Detail-oriented professional known for driving operational efficiency and compliance. Experienced in streamlining processes and enhancing team capabilities, ready to apply skills to support organizational objectives and improve client satisfaction.
Overview
31
31
years of professional experience
Work History
Accounting Operations
Alliance Tax Advisors
01.2026 - Current
Contributed to the successful implementation of a new accounting software invoicing system, leading to increased efficiency in daily operations.
Currently developing comprehensive training materials to onboard new team members efficiently, fostering a smooth transition into their roles as Accounting Operations Analysts.
Partner/VP Operations
Alliance Tax Advisors
01.2015 - 12.2025
Developed comprehensive audit strategies ensuring compliance with regulations and standards.
Mentored junior staff, enhancing team capabilities and knowledge in tax advisory services.
Streamlined operational processes, improving service delivery efficiency across multiple projects.
Spoke with peers to verify task completion, meeting tight deadlines, and schedules.
Oversaw firm's day-to-day administrative operations, provided guidance to support staff and enforced compliance with state, federal, and local regulations across the organization.
Streamlined internal processes, fostering improved efficiency and productivity within the firm.
Collaborated with colleagues and support staff to maximize team efficiency.
Cultivated a positive work environment within the firm by promoting collaboration among colleagues.
Enhanced client satisfaction, consistently delivering customized solutions that met unique business needs.
Office Manager/VP Operations
Alliance Tax Advisors
01.2001 - 01.2015
Streamlined office operations by implementing efficient scheduling and resource allocation systems.
Developed and maintained organizational procedures to enhance workflow efficiency and productivity.
Coordinated communication between departments to facilitate project execution and information sharing.
Managed office supplies inventory, ensuring availability while controlling costs effectively.
Oversaw onboarding processes for new staff, fostering a supportive integration into the team culture.
Led initiatives to improve employee engagement through regular feedback sessions and team-building activities.
Analyzed operational workflows, identifying areas for process improvements and cost reductions.
Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
Processed invoices accurately, ensuring timely payments and maintaining vendor relationships.
Managed accounts payable and receivable functions, streamlining processes to enhance cash flow management.
Office Manager/Administrative Assistant
Burr Wolff, LP
10.1995 - 01.2001
Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
Managed office supplies inventory, ensuring availability and reducing costs through efficient procurement.
Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
Assisted in preparing reports and presentations, ensuring accuracy and clarity of information presented.
Supported executive staff through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.
Addressed IT issues by coordinating with tech support, minimizing downtime and maintaining operational efficiency.
<ul><li>Spearhead all accounting operations, including A/R, A/P, payroll, and general ledger, for a midsized financial services firm, resulting in a 25% improvement in operational efficiency.</li><li>Prepare and analyze complex financial statements and reports, providing actionable insights to senior management and supporting data-driven decision-making.</li><li>Lead and mentor a team of 5 accounting professionals, fostering a culture of continuous learning and development, and achieving a 95% employee satisfaction rate.</li><li>Collaborate with external auditors and regulatory bodies, ensuring compliance with GAAP, IFRS, and internal control procedures, and successfully navigating annual audits.</li><li>Implement and manage a new accounts payable system, reducing processing time by 30% and improving accuracy by 20%.</li><li>Key Achievement: Successfully managed a complex merger and acquisition project, ensuring seamless integration of financial systems and minimizing disruption to daily operations.</li></ul> at Security Financial Services<ul><li>Spearhead all accounting operations, including A/R, A/P, payroll, and general ledger, for a midsized financial services firm, resulting in a 25% improvement in operational efficiency.</li><li>Prepare and analyze complex financial statements and reports, providing actionable insights to senior management and supporting data-driven decision-making.</li><li>Lead and mentor a team of 5 accounting professionals, fostering a culture of continuous learning and development, and achieving a 95% employee satisfaction rate.</li><li>Collaborate with external auditors and regulatory bodies, ensuring compliance with GAAP, IFRS, and internal control procedures, and successfully navigating annual audits.</li><li>Implement and manage a new accounts payable system, reducing processing time by 30% and improving accuracy by 20%.</li><li>Key Achievement: Successfully managed a complex merger and acquisition project, ensuring seamless integration of financial systems and minimizing disruption to daily operations.</li></ul> at Security Financial Services