Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

WILLIAM CARTER

CONYERS,Georgia

Summary

Talented professional considered knowledgeable leader and dedicated problem solver. Brings 30 years of valuable expertise to forward company objectives. Attentive to detail with experience in coordinating projects, programs and improvements. Focused Project Manager adept at planning, directing and maintaining continuous operations in various departments. Experienced in directing manufacturing employees and keeping efficient production in accordance with quality standards. Applying creative and analytical approach to operations for continuous process improvement. Skilled at identifying or anticipating problems and providing solutions. Excels through mentoring, training and empowering team to excel in performance. Talented professional considered knowledgeable leader and dedicated problem solver. Brings 30 years of valuable expertise to forward company objectives. Attentive to detail with experience in coordinating projects, programs and improvements.

Overview

43
43
years of professional experience

Work History

Project Manager

A&R Construction Company LLC
03.2021 - Current
  • Planned, designed, and scheduled phases for large projects.
  • Monitored project performance to identify areas of improvement and make adjustments.
  • Coordinated with sub-contractors and property owners to resolve project issues and mitigate risks.
  • Achieved project deadlines by coordinating with contractors to manage performance for various projects.
  • Prepared and submitted project invoices for review and approval.
  • Maintained open communication by presenting regular updates on project status to customers. (owners)
  • Coordinated material procurement and required services for projects within budget requirements.
  • Developed and initiated projects, managed costs, and monitored performance.
  • Tracked project and team member performance closely to quickly intervene in mistakes or delays.
  • Sourced, vetted, and managed many vendors needed to accomplish project goals.

Health Insurance Agent

Self EMPLOYED
10.2016 - Current
  • Educated clients about health insurance coverage options, benefits and costs.
  • Answered inbound calls from existing and future policyholders to answer inquiries and discuss insurance options.
  • Verified insurance coverage by telephone and online to guarantee proper reimbursement of benefits and estimate patients' financial responsibilities.
  • Responded to customer inquiries regarding health insurance coverage and policies to assist with informed decision-making.
  • Monitored changes in health insurance laws and regulations to verify continuous compliance.
  • Educated clients on insurance policies and procedures.
  • Calculated premiums and established payment methods for sales using authorized health insurance software.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
  • Created sources for continuous client referrals within community and with businesses using extensive networking skills.
  • Researched and identified potential new markets.
  • Developed and implemented promotional strategies to increase customer base.
  • Seasonal Health Insurance Agent (annual open enrollment)
  • Answered inbound calls from existing and future policyholders to answer inquiries and discuss insurance options

Senior Tax Consultant

Coach Knows Tax Service
01.2005 - Current
  • Taught junior staff how to prepare tax returns, resolve discrepancies and maximize efficiency.
  • Responded promptly to official tax notices requiring clarifications and additional submissions.
  • Helped organization maintain full compliance with local, state and federal tax requirements with diligent application of tax compliance.
  • Reconciled tax accounts to prevent discrepancies and maintain readiness for expected tax liabilities.
  • Managed 5-20 agents who reviewed financial reports to correctly apply tax filing requirements for taxpayers.
  • Interviewed clients to obtain additional information on taxable income, deductible expenses, and allowances.
  • Furnished taxpayers with sufficient information and advice to facilitate correct tax form completion.
  • Checked data input and verified totals on forms prepared by others to detect errors in arithmetic, data entry or procedures.
  • Used appropriate adjustments, deductions and credits to keep client's taxes to minimum.
  • Utilized tax software to prepare returns and meet deadlines.
  • Completed and filed returns with tax departments at local, state, and federal levels.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Collaborated with clients to answer questions and provide clarification on tax matters.
  • Analyzed financial documents to accurately reflect client information on tax returns.
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
  • Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
  • Prepared returns for individual, small business and corporate.
  • Facilitated integration of modern tax software with client accounting software.
  • Prepared Local and multistate tax returns for individual and business clients.
  • Seasonal Tax Office manager (Annually, January - May)
  • Taught junior staff how to prepare statements, resolve discrepancies and maximize efficiency.

Business Consultant and RealEstate Agent

Self Employed
04.2003 - 02.2005
  • Evaluated situations and delivered targeted solutions using various tools and resources.
  • Established and maintained relationships with key stakeholders for growth opportunities and successful partnerships.
  • Developed complete business plans and operational strategies for new and existing business.
  • Implemented process improvement to shape organizational culture, optimize procedures for higher efficiency and help company evolve and grow.
  • Performed as consultant for startup business in areas of marketing, logistics, and training.
  • Applied performance data to evaluate and improve operations, target current business conditions and forecast needs.
  • Evaluated customer needs and feedback to drive product and service improvements.
  • Created and managed project plans, timelines, and budgets.
  • Developed and updated tracking spreadsheets for process monitoring and reporting.
  • Maintained database systems to track and analyze operational data.
  • Conducted regular reviews of operations and identified areas for improvement.
  • Although my work in real estate was limited, I used my knowledge as a licensed real estate agent to provide educational input for business owners who were looking to purchase their first homes.

