Work Preference

Summary

Overview

Work History

Education

Skills

Accomplishments

Certification

Languages

Work Availability

Software

Quote

Interests

Portfolio

Timeline

Open To Work

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TRICIA STALEY

Senior Accountant

Austin,TX

Work Preference

Job Search Status

Open to work

Desired Job Title

Executive Assistant to the CFOCorporate ControllerControllerHead BookkeeperCFO

Work Type

Full TimePart TimeContract WorkGig WorkConsultingSeasonal WorkVolunteer

Location Preference

On-SiteRemoteHybrid

Location: Austin, TX, USRound Rock, TXLeander, TXCedar Park, TXGeorgetown, TX

Open to relocation: Yes

Important To Me

Career advancementWork-life balanceCompany CultureFlexible work hoursWork from home optionHealthcare benefitsPersonal development programsTeam Building / Company RetreatsPaid sick leave401k matchStock Options / Equity / Profit SharingPaid time off4-day work week

Summary

Goal-oriented Financial Manager experienced in strategic planning, P&L management, and financial reporting. Achieved operational efficiency through strong organizational, auditing, and compliance skills while effectively leading teams in high-pressure environments. Focused on optimizing processes and delivering results that align with organizational goals.

Overview

Certification

years of professional experience

Work History

Sabbatical Leave

Personal Reasons

Austin, TX

01.2023 - 06.2026

Delivered compassionate care to ensure comfort and dignity in final days.
Exhibited strong personal responsibility by proactively managing tasks and priorities.
Worked effectively in fast-paced environments.
Proven ability to learn quickly and adapt to new situations.

Owner/President

Austin Enterprise Consulting

Austin, TX

01.2008 - 06.2023

Analyzed financial data and prepared in-depth reports for executive management, emphasizing key results and trends.
Analyzed financial data and implemented budgeting strategies, enhancing resource allocation and management effectiveness.
Executed data analysis using advanced accounting software, improving decision-making capabilities for client engagements.
Analyzed client financial situations and recommended tax strategies, contributing to improved economic stability.

Interim Controller (Contract Assignment through Addison Group)

VIRTEX

Austin, TX

01.2021 - 01.2022

Led financial reporting processes, ensuring compliance with industry standards and regulations.
Developed and implemented budgeting strategies to optimize resource allocation across departments.
Mentored finance team members, fostering professional growth and improving departmental efficiency.
Streamlined month-end closing procedures, accelerating reporting timelines and increasing transparency.
Collaborated with senior management on strategic planning initiatives to align financial goals with business objectives.
Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.

Interim Controller (Contract Assignment through Hirebetter)

PERISCOPE HOLDINGS, INC.

Austin, TX

01.2021 - 01.2021

Led financial reporting processes, ensuring compliance with regulatory standards and accuracy in data presentation.
Developed and implemented financial controls to enhance operational efficiency and accountability across departments.
Managed budgeting processes, aligning organizational objectives with fiscal responsibilities and resource allocation.
Streamlined month-end closing procedures, resulting in timely financial statements delivery to stakeholders.
Mentored accounting staff, providing guidance on best practices and fostering professional development within the team.

Interim Controller/HR Manager (Contract Assignment through Addison Group)

ANDREW HARPER LLC DBA THE HIDEAWAY REPORT

Austin, TX

01.2019 - 01.2021

Directed financial reporting processes, ensuring compliance with regulatory standards and internal policies.
Managed budgeting and forecasting activities, aligning financial goals with organizational strategy.
Led cross-functional teams to enhance operational efficiency and streamline financial operations.
Prepared balance sheets, cash flow reports and income statements.

Controller/HR Manager

CE SOIR LINGERIE dba FASHION FORMS

Austin, TX

01.2018 - 01.2019

Analyzed business agreements and implemented budgetary adjustments to maintain fiscal integrity and drive corporate growth.
Delivered timely review of quarterly internal and tax packages for corporate submission, enhancing compliance processes. Achieved accurate reconciliations for balance sheet accounts submitted to CEO, contributing to overall financial integrity.
Evaluated overhead cost distribution and communicated insights to operations and CEO to drive performance improvements.
Reviewed and prepared detailed financial reports for internal stakeholders and external auditors, ensuring compliance and accuracy.
Maintained detailed records of asset and liability accounts while overseeing revenue and expense documentation for clients.
Oversaw payroll functions for large client accounts, including processing, returns, and reconciliation of bank statements.
Prepared all other financial statements for related party entities including tax related filings.
Analyzed and prepared financial documentation for international operations, streamlining tax compliance processes across multiple jurisdictions.
Directed strategic initiatives for a wholesale distribution company dedicated to intimate apparel market.

