Tina Ugland
Accountant
Wellsville,NY
Work Preference
Summary
Results-driven professional experienced in financial statement preparation, review, auditing and reporting. Well-versed in producing customized reports, evaluating department operations and handling month- and year-end closings. Meticulous, conscientious and methodical in approach. Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth. Pursuing full-time role that presents professional challenges and leverages interpersonal skills, effective time management, and problem-solving expertise.
Overview
25
25
years of professional experience
1
1
SHRM-CP Certification
1
1
QBO Certified
1
1
Xero Certified
1
1
PTIN
Work History
Financial Operations Manager
ArcLedge
04.2025 - Current
- Streamlined financial reporting processes to enhance accuracy and timeliness of monthly close activities.
- Led cross-functional teams to implement cost-reduction initiatives, improving overall operational efficiency.
- Developed and maintained financial models to support strategic planning and forecasting efforts.
- Oversaw compliance with regulatory requirements, ensuring adherence to financial policies and procedures.
- Analyzed variances in budgets versus actuals, providing actionable insights for management decision-making.
- Streamlined reporting procedures, resulting in more efficient data analysis and decision-making processes.
- Spearheaded process improvements that resulted in faster month-end closing timelines while maintaining high levels of accuracy.
- Improved financial performance by streamlining accounting processes and implementing cost-saving measures.
- Implemented new accounting software to improve the accuracy and efficiency of financial records.
- Maintained compliance with federal, state, and local regulatory requirements by staying current on industry developments and best practices.
- Mentored and developed finance team members, fostering a culture of continuous learning and professional growth.
- Ensured accurate financial reporting through regular audits, reconciliations, and adherence to internal controls procedures.
- Developed reporting for executive financial reviews.
- Established new sales commission reporting and analysis for executive management.
- Improved accuracy of commission payouts with implementation of process improvements.
- Managed high volumes of financial activity in fast-paced, risk-based corporate environment.
- Created and implemented effective accounting systems, best practices, and policies.
- Prepared internal and regulatory financial reports, balance sheets and income statements.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
- Implemented and regularly reviewed financial controls to generate accurate and reliable financial data.
Account Manager
H&R Block
01.2024 - 04.2025
- Provide accounting and payroll services to 50+ clients
- Manage bookkeeping work of overseas partner
- Payroll processing and review of all related government filings (monthly, quarterly, annually)
- Client 1099 preparation, creation and distribution electronically
- Client liaison and advocate with ADP when issues occur
- Respond to client questions and provide guidance on varied subjects
- Provide oversight of AP, AR, cash flow, and compliance for client portfolio
- Client liaison with tax advisor to provide required information for tax preparation (personal and company)
- Client liaison with governmental entities, complete forms and research as needed
- Manage client meetings and attend client management meetings as requested
- Client onboarding and software set up for bookkeeping, payroll, and sales/excise tax
- Work with management to address issues with clients in danger of cancellation
- Review organizations books after set up in Xero and advise on needed changes/corrections
- Content review for H&R Block corporate client resources
- Prepare and present associate and sales team training material
- Managed client accounts, ensuring timely communication and resolution of inquiries.
- Cultivated strong client relationships through regular communication and tailored solutions.
Client Consultant
Freelance Accountant/HR Professional
02.2023 - 01.2024
- In order to accommodate the challenges associated with relocating from Colorado to New York, I temporarily transitioned to a freelance work arrangement. This period necessitated a temporary adjustment to my typical level of professional commitment.
Senior Corporate Accountant
Talljoe, LLC
09.2019 - 02.2023
- Responsible for recording the accounting activity of multiple wholly owned entities
- General ledger entries and review, account reconciliations, intercompany activity
- Preparation of consolidated Financial Statements
- Provide daily oversight of AP, AR, and cash flow
- Management of the maintenance company activity and supervision of employees
- Employee Recruiting and lifecycle management
- Employee onboarding and benefit management for three companies
- Payroll processing and all related government filings (monthly, quarterly, annually)
- Companywide employee benefit management administration
- Led financial statement preparation and analysis to ensure compliance with GAAP standards.
- Streamlined month-end close processes, reducing closing time and enhancing accuracy.
- Mentored junior accountants, improving team performance and knowledge retention.
- Developed and implemented internal controls to mitigate risks and enhance financial integrity.
- Managed audit preparation processes, collaborating with external auditors for successful outcomes.
- Oversaw accounts payable/receivable functions, optimizing cash flow management strategies.
- Utilized advanced ERP systems for real-time financial reporting and data analysis enhancements.
- Ensured compliance with regulatory requirements by staying up-to-date on tax laws and filing accurate reports on a timely basis.
- Improved financial reporting accuracy by streamlining the month-end closing process and implementing efficient reconciliation procedures.
