Summary
Overview
Work History
Education
Skills
Timeline
Generic

Tonya Kaup

Cypress,TX

Summary

Experienced financial management professional with expertise in financial analysis, budgeting, and compliance. Recognized for reliability and adaptability, consistently streamlining processes to support organizational objectives. Proficient in utilizing advanced accounting software and generating comprehensive financial reports. Poised to excel in leadership roles within the accounting field, with a strong emphasis on fostering team collaboration and achieving tangible results.

Overview

18
18
years of professional experience

Work History

Managing Director of Finance and HR

USTA Missouri Valley
01.2014 - 07.2025
  • Oversaw budget management, ensuring financial sustainability while allocating resources effectively for program development.
  • Cultivated a strong organizational culture built on integrity accountability teamwork which resulted in higher retention rates among staff.
  • Processed payroll
  • General ledger review
  • Bank reconciliations
  • Closed each month and sent reports to our Board of Directors
  • Worked with our Treasurer to ensure our money was being used towards the mission to grow the game of tennis.
  • Managed employee benefits
  • Added policies to our employee handbook to continually stay up to date with the latest industry benefits

Senior Associate

CBIZ Mayer Hoffman McCann
09.2010 - Current
  • Compile monthly Compilation Reports for Healthcare clients and present the information at monthly Board of Directors meetings
  • Assist Healthcare clients with any tax or accounting questions that arise throughout the year
  • Assess financial statements for material errors and enter journal entries for accrued expenses
  • Create and file payroll tax returns, use tax returns, W-3 and 1096 tax returns as well as all property tax returns
  • Evaluate financial statements, production data, and client information to produce a Fair Market Valuation of the healthcare practice

Accounting Manager

Rafael Architects, Inc.
05.2008 - 09.2010
  • Research accounting and tax issues to properly apply the principles to our company financial statements
  • Produce, reconcile, and review monthly and annual financial reports
  • Analyze budgeted to actual financial statements for variances for management decision-making
  • Gather information needed to prepare year end and adjusting journal entries then enter them into the accounting system
  • Code, enter and submit payment on all vendor invoices and verify proper documentation
  • Assemble invoices for clients using the accounting system data as well as other software information

Auditor

State of Nebraska Auditor of Public Accounts
01.2008 - 04.2008
  • Maintained work papers while gathering pertinent information for testing and analyzing the government agency
  • Assisted and gave recommendations in planning and preparation of audits
  • Reviewed A-133 audits for accuracy and completeness

Education

Bachelor of Science - Accounting

University of Missouri-Kansas City
12.2007

Skills

  • Budget preparation
  • Strong interpersonal skills
  • Proficient in Google Suite, Microsoft and Quickbooks
  • Financial statements expertise
  • Account reconciliation
  • New hire training
  • Financial management
  • Training and mentoring
  • Performance monitoring

Timeline

Managing Director of Finance and HR

USTA Missouri Valley
01.2014 - 07.2025

Senior Associate

CBIZ Mayer Hoffman McCann
09.2010 - Current

Accounting Manager

Rafael Architects, Inc.
05.2008 - 09.2010

Auditor

State of Nebraska Auditor of Public Accounts
01.2008 - 04.2008

Bachelor of Science - Accounting

University of Missouri-Kansas City

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