Tristan M. Wyatt
Shawnee,USA
Summary
Forward-thinking CFO and Controller with both public and private accounting and financial reporting experience. Offering proven track record of exceptional accuracy in reporting and auditing. Strong leader with calm presence and builds relationships across all organizational levels. Skilled in managing shareholder and board member relationships with excellent mediation and negotiation skills.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Chief Financial Officer
Shawnee Public Schools
02.2024 - Current
- Directed financial planning and budgeting processes to align resources with educational goals for Shawnee Public Schools.
- Managed investment strategies to enhance resource allocation and support district initiatives.
- Led audits to identify areas for financial improvement and efficiency.
- Oversaw compliance with state and federal financial regulations to mitigate risks and ensure fiscal integrity.
Tax Accountant
Wyatt Bookkeeping Services LLC
06.2019 - 02.2024
- Specialized in Partnership and S-Corporation tax return preparation, ensuring high-quality service.
- Prepared and filed tax returns for clients, specializing in Partnership and S-Corporation structures.
- Responded to tax preparation inquiries, fostering client engagement and trust.
- Maintained customer retention through regular communication with former and current clients.
Client Accounting Specialist
Carr, Riggs and Ingram CPA Advisors
09.2022 - 02.2024
- Delivered full-service outsourced accounting for multiple clients, enhancing financial management for nonprofit and for-profit organizations.
- Supported clients in achieving audit, GAAP, and tax compliance, ensuring adherence to regulatory standards.
- Worked with clients to create specialized processes and procedures that improved their accounting experience.
Business Systems Consultant
Finley & Cook PLLC
01.2022 - 09.2022
- Developed custom financial reports via Excel Add-In, addressing specific client requirements.
- Resolved software-related issues, enhancing client satisfaction through direct communication.
- Contributed to successful implementation of Microsoft Dynamics Navigator, improving operational processes for non-profit clients.
Staff Accountant
Winter Inc
11.2019 - 05.2022
- Delivered accurate and timely financial statements, including P&Ls, Balance Sheets, and bank reconciliations.
- Executed month-end tasks including bank reconciliations, sales reconciliations, and credit card accruals to ensure timely financial reporting.
- Managed sales tax filings and payments for franchisees, ensuring compliance with state regulations.
- Tracked and filed FUTA/SUTA taxes across three states, including Federal EFTPS 941s/940s.
- Recorded revenue and deposits for over 20 Sonic franchisee stores.
- Streamlined accounts payable and general ledger processes through data migration, enhancing accuracy and efficiency.
- Assisted in developing and implementing a company-wide PTO policy.
Tax Software Analyst
Walters Kluwer
06.2019 - 11.2019
- Managed and updated tax software for multiple states, ensuring accuracy and compliance with current regulations.
- Communicated with state taxing authority officials to verify tax calculations and secure electronic filing/barcode authorization on ProSystems Fx Tax software.
- Assisted clients during tax deadlines by addressing inquiries and resolving issues promptly.
Education
Master of Business Administration -
Cameron University
Cameron, OK12.2021
Bachelor of Business Administration - Accounting, Sports Management
University of Tulsa
Tulsa, OK05.2019
Skills
- Financial forecasting
- Budget management
- Regulatory compliance
- Investment strategy
- Audit oversight
- ERP implementation
- Operational decision-making
Certification
Certified Public Accountant (CPA) - State of Oklahoma
Timeline
Chief Financial Officer
Shawnee Public Schools
02.2024 - Current
Client Accounting Specialist
Carr, Riggs and Ingram CPA Advisors
09.2022 - 02.2024
Business Systems Consultant
Finley & Cook PLLC
01.2022 - 09.2022
Staff Accountant
Winter Inc
11.2019 - 05.2022
Tax Accountant
Wyatt Bookkeeping Services LLC
06.2019 - 02.2024
Tax Software Analyst
Walters Kluwer
06.2019 - 11.2019
Master of Business Administration -
Cameron University
Bachelor of Business Administration - Accounting, Sports Management
University of Tulsa