Albuquerque-Santa Fe Metropolitan Area
Experienced Accountant with a history of working in Healthcare, Governments and Non-Profits. Skilled in Finance, Customer Service and analysis, QuickBooks and Microsoft Office, Accounts Payable, and Leadership. Strong operations professional with a MBA from Wayland Baptist University.
Under the general supervision of the Chief Financial Officer (CFO), the Senior Accountant is responsible for providing support to the administration in maintenance of agency’s cash, accounts payable, and payroll operations, preparation of financial and operating reports, accounting for grants/contracts, processing of purchase requisitions, generating monthly reports, monitoring grants/contracts expenses and revenues, reconciling grants/contracts to the general ledger, assisting with audit preparations, preparing funds sheets and existing and new program budgets, working with programs to review program expenses, revenues, pro forma budgets etc, ensuring 100% compliance with reporting and payment requirements, and performing other tasks as requested by the Chief Financial Officer or Chief Executive Officer.
June 2008-February 2010 ★ As a Tax Advisor, I oversaw management and preparation of 50+ tax returns per year, achieving a $500 average bonus on return volume each tax season through superior accounting expertise. As such, I led the preparation of tax returns for individuals, trust beneficiaries, partners, small businesses, and independent contractors while establishing the current PTIN. Notably, I overhauled tax operations and conducted tax research to achieve a 75%+ improvement in client tax return accuracy. I also achieved five new levels of certifications through continuous tax training and certification exams in under three years.
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Under the general supervision of the Chief Financial Officer (CFO), the Senior Accountant is responsible for providing support to the administration in maintenance of agency’s cash, accounts payable, and payroll operations, preparation of financial and operating reports, accounting for grants/contracts, processing of purchase requisitions, generating monthly reports, monitoring grants/contracts expenses and revenues, reconciling grants/contracts to the general ledger, assisting with audit preparations, preparing funds sheets and existing and new program budgets, working with programs to review program expenses, revenues, pro forma budgets etc, ensuring 100% compliance with reporting and payment requirements, and performing other tasks as requested by the Chief Financial Officer or Chief Executive Officer.