Controller/HR Manager

VICTORY ENERGY CORPORATION

Austin, TX

01.2012 - 02.2018

Analyzed annual budgets, identified variances, and implemented corrective measures while assessing business agreements for financial viability.
Achieved timely submission of quarterly internal and tax packages to corporate through diligent review. Facilitated accurate preparation and filing of quarterly and annual SEC filings. Streamlined approval process for reconciliations of balance sheet accounts submitted to CEO.
Reviewed and validated statistical data for quarterly sales tax computations, facilitating timely submissions to government authorities.
Achieved compliance with corporate policies by effectively managing internal controls. Optimized accounts payable and receivable processes while successfully managing expenses and delegating tasks to the accounting staff.
Evaluated overhead cost distribution and communicated insights to operations and CEO for performance improvement.
Reviewed and prepared detailed financial statements for internal analysis and compliance with external audit requirements.
Maintained detailed records of asset and liability accounts while overseeing revenue and expense documentation for clients.
Executed payroll processing and reconciled bank statements, maintaining precise records for clients with substantial employee counts.
Managed exploration and production activities for a publicly held company focused on sustainable growth in the oil and gas sector.

Manager/Senior Financial Analyst

NATIONAL INSTRUMENTS

Austin, TX

01.2007 - 01.2008

Manager overseeing revenue recognition (in accordance with SOP 97-2) of the company’s sales. Reviewed weekly and monthly reconciliations of billings and backlog reports.
Reviewed and reconciled impact of total sales and calculated VSOE testing on a quarterly basis.
Used critical thinking to break down problems, evaluate solutions, and make decisions.
Resolved problems, improved operations, and provided exceptional service.
Worked flexible hours across night, weekend, and holiday shifts.
Provided professional services and support in a dynamic work environment.
Goal-oriented professional with proven success in applying analytical skills to solve complex problems and overcome challenges. Dedicated to enhancing team performance and driving business success.
Proved successful working within tight deadlines and a fast-paced environment.
Passionate about learning and committed to continual improvement.

Senior Revenue Accountant/Contracts Administrator

CONVIO, Inc.

Austin, TX

01.2004 - 01.2006

Revenue accountant and systems expert over software revenue specializing in customer trend analysis.
Instrumental in revenue recognition (in accordance with SOP 97-2) of the company’s software sales and conducted sufficient due diligence during the contract, shipment and billing process. Such responsibilities included contract reviews for revenue impact, breakout and classification of contract dollars and reconciling allocated contract dollars.
Revenue accountant overall sales contracts up to five million dollars in revenue.
Involvement with the sales operations in order to help support sales efforts worldwide. Tasks ranged from helping with final resolution of contract issues to ensuring the final agreements were properly structured in compliance with deal management delegations, as it related to revenue accounting.
Assisted in the monthly billing process.
Assisted in the implementation of Softrax Accounting software.
Internet software and services company that provides online Constituent Relationship Management (eCRM) solutions for nonprofit organizations

Revenue Analyst and Revenue/Tax Accountant

IBM – Tivoli Software

Austin, TX

01.2000 - 01.2004

Lead expense analyst over two of Tivoli’s largest product sets, providing monthly, quarterly and annual budgeting as well as forecasting analysis.
Revenue analyst and systems expert over worldwide, Tivoli software revenue specializing in customer trend analysis and forecasting of up to 1 billion dollars in revenue.
Lead revenue accountant over EMEA, Asia Pacific, Latin America and Federal contracts of up to 36 million dollars in revenue.
Instrumental in revenue recognition (in accordance with SOP 97-2) of the company’s software sales and conducted sufficient due diligence during the contract, shipment and billing process. Such responsibilities included contract reviews for revenue impact, breakout and classification of contract dollars and reconciling allocated contract dollars.
Involvement with the Global Deal Team in order to help support sales efforts worldwide. Tasks ranged from helping with initial consultation on a deal strategy through final resolution of contract issues to ensuring that the agreements were properly structured in compliance with deal management delegations, as it related to revenue accounting.
Reviewed daily multi-state sales and use tax activity for compliance, assisted in resolving disputed tax issues and reconciled the sales tax payable accounts for submission to the company’s headquarters office.
Assisted in implementation and migration of Tivoli Software Division, Contract Sales accounting from SAP to the Passport Advantage system.
Consolidated customer sales revenue recognition data from several systems into single Brio system. Created sales analysis system for finance and sales operation groups to enhance revenue streams. Taught program to local division. Program subsequently implemented across all IBM software divisions.
A worldwide provider of the industry’s leading open, highly scalable, and cross platform management solutions that span networks, systems, applications, and business-to-business commerce.

Senior Accountant

Ernst & Young, L.L.P.

Austin, TX

01.1999 - 01.2000

Representative auditing projects include for-profit organizations and non-profit organizations (i.e. high-tech companies, product distributors, oil & gas companies, construction companies, insurance companies, employee benefit plans, etc.).
Participated in several Initial Public Offerings of local high-tech companies.
Performed quarterly reviews in accordance with the SEC and helped with appropriate filings.
Audited various software programs including Great Plains, MIP, SAP, QuickBooks, and various other software programs.
A worldwide professional services firm that offers traditional audit and tax services, as well as customized services in corporate finance, online security, risk management, the valuation of intangibles, and e-business acceleration.

Senior Accountant

Arturo Montemayor III, CPA (former managing audit partner of Sprouse & Winn, L.L.P.)

