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AssistantManager
TRICIA STALEY
Open To Work

TRICIA STALEY

Senior Accountant
Austin,TX

Work Preference

Job Search Status

Open to work
Desired start date: Immediately

Desired Job Title

Senior Accountant, OilSenior Accounting ManagerFinancial ControllerCorporate Financial Controller

Work Type

Full TimePart TimeContract WorkConsultingSeasonal Work

Location Preference

On-SiteRemoteHybrid
Location: Austin, TXRound Rock, TXCedar Park, TXLeander, TXWestlake, TX
Open to relocation: Yes

Minimum Desired Compensation

115000/yr

Important To Me

Work-life balanceHealthcare benefitsCompany CultureWork from home option4-day work week401k matchPaid sick leaveFlexible work hours

Summary

Results-driven Financial Manager and Senior Accountant with extensive experience in strategic planning, P&L management, and financial reporting. Proven track record of enhancing operational efficiency through exceptional organizational, auditing, and compliance expertise while successfully leading teams in high-pressure environments. Committed to optimizing processes and achieving outcomes that align with organizational objectives. Adept at leveraging analytical skills to drive informed decision-making and foster sustainable growth.

Overview

1
1

Quickbooks ProAdvisor

31
31

Years of professional experience

Work History

Sabbatical Leave

Personal Reasons
Austin, TX
01.2023 - 06.2026
  • Coordinated interdisciplinary projects focused on optimizing patient care and nurturing emotional well-being during pivotal end-of-life transitions.
  • Evaluated client needs and implemented customized support strategies to enhance care delivery and responsiveness.
  • Developed and implemented strategies fostering a proactive mindset to enhance performance and reliability.
  • Investigated and transformed approaches to address changing challenges, strengthening team collaboration and facilitating attainment of group objectives.
  • Crafted and applied methodologies to encourage a proactive mindset towards responsibilities, ensuring unwavering dedication to high performance standards.
  • Optimized task management processes under pressure to enhance team collaboration and productivity.
  • Cultivated a proactive approach to responsibilities, ensuring high standards of performance and reliability.
  • Thrived in high-pressure situations, maintaining productivity and focus.
  • Self-motivated, with a strong sense of personal responsibility.
  • Worked effectively in fast-paced environments.

Owner

Austin Enterprise Consulting
Austin, TX
01.2008 - 06.2023
  • Examined financial data meticulously, crafting reports that highlighted significant trends and results for executive review.
  • Assessed financial data trends and implemented strategic budgeting initiatives to enhance overall resource management.
  • Leveraged advanced accounting software to execute comprehensive data analysis, driving improved decision-making for client engagements.
  • Conducted in-depth analysis of client financial circumstances and proposed effective tax strategies to support long-term economic stability.
  • Developed strategic consulting frameworks to enhance client business operations.
  • Managed financial documentation and completed tax return preparation to support client tax obligations.
  • Developed and implemented business strategies to enhance operational efficiency and customer satisfaction.
  • Managed daily operations, ensuring smooth workflow and adherence to quality standards.

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

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 improve operational efficiency and ensure accountability across departments.
  • Managed budgeting processes, aligning organizational objectives with fiscal responsibilities and resource allocation.
  • Streamlined month-end closing procedures, enabling prompt delivery of financial statements to stakeholders.
  • Mentored accounting staff, guiding on best practices and supporting professional development within the team.
  • Oversaw financial reporting and compliance, ensuring adherence to regulations and company policies.
  • Developed and implemented internal controls to enhance accuracy and efficiency in financial operations.

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

ANDREW HARPER LLC DBA THE HIDEAWAY REPORT
Austin, TX
01.2019 - 01.2021
  • Managed budgeting and forecasting activities to align financial goals with organizational strategy, supporting informed decision-making.
  • Directed financial reporting processes to ensure compliance with regulatory standards and internal policies, enhancing transparency and accountability.
  • Prepared balance sheets, cash flow reports, and income statements to provide accurate financial insights for stakeholders.
  • Led cross-functional teams to enhance operational efficiency and streamline financial operations.
  • Led financial reporting processes, ensuring compliance with GAAP and regulatory standards.
  • Developed and implemented budgeting procedures to optimize resource allocation and reduce costs.

