Human Resources Data Entry
Resume:
JULIA PHLEGM, MBA
***********@*****.*** 713-***-****
PROFESSIONAL PROFILE
• Experienced Director/Controller in the private, governmental and non-profits sectors in financial and cost accounting in accordance with the Sarbanes-Oxley Act.
• Conduct or coordinate audits of company accounts and financial transactions to ensure compliance with State and Federal requirements and statues. Monitor financial activities and details, such as cash flow and reserve levels, to ensure that all legal and regulatory requirements are met. Develop internal controls policies, guidelines and accounting procedures.
• Prepare or direct preparation of financial statements and business reports required by regulatory agencies. Advise management on short-term and long-term financial objectives, policies, and actions.
• Delegate authority for receipts, disbursement, banking protection and custody of funds, securities and financial instruments. Supervised employees performing financial reporting, accounting, billing, collections, payroll, and budgeting duties, along with staff training and development. EXPERIENCE
ACCOUNTING CONSULTANT, Houston, TX
Provided contract accounting, human resources, treasury, audit, SOX compliance, payroll processing and procedure manuals. Clients Include:
• Major Creation Taxidermy, Inc. – Provided contractual accounting services that included monthly financial statements, data entry, human resources, treasury, audit, SOX compliance, payroll processing and procedure manuals. Developed new accounting system, procedures, and trained personnel. Produce quarterly and annual federal and state tax reports. Prepare corporate federal tax returns.
• The Care Group of Texas -Prepared monthly consolidated financial reports, cash forecasting, treasury functions, acquisitions, and account reconciliations. Monitored transition of third party billing & collections and intercompany accounts.
• Total Contracting Unlimited, LLC – Prepared monthly financial reports. Prepared monthly, quarterly, and annual federal and state tax reports. Conducted worker’s compensation audits and insurance negotiations. Prepared all the accounting functions to include but not limited to financial statements, budget preparations, reconciliations, contract reporting and payroll functions.
• Creative Financial Services
o Houston Food Bank – Special Projects within the accounting department that consist of productivity and efficient measures. Developed and redesigning excel templates for the annual reports for food bank projects within the county. Account reconciliations journal entries preparation, review and approval. Journal entry review and approvals; Annual audit lead.
• Addison Group
o Houston Christian University – Interim Controller within the Financial Operations department to manage the accounting team and bookstore functions. Reviewed and approved all journal vouchers along with supervising a team of six. Special projects that included development of new accounting procedures and policies for the department. Instrumental in identifying deficiencies within the accounting department and developed plans for implementation. Worked with accounting team members and other departments to insure accountability to procure accurate reporting.
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o St. Dominic Village – Analyzed the productivity and efficiency of the Financial Business department. Worked on special projects that consist of but limited to, account reconciliations, audit review, journal entries, new software accounts setup, revised accounting policies and procedures. Managed the accounting staff members along with job functions to include review and approved all journal vouchers, development of new accounting procedures and policies for the department. Account reconciliations journal entries preparation, review and approval
• Robert Half
o Texas Honing, Inc. – Standardized existing accounting program and trained accounting team to ensure the generation of timely financial reports. Spearheaded changes to provide leaner operations by eliminated unused leased PP&E and personnel saving the company over $200K annually. Revised SOX monthly compliance reports. Worked with accounting and departmental staff to make changes within the organization as it related to accounting procedures and policies.
HARRIS COUNTY AUDITORS’ OFFICE, Houston, TX
The County Auditor’s Office maintains the financial records of Harris County., The Harris County Toll Roads, The Harris County Flood Control District, Community Supervision and Corrections, and Juvenile Probation Board. The Count Auditors Office also serves, by agreement, as the internal auditor for the Harris Health System. Director of Budget and Special Projects
As the Budget and Special Projects, assisted the County Auditor to develop, apply, evaluate, and administer policies and procedures that increased fiscal management effectiveness. Developed, prepared, and monitored the County Auditor’s annual budget. Reviewed the County’s Annual Financial Report for upload for the State Comptroller’s “Transparency Stars” leadership award program. Designed, edited, and distributed the Auditor’s Office semiannual newsletter. Managed the County’s escheatment process for certain funds, as well as the County’s requesting of unclaimed property from the State Comptroller. Performed special projects as assigned. Director of Accounts Receivable and Grants
Oversaw the activities of the Accounts Receivable and Grants functions as Director. Responsible for directing the overall accounts receivable accounting efforts, optimized the grant accounting process and set strategic goals for the AR and Grants teams, and tracked and reporting progress, while continually improving billing and collections processes for Harris County. Managed a department of 24 staff members and reported to the 1st Assistant County Auditor. Notable contributions:
• Restructured the Grant and AR department as it relates to staffing along with title changes to align staff members with their job responsible.
