Wanda Jackson

*** ******* *****

Montgomery, Alabama 36109

334-***-****

adpr43@r.postjobfree.com

SUMMARY

Accomplished Chief Financial Officer with over 10 years of experience in financial accounting and compliance with a reputation for accuracy and strong leadership skills. Innovative and dynamic, with a proven track record of ensuring that organizations utilize all financial tools and funds in a manner that positions them as a premiere organization. EXPERIENCE

Alabama Council on Human Relations

Fiscal Coordinator October 2021 - Present

• Responsible for planning, organizing, supervising and directing all activities of the fiscal department in accordance with Alabama Council on Human Relations, Inc. and federal and state guidelines and regulations. Primerica

Licensed Independent Representative February 2020 – Present

• Helping families earn more income and become properly protected, debt free and financially independent by focusing on financial education, products, and solutions.

Board of Education

Chief School Finance Officer March 2016 – September 2021

• Maintained an accounting system in accordance with generally accepted accounting principles and governmental accounting standards, as well as the financial operations of the child nutrition program and other special programs in accordance state and federal requirements

• Maintained a school payroll accounting system in accordance with applicable laws and regulations

• Prepared financial reports annually, as required by the State Department of Education, local school superintendent, local board of education, and other agencies, as well as submit monthly financial reports to the local board of education, as required by law and board policy

• Sustained an adequate system of internal controls, including property and inventory accounting, as well as cash management

• Maintained a sound accounting system in individual local schools, as well as in contracting and purchasing procedures

• Coordinated the preparation of the annual budget and any amendments as appropriate

• Carry out responsibilities in accordance with federal, state, and local laws and with applicable rules and regulations, in addition to other duties as assigned to the position by law, by the local school superintendent and local board of education

• Participated in staff meetings, board meetings, and provide staff development opportunities for all employees involved with the financial operations of the school system

• Supervised the functions of finance office personnel – Accounts Payable, Payroll/Human Resources, and Local School Accounting

State of Alabama - Department of Revenue

Revenue Examiner III November 2013 – February 2016

• Supervised employees: conducted pre-appraisals, mid-appraisals, and performance evaluations to ensure that employees are fully aware of duties and responsibilities and had a clear understanding of the evaluation process; generate and provide monthly production reports

• Accountable for ensuring that employees are aware of office and departmental policies and procedures; provided assistance to taxpayers, accountants, attorneys, co-workers and supervisors through telephone, electronic mail, fax and written communication, ensured compliance of applicable laws and regulations; reviewed, examined, and audited corporate income tax returns for accuracy, completeness, and compliance with federal and state income tax regulations

• Audited complex state tax returns that have undergone IRS audits; interpreted, applied and enforced tax laws using applicable tax law to determine filing requirements and/or other compliance issues; updated databases to ensure compliance and that accounts reflected the most accurate information; monitored accounts to ensure proper posting of adjustments and payments, and that proper protocol was followed when liabilities progressed through the various billing stages; processed waiver/abatement requests, and made determinations of whether penalty waiver requests should be granted; created account receivable billings, processed refunds, accepted and validated payments, prepared correspondence and made any necessary audit adjustments; analyzed financial statements, prepared audit reports, re-computation reports, detailed work papers, and other related documents to substantiate audit findings; attended weekly meetings in order to give and/or receive information, assessed and determined the needs of the organization, and maintained and improved knowledge, skills, and abilities

• Managed refund warrants, cancelled warrants; requested duplicate warrants; foreign and returned checks; processed refund registers to storage discs for State Finance; maintained refund reports generated by State Finance, prepared weekly refund reports and distributed to managers and department heads; verified issued refund warrants prior to mailing, in addition to refund offset amounts

• Received excellent performance evaluations

• Developed and maintained a strong team by properly coaching, counseling, and disciplining direct reports, to ensue that productivity standard were met

• Entered, reviewed, and approved employee leave and timecards

• Maintained, revised and managed annual Corporate Income Tax forms and instructions, to ensure that laws and/or associated regulations implemented by Alabama Legislative are properly implemented by the Department, as well as forms and correction reports for software testing

Revenue Examiner II March 2008 - November 2013

• Promoted to Revenue Examiner III based on strong leadership skills

• Performed task listed above

• Recognized by management for strong performance

• Received an Associate Certified Public Manager certification

• Handled and managed the Operation Clean Slate Amnesty Program for Corporate Income Tax; ensured that all returns were received, properly billed and paid within duration of the amnesty program period. Other Professional Experience

State of Alabama – Montgomery, Alabama

• Revenue Examiner I

• Accounting Technician

• Accounts Payable Clerk

True Divine Baptist Church – Montgomery, Alabama

• Finance Associate

EDUCATION

Troy State University Montgomery, Alabama

Master of Business Administration - Accounting

Alabama State University Montgomery, Alabama

Bachelor of Science - Accounting

ADDITIONAL

• Volunteer Activities: Senior member of the Finance Department Count Team at True Divine Baptist Church

• Counted contributions, handled cash, ensured accuracy of deposits, and organized and planned events

• Other: Conducted an accounting needs analysis utilizing Accounting Library, to evaluate client needs and determine the appropriate accounting software package for the business

• Additional Coursework: Customer Service, Performance Appraisal, Progressive Discipline, Dynamics of Supervision, Family Medical Leave Act, Sexual Harassment Prevention, Employment Law, Interview and Selection, Managing Difficult Behavior, Workplace Violence, Internal Controls, Governmental Accountant and Auditor – Auditing Standards, Building a Positive, Motivated & Cooperative Team, Personal Skills for Professional Success

• Membership(s)/Certification(s): Associate Certified Public Manager & Alabama Association of School Business Officials

(AASBO); Association of Government Accountants (AGA), and State of Alabama Licensed Insurance Producer

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