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Click here or scroll down to respond to this candidateCandidate's Name
PHONE NUMBER AVAILABLEEMAIL AVAILABLEFinance Professional With Experience In Business Development and ManagementSummarySolution-based thinker with ability to express complex concepts effectivelyFormer sole proprietor in insurance industryExpertise in internal audits, sales and use tax, and sales tax auditsAdept in the evaluation and implementation of internal controls in compliance with SOXSuccessfully reduced sales tax assessment by $300,000Lead fraud investigation for a hotel group finding $70,000 in fraudulent transactionsIndustry experience in manufacturing, hospitality, restaurant, oil and gas, government, telecom and broadcastingComfortable interacting with stakeholders, C Suite executives and Big Four accounting firmsFlexible and team oriented, providing leadership for accomplishing common objectives and company goalsProfessional ExperienceIndependent ConsultingSenior level consulting that includes various sales tax, SOX, internal audit assignments, and Network OperationsSenior Consultant (2010 - 2019)Conducted quarterly Sox testing for publicly traded oil and gas company regarding controls over accounts receivable, inventory, fixed assets, accounts payable, taxes, and revenuesObtained sales tax exemption certificates reducing tax liability approximately $544,000 for clientReview of customer contracts to determine applicability of Texas manufacturing sales tax exemptionsAssisted management with state sales tax auditsReview of agency financials and comparison of actual to planned resultsManagement of office staff, scheduling, and productivityProvided detailed information regarding tax software packageMonitor, respond, and report incident occurring on company IT infrastructureProvides first line support of IT infrastructure and systemsWorks with Network Operations team to troubleshoot and fix issuesReport server, network, systems performance metricsWatlington & Associates IncBookkeeping, sales tax, & income tax servicesConsultant (2017 - Present)Manage client sales tax auditsMonthly sales tax complianceIncome tax preparationA/P, A/R, & credit card reconciliationState Tax AdvisorsSales tax consulting for small to medium size companiesAudit Consultant (2015 - 2016)Interface with clients regarding sales tax needsManaging client auditsProduce multi-state taxability matricesPrepare Voluntary Disclosure ApplicationsObtain state sales tax registrationWatlington Insurance AgencyMulti-line insurance agency that includes property, casualty, life, commercial, health, and supplemental health careproducts.Insurance Agent/Owner (2008-2012)Marketing various insurance products to targeted demographicMaintained yearly customer product review scheduleDevelopment and tracking of sales goals against actualsLiaison between customer and underwritingPreparation of weekly status reportsFedEx Kinkos (FKSO)Assess corporate internal controls weaknesses and assist in the development/implementation of short and long-term solutions.Senior Control Analyst (2007-2008)Consulted with VP and Directors to help identify control gaps and develop controlsEvaluation of exposure across FKSOProvided guidance for the development and documentation of policiesFacilitation of formalized change management policy and processAssisted business process owners in the development of self-assessment toolsRecommended self-audit procedures and metrics to drive behavior going forwardPreparation of internal audit issue tracking and action plan databaseWeekly reporting to FXK executive management regarding status of FedEx Services internal auditsTrain and review deliverables of junior staffJefferson WellsSox internal control testing including initial, follow-up, and year-endConsultant (2004-2006)Created SOX internal control testing programs, testing and results for managements assessmentPerformed remedial testing as requiredIdentified process and procedures, information systems, transactional detail evidential matters, and internalcontrols for processes implemented for the delivery of disaster reliefIdentified and documented audit findingsCommunicated audit exceptions and assisted in the resolution. Assisted in report preparation of finingsrecommendationsDave and BustersOperational internal auditing and SOX implementationInternal Auditor (2004)Implementation, coordination, and execution of initial SEC regulations for SOX 404 ComplianceCreated SOX internal control testing programs, testing and results for managements assessmentLiaison with legal counsel, executive management and EY auditorsObserved and reported areas of weakness in the operational portion of the internal audit programEDUCATION:University of PhoenixDegree: MBA, Accounting, November 2004Grambling State UniversityDegree: BS, Accounting, May 1996 |
