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Tax Accountant

Location:
Arlington, TX, 76013
Salary:
$80-85K
Posted:
April 12, 2012

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Resume:

PAMELA L. LUNK, CPA, MBA **** Valleydale Drive • Arlington, Texas 76013

817-***-**** Residence • 817-***-**** Mobile • v6qcil@r.postjobfree.com

PROFESSIONAL EXPERIENCE

Senior Tax Accountant, Plains Capital Corp., Dallas, TX • June 2009-Dec 2011

Reporting to the Chief Accounting Officer, responsible for the consolidated income tax reporting function of a financial holding company offering a diverse range of financial services and operating in 35 states. Notable achievements include:

• Successful in the overhaul and enhancement of the FAS 109 reporting for this newly created position, which included analyzing the current and deferred tax asset and liability accounts and preparing journal entries as required. Duties also included the computation and payment of estimated income taxes. Supported and finalized 2006 IRS audit with no changes to the federal tax return.

• Partnered with outside accounting firms for continuous improvements to streamline the federal and various state tax return filings. Enhanced accuracy and support documentation resulting in more timely information flow. Also consulted with outside firms on tax matters and issues.

• Partnered with the preparer of the Management’s Discussion and Analysis section of form 10Q and 10K for ease in reviewing accuracy, clarity, and made corrections/changes where applicable reducing the process by two days.

• Developed and implemented process flows, procedures, and controls for Sarbanes-Oxley Act compliance.

• Prepared quarterly reports for external auditors and regulatory organizations, including the Quarterly Loan and Disclosure reporting.

• Responded to state tax notices and issues, provided support when needed

Manager of Accounting, Lhoist North America, Inc., Fort Worth, TX • Feb 2007- May 2009

Reported to CFO, responsible for all Cash Disbursements functions, management accounting and overhead, and consolidated tax functions of an $800 million international manufacturer of lime-based products and services with plants and terminals throughout the United States, Canada and Latin America. Responsible for seven clerical and professional employees. Notable achievements included:

• Key member in the tax reporting function between external accountants and various tax reporting services for consolidated state and federal tax reporting in 21 states and Canada. Provided all support for return preparation.

• Tax research on various issues impacting state and federal tax reporting.

• Mentored and developed staff members into a team that needed little guidance in day-to-day operations.

• Maintained and improved multiple general ledger accounts analysis, including the reconciliation of goods received to goods invoiced, resulting in a $3 million gain to the income statement.

• Streamlined monthly variance analysis of overhead cost performance against budgets, resulting in $2 million savings.

• Worked closely with Information Technology in the transaction testing in major SAP upgrade and implemented conversion of manual processes into automated processes within SAP.

• Partnered with logistics, manufacturing operations, and legal on several tax savings initiatives, including tax abatements for property and sales tax on major capital projects, property tax exemptions on pollution control equipment, and maximizing available fuel tax credits. Initiatives resulted in approximately $4 million in savings.

• Coordinated in-house legal and outside Accounting Firm on state income tax restructuring for $0.5 million in state tax savings.

Senior Business Analyst-Operations Performance Control • Senior Tax Specialist, Bell Helicopter Textron, Inc., Fort Worth, TX • Sept 1997-Feb 2007

Responsible for analytical and financial support for segment goals and strategies, including variance analysis, tracking and reporting of key performance metrics for monthly management reviews of a $1 billion international helicopter manufacturer. Previously responsible for all foreign tax reporting with the Corporate Tax Department. Also analyzed and reported various operational and overhead expenditures that impacted federal tax reporting. Notable achievements included:

• Established performance management reporting for a major manufacturing Business Unit, including variance analysis and development of KPIs.

PAMELA L. LUNK, CPA, MBA Page 2

• Analyzed and recommended savings on Six Sigma contracts to promote waste elimination, lean manufacturing, process improvements, and cost cutting opportunities. Continuously monitored and reported cost savings of approximately $20 million for one year after contract was completed. Also conducted financial cost impact analysis for outsourcing efforts and other business decisions.

• Successfully streamlined various federal and state tax filings and corresponding work papers for multiple Bell entities and endeavors including Textron year-end federal and state tax return packages, International tax filing, the five-year Multi-Year Plan forecast, and quarterly and annual ROIC calculations and updates. Member of tax team that reduced the year-end federal and state tax return package preparation by one month.

• Prepared the annual Transfer Pricing documentation. Also revised the cost sharing calculations between Fort Worth and Canada for forecast and final year-end numbers.

• Liaison between Canada and Fort Worth tax departments in support of the Revenue Canada Audit; provide full support of the Internal Revenue Service Audits.

Internal Control Coordinator • Senior Tax Accountant, Lockheed Martin Logistics Management, Arlington, TX • Nov 1989-Aug 1997

Promoted from tax position and reported to the CFO, responsible for the review, development, and implementation of policies and procedures that insure the accuracy and integrity of the company’s accounting system in accordance with GAAP and applicable Government Regulations. Notable achievements included:

• Initiated Control Assessment and Monitoring Process, designed to self-access the effectiveness of the internal accounting control systems and provide assurance to external auditors that an effective internal accounting control environment existed.

• Prepared monthly consolidated financial statements and reduced monthly closing process by one day per month.

• Provided detailed information to the corporate parent for consolidated federal and state income tax reporting. Prepared all sales tax and payroll tax returns.

Tax Professional, Donald G. McCartney, CPA, Fort Worth, TX • June 1985-Nov 1989

Responsibilities included monthly bookkeeping, financial statement preparation and federal and state tax preparation for individuals, partnerships and corporations.

EDUCATION

Masters of Business Administration

Texas Christian University, Fort Worth, TX, 2005

Bachelor of Business Administration

Accounting – University of Texas at Arlington, Arlington, TX, 1987

Bachelor of Business Administration

Finance – University of Texas at Arlington, Arlington, TX 1981

Certified Public Accountant

State of Texas, Certificate 048761

Six Sigma Certified Green Belt

Textron



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