Summary
Overview
Work History
Education
Skills
Profile
Timeline
Hi, I’m

Teri Rolin

Baytown,TX
Teri Rolin

Summary

Detail-oriented financial professional adept at coordinating fiscal plans, AP and AR operations as well as inventory management. Good mathematical, communication and problem-solving abilities. Advanced skills in QuickBooks.

Seasoned Controller known for high productivity and efficient task completion. Skilled in financial reporting, budget management, and compliance oversight. Excel in communication, leadership, and problem-solving to ensure seamless financial operations. Committed to leveraging skills in strategic planning and team collaboration to drive organizational success.

Overview

40
years of professional experience

Work History

R.D. Crumley & Company
Houston, TX

Controller
02.2001 - 11.2024

Job overview

  • Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management
  • Prepared balance sheets, cash flow reports and income statements
  • Managed payroll data entry and processing for 150 employees in three states to comply with predetermined company guidelines
  • Managed payroll data entry and processing for [Number] employees to comply with predetermined company guidelines
  • Provided treasury and cash management by overseeing reconciliation of banking activity, credit card processing, and sales tax returns
  • Supervised accurate, efficient, and compliant completion of monthly financial reporting packages
  • Followed up with delinquent accounts to obtain funds and reduce aging balances
  • Mentored junior staff members, fostering a positive work environment conducive to professional growth and development
  • Ensured compliance with tax regulations by managing the timely preparation and filing of all required returns
  • Reduced month-end closing time by optimizing reconciliation procedures and improving collaboration between departments
  • Provided insightful financial analysis to support executive team in making informed business decisions
  • Streamlined annual audit process, working closely with external auditors to ensure accurate representation of company’s financial position
  • Increased cash flow by diligently managing accounts receivable and implementing effective collection strategies
  • Ensured timely financial statement preparation, allowing for better decision-making and strategic planning
  • Enhanced financial reporting accuracy by streamlining accounting processes and implementing internal controls
  • Optimized working capital management by reviewing inventory levels, payment terms, and cash conversion cycles
  • Completed year-end close processes through effective supervision financial functions and regular treasury transactions
  • Managed budgeting process, aligning departmental budgets with organizational goals and monitoring performance against targets
  • Led cross-functional teams in the implementation of new accounting software, improving overall efficiency within the finance department
  • Accurately completed financial statement audits and thoroughly reviewed results
  • Prepared detailed variance analyses on a monthly basis, enabling more effective tracking of actuals versus forecasted figures
  • Collaborated with other functional areas to develop integrated solutions for complex business challenges related to finance operations
  • Implemented cost-saving measures, identifying inefficiencies and reallocating resources to achieve optimal results
  • Established robust internal control framework, minimizing the risk of fraud and ensuring compliance with regulations
  • Collaborated with IT department to ensure robust cybersecurity measures protected financial data
  • Led implementation of new accounting software, improving data accuracy and accessibility for finance team
  • Implemented controls to safeguard against financial misstatement and fraud, enhancing reliability of financial reporting
  • Fostered relationships with external stakeholders, including investors, banks, and regulatory agencies, to support business objectives
  • Oversaw management of payroll, ensuring accurate and timely processing for all employees
  • Reduced operational costs, renegotiating contracts with key suppliers and optimizing inventory levels
  • Developed comprehensive risk management strategy, protecting company's assets and financial stability
  • Enhanced team productivity, implementing continuous professional development and training programs for finance staff
  • Improved cash flow management with rigorous monitoring and analysis of receivables and payables
  • Facilitated successful external audits, meticulously preparing all necessary documents and reports
  • Contributed to significant revenue growth, identifying and implementing cost-saving measures across company
  • Coordinated with department heads to develop and monitor annual budgets, ensuring alignment with strategic goals
  • Enhanced accuracy in financial forecasting by meticulously analyzing past trends and market conditions
  • Negotiated favorable terms with financial institutions, securing loans and lines of credit that supported business growth
  • Improved financial decision-making, providing executive team with detailed reports and analysis on financial performance
  • Led cross-functional teams in process improvement initiatives, enhancing efficiency in financial operations
  • Ensured compliance with federal, state, and local regulatory requirements by staying updated on changes in financial laws and standards
  • Optimized tax filing processes, resulting in timely submissions and minimizing liabilities
  • Streamlined financial reporting processes, significantly reducing time required to close monthly books
  • Played key role in strategic planning sessions, offering insights based on financial analysis and projections
  • Managed budgets, assets, portfolios, accounts payable, and receivable and general financial reporting procedures
  • Managed daily financial functions in collaboration with accounting and payroll personnel
  • Projected monthly cash expenditures through efficient budgeting and detailed document reviews
  • Managed outstanding balance amounts by evaluating reports and determining collection statuses
  • Created and distributed reports on internal and external finances, audits, and budgets
  • Worked with three executives to create annual budget and track actual expenses against projected expenses
  • Directed corporate decision-making and planning by monitoring and setting policies and procedures to optimize fiscal performance
  • Oversaw accounts payable and receivable operations for construction business with $800,000 in monthly expenses
  • Worked with both internal and external users to create detailed financial reports
  • Increased flow of financial information throughout company by improving communication strategies
  • Reviewed processes and procedures to guide program implementation and optimize auditing
  • Verified accurate completion of corporate income tax returns and optimal use of favorable tax codes
  • Used Sage Timberline and QuickBooks to prepare external audit documentation and financial reports to assist management in operational planning and key decision making
  • Reviewed contracts financially impacting company and counseled executive leaders on impact contracts would have on company operations
  • Mitigated risk by implementing internal controls and safeguards for revenues and expenditures
  • Supported program managers in providing procedural training on finance and accounting
  • Maximized year-end tax benefits by efficiently managing cash flows
  • Enhanced quality and currency of financial information by overseeing revenue collection systems