Automobile Salesperson

Nissan Of Union City
10.2000 - 07.2003
  • Closed sales by overcoming objections, asking for sales, negotiating prices, and completing purchase contracts,
  • Negotiated purchase prices and explained sales, warranty, and optional products.
  • Demonstrated automobiles by explaining characteristics, capabilities, and features, taking test drives, and explaining warranties and services.
  • Followed up on warm Internet leads and responded to customer questions about vehicle availability, price, and options while fielding inquiries from various marketing websites.
  • Answered telephone and email inquiries from potential customers.
  • Greeted customers on the lot and in the showroom to answer questions about the brand and available inventory.
  • Although I was part-time for 75% of my employment, I was consistently a top salesperson.

Corporate Accounting & Accounts Payable Specialist

BellSouth Advertising & Publishing
12.1980 - 10.2000
  • Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
  • Processed invoices and journal entries with efficiency and accuracy, resulting in decreased discrepancies.
  • Reached out to vendors and customers to verify information and follow up on client issues.
  • Prepared month-end closing entries for detailed reporting and recordkeeping.
  • Investigated daily variances and corrected errors to resolve discrepancies.
  • Oversaw bookkeeping and accounting systems and entered data into systems accurately.
  • Produced month-end closing reports and provided actionable suggestions on remittance for quick resolution.
  • Oversaw office accounting functions such as AP and Uncollectible accounts to keep finances accurate and current.
  • Used advanced software skills to produce high-quality documents, reports and presentations.
  • Handled trade payable documentation by reviewing month-end accruals.
  • Reorganized accounts payable processes, decreasing supplier payment delays from 180 to 60 days.
  • Maintained 97% accuracy while processing $1.2million worth of payments.
  • Assisted manager in conducting internal audits to analyze findings.
  • Evaluated financial records to detect errors and discrepancies.
  • Contributed to producing and interpreting improved finance related methods to establish consistency with accounts payable prerequisites.
  • Assisted manager in formulating year-end financial reports to determine financial performance of companies.
  • Aided manager in examining company finances to develop strategies in reducing costs and maximizing revenues.

Education

High School Diploma -

J C MURPHY HIGH SCHOOL
ATLANTA, GA

ACCOUNTING

ATLANTA AREA TECHNICAL SCHOOL
ATLANTA, GA

Associate of Applied Science - ACCOUNTING

ATLANTA JR COLLEGE
ATLANTA, GA

Skills

  • Contract Negotiation Expertise
  • Managing Revenue Projections
  • Performance Evaluations
  • Multi-Unit Operations Management
  • Project Estimation and Bidding
  • Project Management
  • Subcontractor Relations
  • Procuring Funding
  • Staff Training
  • Client Relations
  • Project Deadlines
  • Sales and Marketing
  • Site Safety Coordinator
  • Conflict Management
  • Quality Assurance and Control
  • Advanced problem solving

Accomplishments

I was invited as a guest lecturer at Morehouse College in Atlanta, GA from 2001 - 2006. The entrepreneur Director for Morehouse College extended the invitation due to my background in Accounting and Finance so that I could teach and share valuable information to aspiring

college graduates regarding Credit Accountability and Debt Management. I established some long lasting relationships with some of the students who are still business clients currently. So, one of my short-term goals is to return to the classroom this fall, so I can

continue to provide some financial literacy to students who soon will be entering the Real world and expected to manage as self sufficient members of society.

Timeline

Project Manager

A&R Construction Company LLC
03.2021 - Current

Health Insurance Agent

Self EMPLOYED
10.2016 - Current

Senior Tax Consultant

Coach Knows Tax Service
01.2005 - Current

Business Consultant and RealEstate Agent

Self Employed
04.2003 - 02.2005

Automobile Salesperson

Nissan Of Union City
10.2000 - 07.2003

Corporate Accounting & Accounts Payable Specialist

BellSouth Advertising & Publishing
12.1980 - 10.2000

High School Diploma -

J C MURPHY HIGH SCHOOL

ACCOUNTING

ATLANTA AREA TECHNICAL SCHOOL

Associate of Applied Science - ACCOUNTING

ATLANTA JR COLLEGE

Similar Profiles

CREATE PROFILE
WILLIAM CARTER