Chief Financial Officer

Marie B. Shoemaker, CPA

**** ******* ****** * Memphis, TN 38134

Home Phone 901-***-**** * Cell 901-***-****

*************@*****.***

CERTIFIED PUBLIC ACCOUNTANT

Career Goal: Chief Financial Officer/Financial Director/Controller

Professional Profile

• Bachelor of Business Administration (Accounting Results-Oriented top financial leader

and CPA) with extensive experience providing leadership, guidance, and oversight of all

corporate financial activities, handling short-and long-range planning, financial reporting,

budgeting, cash management, accounting, account and contract coordination.

• Expert in recommending and implementing processes and procedures that reduce cost,

maximize revenue potential, and drive performance improvement. Evaluates existing

systems and carves the path toward reaching the corporate financial vision.

• Experience in financial management and start-up of 50l(c) (3) organizations

Accomplishments

• Successfully negotiated tax settlements with the IRS having penalties abated in the amount of $50,000.

• Audited Workers Compensation Insurance policies resulting in 30% refund in premiums for (3) prior years and a reduction in premiums for current and future years.

• Advised key personnel in areas such as compensation, employee health care benefits, the design of accounting and data processing systems, and long range tax planning.

• Developed, maintained, and analyzed budgets, preparing periodic reports that compare

budgeted costs to actual costs.

• Provided internal and external auditing services for businesses and individuals.

• Analyzed business operations, trends, costs, revenues, financial commitments, and

obligations, to project future revenues and expenses. Advised management about issues

such as resource utilization, tax strategies, and the assumptions underlying budget

forecasts.

• Prepared forms and manuals for accounting and bookkeeping personnel, and directed

their work activities.

• Appraised, evaluated, and inventoried real property and equipment recording

depreciation entries determining difference between book and tax.

• Prepared, received and administered grants, contract and fee for service agreements adhering to all covenants and regulations.

Key Skills

• Prepared, examined and analyzed accounting records, financial statements, and other

financial reports to assess accuracy, completeness, and conformance to reporting and

procedural standards.

• Reported to management and Board of Directors regarding the financial position of the

organization.

• Developed, implemented, modified, and documented record keeping and accounting

systems, making use of current computer technology.

• Continuously identified ways for process improvement and standardization through

technology between accounting and other systems within the organization.

Marie B. Shoemaker, Page 2

Professional Experience

Finance Director

City of Horn Lake, MS

August 2021-Present

Responsible for overall accounting and financial operations. Responsible for accounting and audit management, lead financial operations for the city with a $50M+ budget, overseeing reconciliations for all departments: utilities, parks, police, fire, EMS, planning, code enforcement and debt. Responsible for financial reporting, general ledger and cash reconciliation and monthly close.

Financial Director

City of Memphis and Shelby County Community Redevelopment Agency

July 2019-July 2021

Responsible for the overall financial operations of the organization. Enforce internal accounting control procedures and Tax Increment Financing (TIF) laws and regulations. Preparation of financial statements in accordance with GAAP and special purpose reporting for management and Board. Development and implementation of cost allocation principles for all revenue and expenditure line items by project and funding stream. Develop annual budgets based on TIF financing for defined areas within the projects as implemented by the Board of Directors. Responsible for accounts payable, accounts receivable, payroll, cash management, audit management and financial investments. Present financial information to audit committee and Board of Directors.

Financial Director

Youth Dimensions, Inc.

August 2012-July 2019

Responsible for the overall financial operations of the organization. Enforce overall internal accounting control procedures. Document financial transactions, analyze accounting options and summarize overall financial stability of the company through preparation of the balance sheet, profit and loss statement and other reports. Complies with federal, state and local financial legal requirements by studying existing and new legislation, enforcing adherence to and advising management on needed actions. Prepares special financial reports. Preparation of the budget for overall organization. Manage all grants and fee for service contracts. Manage all medical billing and collections for residential treatment and outpatient programs and other contractual relationships, accounts payable, and payroll. Ensure that the program runs effectively and funds are used according to established guideline

Marie B. Shoemaker, CPA

Consultant

June 2007-Present

Manage the design and implementation of accounting systems software and set up for clients

and training of personnel. Analyze accounting records, advice management about resource

utilization and tax strategies.

