Experience

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  Curis Functional Health

  • Dallas, Texas, United States

  • Senior Accountant

    • Oct 2022 - Mar 2024
    • Dallas, Texas, United States

    • First internal Accountant. Designed processes and systems to code over 30,000 transactions per year for over 50 functional wellness clinics.• Responsible for coding and posting all transactions including intercompany entries and bank feed transactions in Quickbooks Online Advanced systems to produce timely consolidated month end financial reports. • Created integrated mapping from third party payroll service provider to code all payroll transactions by person, location, and class into QuickBooks online as part of monthly close process. Continued maintenance of system when new locations or states were added. Used third party to set up tax accounts in new states as business expanded and dealt with various state and federal compliance tax issues.• Handled month end and year end close, Financial Reporting,1099 filing process, and assisted with schedules and requests to file timely tax returns.• Collaborated on a daily basis with CFO and Financial Analyst to assist with adding new software, improve processes, and provided detailed analysis and ad hoc reports to executive team members.

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  Suzanne E Hilton, PLLC - Tax and Bookkeeping Services

  • Grapevine, Texas

  • Accountant

    • Jan 2020 - Oct 2023
    • Grapevine, Texas

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  Dikita Enterprises, Inc.

  • Dallas-Fort Worth Metroplex

  • Controller

    • Mar 2021 - Feb 2022
    • Dallas-Fort Worth Metroplex

    • Interface with Project Managers and clients for timesheet accuracy, perform payroll• Daily cash receipts & accounts payable postings in Deltek vision, monthly financial reporting, assist with new hire onboarding• Interface with CPA’s for year-end tax reporting. Insurance plan analysis and PEO conversion

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  Praedicare Inc

  • Dallas-Fort Worth Metroplex

  • Accounting Manager

    • Mar 2020 - Mar 2021
    • Dallas-Fort Worth Metroplex

    • Interface with management and clients on deliverable and associated invoicing• Fast track year end close, tax filing, PPP loan forgiveness filing and new PPP loan • PEO conversion

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  Spectral Sensor Solutions

  • Albuquerque, New Mexico Area

  • Corporate Accountant

    • Jan 2019 - Oct 2019
    • Albuquerque, New Mexico Area

    Assist with cost proposals for defense contracts. Project set up and maintenance in Deltek Costpoint, monthly project invoicing. Assist with annual reports, insurance program, payroll and 401-k conversion - Intuit to Fidelity, semi-monthly payroll processing, assist with roll out of Deltek Costpoint software, assist with finance and administrative activities.

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  T&D Services LLC

  • Albuquerque, New Mexico Area

  • Accounting Manager

    • May 2017 - Oct 2018
    • Albuquerque, New Mexico Area

    Complete all client billings and month-end close reporting within five days using Deltek Vision Software. Full cycle accounting responsibility including accounts payable and receivable. Set-up and maintain a myriad of projects in a multi-company environment. Payroll and benefits administration. Year-end close and interface with outside tax accountants.

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  Self-Employed

  • Houston, Texas Area

  • Accounting Consultant

    • Oct 2015 - Apr 2017
    • Houston, Texas Area

    Month-end close duties including project cost review and revenue recognition, financial reporting with actual to budget variance explanations, create and modify cash flow forecasts and budgets. Perform due diligence of a to-be acquired company, Blackline account reconciliations.

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  Duron Systems Inc.

  • Houston, Texas Area

  • Assistant Controller

    • Oct 2014 - Sep 2015
    • Houston, Texas Area

    Daily transactions for 3 entities, review balance sheet, intercompany, and sub ledgers for 11 entities. Prepared monthly consolidated financial reports with eliminating entries for manufacturing company. Audit, tax, bank borrowing reporting. Corporate and health insurance planning and selection.

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  Intertek Oil & Gas

  • Houston, Texas Area

  • Senior Accountant

    • Sep 2013 - Oct 2014
    • Houston, Texas Area

    Review monthly accounting details, adjusting entries, monthly financial reporting. Guide conversion of the acquired company’s accounting system to PeopleSoft. Handle state sales and use tax audit, tax schedules and intercompany accounting

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  Tendeka

  • Houston, Texas Area

  • Regional Accountant

    • Jan 2012 - Aug 2013
    • Houston, Texas Area

    Accounting for 2 separate entities while reporting to company headquarters in Scotland. Worked with local sales team, supply chain and regional VP on financially related matters including, but not limited to the following: project margin review, manufacturing job cost analysis, inventory control, forecasting, metrics, and pricing models. Responsible for invoicing, AR collections, month-end close reporting, taxes, audit, payroll and benefits administration. Created volume price discount model to help facilitate 10-person team increase in oil field supply sales from 35MM to 60MM in 12-month period.

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  Foster Quan

  • Houston, Texas Area

  • Accounting Manager

    • Aug 2010 - Nov 2011
    • Houston, Texas Area

    Month end close and financial reporting including budget variance and margin analysis. Managed staff of 11, including on-boarding, training, team building, and process improvement. Tax preparation, filing, and bank compliance. Partner capital accounting. Designed AR report process with software developers to improve billing and receivables process, saving thousands of hours annually

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  Gulf Interstate Engineering

  • Houston, Texas Area

  • Senior Accountant

    • Mar 2005 - Jul 2010
    • Houston, Texas Area

    Preparation of monthly consolidated entity financial statements with variance analysis. Interactions with project controls staff and project managers to determine monthly project revenue recognition, invoicing accuracy, and work-in-process analysis in excess of 100 MM per year. Special projects for executive management. Coordination and preparation of annual budget. Review accounts payable, accounts receivable and posting of payroll transactions. Project manager for UltiPro HRIS/Payroll system software implementation. Perform year end close and lead audit process. Designed and implemented invoicing system to include company payroll related burden expense so that company could perform and invoice cost plus type contracts.