Controller/HR Manager

CE SOIR LINGERIE dba FASHION FORMS
Austin, TX
01.2018 - 01.2019
  • 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.
  • Reviewed and prepared detailed financial reports for internal stakeholders and external auditors, ensuring compliance and accuracy.
  • Analyzed business agreements and implemented budgetary adjustments, ensuring fiscal integrity and supporting corporate growth.
  • Evaluated overhead cost distribution and communicated insights to operations and CEO, identifying opportunities for performance improvements.
  • 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 wholesale distribution company in intimate apparel market, aligning operations with market demands.
  • Oversaw financial reporting and analysis to enhance decision-making processes.
  • Developed and implemented budgeting strategies to align with organizational goals.

Controller/HR Manager

VICTORY ENERGY CORPORATION
Austin, TX
01.2012 - 02.2018
  • 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.
  • Ensured compliance with corporate policies through effective management of internal controls, optimizing accounts payable and receivable processes while overseeing expenses and delegating tasks to accounting staff.
  • Analyzed annual budgets, identified variances, and implemented corrective measures while assessing business agreements for financial viability.
  • Reviewed and prepared detailed financial statements for internal analysis and compliance with external audit requirements.
  • Reviewed and validated statistical data for quarterly sales tax computations, ensuring timely submissions to government authorities.
  • Executed payroll processing and reconciled bank statements, ensuring accurate records for clients with substantial employee counts.
  • Maintained detailed records of asset and liability accounts while overseeing revenue and expense documentation for clients.
  • Evaluated overhead cost distribution and communicated insights to operations and CEO for performance improvement.
  • Managed exploration and production activities for a publicly held company focused on sustainable growth in the oil and gas sector.
  • Oversaw financial reporting and analysis to enhance decision-making processes.
  • Developed and implemented budgeting strategies to align with organizational goals.

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 total sales impact and calculated VSOE testing quarterly to ensure compliance and accuracy.
  • 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.
  • Managed tasks under tight deadlines in a fast-paced environment to meet critical operational goals.
  • Identified and resolved operational problems to enhance efficiency and improve service delivery.
  • Used critical thinking to break down problems, evaluate solutions, and make decisions.
  • Provided professional services and support in a dynamic work environment.
  • Engaged in continuous learning to enhance skills and knowledge. and committed to continual improvement.
  • Worked flexible hours, including nights and weekends, to fulfill staffing needs. across night, weekend, and holiday shifts.
  • Led cross-functional teams to enhance product development and operational efficiency.
  • Implemented strategic initiatives to streamline project management processes and improve team collaboration.

Senior Revenue Accountant/Contracts Administrator

CONVIO, Inc.
Austin, TX
01.2004 - 01.2006
  • 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.
  • Oversaw revenue accounting for sales contracts totaling up to five million dollars, ensuring compliance with revenue recognition standards.
  • Managed revenue accounting processes and systems for software revenue, focusing on customer trend analysis to drive informed decision-making.
  • Supported sales operations to enhance global sales efforts. Resolved contract issues and structured final agreements in compliance with deal management delegations related to revenue accounting.
  • Facilitated monthly billing process, ensuring timely and accurate invoicing for customers.
  • Assisted in the implementation of Softrax Accounting software.
  • Provided internet software solutions and services company that provides online Constituent Relationship Management (eCRM) solutions for nonprofit organizations
  • Led monthly revenue close processes, ensuring compliance with GAAP standards.
  • Mentored junior accountants, enhancing team performance and knowledge sharing.