Marie B. Shoemaker

Independent Licensed Insurance Broker

Aflac & Windsor Medicare Extra

September 2011-December 2013

Manage own business- offer AFLAC supplemental accident, health and life insurance to

companies and individuals based after a professional assessment of needs and financial

position. Offer Windsor Medicare extra benefits to individuals with Medicare Part A & B. Ensure

that the recipients of Medicare obtain all the benefits that are available to them.

Marie B. Shoemaker, Page 3

Fiscal Officer, Workforce Investment Network

City of Memphis

July 2009-May 2010

Recommend major financial goals, objectives, policies, procedures and corrective action for

implementation in accordance with GAAP and the OMB guidelines and served as the chief adviser to the Director. Developed and communicated key budget assumptions and guidance for resource allocation. Prepared timely and accurate reports for Director for the evaluation and forecasting of program and financial results. Provided work direction, assignment of duties, and evaluation of work performance of management and staff. Supervised fiscal and contract management staff to ensure processes for compliance with applicable city, state, and federal policies. Developed process to analyze required performance plans and outcomes consistent with laws, regulations and policies issued by appropriate funding sources, Local Workforce Investment Board, and the grant recipient. Attended Board and City Council committee meetings as needed and responded to requests for information.

Financial Director

New Directions, Inc.

March 2008-October 2008

Provided leadership and guidance on all financial matters, budgeting and forecasting, audit management, inventory management, unit cost management and billing and collections. Prepared financial statements and presentation of information to management and Board of Directors. Also served as Human Resource Manager.

Chief Financial Officer/Compliance Officer

Memphis Urban League

October 1999-February 2006

Provided leadership and guidance on all fiscal matters, contract coordination, billing and collections,

accounts payable, accounts receivable, payroll, taxes, audit management, cash management, prepared financial statements, and budget and forecasting. Presented financial reports and updates to the finance committee and Board of Directors at monthly meetings. Compliance management provided internally through leadership and guidance from human resources administration and enforcement and externally through administrations of adherence through contract terms with grantors and funding sources, regulations with governmental and state agencies, etc. Wrote and implemented cost allocation principles, accounting and other system procedures and updated as needed. Managed employee benefit and pension plan. Installed and managed/supervised all in-house accounting systems. Worked closely with and supervised program directors, fiscal and other staff.

Assistant Controller

Lemoyne-Owen College

November 1998-October 1999

Managed all fiscal functions: accounts payable, accounts receivable, student receivables, payroll, audit

management and cash management. Prepared interim financial statements, investment reports and

departmental activity reports. Reviewed and approved reports prepared by all fiscal staff, supervised

employees and managed the day to day operations of the fiscal office.

Business Manager/Accountant

East Arkansas Legal Services

June 1988-October 1998

Managed all matters relating to fiscal and business activities. Prepared monthly financial reports and created budget projections to aid in the planning process. Set up manual of financial operations for each office. Prepared and updated accounting procedure manual as necessary to ensure compliance and financial stability. Preparation of payroll and payroll tax returns, approved travel expenses. Coordinated

Marie B. Shoemaker, Page 4

Business Manager/Accountant

East Arkansas Legal Services

June 1988-October 1998

Managed all matters relating to fiscal and business activities. Prepared monthly financial reports and created budget projections to aid in the planning process. Set up manual of financial operations for each office. Prepared and updated accounting procedure manual as necessary to ensure compliance and financial stability. Preparation of payroll and payroll tax returns, approved travel expenses. Coordinated

program purchasing, maintained physical inventory, evaluated program investments, coordinated employee fringe benefits and program insurance policies. Presented financial reports and information of changes with grantors or governmental regulations on funding or grants to Board of Directors at board meetings. Work closely with the auditor on performance of the yearly audit and supervised staff.

Education

University of Memphis, Memphis, TN

Bachelor Business Administration (Accounting)

Certifications

Certified Public Accountant

Licensed Insurance Producer (Life/Accident/Health-Tennessee and Mississippi (thru 12/31/13)

Affiliations (Member of the Tennessee Society of Certified Public Accountants)

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