Alders Companies
Dayton, TX

Bookkeeper
06.1984 - 08.1998

Job overview

  • Maintained and processed invoices, deposits, and money logs
  • Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow
  • Handled payroll processing for employees, ensuring timely payment and adherence to tax regulations
  • Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices
  • Completed payroll for employees and maintained detailed records of procedures
  • Prepared monthly bank reconciliations to ensure accurate representation of company’s financial position
  • Reconciled and corrected issues with financial records
  • Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts
  • Posted daily receipts and payments in accordance with corporate protocols
  • Supported year-end closing procedures by preparing adjusting journal entries as needed
  • Established QuickBooks accounting system to reflect accurate financial records
  • Implemented a more efficient filing system for financial documents, improving accessibility and organization
  • Reduced errors in financial reporting by conducting thorough reviews and ensuring accurate data entry
  • Improved financial accuracy by reconciling accounts and identifying discrepancies in financial records
  • Enhanced cash flow management through timely invoicing and collection of outstanding receivables
  • Streamlined bookkeeping processes by implementing new accounting software, resulting in increased efficiency

Education

Kaplan University
Davenport, IA

Bachelor of Science from Business Administration - Accounting
12.1998

University Overview

Kaplan University
Davenport, IA

Associate of Applied Science from Business Administration And Management

University Overview

Skills

  • Payroll processing
  • Preparing financial statements
  • Cash flow management
  • Staff management
  • Audit preparation
  • Accounting management
  • Statement reconciliation
  • Bookkeeping
  • Account reconciliation
  • General ledger accounting
  • General ledger management
  • Budget preparation
  • Accounts receivable management
  • Cost accounting
  • AP/AR invoicing
  • Financial statement review
  • Risk management
  • Financial management
  • Expense control
  • Internal control management
  • Cash flow forecasting
  • Audit management
  • Pricing and costing
  • Project management
  • Revenue recognition
  • Strategic planning
  • Management accounting
  • Data tracking
  • Procedure development
  • Financial document review
  • Project accounting
  • Intercompany transactions
  • Audit coordination
  • Financial planning
  • Month-end and year-end closings
  • Month-end closing
  • GAAP compliance
  • US GAAP proficiency
  • Balance sheet management
  • Office workflow improvements
  • Accounts payable management
  • Expenditure review
  • Attention to detail
  • Organizational skills
  • Teamwork and collaboration
  • Analytical thinking
  • Problem-solving
  • Multitasking
  • Time management
  • Interpersonal communication
  • Task prioritization
  • Excellent communication
  • Written communication
  • Problem-solving abilities
  • Reliability
  • Financial reporting
  • Budget management
  • Internal controls
  • Payroll administration
  • Team leadership
  • Vendor relationships
  • Payment disbursement
  • Processing payments
  • Fixed asset management
  • Executive leadership advisement
  • Financial controls implementation
  • Collections
  • Debt management

Profile

Profile
https://bold.pro/my/teri%2Drolin%2D241211220627/271r

Timeline

Controller
R.D. Crumley & Company
02.2001 - 11.2024
Bookkeeper
Alders Companies
06.1984 - 08.1998
Kaplan University
Bachelor of Science from Business Administration - Accounting
Kaplan University
Associate of Applied Science from Business Administration And Management

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Teri Rolin