Austin, TX

01.1997 - 01.1999

Representative auditing projects include for-profit organizations, non-profit organizations, and governmental entities (i.e. product distributors, construction companies, insurance companies, employee benefit plans, cities, school districts, social service agencies, private industry councils, etc.).
Performed reviews and compilations for a variety of organizations.
Tax return preparation including 1120, 1120S, 1040, 1041, and 5500, 990 information returns, and Texas franchise returns.
Also performed other typical accounting firm projects such as amending returns, IRS correspondence, various researches, and attending Board of Director meetings to present the final audit report.
Supervised a staff of up to two people.
Audited various software programs including Great Plains, MIP, and QuickBooks.
Assisted in establishing a client base for audit, tax and bookkeeping services.
A local professional services firm leading in traditional audit and tax services, as well as consulting services.

Senior Accountant

Sprouse & Winn, L.L.P.

Austin, TX

01.1995 - 01.1997

Representative auditing projects include for-profit organizations, non-profit organizations, and governmental entities (i.e. product distributors, construction companies, insurance companies, employee benefit plans, cities, school districts, social service agencies, private industry councils, etc.).
Performed reviews and compilations for a variety of organizations.
Tax return preparation including 1120, 1120S, 1040, 1041, and 5500, 990 information returns, and Texas franchise returns.
Also performed other typical accounting firm projects such as amending returns, IRS correspondence, various researches, forensic accounting, and attending Board of Director meetings to present the final audit report.
Audited various software programs including Great Plains, MIP, OGYSYS, SAP, Apprise, and QuickBooks.
Proficient with Word, Lotus 123, Excel, Vertex, Brio, Hyperion, QuatroPro, Softrax, Netsuite, QuickBooks, TValue, Fixed Asset Pro, AICPA ATB (auditing), Pro Series (tax), Prosystems (tax) software, Intuit Tax, Passport Advantage, SAP, OGYSYS, Apprise (Retail/Inventory), Sage Intacct, Bill.com, Blackline, Google Docs, Nexonia, SAP Concur, Salesforce.com, 10,000 ft (Resource Mgmt), and multiple online Franchise, Sales and Employment tax filings.
Assisted in establishing a client base for audit, tax and bookkeeping services.
Assisted in raising investor capital and maintaining investor relationships.
Assisted in establishing new banking relationships along with funding.
A worldwide professional services firm that offers traditional audit and tax services, as well as customized services in corporate finance, online security, risk management, the valuation of intangibles, and e-business acceleration.

Education

BS - Accounting & Finance with Honors

Emporia State University

Emporia, KS

05-1995

Skills

Great Plains, Sage Intacct, SAP, Blackline, Aptean Apprise, Infor Syteline, Billcom, Excel functions, Word, OGSYS, Quickbooks Desktop and Online)
Positive attitude
Teamwork and collaboration
Time management
Attention to detail
Flexible and adaptable
Financial reporting

Customer service
Problem-solving

Accomplishments

Documented and resolved [Issue] which led to [Results].
Supervised team of 5 staff members.
Used Microsoft Excel to develop inventory tracking spreadsheets.

Certification

Quickbooks Pro Advisor

Languages

English

Native or Bilingual

Work Availability

monday

tuesday

wednesday

thursday

friday

saturday

sunday

morning

afternoon

evening

swipe to browse

Software

Quickbooks online

Quickbooks Desktop

SAP

OGSYS

Great Plains

Peachtree

Quote

There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.

Tony Robbins

Interests

Health and Wellbeing

Hobbies

Solo Outdoor Reconnection

Quick Books online and other software programs

Travel and Networking

Portfolio

FEATURED

Corporate/Senior Accounting

Timeline

Sabbatical Leave

Personal Reasons

01.2023 - 06.2026

Interim Controller (Contract Assignment through Addison Group)

VIRTEX

01.2021 - 01.2022

Interim Controller (Contract Assignment through Hirebetter)

PERISCOPE HOLDINGS, INC.

01.2021 - 01.2021

Interim Controller/HR Manager (Contract Assignment through Addison Group)

ANDREW HARPER LLC DBA THE HIDEAWAY REPORT

01.2019 - 01.2021

Controller/HR Manager

CE SOIR LINGERIE dba FASHION FORMS

01.2018 - 01.2019

Controller/HR Manager

VICTORY ENERGY CORPORATION

01.2012 - 02.2018

Owner/President

Austin Enterprise Consulting

01.2008 - 06.2023

Manager/Senior Financial Analyst

NATIONAL INSTRUMENTS

01.2007 - 01.2008

Senior Revenue Accountant/Contracts Administrator

CONVIO, Inc.

01.2004 - 01.2006

Revenue Analyst and Revenue/Tax Accountant

IBM – Tivoli Software

01.2000 - 01.2004

Senior Accountant

Ernst & Young, L.L.P.

01.1999 - 01.2000

Senior Accountant

Arturo Montemayor III, CPA (former managing audit partner of Sprouse & Winn, L.L.P.)

01.1997 - 01.1999

Senior Accountant

Sprouse & Winn, L.L.P.

01.1995 - 01.1997

BS - Accounting & Finance with Honors

Emporia State University