P. O. Box *** Tazewell, TN *****
Cell: 865-***-****
Email: **************@*******.***
JENNIFER LOCKE, ACCOUNTANT, MBA, MEMBER AICPA
__________________________________________________________
Summary of Accountant (30 Years)
Qualifications MBA (August 2009)
Member AICPA (August 2009)
Extensive experience in sales and operations management of various large,
medium and small businesses (including, but not limited to law firms,
accounting firms, computer marketing and health care nursing staff
organizations)
Extensive experience in organizational leadership, directing, consultation,
marketing, tax return preparation (individuals, corporations, partnerships
and small businesses), quarterly payroll reports, federal unemployment
reports, state unemployment reports, financial planning, auditing, accounts
receivable, accounts payable, financial analysis and financial reporting
SKILLS
Over twenty years experience as outside sales marketing representative,
operations manager, business
Owner, director of operations and accounting professional
Excellent ability to lead and inspire others, developing lasting
relationships
Excellent ability as self-starter and tremendously self-motivated
Excellent operational and executive leadership skills
Excellent communication skills (written, oral and presentation)
Excellent contract and negotiation skills
Excellent ability to work independently, within groups and under pressure
Excellent ability to exercise sound judgment, analysis, discretion and
confidentiality
Excellent ability to achieve goals, meet deadlines and solve problems
Excellent ability to work at all levels of an organization, remaining a
team player and promoting growth and development within the organization,
as well as within the individual
Excellent ability to research, analyze, critique, modify and report
findings
Excellent knowledge of accounting systems
Proficient with computer knowledge such as Microsoft Word, Power Point and
Internet
EDUCATION
(2008-2009) University of Phoenix, Phoenix, AZ
MASTERS OF BUSINESS ADMINISTRATION
Area of Concentration: Accounting and Finance,
Organizational leadership and Marketing
(Maintained 3.8 GPA)
(1995-1999) Union College, Barbourville, KY
BACHELOR OF ARTS in ACCOUNTING
(Maintained 3.6.GPA)
PROFESSIONAL EXPERIENCE
(2007-Present) Accounting Solutions, Tazewell, TN 37879
PRESIDENT, MARKETING REPRESENTATIVE and DIRECTOR OF
OPERATIONS
Successful integration of Peachtree Accounting Software
Program for various small business
organizations, installing, teaching, consulting and
overseeing business control and statistical analysis
Developed, sold and improved quality control mechanisms and
improvement analysis for contract organizations within
various industries, streamlining and helping alleviate
excess spending and budgeting
Research, analyze, prepare and oversight of complete
accounting and administrative functions including,
financial reporting, bank reconciliation, accounts
receivable, accounts payable and tax return preparation
(individuals, corporations, partnerships and small businesses)
Successful integration of payroll and accounting system,
using Peachtree Accounting program, overseeing
and controlling $1.5 million dollar pharmacy
Organization, as a model for other pharmacy organizations
Directs and manages customer support services, meeting
objectives and achieving 100% of targets for 2009
(2001-2007) ACN and Associates, Ewing, VA
Tax Practitioner, Farm Bureau, Tazewell, TN
DIRECTOR OF OPERATIONS and TAX PRACTITIONER
Developed business (health care contract nursing)
relationship management team and
recruitment of nursing staff, included, but not limited to
marketing, presentations, interviewing, hiring, consulting, income tax
strategies, staffing, and numerous administrative
functions (ACN)
Successfully implemented budgeting and forecasting
measurements, reporting to CEO (ACN)
Performed consultative needs analysis for retirement area
of healthcare
patients, working with CEO on implementation tools and
models that would become core values and measurements
(ACN)
Preparation of financial statements and management of
accounting staff,
overseeing and directing financial accounting, accounts
receivable and accounts payable, reporting findings
and conflicts to CEO, with recommendations, along with
plan change alternatives and proposed guidelines (ACN)
Prepared income tax returns for staff and consulted
regarding 1099
income (contract self-employment) and financial
recommendations with respect to financial planning
(ACN and Farm Bureau)
Implemented and directed internal auditing committee,
setting goals
and objectives to decrease material misstatements and
increase revenue,
following prescribed internal procedures (ACN)
Prepared tax returns for farmers and farm bureau members
(individual and business), analyzing, preparing,
consulting, efiling,
and utilizing TaxWise Tax Return Preparation software
(Farm
Bureau)
Prepared amended tax returns, working with the IRS
and the client on specific segments of each tax return,
along with negotiating
specifics related to proposed changes and tax implications
(Farm Bureau)
(1997-2002) Barbara Elliott Yeager, Attorney at Law, Barbourville, KY
40906
CONTROLLER and OPERATIONS MANAGER
Developed crucial and extensive case plans and conducted
research and analysis based upon case law, statutes
and prior court rulings, helping attorneys with
specific action plans and case design
Directed and managed staff of 15 paralegals,
administrative personnel and intake coordinators,
assisting attorney on consultation, case construction and
analysis and preparation for various court trials and court proceedings
Researched and provided continual trial court WestLaw and
NexusLexus research and development, adhering
to rules and regulations
set forth within the State of Kentucky scope of discovery
and according to
rulings throughout the state and within the federal
guideline system
Designed and Prepared legal monthly bookkeeping system,
using Quickbooks and Peachtree Accounting
Software, reporting findings to law practice and
filing appropriate quarterly and yearly reports with the state and
federal agencies
Designed and implemented audit controls, utilizing
specific legal
documents, managing accounting system, fixed assets,
depreciation, personal
property tax returns, sales and use tax returns,
partnership returns, state and
federal unemployment tax returns and EFTPS deposits
(1994-1997) Fred G. Roark, CPA, Pineville, Ky 40977
STAFF ACCOUNTANT and AUDITING COORDINATOR
Aided in management and training of staff in preparation
for governmental audits, including
preparation of working papers, document reporting
techniques, controls, delivery systems, presentations and research
Field work for non-profit agencies and school systems,
utilizing
prescribed definitive guidelines for agencies such as Bell
County Chamber
of Commerce, Pineville City Schools, Bell County Public
Schools, Harlan
County Schools, Knox County Schools and Leslie County
Schools (Kentucky)
Compilation and review, along with assisting with write up
of audit report
Presentation of audit findings and reports to senior
accountant in
preparation for final report for submission to
governmental entity and state
(1980-1994) IBM Corporation, Cincinnati, OH, Atlanta, GA, Raleigh, NC
MARKETING REPRESENTATIVE, ADMINISTRATIVE ACCOUNT
SPECIALIST, ADMINISTRATIVE OPERATIONS MANAGER
Marketing of large system computer systems to major
corporations,
such as Cincinnati Gas and Electric, Fifth Third Bank,
Proctor and Gamble,
AT&T and Cincinnati Bell, along with numerous insurance
companies
Implemented, along with task force, administrative follow
up
and time management technique to aid in development of
improved product
performance, delivery and installation of systems,
utilizing department groups
consisting of product managers, system engineers, plant
managers, design managers and administration
operation managers
Sold, installed and managed installation of over $20
million dollars in revenue, achieving quotas and
exceeding quotas thirteen (13) out of fourteen (14)
years.
Contract negotiations with outside vendors, acquiring new
business and
managing cash fund, accounts receivable, receptionists and
administrative staff
Performed internal audits within various departments,
utilizing auditing methods used by Price Waterhouse in
preparation for Price Waterhouse audit five (5) out of six
(6) years, achieving high levels of satisfaction reports
from audit committee and being named "Means Service
Administrative Winner" three (3) out of five (5) years and
achieving large system marketing bonuses during six (6)
years