Accountant

Howadanette Leatrice Ferguson

**** ******* ******, ***** *****, LA 70805

**.************@*****.*** • 225-***-****

EDUCATION

Southern University, College of Business

Baton Rouge, LA

Bachelor of Science in Accounting, December 2011

(SACSCOC Accredited)

Strayer University

Herndon, VA

Master of Science in Forensic Accounting, March 2020

(MSCHE Accredited)

CERTIFICATIONS

Associate Professional Insurance Regulation (APIR) National Association of Insurance Commissioners (NAIC) PROFESSIONAL EXPERIENCE

Internal Revenue Service (SB/SE)

Baton Rouge, LA

Revenue Agent, November 2024 – Present

• Audit Preparation and Case Management:

o Prepare audit statements, schedules, and exhibits reflecting tax adjustments, liabilities, and additions for diverse taxpayers (individuals, corporations, partnerships, trusts, estates) across various economic sectors.

o Analyze and interpret IRS work papers, case file documents, and reports using tax software applications to ensure accurate tax computations. o Recompute tax liabilities for refund litigation cases, ensuring all necessary adjustments are made.

o Prepare Rule 155 computations in Tax Court cases, incorporating court opinions and stipulated adjustments for corrected tax liabilities. o Draft stipulations for complex Tax Court cases regarding agreed dispositions.

• Examination and Investigation:

o Conduct independent examinations and investigations of income tax returns for individuals and businesses, focusing on complex audit issues, such as offshore activities and related entities.

o Utilize advanced financial and investigative skills to uncover concealed income or transactions, ensuring proper compliance.

• Bank Secrecy Act (BSA) and Financial Compliance: o Perform examinations and reviews of financial institutions (FIs) and non-financial trades or businesses (NFTBs) to ensure compliance with the Bank Secrecy Act (BSA), Form 8300, and related reporting requirements.

o Apply expertise in BSA, IRC 6050I, and IRS policies to assess compliance with anti- money laundering regulations, recordkeeping, and reporting requirements.

• Exempt Organizations and Retirement Plan Compliance: o Conduct examinations of large exempt organizations and related business entities to determine initial and continuing exempt status and ensure compliance with tax-exempt purposes.

o Review exempt organizations’ financial data and operations to confirm alignment with exempt purposes.

o Ensure compliance of qualified retirement plans with qualification, reporting, disclosure, excise, and income tax matters, including audits and compliance contacts. o Advise plan sponsors on correcting mistakes through the Employee Plans Correction Resolution System (EPCRS) or Audit Closing Agreements. Department of Insurance

Baton Rouge, LA

Compliance Examiner I, September 2023 – November 2024

• Financial Reporting: Examine records of assets such as cash, accounts receivable, investments, loans, real estate, and equipment to ensure accuracy in financial statements.

• Problem Solving: Liaise with financial service providers and insurance companies to determine compliance with state and federal regulations.

• Revenues and Budget Management: Prepare detailed reporting schedules, including asset concentration analysis, rate sensitivity analysis, liquidity and funds management.

• Process and Procedure Development: Examine records of liabilities and stockholder’s equity to ensure data accuracy in financial statements.

Division of Administration – Office of Financial Support Services (OFSS) Baton Rouge, LA

Accountant III (Cash Management), February 2023 – September 2023

• Financial Reporting: Prepare and analyze monthly, quarterly, and annual financial statements and reports.

• Problem Solving: Provide technical assistance to public and private accountants, auditors, banks, brokerage firms, and vendors.

• Cash Management: Maintain comprehensive cash management records, including fund disbursements, revenue classification, and issuance of refunds.

• Revenues and Budget Management: Reconcile, audit, and forecast revenues and expenditures; prepare and monitor budgets.

• Contract Processing: Review and approve purchases and contracts.

• Process and Procedure Development: Develop new accounting techniques and implement accounting subsystems.

Accountant III (Cash Disbursement), November 2021 – February 2023

• Financial Reporting: Prepare and analyze financial statements and fiscal reports.

• Problem Solving: Resolve issues with public and private accountants, auditors, banks, and vendors.

• Cash Management: Maintain cash management records and classify revenue and expenditures.

• Revenues and Budget Management: Reconcile, audit, and forecast revenues and expenditures; prepare and monitor budgets.

• Process and Procedure Development: Implement new accounting subsystems and prepare managerial reports.

Southern University A&M

Baton Rouge, LA

Accountant II, February 2019 – November 2021

• Grant Management: Manage grants and contracts, maintain financial reports, and ensure grant compliance.

• Budget: Prepare and maintain budgets; perform related accounting duties.

• Relationship Building: Develop and maintain professional relationships with internal and external stakeholders.

• Customer Service: Provide exceptional customer service by leveraging extensive accounting knowledge.

Accounting Technician, July 2016 – January 2019

• Record Keeping: Maintain accurate records of taxation, reconcile financial statements, and manage employee benefits.

• Auditing: Conduct semiannual audits of payroll and benefits.

• Ledger Management: Maintain accounting ledgers and verify account transactions.

• Payroll: Prepare and submit payroll for employees.

• Confidentiality: Ensure confidentiality of all organizational information. AT&T Call Center

Baton Rouge, LA

Customer Support Specialist, January 2014 – July 2016

• Customer Service: Provide exceptional customer service through various channels.

• Troubleshooting: Assist customers with technical issues and billing inquiries.

• Documentation: Utilize CRM systems to document interactions and update account information.

• Teamwork: Collaborate with team members to resolve escalated customer concerns. First Financial of B.R.

Baton Rouge, LA

Auditor, November 2012 – December 2013

• GAAP Compliance: Ensure financial statements conform to GAAP.

• Consulting: Advise clients on achieving their financial goals. ORGANIZATIONS

• National Association of Black Accountants (NABA)

• National Honor Society

• Sigma Alpha Iota

REFERENCES

Available upon request.

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