Revenue Analyst and Revenue/Tax Accountant

IBM – Tivoli Software
Austin, TX
01.2000 - 01.2004
  • 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.
  • Led revenue recognition in accordance with SOP 97-2 for software sales, conducting due diligence throughout contract, shipment, and billing processes, including contract reviews for revenue impact and reconciliation of allocated contract dollars.
  • Collaborated with Global Deal Team to support worldwide sales by consulting on deal strategy and resolving contract issues.
  • Consolidated customer sales revenue recognition data from multiple systems into single Brio system, creating a sales analysis system for finance and sales operations to enhance revenue streams, and taught program that was implemented across all IBM software divisions.
  • Lead expense analyst over two of Tivoli's largest product sets, providing monthly, quarterly and annual budgeting as well as forecasting analysis.
  • 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.
  • 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.
  • Analyzed revenue data to identify trends and inform strategic decision-making.
  • Developed financial models to support forecasting and budgeting efforts.

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.).
  • Supported Initial Public Offerings for local high-tech companies, ensuring compliance and accuracy in financial reporting.
  • Conducted quarterly reviews per SEC regulations, facilitating accurate and timely financial filings.
  • Evaluated software programs including Great Plains, MIP, SAP, and QuickBooks to ensure alignment with auditing standards.
  • 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.
  • Led financial audits ensuring compliance with regulations and accuracy in financial reporting.
  • Streamlined budgeting processes resulting in improved forecasting and resource allocation.

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.).
  • Conducted reviews and compilations for diverse organizations, ensuring compliance and accuracy in financial reporting.
  • Tax return preparation including 1120, 1120S, 1040, 1041, and 5500, 990 information returns, and Texas franchise returns.
  • Executed typical accounting projects, including amending returns, managing IRS correspondence, conducting research, and presenting final audit reports at Board of Director meetings.
  • Managed a team of two employees, overseeing daily operations and ensuring productivity.
  • Audited various software programs including Great Plains, MIP, and QuickBooks.
  • Supported client acquisition efforts for audit, tax, and bookkeeping services, contributing to business growth.
  • Provided traditional audit, tax, and consulting services at a local professional services firm.
  • Led financial audits ensuring compliance with regulations and accuracy in financial reporting.
  • Streamlined budgeting processes resulting in improved forecasting and resource allocation.

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.).
  • Conducted reviews and compilations for diverse organizations, ensuring compliance and financial accuracy.
  • Executed various accounting projects, including amending returns, managing IRS correspondence, conducting research, performing forensic accounting, and presenting final audit reports at Board of Director meetings.
  • Tax return preparation including 1120, 1120S, 1040, 1041, and 5500, 990 information returns, and Texas franchise returns.
  • Formulated client acquisition and retention strategies for audit, tax, and bookkeeping services, enhancing client engagement.
  • Supported efforts to secure investor capital and foster strong investor relationships.
  • 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.
  • Streamlined budgeting processes resulting in improved forecasting and resource allocation.
  • Led financial audits ensuring compliance with regulations and accuracy in financial reporting.

Education

Bachelor of Science in Business - Accounting & Finance with Honors

Emporia State University
Emporia, KS
05-1995

Skills

  • Skilled in accounting software tools
  • Effective communication skills
  • Collaborative mindset
  • Prioritization and planning skills
  • Strong attention to detail
  • Skilled in navigating changing environments
  • Proficient in financial statement analysis
  • Customer service excellence
  • Identifying strategic issues
  • Friendly, positive attitude
  • Teamwork and collaboration
  • Customer service
  • Problem-solving

Accomplishments

  • Documented and resolved Audit Issues which led to proper financial reporting.
  • Quarterly and Annual SEC Reporting.
  • Personal, Bushiness, Sales, and Franchise Tax reporting.
  • Supervised team of 5 staff members.
  • Used Microsoft Excel to develop inventory tracking spreadsheets, sales, commissions, revenue tracking cashflow, budgets, ect.

Certification

Quickbooks Pro Advisor

Languages

English
Native or Bilingual

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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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

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

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

Bachelor of Science in Business - Accounting & Finance with Honors

Emporia State University

Affiliations

  • Health and Wellbeing
  • Quickbooks online

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