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| | Click here or scroll down to respond to this candidateCandidate's Name , MBAEMAIL AVAILABLEhttps://LINKEDIN LINK AVAILABLEc. PHONE NUMBER AVAILABLEProfessional QualificationsManagement and Accounting Professional with multiple years of experience managing projects and personnel to accomplish organizational goals. An eye for detail in analyzing critical data and reporting to Tax Professionals and Upper Management. Experience in managing assets with organizational goals in mind increasing ROI.Professional Work Experience:Museum Arts, Inc. Dallas, TexasChief Financial Officer October 2019 May 2024oMonitor / Oversee accounting functions through post-monthly, quarterly, and year-end closeoReview Financial StatementsoCreate relevant reports based on activity and the current position of the businessoCreate Cash Flow Forecast and review it with the Executive StaffoAdvise Upper and Mid-Level Management on the course of the company to navigate the most profitable, low-risk pathsoCreate and review Budgets and assumptions with Various Management StaffController September 2016 October 2019oPrepared Payables through Financial StatementsoPrepare bi-weekly Payroll, including Payroll Tax PaymentsoPrepare 940 Annual Federal Unemployment ReturnoPrepare 941 Quarterly Federal Tax ReturnoMonthly Sales Tax ReportThe Maxcel Company, LLCDallas, TexasPart-Time Accounting Consulting October 2015 September 2016oPrepared Payables through Financial StatementsoPrepare bi-weekly Payroll, including Payroll Tax PaymentsoPrepare 940 Annual Federal Unemployment ReturnoPrepare 941 Quarterly Federal Tax ReturnoPrepared Cash Flow AnalysisoConsulted on Cash FlowsoBanks and Credit Card ReconciliationsoCustomer Invoice preparationoA/R Customer set upoA/P Vendor set upRx Worldwide Meetings, Inc. Plano, TexasExecutive Director December 2009 August 2015oMonitored and oversaw all Accounting FunctionsoLiaison for payroll and accounting firm in the UK for European UnitoCreated Financial Statements for the UK Entity.oEnsured that Financials were in accordance with GAAP (US Entities)oMaintained and oversaw foreign payables and receiptsoMonitored Fixed Assets and DepreciationoAudited Balance Sheet Sub- Ledger accounts for accuracyoCreated Budgets for all Corporate EntitiesoMonitored Cash Flows and set limits on foreign Bank accountsoMonitored Financial efficiency through Variance reports and Gross Profit AnalysisoMonitored and maintained Corporate Expense Analysis for foreign ManagersoManaged expenses that affected Entity OverheadoMonitored and maintained all general ledger posting and analysisDirector of Finance and Accounting October 2007 December 2009oOversaw all aspects of business-related accounting through Financial StatementsoProvided sales with more concrete data for pricing purposesoDetermined areas where new revenue centers could be establishedoCreated Budgets and Management reports for upper-level management along with a summary analysis of coming trends and events that could affect company performance. This allowed management to see upcoming rising or falling trends.oSurvived the recession of 2008 with solid business decisions to come out healthy and growingController June 2005 October 2007oCreated job budgets that eventually became Cost Estimates for Sourcing and Sales.oEstablish accounting procedures to help aid management in decision-makingoStreamlined the billing process establishing more relevant billing procedures.oMaintained accurate accounting records for outside CPA review and tax preparationoCreated accounting strategy to better recognize and understand revenue-producing areas and opportunities for cost savings.oConsolidated client budgets to identify areas of revenue enhancement or cost reduction.Technical SkillsPayables through Financial StatementsGeneral Ledger and Bank Reconciliation, Month/Year- end ReportingBudgets and Forecasts, Earnings Analysis, Variance Analysis,Payroll (QuickBooks and ADP)Billing and Job Cost EvaluationsInternal Audit, Financial PlanningKnowledge and use of GAAPManaged Assets and PersonnelLeading, Recruiting and Managing TeamsHR (Healthcare, 401K, etc.)Asset and Risk ManagementIT (Information Technology) LiaisonAdministrative Liaison. (Office Management)QuickBooks Enterprise and Pro, Peachtree Accounting Software,Microsoft Office (Intermediate/Advanced Knowledge)Microsoft Office (PC), Apple Mac/OSXEducation:2017 Post Graduate Certificate Accounting Texas Womans University2010 Bachelor of Science Legal Studies Bellevue University2007 Master of Business Administration-Accounting Discipline Bellevue University2004 Bachelor of Science Business Administration / Technical Studies (Honors Cum Laude - Deans List / National Deans List)Bellevue University |