Tia (Shavontia) Bolden
Summary
Experienced Senior Accountant successful at cultivating effective working relationships at all levels while driving improvements to budget administration, expense tracking and forecasting of future financial needs. Proven track record of performing work ethically while maintaining integrity of all financial data.
Overview
16
16
years of professional experience
Work History
Senior Staff Accountant
Oakridge Neighborhood Services
02.2022 - Current
- Verify, allocate, post and reconcile accounts payable and receivable
- Gathered, analyzed, reported financial information and summarize financial status
- Produce error-free accounting reports and present their results
- Prepared accounts for industry audits and supported audit process.
- Handled month-end and year-end end finances by managing and reporting fixed assets and other data.
- Reviewed budgets and communicated discrepancies to senior management.
- Provides budget forecasting
- Assisted team members in transitioning to new migration accounting system through extensive training and one-on-one support.
Assistant Manager
QUIKTRIP
08.2007 - 06.2023
- Exemplified knowledgeable skills in accountancy, hospitality and retail management
- Administered monthly and annual internal store audits to enhance company dividends
- Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
- Completed regular inventory counts to verify stock levels, address discrepancies, and forecast future needs.
- Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Developed strategy to increase sales and drive profits.
- Reviewed sales and gross profit report to assess company efficiency.
- Assisted in organizing and overseeing assignments to drive operational excellence.
- Trained personnel in equipment maintenance and enforced participation in exercises focused on developing key skills.
- Set aggressive targets for employees to drive company success and strengthen motivation.
- Successfully managed budgets and allocated resources to maximize productivity and profitability.
- Reduced waste and pursued revenue development strategies to keep department aligned with sales and profit targets.
Senior Management Accountant
Surety Hotel
07.2021 - 04.2022
- Used M3, Sage and Quickbooks software to conduct financial analysis, presenting findings to management.
- Monitored company sales, spending and budgets.
- Prepared thorough reports, commentaries and financial statements.
- Identified past financial trends, performed risk management and predicted future outcomes and needs.
- Provided journal entries and performed accounting on accrual basis.
- Tracked funds, prepared deposits and reconciled accounts.
- Maintained integrity of general ledger and chart of accounts.
- Cooperated with senior leaders to create operating budgets and initiate financial planning.
- Collaborated with accounting manager to comply with governing bodies and limit regulatory risks.
Senior Investment Accountant
Wells Fargo Advisors
06.2020 - 09.2021
- Collaborated with fund managers regularly to align efforts to confirm accurate financial reporting.
- Monitored and managed cash flows and expenses.
- Maintained accurate transaction processing record.
- Prepared cash and currency reconciliation reports for counterparty accounts.
- Generated routine and ad-hoc financial statements for management.
- Resolved accounting variances and estimated monthly closing accruals.
- Performed daily accounting of assigned funds and performed fund analysis for critical decision-making purposes.
- Reconciled daily trading transactions to ascertain necessary month-end adjustment measures.
- Kept accurate records of customer interactions to be used for training, quality assurance and future reference.
- Learned and followed customer service policies and procedures to meet organizational and industry standards.
- Collaborated with other departments to meet customer needs and gained feedback to incorporate into sales strategy.
Senior Project Accountant
Danfoss Power Solutions
05.2015 - 10.2019
- Assessed and forwarded project overhead estimates in accordance with budgets.
- Eliminated discrepancies by carefully reviewing budgets to prevent overspending and adhere to financial objectives.
- Set up and managed project accounting systems.
- Monitored project costs, developed job cost forecasts, managed cash flow and approved invoices for payment.
- Collaborated with internal teams to improve outputs to meet demand and supply requirements, ensuring inventory integrity targets for finished goods.
- Improved, standardized and documented planning and scheduling processes.
- Oversaw demand planning, purchasing, and logistics.
- Established inventory targets, stock level, and risk mitigation targets and managed flexibility strategy to optimize inventory.
- Developed supply chain improvements, reducing monthly costs.
- Used analytical models and mathematical analysis to create and maintain key performance metrics.
- Maintained accurate, up-to-date documentation of supply chain processes for reliable reference.
- Implemented best practices and process improvements to boost supply chain performance.
- Utilized data analytics to identify and resolve supply chain issues and improve overall performance.
Education
Master of Science - Accounting And Finance
Southern New Hampshire University
Hooksett, NH05.2024
Associate of Applied Science - Accounting And Business Management
Des Moines Area Community College
Ankeny, IA08.2012
Skills
- Excel
- Funds and Liquid Asset Management
- Fiscal Budgeting and Database Administration
- General Ledger Accounting and Reconciliation
- Internal Controls Implementation
- Team Training
- Audit Support
- Financial Reporting
- Audit Preparation
- Variance Analysis
- GAAP Accounting
Timeline
Senior Staff Accountant
Oakridge Neighborhood Services
02.2022 - Current
Senior Management Accountant
Surety Hotel
07.2021 - 04.2022
Senior Investment Accountant
Wells Fargo Advisors
06.2020 - 09.2021
Senior Project Accountant
Danfoss Power Solutions
05.2015 - 10.2019
Assistant Manager
QUIKTRIP
08.2007 - 06.2023
Master of Science - Accounting And Finance
Southern New Hampshire University
Associate of Applied Science - Accounting And Business Management
Des Moines Area Community College
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