Yvonne Smith
Stuart,FL
Summary
Accomplished financial management and accounting professional with over 20 years of demonstrated positive impact company growth. Proven skill in employing accounting and financial management best practices and team leadership. Committed to introducing changes to achieve continuous improvement and successfully influencing processes driving operational excellence. Expertise in financial statement preparation and analysis, operational management, forecasting and cost control. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Quick Books Live Lead
Intuit, Inc.
01.2021 - Current
- Remote Position serving as a Lead in Monthly Ongoing Team
- Assigned a group of QBKs helping with Intuit guidelines for Small Business' (SMBs) giving guidance in accomplishing Team and Intuit Monthly goals of reconciling and maintaining SMBs' books in compliance with Service Level Agreement (SLA) and Intuit Standards
- Maintaining and helping M1 to provide guidance and feedback to Team Front Office Experts' (FOE) and Back Office Experts' (BOE) questions
- Verifying Close Rates are maintained for optimal growth in SMBs book
- Providing SOARs and Final Review audits to encourage growth and delivering M1's messages.
- Enhanced team performance through effective communication and collaboration with coworkers.
Quick Books Live Expert
Intuit, Inc.
01.2020 - 01.2021
- Promoted from within as an Ongoing Monthly Lead January 2021.
- Remote position within a Monthly Ongoing Team initially serving as a client-facing and transactional bookkeeping for assigned SMBs evolving to a Front Office Expert
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Worked effectively in fast-paced environments.
- Managed time efficiently in order to complete all tasks within deadlines.
- Excellent communication skills, both verbal and written.
- Proved successful working within tight deadlines and a fast-paced environment.
- Strengthened communication skills through regular interactions with others.
- Participated in team projects, demonstrating an ability to work collaboratively and effectively.
- Cultivated interpersonal skills by building positive relationships with others.
Bookkeeper & Tax Preparer- Contract
01.2014 - Current
- Full charge bookkeeper and Tax preparer handling multi company: retail and corporate accounts receivables, accounts payables, payroll and retail daily receipts utilizing Quick Books Enterprise and Online
- Posting of wire transfers, posting bank transactions/transfers, bank reconciliations and G/L entries
- Maintains and updates vendor/insurance information and fixed assets recording
- Position serves as the single point of contact for vendor relations
- Yearly reporting and distribution of 1099s
- Tax preparation and filing utilizing Turbo Tax Business and ProConnect for Individuals and companies.
Senior Finance Associate
Girl Scouts of Southeast Florida, Inc.
11.2012 - 05.2014
- Accounting position which entailed full cycle accounts payables and receipts: daily retail reconciliation, online revenue reconciliation within two council locations utilization of Abila Sage (MIP) for Non-Profits and Authorize.net
- Posting of wire transfers, posting bank transactions/transfers, bank reconciliations and G/L entries.
Accounting Associate
Goodrich, LLC
09.2008 - 06.2012
- Full cycle accounts payable position that handled the payables for a group of trustees and the beneficiaries for over 75 entities and spreading over 10 states
- Closely worked with the Controller and the CFO utilizing Great Plains initiating wire transfers, bank transactions/transfers, bank reconciliations and G/L entries
- Yearly reporting and distribution of 1099s
- Maintained and updated vendor/insurance information and fixed assets recording.
Accounts Payable Coordinator
Trump Florida Properties, LLC
10.2007 - 09.2008
- Full cycle accounts payable position handled the payables for The Mar-a-Lago Club, Trump International Golf Club and the various projects within the Trump Organization utilizing Jonas and Club Systems
- Position required closely working with the Controller and the Department Heads on coding issues for the various events and projects
- Utilized processes and resources in an efficient and effective manner and contributed to the overall success of the organization's goals
- Yearly reporting and distribution of 1099s
- Made daily deposits, maintained and updated vendor/insurance information and fixed assets recording.
- Managed vendor relationships, ensuring prompt responses to inquiries and resolving disputes.
Accounts Payable Supervisor
DiVosta Homes, L.P. – Division of Pulte Homes
01.1999 - 07.2007
- Supervised accounts payable staff of six for the wholesale division of the company-Florida Building Products
- Ensured they worked accurately and efficiently in their daily responsibilities independently and as a team
- Updated and posted batches, print or void checks to ensure payment
- Review checks and related supporting documents utilizing Sarbanes Oxley compliance tests to ensure proper approval, documentation requirements and procedures are being followed
- Verified invoices, payment authorizations, expense reports are properly approved for payment and that appropriate lien releases are included where applicable
- Managed accrual report and maintained proper balances
- Reviewed invoices and purchase orders discrepancies when needed with the Purchasers or Purchasing Manager
- Discussed coding issues, reasons for voided checks/errors, answering questions, made monthly reports with the Controller and General Manager.
Education
Bachelor of Arts - Business Administration And Management
Florida Atlantic University
Boca Raton, FL05.1992
Skills
- Sage 50
- Abila Sage MIP
- Great Plains
- Lawson
- QuickBooks Pro
- Quickbooks Enterprise
- Quickbooks Online
- McCosker AS400
- Turbo Tax Desktop
- Turbo Tax Online
- Microsoft Office (Word, Excel, Outlook and PowerPoint)
Certification
- Quickbooks Online Advanced Pro Advisor
- Great Plains – Abila Certified
- PTIN through Internal Revenue Service
- Enrolled Agent - anticipated certification May 2024
Languages
Spanish
Native or Bilingual
Timeline
Quick Books Live Lead
Intuit, Inc.
01.2021 - Current
Quick Books Live Expert
Intuit, Inc.
01.2020 - 01.2021
Bookkeeper & Tax Preparer- Contract
01.2014 - Current
Senior Finance Associate
Girl Scouts of Southeast Florida, Inc.
11.2012 - 05.2014
Accounting Associate
Goodrich, LLC
09.2008 - 06.2012
Accounts Payable Coordinator
Trump Florida Properties, LLC
10.2007 - 09.2008
Accounts Payable Supervisor
DiVosta Homes, L.P. – Division of Pulte Homes
01.1999 - 07.2007
Bachelor of Arts - Business Administration And Management
Florida Atlantic University
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