Chief Financial Officer
Resume:
Traci L. Davis
Experienced Accountant/Tax Accountant
Little Elm, TX 75068
************@*****.***
Professional Summary
I have over 25 years of experience in accounting for various industries that include Construction, Medical, Pest Control, Tax Accounting, Restaurant and Non Profit. My experience as an employee and as a business owner allow me to provide insight at varying levels for accounting, business and project management. Willing to relocate: Anywhere
Authorized to work in the US for any employer
Work Experience
Chief Financial Officer
TLT Partners, LLC, dba Liberty Tax Service #3528-Kerrville, TX November 2004 to Present
• Liberty Tax Franchise
• Provide training and support to employees in order to facilitate the preparation of Individual (1040), Partnership (1065), and S-Corporation (1120s) tax returns.
• Manage compliance and education requirements for employees as well as compliance relevant to the franchise and the IRS.
• Provide bookkeeping and payroll services to clients as requested.
• Manage construction projects for accounting clients: general contracts, assist with estimates and manage budgets for projects, manage subcontractor schedules, contracts and invoice approval and cost allocation, produce change orders, reconcile job cost with work in progress to general ledger accounts for month end and year end close outs, produce monthly reports and billings to construction clients based on work completed, manage lien waivers.
• Prepare financials and reports required to maintain compliance with Liberty Tax.
• Prepare Financial reports, Payroll Tax reports, as well as Sales Tax and Franchise Tax reports for clients as requested.
• Maintain all aspects of bookkeeping and payroll for TLT Partners, LLC. Chief Financial Officer
K Bond LC, dba Terminix Pest Control-Kerrville, TX January 2009 to October 2015
• Managed accounts receivable, accounts payable, and payroll utilizing industry specific software and Quickbooks software.
• Prepared all payroll tax reports, sales tax reports and reports required by Terminix International.
• Prepared monthly journal entries for monthly close out.
• Developed new procedures and protocols in order to provide better customer service to our customers.
• Brought outdated procedures current in order to better utilize industry specific software as well as streamline daily and monthly entries into Quickbooks software.
• Prepared annual 1065 income tax filings.
Accounting Manager
Kerrville Cancer Center-Kerrville, TX
September 2002 to December 2008
• Managed all accounting aspects for multiple companies owned by the partners. This includes two radiation oncology treatment centers, a Medical Equipment company, a used Car company as well as their private business and ranch.
• Provided monthly financials, monthly close out, prepared and reported payroll and payroll tax reports.
• Assisted with patient inquiries and patient scheduling.
• Inventory management for the medical supply company as well as daily cash and sales reporting.
• Managed all of the insurance requirements for each business for Liability, Health, Workers Compensation and Auto coverage.
Contract/Job Cost Manager
Artisan Group, Inc.-Kerrville, TX
November 1996 to September 2002
• Initially performed general day to day accounting, including accounts payable, payroll, billing to clients as well as bank and credit card reconciliations.
• Managed the conversion from a DOS based project and accounting software to a fully integrated windows-based software in order to streamline general accounting functions, contracts management and job cost management for multi-million dollar architectural and construction projects.
• Trained and managed employees responsible for performing accounts payable and payroll functions.
• Managed all general contracts and subcontracts for residential, commercial and government projects, including change orders. Managed approval of payables and provided proper job cost allocation.
• Reconciliation of project job costs to work in progress to proper general ledger accounts for month end and year end reporting.
• Provided all service and contract billings for architectural design, interior design and construction.
• Reviewed all bids for new projects before submission.
• Provided support and reports to the Controller, Project Managers and Superintendents as requested. Education
Bachelor of Business Administration in Management
Texas Tech University - Lubbock, TX
September 1991 to July 1995
Skills
• Xero
• Accounts payable
• Construction Cost Accounting, WIP
• Drake
• Proficient in Microsoft Office
• Data analysis skills
• ERP systems
• Data entry
• General ledger accounting
• Construction contracts management
• Accounting
• Workers' compensation law
• Construction management
• Cash register
• Account reconciliation
• Tax experience
• Financial management
• Forecasting
• Financial software
• Communication skills
• Executive administrative support
• Proficient in Quickbooks desktop and online
• Microsoft Office
• Technical accounting
• Management
• Windows
• Data analytics
• Double entry bookkeeping
• Cash flow analysis
• Profit & loss
• Bank Reconciliation
• Sage Timberline (8 years)
• Construction management software
• Corporate finance
• Leadership
• Medical terminology
• Cash handling
• Balance sheet reconciliation
• Construction
• Cash management
• Payroll management
• Financial statement preparation
• Cost accounting
• Hyphen Build Pro (1 year)
• Financial auditing
• Project management
• Customer service
• Restaurant experience
• Purchasing
• Microsoft Word
• GAAP
• Databases
• Accounting software
• Budgeting
• Business Analysis
• Bookkeeping
• Computer literacy
• Banking
• Supervising experience
• QuickBooks
• ADP
• Office management
• Sage
• Debits & credits
• Microsoft Excel
• Time management
• Financial report writing
• Financial analysis
• Team management
• General ledger reconciliation
• Analysis skills
• Accounts receivable
• Microsoft Outlook
• Microsoft Dynamics GP
• Accrual accounting
• Labor cost analysis
• Journal Entries
• Payroll
• Sales
• Computer skills
• Organizational skills
• Compliance management
• Builder Trend (2 years)
• Financial accounting
Certifications and Licenses
Driver's License
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