• Combined the Grants and AR department office locations to created unity within the departments.
• Introduced a paperless environment to help improve efficiency and increase the speed of the staff members.
• Improved the departments by adding additional supervisors to help relieve understaffing and provided additional review of work production.
THE CENTER FOR PURSUIT, Houston, TX
The Center for Pursuit is a non-profit organization that promotes the pursuit of choice, growth and independence for people with intellectual and developmental disabilities, autism or similar conditions since 1956. Director/Manager of Accounting
Responsible for monthly Financials along with managing AR, Billing and Collections, AP, Client Support, Payroll and Budgeting. Lead for annual audit, treasury functions and IT resolutions for the accounting team. Reported to the CFO, lead a team of eight professionals.
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Notable contributions:
• Standardized and developed new accounting procedures along with new job duties.
• Restructured accounting team to help align with The Center’s progressive new programs and new direction.
• Implemented new procedures for AP, AR, banking and client reporting
• Analyzed the current staff workloads to better distribute job assignments and help increase productivity.
• Initiated electronic data collection, online payments, and a paperless system.
• Trained other staff members on new accounting procedures and departmental reporting. A&B VALVE AND PIPING SYSTEMS, LLC, Houston, TX
A & B is a leading supplier of pipe, valve, fittings and related products and services to the energy industry with over $100M in annual sales. A&B services the Gulf Coast and the Rocky Mountains areas with eight locations in Louisiana and Texas. Controller
Hired to turn around an underperforming group and organize the transition of moving the accounting department from Louisiana to Texas. Reported to the CFO, led a team of 10 professionals and managed payroll for more than 110 employees. Oversaw monthly financial statements, AP/AR, credit, collections, quarterly bank audits with PNC bank, and an annual independent audit. Maintained and reconciled general ledger and inter-company accounts. Notable contributions:
• Corrected faulty accounts payable process by streamlining the data entry process with new procedures.
• Introduced paperless purchase orders to increase speed and efficiency of the accounts payable data entry process.
• Improved collection process from 120 days to an industry standard of 60-days.
• Increased the number of automatic general ledger standard monthly entries.
• Integrated outside payroll entries service by implementing automatic entries. TADANO AMERICA CORPORATION, Houston, TX
Tadano is a manufacturing company with over $280M in net US annual sales. Tadano’s parent company in located in Japan
(Tadano, Ltd.) with its corporate US office in Houston, TX. The US division has offices in North Carolina, Tennessee, Virginia, Canada, and South America.
Accounting Manager
Hired to replace the Finance Manager that was returning to Japan and takeover cost accounting functions. Reported to the GM/Controller and led a team of four professionals. Oversaw monthly financial statements, AP/AR, semiannual independent audits, treasury function, foreign exchange transactions, inventory counts, consolidated financials and maintained inter-company accounts.
Notable contributions:
• Reduced the monthly reporting of the financial statements from 45 to eight days.
• Streamlined the audit review period by analyzing and organizing scoped work request, reduced time by two weeks.
• Integrated Excel reports into Great Plains software that reduced month-end reporting time by ten days.
• Introduced a new format and guidelines for reporting monthly expense reports.
• Simplified the report format(s) for presentation to the parent company for an effective consolidation HOUSTON STRIPES, Houston, TX
Houston Stripes is a road stripping company with contracts with the City of Houston, Harris County, and privately held companies.
Director/CFO
Hired to setup company policies, procedures, and build a business plan to increase revenue. Reported to the President, led a team of eight professionals, and manage in-house payroll for more than 100 employees. Oversaw monthly financial reporting, Julia Phlegm Page 4 of 4
AP/AR, treasury functions, credit, collections, and human resources. Developed and maintained annual budgets for each department.
Notable contributions:
• Designed project accounting and job cost reports which helped to maintain each project and streamline the monthly reporting. Reports increased the response time to clients and bottlenecks in projects.
• Implemented new procedures for AP, AR, and the payroll departments.
• Removed and eliminated tax penalties by addressing company policies and procedures saving over $28k. EDUCATION
CONCORDIA UNIVERSITY TEXAS, Austin, Texas
Masters of Business Administration
Sigma Beta Delta Honor Society 3.91 GPA
THE UNIVERSITY OF TEXAS, Arlington, TX
Bachelor of Science in Business Administration-Accounting TECHNOLOGY
NetSuite, PointClickCare, Blackbaud, Oracle, Blackline, QuickBooks, Prophet21, Viewpoint, Great Plains, Banner, FRx Reports, Peachtree, Mas90, SAP, PeopleSoft, MIP, Plus Minus, ADP, Paycheck, Ceridian Systems, Paycor
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