Treli D. Darring
Chicago,IL
Summary
Strategic and detail-oriented professional with experience in A/P and A/R. Strong verbal, written, communication and customer service skills that works well under pressure as a multi-tasker. Flexible and diverse with a great understanding of various accounting financial systems and related procedures. Great organizational, time management, planning, and problem-solving abilities. Excellent working knowledge of all Microsoft Office and G-Suite packages and various database systems.
Overview
16
16
years of professional experience
Work History
Accountant/CEO
Titan Tax Service LLC
2015.02 - Current
- Perform full range of tax services in compliance with laws and regulations within timeframe
- Establish relationships and interacting with clients to provide excellent planning, consulting and expertise
- Providing innovative tax planning and reviewing complex income tax returns along with identifying legal tax savings and recommend ways to improve profits
- Provide consulting, bookkeeping and AP for business clients through SBTPG, QuickBooks, and Tax Pro Alliance
- Assist clients with providing IRS information for inquiries regarding discrepancies on their W2 tax returns and provide advocacy services as needed
- Increase clientele providing A/P reconciliations to help determine actual deficit and income total amounts for end of tax year
- Audit client files to ensure all necessary documents are needed for filing purposes, i.e., photo id, social security cards of taxpayer and all dependents, W2 forms, etc.
Project Manager (Consultant)
GNC
2021.11 - 2022.05
- Managed all project phases, including initiation, planning, execution, monitoring, control, and closure
- Created project plans, including deliverables, activities, timeliness, and budgets
- Directed day-to-day activities of projects and staff in matrixed organization
- Ensured milestones were successfully met through oversight of project vehicles and coordination of resources
- Managed transferring of plan assets and participant records by communicating directly with client's current providers and internal departments
- Established Payroll Input calls to review with clients how to enter payroll deductions and compliance coding
- Monitored and communicated conversion status on regular basis with client, sales and financial advisors
- Worked with client, prior recordkeepers and internal parties on missing information needed to complete conversion to Retirement Services
- Responsible for preparation and distribution of all applicable client conversion communication
- Responsible for documentation based on department standards and coordination of seamless transition to Client Services
HR Office Manager
AC Medical Management Group LLC
2013.01 - 2015.02
- Maintained office services with establishing organizational turnaround by organizing office operations and procedures, operating all departmental equipment, preparing payroll and AP through Infinisource, controlling correspondence, designing filing systems, and reviewing supply requisitions
- Researched, resolved, rectified and audited escalated AP issues for employees, vendors and invoice problems
- Coordinated new hires for medical staffing, date entry of new hires in payroll systems, ensured accuracy of all W-2 documents and updated existing and all new vendors with correct W-9, W-4 and 1099 information
- Computed wage and overtime payments, calculated and recorded payroll deductions, processed requests for paycheck advances and processed terminations
- Generated weekly summary payroll reports within Infinisource for 30+ employees at multistate facilities, back up medical managers for stop pays for un-cashed or lost checks, and ensured all emails and voicemails pertaining to AP invoicing inquiries are responded to within 48 hours
- Coordinated validation and reconciliation processes of all AP invoices and check requests
- Validated approximately 600 invoices per month, ran payment and exception reports through Infinisource for 1099 employees and updated vendors to adhere to 1099 process and ensured to mail all 1099 forms for all vendors within IRS guidelines
- Setup EFT weekly banking and payments for all vendors using Infinisource
- Optimized budgetary oversight with organizational systems for payment collections, AP/AR, deposits and recordkeeping.
- Completed bi-weekly payroll for combined totals of 30 W-2 and 1099 employees through Infinisource
- Managed costs and billing and resolved financial discrepancies effectively through organizational management of account information using UltiPro software to assist with conflict alleviation
- Developed and trained staff, established and monitored goals, conducted performance reviews and administered salaries for staff while recruiting and hiring top talent
Executive Assistant
HSBC
2005.03 - 2011.05
- Organized and coordinated conferences and monthly meetings.
- Responded to emails and other correspondence to facilitate communication and enhance business processes.
- Streamlined operations for credit card services and prioritized tasks, allowing senior staff to increase productivity by average of 12%
- Processed travel expenses and reimbursements for executive team and senior management group through SAP Concur.
- Worked collaboratively with auditors throughout reviews, offering assistance and clerical support.
- Created and managed office systems to efficiently deal with documentation and reconciliations.
- Used Concur to produce monthly invoices, reports and other deliverables.
Education
Business Administration
Parkland Community College
Champaign, ILProject Management
GOOGLE
OnlineSkills
- SAP Concur/Salesforce
- ADP/UltiPro/Work/Infinisource
- Intuit Pro Series/QuickBooks
- Ceridian Dayforce
- Microsoft Office Suite/Lotus Notes
- Oracle PeopleSoft
- Tax Pro Alliance/SBTPG/Drake
- Ascentis HRIS
Timeline
Project Manager (Consultant)
GNC
2021.11 - 2022.05
Accountant/CEO
Titan Tax Service LLC
2015.02 - Current
HR Office Manager
AC Medical Management Group LLC
2013.01 - 2015.02
Executive Assistant
HSBC
2005.03 - 2011.05
Business Administration
Parkland Community College
Project Management
GOOGLE
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