Wendi Womack
Boise,ID
Summary
Driven accounting professional with 15 years of experience from AP & AR to financial statement and tax return preparation. Adept at working independently as well as in partnership with colleagues throughout the organization leveraging exceptional relationship building skills. Adaptable, results-oriented and excited to take on new professional challenges.
Overview
17
17
years of professional experience
1
1
Certification
Work History
CPA
Millington & Company
Meridian, ID
10.2021 - Current
- Review financial statements & supporting documents for reasonableness and/or accuracy
- Prepared and reviewed tax returns for individuals, S-corps & partnerships
- Projected estimated taxes due using mid year financials and client statements; presented variations based on possible tax reduction strategies
- Performed research on various tax related topics
- Reconciled client books for accurate reporting; booked adjusting and tax related journal entries as needed
- Responded to IRS and Idaho State Tax Commission notifications on behalf of clients
CPA
Hahn & Associates PC
Eagle, ID
11.2020 - 10.2021
- Prepared individual tax returns; research tax situations & answer client questions
- Assisted with corporate, partnership and trust tax returns
- Full cycle accounting functions for various clients, balance sheet reconciliations, adjusting journal entries, financial statement preparation and review
- Assisted with PPP (Paycheck Protection Program) loan applications as well as Restaurant Revitalization Fund applications
- Produced the company newsletter & updated the website
Accounting Manager
National HouseCheck Corporation
Boise, ID
03.2016 - 09.2020
- Developed all processes and performed all accounting operations for invoicing, payment application, commission calculations, AP, AR, account reconciliations; fixed asset management, accruals, adjusting jornal entries, variance analysis and month- & year-end closing and reporting
- Transitioned from ADP to Zenefits payroll and HR platform; Implemented SAP Concur expense tracking; worked with GBS/Leavitt benefits rep to bring healthcare benefits to our employees & facilitated integration with Zenefits
- Perform employee on-boarding; answer benefits questions & provide training for Zenefits as well as for company policies & procedures; facilitate terminations
- Support Eide Bailly with tax return by providing requested schedules & information
- Integrate processes of acquired companies
Staff Auditor
Myers & Stauffer LC
Boise, ID
02.2017 - 11.2018
- Performed pre- & post-payment desk reviews for the Medicaid Electronic Health Record incentive program by analyzing Medicaid claims and encounter data
- Performed desk reviews for intermediate care facilities for persons with intellectual disabilities including the determination of allowable costs under the Medicaid reimbursement criteria and compliance with state regulations
- Member of the 'Office Fun Committee' - selected and facilitated periodic workday activities for the purpose of encouraging employees to connect with one another
Senior Staff Accountant
Axelgaard Manufacturing Inc.
Fallbrook, CA
06.2008 - 01.2017
- Performed collection functions for 120+ accounts; developed rapport with customers resulting in decreased need for collections activities
- Facilitated implementation of Epicor ERP; aided in establishing and documenting new inter-department procedures
- Improved efficiency of inventory adjustment analysis by streamlining procedures & working more effectively with manufacturing personnel
- Produced sales tax, medical device excise tax and personal property tax returns
- Conducted month and year end closing for U.S. and Denmark divisions including: balance sheet reconciliations; exchange rate adjustments & updates; direct labor & overhead analysis; manufacturing variance analysis and accruals; financial statement preparation
- Increased efficiency of Denmark month end close from 5 days to 3
Accounting Intern
Wegmann, Dazet & Company
Covington, LA
08.2007 - 05.2008
- Prepared sales tax returns, payroll tax returns & assisted with 401K audits
- Organized the annual charity fundraiser that raised over $10,000
Education
Bachelor of Science - Accounting
Southeastern Louisiana University
Hammond, LA05.2008
Skills
- GAAP accounting
- Account analysis & reconciliation
- Variance analysis
- Financial statement preparation
- Cost reduction efforts
- Process development & improvement
- Internal controls
- Internal & external relationship development
- Problem resolution
- MS Office, Epicor, SAP Concur, Zenefits, ADP, Quickbooks Online & Desktop
- Customer service
- Inter-department team collaboration
Certification
- CPA in good standing with Idaho Board of Accountancy
Timeline
CPA
Millington & Company
10.2021 - Current
CPA
Hahn & Associates PC
11.2020 - 10.2021
Staff Auditor
Myers & Stauffer LC
02.2017 - 11.2018
Accounting Manager
National HouseCheck Corporation
03.2016 - 09.2020
Senior Staff Accountant
Axelgaard Manufacturing Inc.
06.2008 - 01.2017
Accounting Intern
Wegmann, Dazet & Company
08.2007 - 05.2008
Bachelor of Science - Accounting
Southeastern Louisiana University
- CPA in good standing with Idaho Board of Accountancy
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