Juanita
Resume:
Juanita Shelton
Gastonia North Carolina, 28052
*******.*******@*****.***
Career Profile
Financial Manager with over fifteen years experience leading the financial functions of operations with up to 300 employees. Recognized for ability to identify continuous change actions to reduce cost, enhance quality, and increase margins. Supervised up to 13 direct reports with responsibilities in financial reporting, planning, forecasting, audit, accounts payable, payroll, and general ledger. Led several conversions bringing in new systems on or ahead of schedule and on or below budget. Enjoy driving new improvements.
Key strengths include:
• Process Improvement
• Leadership
• Financial and Operations Management
Management Philosophy
• In today's competitive world, the best way to ensure organizational success is to delight the customer. Today's customers -- and tomorrow's -- want responsiveness, low cost and high quality. If a company does not meet or exceed the customer’s needs, their competition will.
• It's no longer enough for employees to simply "embrace" change: continuous improvement must become a way of doing business, where people actively seek improvements and where systems and processes support and drive initiative. Trust is the key. The work environment must be such that people work without fear, within a culture that encourages pride in both personal and organizational accomplishments.
Accomplishments
• Open bank account which gave employees banking benefits
• Change health insurance which saves the company 10% of its budget
Financial and Operations Management
• Converted to new payroll and accounting systems that reduced and improved tax reporting and corporate consolidations.
• Developed financial modeling system that reduced turnaround time from five days to one day.
• Participated in management team process to develop vision and mission statements.
• Communicated with managers and coordinated the financial reporting of two locations to consolidate financial data, a check signer
Professional History
Bookkeeper, Office Manager, Director of Operation The Atlas Society Washington, DC 2005-2009
• Responsible for financial management for a non-profit with up to 11 employees and annual budget of a $1 Million.
• Coordinated the financial reporting functions of two locations and supervised accounts payable for entire division.
• Supervised up to 11 people.
• Directly involved in forecasting and planning, budgeting, and product line reporting for up to two locations
• Full cycle accounts payable, payroll, bank reconciliation, auditing, all state taxes, and general ledger
• Contact for IRS
• Human Resource management
• Computer experience Word, Excel, Access, Quick Books
Accountant/Human Resource Toroid Corp. of Maryland Salisbury, MD 2004-2005
• Responsible for financial management for a manufacturing plant with up to 250 employees and annual budget of a $10 Million.
• Full cycle accounts payable, payroll, bank reconciliation, auditing, and all state taxes
• Contact for IRS
• Human Resource management
• Computer experience Word, Excel, Access, Quick Books, FoxPro
Protocol Contact Center Customer Service Rep. Worcester, MA 2003-2004 Seasonal
• Customer Service answer inbound calls
• Training new employees
• Amerifee, GMCA Bank, Huntington Bank, Bank of American, Bank One, Navy Federal Bank for student loans
Worcester Housing Authority Accountant I Worcester, MA 2001-2002 Intern while in school
• Full cycle accounts payable, payroll, bank reconciliation, auditing, account receivable, all state taxes, union payroll & fringes benefits, general ledger, trail balance, journal entries
• Computer experience Word, Excel, Access, Quick Books
• Federal and State subsidies contracts
Blair House Payroll/Human Resource Worcester, MA 2001-2001 Temp while in school
• Establishes and maintain centralized personnel records, processes weekly, review processed payroll for accuracy, filing all payroll related information, monitor compliance for state and federal laws
• processes employee accident report, injury report, quarterly reports, OSHA log, Workers’
compensation report, insurance payment of LOA and cobra
• Audit HR and payroll files, performance appraisal in-service payment, prepare disciplinary action paperwork for attendance problems, process FMLA LOA, process employee’s benefits and payroll deductions, complete DET, verify employee hire for employment verification, prepare annual reviews
Grafton Job Corps. Human Resource Grafton, MA 2000-2001 Temp while in school
• Receive and maintain staff files, employment application, resume, conduct reference checks on final applicant, prescreen non-exempt application for employment, administers typing test for position with typing requirements, process new hire paperwork, ensure that employee files are current and accurate
• Set up appt for drug screening, EEO, Vets 100 report, V&S report
Source One Mortgage Office Manager Worcester, MA 1999-2000
• Full cycle accounts payable, payroll, bank reconciliation
• Balance daily loans that funded, underwrite and process loans, supervise processing unit
Small Business Service Bureau Worcester MA 1999-1999 Seasonal
• Knowledge of insurance plans, verify group rates, process & reconcile all reports, audit customer problems for Medicare, Plan billing, prepare debit & credits, refunds, 3rd party billing
Education
2009- Gaston College Medical Office Billing
2000-03 Becker College BA in Accounting
1997-1999 Burdett College AA in Accounting
1994-1995 CMJT Certificates in Computers
Awards
President List, Deans List, Payroll Law Certificate, Quick Books Certificate
Reference upon Request
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