Experience

Eggs Up Grill

• United States
• Restaurants
• 1 - 100 Employee

• Accounting Controller

  • Mar 2022 - Present



Willcox Financial Services

• Marietta, GA

• Owner: Subcontractor, Accountant, Bookkeeping, Tax Consultant, IRS Negotiator,

  • Jan 1995 - Present

  Prepared Federal and state taxes for individuals, small business, and non-profit organizations. Developed implemented incorporations for non-profit organizations and small businesses. Wrote the Articles of Incorporation the organizations and small businesses assisted them with business plan. Communicated with customers to address tax inquiries and resolve issues with the IRS. Assisted clients in debt consolidations. Develop 501(c)3 documents and budgets for processing for tax exemption. Managed… Show more Prepared Federal and state taxes for individuals, small business, and non-profit organizations. Developed implemented incorporations for non-profit organizations and small businesses. Wrote the Articles of Incorporation the organizations and small businesses assisted them with business plan. Communicated with customers to address tax inquiries and resolve issues with the IRS. Assisted clients in debt consolidations. Develop 501(c)3 documents and budgets for processing for tax exemption. Managed financial transactions and record keeping with strict attention to detail and GAAP regulations. Verified and posted transactions to general ledger. Reconciled and balanced accounts. Generated invoices for customers. Key Contributions: Improved customer invoices, which reduced overall timeframe for receiving payments. Excelled within a fast-paced environment, continually taking on increased levels of responsibility. Show less Prepared Federal and state taxes for individuals, small business, and non-profit organizations. Developed implemented incorporations for non-profit organizations and small businesses. Wrote the Articles of Incorporation the organizations and small businesses assisted them with business plan. Communicated with customers to address tax inquiries and resolve issues with the IRS. Assisted clients in debt consolidations. Develop 501(c)3 documents and budgets for processing for tax exemption. Managed… Show more Prepared Federal and state taxes for individuals, small business, and non-profit organizations. Developed implemented incorporations for non-profit organizations and small businesses. Wrote the Articles of Incorporation the organizations and small businesses assisted them with business plan. Communicated with customers to address tax inquiries and resolve issues with the IRS. Assisted clients in debt consolidations. Develop 501(c)3 documents and budgets for processing for tax exemption. Managed financial transactions and record keeping with strict attention to detail and GAAP regulations. Verified and posted transactions to general ledger. Reconciled and balanced accounts. Generated invoices for customers. Key Contributions: Improved customer invoices, which reduced overall timeframe for receiving payments. Excelled within a fast-paced environment, continually taking on increased levels of responsibility. Show less



Texas Conference of Urban Counties

• Government Relations
• 1 - 100 Employee

• Controller/CFO

  • Nov 2019 - Apr 2022

  Prepare consolidated internal and external financial statements by gathering and analyzing information from the general ledger system for the 6 subsidiaries and parent company. Oversee, approve and assign daily task for one staff accountant in the area of payroll, AP/AR, and Invoicing. Approve and sync travel expenditures using Tallie to Quickbooks. Prepare general ledger entries by maintaining records and files; reconcile bank accounts, oversee credit card transaction. Managed… Show more Prepare consolidated internal and external financial statements by gathering and analyzing information from the general ledger system for the 6 subsidiaries and parent company. Oversee, approve and assign daily task for one staff accountant in the area of payroll, AP/AR, and Invoicing. Approve and sync travel expenditures using Tallie to Quickbooks. Prepare general ledger entries by maintaining records and files; reconcile bank accounts, oversee credit card transaction. Managed financial transactions and record keeping with strict attention to detail and GAAP regulations. Process and approve payroll for posting to the general ledger, Maintain accounts payable, paid invoices, completed daily cash projections. Budgeting and forecasting for each subsidiary and the parent company. Research and accurately correct error in financial statements and general ledge entries. Show less Prepare consolidated internal and external financial statements by gathering and analyzing information from the general ledger system for the 6 subsidiaries and parent company. Oversee, approve and assign daily task for one staff accountant in the area of payroll, AP/AR, and Invoicing. Approve and sync travel expenditures using Tallie to Quickbooks. Prepare general ledger entries by maintaining records and files; reconcile bank accounts, oversee credit card transaction. Managed… Show more Prepare consolidated internal and external financial statements by gathering and analyzing information from the general ledger system for the 6 subsidiaries and parent company. Oversee, approve and assign daily task for one staff accountant in the area of payroll, AP/AR, and Invoicing. Approve and sync travel expenditures using Tallie to Quickbooks. Prepare general ledger entries by maintaining records and files; reconcile bank accounts, oversee credit card transaction. Managed financial transactions and record keeping with strict attention to detail and GAAP regulations. Process and approve payroll for posting to the general ledger, Maintain accounts payable, paid invoices, completed daily cash projections. Budgeting and forecasting for each subsidiary and the parent company. Research and accurately correct error in financial statements and general ledge entries. Show less



