Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

TONI CARDWELL

Edinburg,TX

Summary

Dynamic financial leader with extensive experience excelling in financial reporting and cash flow management. Proven ability to mentor teams and enhance operational efficiency, fostering a culture of continuous improvement and stakeholder engagement.

Overview

26
26
years of professional experience

Work History

CHIEF FINANCIAL OFFICER/HUMAN RESOURCES DIRECTOR

Westwind Homes
01.2022 - Current
  • Directed all activities of accounting department.
  • Directed all activities of HR department.
  • Restructured accounting dept. to enhance efficiency and effectiveness
  • Prepared consolidated financial statements for multiple entities in accordance with US GAAP
  • Monthly analysis of business activities
  • Monthly presentation of financial statements to key stakeholders
  • Collaborate with key stakeholders to develop and track budgets.
  • Developed cashflow forecasting model
  • Tracked cashflow daily
  • Quarterly partnership tax reporting
  • Cost accounting for land and single family home production.
  • Directed all aspects of HR for multiple entities, including related parties.
  • Revamped payroll process for accurate allocation of time and commission.
  • Risk management: in charge of obtaining and maintaining GL insurance; contract governance; and investor relations
  • Annual internal and external audits
  • Built strong team through mentoring and leadership

ACCOUNTING MANAGER/CONSULTANT

Arizona Federal Credit Union
08.2019 - 11.2021
  • Enhanced accounts payable processes, ensuring accurate and timely AP liability capture.
  • Collaborated with accounting staff to resolve member issues, improving member satisfaction.
  • Trained staff for timely month-end deliverables, ensuring accurate financial statements.
  • Reviewed balance sheet and P&L for accurate accrual adjustments before month-end close.
  • Streamlined accrual processes, reducing redundancy and unnecessary tasks.
  • Streamlined AP processes, ensuring accurate and timely financial reporting in a high-volume environment.
  • Resolved member issues in partnership with accounting staff, enhancing customer satisfaction and operational efficiency.
  • Mentored and trained staff on month-end deliverables, resulting in accurate financial statements and improved team performance.
  • Reviewed balance sheets and P&L for accrual adjustments, optimizing financial accuracy and reducing redundant tasks.
  • Collaborated with HR for staff reviews, fostering a culture of continuous improvement and professional growth.
  • Reviewed financial statements for accuracy, optimizing month-end close processes and reducing errors.

DIRECTOR OF FINANCE

LaFamilia Namaste, Inc.
06.2015 - 08.2019
  • Managed the day-to-day processes of the accounting team.
  • Created ongoing training sessions with medical billing staff, accounting staff and on staff therapist’s on utilization of medical billing ERM to reduce billing processing errors on claims. Billing errors were reduced to 1%. Recovered over $100k in aged claims AR.
  • Corrected tax billing issues that were not properly recorded. Successful in eliminating tax obligation and having the organization properly recognized by county as a 501 c 3.
  • Worked directly with federal grant organizations to improve grant billing processes to ensure capture of grant approved expenditures.
  • Worked directly with HR, CEO, and insurance agencies to implement annual benefits and policies, including commercial liability.
  • Prepared and reviewed 990 and 1099 tax forms.
  • Reviewed balance sheet, P&L's for month end close.
  • Trained accounting team to accentuate efficiencies.
  • Revised month end reconciliation process to ensure accuracy and audit readiness.
  • Managed audit engagement from PBC to board presentation.

ASSISTANT CONTROLLER

Golden Gate National Parks Conservancy
10.2011 - 12.2014
  • Managed a staff of senior accountants, a/p clerks, a/r clerks and grants billing and supported the Controller in ensuring a timely and accurate month end close.
  • Prepared financial package for board meetings and annual budgeting purposes.
  • Compiled financial statements, footnote schedules and delegated PBC requests for audits.
  • Managed cashflow daily and processed wire transfers as necessary.
  • Worked closely with banks to automate payables processes which reduced expenses.
  • Contracts management. Reviewed contracts for completeness, enforceability, and deliverables.
  • Created cash handling processes for six retail and conducted spot audits.
  • Tracked construction in progress on various projects for park partner: National Parks Service.
  • Resolved 1099 tax issues by working directly with IRS to align processes with requirements.
  • Revised fixed assets schedule which helped the preparation of the annual insurance renewal package by properly tracking assets for each location resulting in substantial savings.

