Solution-focused and results-oriented professional with proven success and business acumen to integrate strategic leadership into the daily business activities with a pragmatic, common sense approach. Strong leader and change agent who produces exceptional results by combining big picture focus and passion for success with attention to detail. Experience in financial, government and non-profit environment. Extensive experience with Budget & Finance, Strategic Planning, Business Development and Change Management
accounting, accounts payables, auditing, bank reconciliation, budgets, budget, business development, charts, coaching, consulting, contracts, counseling, credit, clients, Finance, financial, financial planning, managing, money, network, organizer, payroll, policies, real estate, recording, seminars, strategic alliances, Tax, taxes, workshops
Handled the tasks of preparing and analyzing budgets and financial reports Responsible for maintaining accounting files and charts Established and monitored internal controls and ensured that accounting activities are in accordance with company policies Ensured that the accounting procedures of the company conform to the accepted accounting principles Handled the tasks of account payable and account receivables Responsible for recording payroll in a timely manner Reconcile all bank, investment, and credit card statements Responsible for preparing the tax organizer for preparation of the annual 990 Facilitate for auditing process and working with the auditor.
Provide accounting, bank reconciliation, accounts payables and receivables for small to mid-size companies Prepare income taxes for small businesses and individuals Consult with small to mid-size companies to develop sustainable growth strategies for their organizations Negotiate contracts to provide financial education, and entrepreneurship training to businesses and local governments Conduct business development training and personalize coaching sessions Develop personal financial wealth building plans for individuals Analyze individuals current financial condition including credit, budgets, mortgage consulting, and income taxes Conduct money management, credit, home ownership, and real estate investing seminars Responsible for forming strategic alliances with financial services firms Build community relationships with local civic organizations Responsible for the overall accounting for the organization.
Organized, trained, and supervised staff for the Volunteer Income Tax Assistance program through the Internal Revenue Service Facilitated workshops and seminars for various internal and external organizations Developed a series of financial courses; they included money management, real estate investing and homeownership that lead to creation the School of Personal Finance Coordinated seminars on wealth building and estate planning Developed and implemented a plan to increase home ownership retention Developed a comprehensive homeownership program and managed a network of real estate professionals Provided training for financial and credit counselors Administer the emergency assistance fund and built relationships with other social services organizations Provide and negotiate mortgage and credit counseling Responsibility included developing and training homeownership counselors Managed relationships with various banks and lending institutions Worked with other Faith Based organizations and provided guidance in establishing homeownership initiatives Responsible for establishing and managing the budget for the department.
Reviewed personal and business tax returns to ensure preparer accurately prepared returns. Prepared tax returns for personal financial planning clients.
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