Senior Accountant Finance Manager

Theresa Newsom

Senior Accountant/ Finance Manager

Johnstown, CO 80534

**********@*****.*** 575-***-****

Professional Summary

Experienced and detail-oriented Senior Accountant and Finance Manager with 20+ years of experience across industries including government, healthcare, media, and manufacturing. Proven expertise in full-cycle accounting, payroll management, tax preparation, financial analysis, and ERP system implementations. Adept at leading teams, improving financial processes, and ensuring compliance. Licensed Enrolled Agent (EA) with a hands-on approach and deep software proficiency including QuickBooks, Paychex Flex, Accounting Seed, Xero and SAP.

Professional Experience

Tax Manager

Eger, CPA – Remote

Jan 2025 – Apr 2025

● Prepared and reviewed complex tax returns for individuals and small businesses.

● Identified tax-saving opportunities, potential liabilities, and ensured regulatory compliance.

● Utilized electronic tax software (Lacerte, ProSeries) for efficient filings.

● Provided clients with expert advice on deductions and credits. Controller

MM Solutions – Loveland, CO

Jun 2021 – Dec 2024

● Managed full-cycle accounting and finance operations for a fast-growing company.

● Transitioned the payroll system to Paychex Flex, integrating HR and onboarding functionalities.

● Oversaw AP/AR, payroll imports, bank reconciliations, sales tax filings, and journal entries.

● Worked closely with the CFO on financial strategy and monthly reporting.

● Supported ISO certification audits, managing vendor compliance documentation.

● Handled customer credit evaluations, documentation, and internal audits. Accountant (Freelance)

Self-Employed – Taos, NM

Feb 2004 – Jun 2021

● Delivered comprehensive accounting services for startups and small businesses.

● Managed payroll, tax filings, entity setup (LLC, S-Corp), and regulatory compliance.

● Prepared financial statements and provided strategic accounting consulting. Account Manager / Controller

KTAOS/KLNN Radio & Solar Bar – Taos, NM

Apr 2011 – May 2018

● Managed AR/AP, payroll, vendor relations, and reconciliations for a dual media/bar operation.

● Handled benefits, quarterly and annual tax filings (941, 940, W-2, W-3, 1009s).

● Invoiced and collected from 500+ advertising clients, and maintained bar operations accounting.

Business Manager

Tri-County Community Services – Taos, NM

Aug 2004 – May 2011

● Directed billing, claims processing, and full-charge bookkeeping for a behavioral health provider.

● Reduced A/R aging from 87 to 63 days in under 7 months.

● Developed internal credit and accounting policies, and led audit preparation.

● Collaborated with the CEO on budget planning and financial analysis reports.

● Ensured compliance with contracts across Medicare, Medicaid, private insurers, and school districts.

Education & Certification

Bachelor of Finance

University of New Mexico – Albuquerque, NM

1997 – 2004

Enrolled Agent (EA) – Licensed since Jan 2007

Core Competencies

● Full-Cycle Accounting Financial Reporting Budgeting & Forecasting

● Tax Preparation (Individual, LLC, S-Corp) IRS Compliance Payroll Tax

● Accounts Payable & Receivable Bank & GL Reconciliations Cash Management

● System Implementation & Integration Internal Controls Audit Readiness Software Proficiency

Accounting & ERP: QuickBooks (Online/Desktop), SAP, Oracle, Sage, Xero, Trident, Accounting Seed

Payroll Systems: Paychex Flex, ADP, Paycor, Gusto, Unify Tax Software: Lacerte, ProSeries, Drake

CRM/Workflow: Salesforce, Microsoft Access

Office Tools: Excel, Word, Outlook, Google Docs

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