supported month-end closing process by preparing journal entries, account reconciliations, and variance analysis reports.
  • Assisted auditors during annual audits, providing necessary documentation and addressing inquiries promptly.
  • Increased efficiency in accounts payable and receivable management, reducing processing time and minimizing errors.
  • Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
  • Improved financial accuracy by performing detailed account reconciliations and resolving discrepancies.
  • Established effective communication channels with vendors and customers to resolve outstanding issues timely manner.
  • Streamlined accounting processes for efficiency, implementing automation tools and software solutions.
  • Contacted customers to immediately find resolutions for escalated issues.
  • Conducted regular reviews of fixed asset records, ensuring proper depreciation calculations and accurate recordkeeping.
  • Managed cash flow effectively by monitoring daily transactions reconciling bank accounts regularly.
  • Contributed to the development of new policies procedures as part of ongoing efforts to enhance operational efficiency.
  • Reviewed accounts, resolved coding areas, and tracked recurring expenses for accrual entry.
  • Maintained integrity of general ledger and chart of accounts.
  • Processed credit card payments and reconciled credit card statements for accuracy in accounting process.
  • Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
  • Provided journal entries and performed accounting on accrual basis.
  • Tracked funds, prepared deposits and reconciled accounts.
  • Trained new employees on accounting principles and company procedures.
  • Cooperated with senior leaders to create operating budgets and initiate financial planning.

Owner

Madkatt Trucking
01.1999 - 03.2015
  • Developed financial forecasts for informed strategic planning.
  • Monitored cash flow for sustainable operational practices.
  • Recognized individual contributions to motivate and inspire teams.
  • Managed day-to-day business operations.
  • Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
  • Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by team members.
  • Increased customer satisfaction by implementing efficient business processes and providing exceptional service.
  • Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
  • Consulted with customers to assess needs and propose optimal solutions.
  • Hired trained, and managed a high-performing team of employees dedicated to achieving company goals.
  • Trained and motivated employees to perform daily business functions.
  • Implemented marketing strategies to increase brand awareness and attract new customers.
  • Established a positive workplace culture that fostered employee engagement, collaboration, and loyalty.
  • Negotiated contracts with suppliers for better pricing and terms, reducing overall costs for the business.
  • Established foundational processes for business operations.
  • Achieved financial growth with strategic planning, cost control measures, and targeted marketing efforts.
  • Organized and attended trade shows and special events to showcase products, network with other businesses and attract new customers.
  • Enhanced operational efficiency and productivity by managing budgets, accounts, and costs.
  • Evaluated industry competition regularly to maintain a competitive advantage in the marketplace.
  • Successfully navigated challenging economic conditions by making informed decisions that protected the business''s financial stability.
  • Monitored market conditions to set accurate product pricing and take advantage of emerging trends.
  • Ensured regulatory compliance by staying abreast of industry-related changes and implementing necessary policies or procedures as needed.
  • Mentored staff members on best practices in customer service and sales techniques, leading to increased performance levels.
  • Expanded product offerings by researching market trends and identifying potential growth opportunities.
  • Generated revenues yearly and effectively capitalized on industry growth.
  • Streamlined operations to improve efficiency, enabling more time to be spent on strategic planning and decisionmaking.
  • Led negotiations for major contracts, securing favorable terms that significantly reduced costs.
  • Streamlined operational processes to improve efficiency with comprehensive audits and restructuring.
  • Optimized supply chain operations, negotiating with suppliers to ensure timely delivery of high-quality products.
  • Elevated brand awareness with targeted marketing campaigns, leveraging social media and digital platforms.
  • Fostered strong relationships with clients to boost retention rates, conducting regular feedback sessions.
  • Enhanced company's market position by identifying and pursuing new business opportunities.
  • Expanded business into new markets, cond
  • Improved team productivity by introducing innovative project management tools and techniques.
  • Achieved significant cost savings by implementing energy-efficient solutions across company facilities.
  • Developed and implemented strategic plans for revenue growth, focusing on diversification and market expansion.
  • Interacted well with customers to build connections and nurture relationships.
  • Managed purchasing, sales, marketing and customer account operations efficiently.
  • Negotiated price and service with customers and vendors to decrease expenses and increase profit.
  • Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
  • Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
  • Implemented business strategies, increasing revenue, and effectively targeting new markets.
  • Assisted in recruiting, hiring and training of team members.
  • Scheduled employees for shifts, taking into account customer traffic and employee strengths.
  • Recruited, hired, and trained initial personnel, working to establish key internal functions and outline scope of positions for new organization.
  • Trained and guided team members to maintain high productivity and performance metrics.
  • Identified and qualified customer needs and negotiated and closed profitable projects with high success rate.
  • Observed each employee's individual strengths and initiated mentoring program to improve areas of weakness.
  • Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits.
  • Monitored daily cash discrepancies, inventory shrinkage and drive-off.
  • Reduced budgetary expenditures by effectively negotiating contracts for more advantageous terms.
  • Reduced operational risks while organizing data to forecast performance trends.

Education

Bachelor of Science - Accounting And Finance

Washington State University
Pullman, WA
06-1988

Skills

  • Bank reconciliation
  • ERP system expertise
  • Payroll processing
  • Accounts receivable management
  • Cash flow management
  • Fixed asset accounting
  • GAAP
  • Consolidation accounting
  • Tax compliance
  • Project accounting
  • Cost accounting
  • Revenue recognition
  • Variance analysis
  • Accounting policy development
  • Expense tracking
  • Financial forecasting

Timeline

Head Accountant

2 Sons Plumbing
11.2023 - Current

Accounting Specialist

Baselite Concrete
03.2015 - 10.2023

Owner

Madkatt Trucking
01.1999 - 03.2015

Bachelor of Science - Accounting And Finance

Washington State University

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Teena Falcioni