Area of Expertise:

Accounts Payable

Accounts Receivable

Bank Reconciliations

Financial Statements

T-accounts

Payroll

Core Competencies/ Years of Experience:

Accounting/6+ Years

Excel/10+ Years

Customer Service/10+ Years

PROFESSIONAL DEVELOPMENT/TRAINING

Formal Education

Skills Training/Certifications

Soft Skills Training/Certifications

Masters of Accounting in Financial Management, Keller Graduate School of Management, Kansas City, MO, 2/2010

Bachelors of Science in Business Administration, Emphasis in Accounting, Devry University, 7/2007

Formal Education

Intermediate Accounting I

Intermediate Accounting II

Intermediate Accounting III

Financial Accounting

Managerial Accounting

Finance

Advanced Accounting

Federal Taxation

Auditing

Advanced Financial Accounting and Reporting Issues

Financial Management Capstone: The Role of the Chief Financial Officer

Experience in working with the following software programs: WordPerfect, Microsoft Word, Microsoft Excel, Microsoft Project, Microsoft Outlook, Microsoft Access, Quickbooks, Tax Wise, Turbo Tax, and Sage (PeachTree).

Accounting and Finance

Advanced Managerial Finance

External Auditing

Accounting and Finance: Managerial Use and Analysis

CPA Exam Prep: Regulation

Federal Taxes and Management Decisions

CPA Exam Prep: Financial Accounting and Reporting

CPA Exam Prep: Business Environment and Concept

CPA Exam Prep: Auditing and Attestation

Experience in managing employees, hiring employees, motivating employees, enforcing work policies, and directing employees on or for specific job duties, high attention to detail, fast learning skills, technically sound, utilizing effective listening skills in order to understand and implement creative solutions to support finance needs, and identifying and communicating problems

PROFESSIONAL EXPERIENCE

Lafayette County Board of Sheltered Services 10/22/2013-Present

Job Title: Administrative Coordinator

Perform or delegate/oversee the completion of all financial accounting tasks and activites related to the daily operations of Tax Levy, Agency and Lacomo, which includes:

Accounts Receivable

Accounts Payable

Personnel Payroll

Account Reconciliation

Monthly Financial Statements for Tax Levy, Agency, and Lacomo.

Electronic billing to DMH for services provided to consumers.

All financial tasks related to management of Lacomo, Inc., including H.U.D. audits and reports.

MoDOT MEHTAP Grant preparation and monthly report preparation and submission.

Assist the Executive Director in the annual budget process

Prepare all necessary documentation for the annual financial audits, and working with the auditors.

Assist the Executive Director in other accounting activities as assigned from time to time

Attend and oversee the recording of minutes at all scheduled meetings

Administrative Meetings

Monthly board meetings and Board committee meetings

Misc. meetings as scheduled

Perform or delegate the completion of tasks related to Board of Directors.

Post meeting announcements within correct timelines

Prepare board meeting minutes

Oversee the creation of Board packets and ensure that packets are delivered to the board members within acceptable timelines prior to each monthly meeting

Schedule and supervise the administrative staff(Administrative Specialist and Human Resource Specialist)

Schedule according to normal office hours.

Counsel/discipline staff as needed.

Work directly with new staff for training and orientation

Conduct staff performance evaluations within normal time-lines

Ensure that administrative staff is contributing to a professional and harmonious working environment.

Manage the LCBBS Administrative Office and maintain a professional environment

Oversee maintenance and condition of the office

Supervise the purchase of adequate office equipment and supplies

Oversee maintenance and use of electronic computers, printers, copiers, ect

Ensure that the office is adequately staffed and open to public during normal business hours

Ensure the proper collection and storage of all financial records

Streffco Consultants, Inc 07/2012-10/2013

Job Title: Payment Specialist II (Temporary Position)

Status: Internal Only or Assigned as Contractor

Contractor Assignment: Sprint

Responsible for research and investigation of payment related issues for customer resolution.

Research across multiple spreadsheets and contract required, utilizing vlookups and pivot tables.

Conduct complex review, utilizing various sources, and communicating with the vendor managers.

Invoice validations include: appropriate acceptances have been achieved, correct amounts are billed, validate change requests have been incorporated and appropriate services are invoiced.

Responsible for overseeing the financial integrity and contractual obligation of assigned projects, regions, and/or business area.

Responsible for working closely with management and other project personnel to provide financial insight and reporting on the performance of assigned projects.

Ensure the projects are fulfilled by all obligations in a timely and economic manner in accordance with policies and goals.

Willis Williams CPA 11/2011-4/2012

Job Title: Bookkeeper/Accountant

Prepared month end and yearend financial statements for clients according to the client’s information.

Performed bank reconciliations to financial statements.

Prepared corporate 920, 1065, 1120, and 1120S tax returns, and individual tax returns.

Corresponded with the appropriate government agencies on behalf of the client.

Answered phones and took messages.

Internal Revenue Service 9/2010-1/2011

Job Title: Contact Representative

Spoke to taxpayer’s about their accounts which are in collections.

Figured out what the best way to handle the account in the best interest of the internal revenue service and the taxpayer to close the account.

Handled taxpayer correspondence that is faxed over and sending the correspondence to the correct department when needed.

Input of agreements for the taxpayer to get their account out of collections.

Researched the account to properly inform the taxpayer of their status of their account, researched the policies and procedures to be used for specific situations on the account.

Taught the taxpayer how not to become into collections again.

Wright Business School 11/2007-5/2008

Job Title: Accounting Instructor

Taught students the rules and principals for accounting such as the balance sheet, income statement, statement of cash flows, adjusting and closing entries.

Ten key was also a requirement of the students and taught them some basic mathematics and tested them on their ten key.

Graded homework and kept track of where the students needed to be by their current schedules.

Liberty Tax Service 1/2005-4/2007

Job Title: Seasonal Tax Professional (Temporary Position)

Prepared individual tax returns for clients according to the clients interview data and the internal revenue service procedures and rules for income tax returns.

Answered telephones, set client appointments, and handled payments by clients.

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