- Increased efficiency of corporate accounting processes by automating repetitive tasks, saving time and reducing errors.
- Simplified complex financial concepts for non-financial stakeholders through clear presentations, fostering better understanding of company performance metrics.
- Provided valuable insights to executive team through comprehensive financial analysis, assisting in strategic decision-making processes.
- Reviewed contracts for potential risks or inconsistencies with standard accounting practices before finalizing agreements with clients or vendors to ensure compliance with corporate policies.
- Trained new employees on accounting principles and company procedures.
- Reviewed accounts, resolved coding areas, and tracked recurring expenses for accrual entry.
Finance Director
Echo, Inc.
12.2008 - 04.2019
- Responsible for the administration of QuickBooks Enterprise Non-Profit 18.0
- Manage full accounting cycle for the corporation; includes bookstore, plant nursery and seed bank
- Prepare monthly journal entries, reconcile all bank accounts, review general ledger, prepare Financial Statements and month end reports
- Maintain cash flow for all companies’ cash accounts, handle on-line bill payments, prepare/transmit local and international wire transfers
- Post all investment account activity monthly
- Coordinate annual budget preparation and enter all department budgets into QuickBooks Enterprise
- Member of the Senior Leadership Team; Attend monthly meetings with other members and officers to discuss management issues and strategies
- Counsel leadership and staff on HR issues to assist in maintaining a healthy and engaged workforce
- Advise executives of non-compliance issues in accounting and HR
- Monitor/refine operational and procedural controls to ensure accurate reporting of financial & HR data
- Provide management oversight and performance appraisal for subordinate staff
- Provide oversight of QuickBooks Pro system for International Centers (Africa (2) & Asia (1))
- Integrate international centers’ office activity into the corporate accounting system on a quarterly basis
- Grant administration and reporting (Developmental and Agricultural grants)
- Prepare/deliver files and information for CPA’s annual audit and completion of corporate tax returns
- Facilitate the on-site audits of year-end inventory (March) and the corporate records (June)
- Administer Corporate insurance policies/plans (including audits)
- Manage payroll administration activities that include:
- Review and import of prepared bi-weekly payroll
- Administer 401(k) plan; facilitated closure of 403(b)
- COBRA Administration
- PEO Management
Education
BS - Accounting
Franklin University
AS - Accounting
Edison State College
Skills
- Certified Human Resource Professional and remote accountant with over twenty years of experience providing outstanding services within multiple industries
- Human Resource Business Partner
- Systems Analysis & Change Implementation
- Employee Relations
- Confidential Communication
- Employee Lifecycle Management
- Employee Training Preparation & Presentation
- Conflict Investigation & Resolution
- Leadership &
- Company Policies & Procedures
- Cash flow forecasting
- Cost control
- Internal controls
- Revenue recognition
Certification
- C(k)PF – Certified 401(k) Plan Fiduciary /The Plan Sponsor University
- SHRM-CP (SHRM Certified Professional) / National Member
- Xero Accounting Software Certification
- Karbon Practice Management Software Certification
- Exceeded client servicing expectations at every measurement milestone
- Contributing member of multiple training and policy/procedure committees
- Highly experienced in system/software implementation and integration
- Production and Presentation of Accounting, Sales Tax and HR Seminars to varied audiences
- Creation of SOPs and associated training material for virtual and in person presentations
- Creation and implementation of systems and procedures to exchange financial information in a multi-currency environment
- Consistently located and vetted new services providers (ex. Insurance brokers, payroll services, office management)
- Key contributor and participant in the evaluation and conversion from Sage Software MIP Nonprofit Accounting to QuickBooks Enterprise in preparation for international offices
- Set up QB Pro International company files to mirror and integrate with Corporate QB Enterprise
- Successful completion of 12 domestic and international audits allowing the non-profit to obtain and maintain the highest ratings with Charity Navigator and ECFA
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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SOFTWARE
- Xero
- Karbon
- QuickBooks Online, Desktop and Field Service Management
- NetSuite
- Timberline
- ADP/Paylocity/Gusto
- AppFolio/Rentec Direct
- Keeper/Asana
- Big Time/Harvest
- Bill.com
- LastPass
- Slack/Teams/Zoom
- Microsoft Office 365
Timeline
Financial Operations Manager
ArcLedge
04.2025 - Current
Account Manager
H&R Block
01.2024 - 04.2025
Client Consultant
Freelance Accountant/HR Professional
02.2023 - 01.2024
Senior Corporate Accountant
Talljoe, LLC
09.2019 - 02.2023
Finance Director
Echo, Inc.
12.2008 - 04.2019
AS - Accounting
Edison State College
BS - Accounting
Franklin University