Accomplished Enrolled Agent bringing 18 years of experience and demonstrated successful history of leadership and Tax and accounting accomplishments. Experience managing and driving change to promote continuous operational improvement. Employed multi-prong strategy to streamline internal systems, enhance revenue and extend profits.
Skills
Performance monitoring and evaluation
Market trends and analysis
Business growth and marketing strategies
Staff development
Rules and regulations
Training and mentoring
Cash Flow and Financial Analysis
Experience
10/2018 to Current
Vice PresidentAsu Foundation – Mesa, AZ,
Cultivated and maintained positive working relationships with employees, clients, and other stakeholders.
Collaborated with various departments to identify operational challenges and plan corrective actions.
Hired and managed employees to maximize productivity while training staff on best practices and protocol.
Coordinated work across departments to keep teams on track with company goals.
Determined performance goals and offered tactics for achieving milestones.
Oversaw all aspects of business expansion objectives and opportunities.
Ensure the accuracy of all 700 tax returns prepared by tax preparation team.
07/2015 to 10/2018
Director of Accounting and TaxKoch Industries, Inc. – Perdue Hill, AL,
Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
Oversaw preparation of corporate balance sheets, income statements and other financial reports for all monthly accounting clients
Set and reinforced consistent and compliant control and operational policies for accounts tracking, reconciliation and reporting.
Evaluated historical, current and forecast data to determine opportunities for development and enhancement for monthly clients
Directed work of team of 6 bookkeepers, 2 AP clerks, and 6 payroll staff handling monthly data entry for clients, AP/AR, budgeting collections and all other accounting functions.
Produced monthly and quarterly sales tax reports for each jurisdiction, prepared commissions and monitored bi-weekly payroll administration.
Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
Worked closely with team members to deliver project requirements, develop solutions and meet deadlines.
Prioritized and organized tasks to efficiently accomplish service goals.
Juggled multiple projects and tasks to ensure high quality and timely delivery.
Demonstrated self-reliance by meeting and exceeding workflow needs.
Demonstrated leadership by making improvements to work processes and helping to train others.
Provided excellent service and attention to customers when face-to-face or through phone conversations.
Improved operations by working with team members and customers to find workable solutions.
Motivated and encouraged team members to communicate more openly and constructively with each other.
01/2008 to 07/2015
Accounting SupervisorElsupermarkets – Los Angeles, CA,
Reviewed and reconciled discrepancies in accounts and financial documentation for over 70 monthly clients
Prepared monthly management and financial reports, including annual budget preparation and year-end reconciliations.
Prepared tax returns for all 70 monthly clients and an additional 330 annual clients
Supervised three bookkeepers
Collaborated with other supervisors and payroll department to ensure efficiency and accuracy of work
Developed operating procedures to more efficiently process monthly financial statement preparation
Instrumental in helping the firm go to a paperless work environment
Selected, trained, assigned, scheduled and coached employees and communicated job expectations.
Performed in-depth analysis of business operations, trends and obligations to complete accurate projections.
Represented clients in interaction with tax authorities and provided knowledgeable litigation support to resolve financial issues.
Trained employees on best practices and protocols while managing teams to maintain optimal productivity.
09/2007 to 01/2008
BookkeeperSwick & Associates PC – City, STATE,
Prepared accurate financial reports each month by collecting, analyzing and summarizing account information.
Maintained full compliance when executing and tracking bank reconciliations, A/P, invoicing, billing and collections.
Applied mathematical skills to calculate totals, check figures and correct problems with physical and digital files.
Assisted senior leadership by processing documents within anticipated timeframes.
Maintained current understanding of state and federal accounting procedures to prevent legal or compliance issues.
Organized and maintained chart of accounts, and updated monthly entries and adjustments, including firm payroll entries and monthly accruals.
Handled all AP, ledger, reconciliation and statement requirements to maintain records accuracy, integrity and compliance.
Education and Training
Expected in 12/2003
Bachelor of Science: Business Admin/Accounting CU Denver - Denver Colorado, GPA:
Major in Accounting
Expected in 05/2001
Associate of Science: General Studies Community College of Denver - Denver Colorado, GPA:
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