SENIOR ACCOUNTANT

Atlanta Spirit
07.2007 - 09.2011
  • Prepared P&L for Atlanta's NBA and NHL teams and arena concerts.
  • Recognized sponsorship, naming rights, club seats revenue in accordance with GAAP.
  • Reviewed contracts.
  • Reviewed and approved journal entries and reconciliations for month end.
  • Participated in annual audit of club seats and it's direct effect on league salary caps.
  • Prepared monthly financial reports and variance analysis.

INTERNATIONAL ACCOUNTANT

Spherion
03.2003 - 07.2006
  • Recorded intercompany transactions with international locations. Conducted monthly calls to review balance sheet and P&L to ensure compliance with US GAAP and IFRS
  • Worked with treasury to value hedges and currency fluctuations.
  • Analyzed viability of international locations and participated in restructuring of assets which resulted in cost savings of almost 300K dollars.
  • Prepared segment and geographic reports that were part of SEC quarterly filings.
  • Worked with internal audit to maintain SOX compliant control environment.

STAFF ACCOUNTANT

Marsh & McLennan
09.1999 - 02.2002
  • Prepared intercompany journal entries for Midwest region totaling 14 locations.
  • Prepared reconciliations for intercompany and worked with accountants in the region to clear outstanding items in a timely fashion. Reduced intercompany A/R to lowest level in department.
  • Processed accounts payable. Ensured invoices were properly coded with proper authorization.
  • Prepared monthly financial reports and analyzed balance sheet for anomalies.

Education

MBA -

Louisiana State University

BACHELOR OF SCIENCE - ACCOUNTING

Rutgers University

Skills

  • SAGE
  • SAGE for construction
  • Quickbooks
  • MS Powerpoint
  • Adobe
  • Excel
  • Word
  • Peoplesoft
  • ADP
  • Builder MT
  • ERP
  • Financial reporting
  • Cash flow management
  • Budget development
  • Performance analysis
  • Tax compliance
  • Contract management
  • Regulatory compliance
  • Audit coordination
  • Payroll administration
  • Team leadership
  • Risk management
  • Cost accounting
  • Stakeholder communication
  • Employee training
  • Process improvement
  • Executive leadership
  • Strategic business planning
  • Human resources
  • Market research
  • Strategic partnerships
  • Human resource information system HRIS
  • Operations management
  • Talent acquisition
  • Financial policy creation
  • Develop business structures
  • Profit and loss management
  • Cost reduction strategies
  • Continuous learning mindset
  • Negotiation tactics
  • Operations oversight
  • Departmental coordination
  • Continuous improvement
  • Project management
  • Policies and procedures
  • Employee engagement
  • Financial analysis
  • Account management
  • Organizational skills
  • Analytical thinking
  • Solution innovation
  • Quantitative analysis
  • Multitasking Abilities
  • Budgeting and forecasting
  • Performance metrics analysis
  • Strategize plans
  • MIssion and vision
  • Quality assurance
  • Public address presentation
  • Stakeholder engagement
  • Professionalism
  • Training and development
  • Reliability
  • Public speaking
  • Teamwork and collaboration
  • Planning and coordination
  • Budget planning
  • Budgeting and cost control
  • Approachable leader
  • Program leadership
  • Analytical and critical thinker
  • Goal setting
  • Employee coaching
  • Self motivation
  • Cross-functional collaboration

References

References available upon request.

Timeline

CHIEF FINANCIAL OFFICER/HUMAN RESOURCES DIRECTOR

Westwind Homes
01.2022 - Current

ACCOUNTING MANAGER/CONSULTANT

Arizona Federal Credit Union
08.2019 - 11.2021

DIRECTOR OF FINANCE

LaFamilia Namaste, Inc.
06.2015 - 08.2019

ASSISTANT CONTROLLER

Golden Gate National Parks Conservancy
10.2011 - 12.2014

SENIOR ACCOUNTANT

Atlanta Spirit
07.2007 - 09.2011

INTERNATIONAL ACCOUNTANT

Spherion
03.2003 - 07.2006

STAFF ACCOUNTANT

Marsh & McLennan
09.1999 - 02.2002

MBA -

Louisiana State University

BACHELOR OF SCIENCE - ACCOUNTING

Rutgers University

Similar Profiles

CREATE PROFILE
TONI CARDWELL
Want your own profile? Create for free at Resume-Now.com