La Corsha Hospitality Group

• United States
• Hospitality
• 1 - 100 Employee

• Assistant Controller

  • Jul 2018 - May 2019



Spine Center Atlanta

• United States
• Medical Practices
• 1 - 100 Employee

• Heatlhcare Staff accountant

  • Feb 2017 - Aug 2017

   Prepared consolidated internal and external financial statements by gathering and analyzing information from the general ledger system and from the billing department.  Prepared general ledger entries by maintaining records and files;  reconciled bank and credit card accounts.  Administrated banking account, merchant accounts and credit card accounts.  Oversaw and entered all journal entries for seven intra medical companies within Spine Center Atlanta including three in… Show more  Prepared consolidated internal and external financial statements by gathering and analyzing information from the general ledger system and from the billing department.  Prepared general ledger entries by maintaining records and files;  reconciled bank and credit card accounts.  Administrated banking account, merchant accounts and credit card accounts.  Oversaw and entered all journal entries for seven intra medical companies within Spine Center Atlanta including three in different cities (Savannah, Conyers & Riverdale).  Delegated funding for accounts payable and recorded and paid all bi-weekly payroll using ADP payroll system. Show less  Prepared consolidated internal and external financial statements by gathering and analyzing information from the general ledger system and from the billing department.  Prepared general ledger entries by maintaining records and files;  reconciled bank and credit card accounts.  Administrated banking account, merchant accounts and credit card accounts.  Oversaw and entered all journal entries for seven intra medical companies within Spine Center Atlanta including three in… Show more  Prepared consolidated internal and external financial statements by gathering and analyzing information from the general ledger system and from the billing department.  Prepared general ledger entries by maintaining records and files;  reconciled bank and credit card accounts.  Administrated banking account, merchant accounts and credit card accounts.  Oversaw and entered all journal entries for seven intra medical companies within Spine Center Atlanta including three in different cities (Savannah, Conyers & Riverdale).  Delegated funding for accounts payable and recorded and paid all bi-weekly payroll using ADP payroll system. Show less



Coastal Center for Developmental Services, Inc.

• Savannah, Georgia Area

• Staff Accounting: Payroll, Benefits Liabilities, AP and AR

  • Jul 2013 - Aug 2014

  Prepare by-weekly payroll and pay all payroll benefits liabilities including Health, LTD 401K, Federal and State Taxes using QuickBooks, RealTime clock, employee timesheets and excel. Prepare and send quarterly Federal, State and DOL tax statements. Prepare 1099s and W-2 for employees. Process accounts receivables for incoming cash flow. Prepare accounts payable for finance manager. Audit accounts payable statements (include credit cards statements and other venders) against payments made… Show more Prepare by-weekly payroll and pay all payroll benefits liabilities including Health, LTD 401K, Federal and State Taxes using QuickBooks, RealTime clock, employee timesheets and excel. Prepare and send quarterly Federal, State and DOL tax statements. Prepare 1099s and W-2 for employees. Process accounts receivables for incoming cash flow. Prepare accounts payable for finance manager. Audit accounts payable statements (include credit cards statements and other venders) against payments made. Assist in the process of the production of forms, transcription, filing, provision of telephone support, and maintenance of schedules, among other administrative duties. Show less Prepare by-weekly payroll and pay all payroll benefits liabilities including Health, LTD 401K, Federal and State Taxes using QuickBooks, RealTime clock, employee timesheets and excel. Prepare and send quarterly Federal, State and DOL tax statements. Prepare 1099s and W-2 for employees. Process accounts receivables for incoming cash flow. Prepare accounts payable for finance manager. Audit accounts payable statements (include credit cards statements and other venders) against payments made… Show more Prepare by-weekly payroll and pay all payroll benefits liabilities including Health, LTD 401K, Federal and State Taxes using QuickBooks, RealTime clock, employee timesheets and excel. Prepare and send quarterly Federal, State and DOL tax statements. Prepare 1099s and W-2 for employees. Process accounts receivables for incoming cash flow. Prepare accounts payable for finance manager. Audit accounts payable statements (include credit cards statements and other venders) against payments made. Assist in the process of the production of forms, transcription, filing, provision of telephone support, and maintenance of schedules, among other administrative duties. Show less



Miller-Motte Technical College

• Fayetteville, North Carolina Area

• Accounting and Business Professor

  • Jan 2013 - Jul 2013

  Taught fundamental mathematical skills to students in Pre-Algebra, College Algebra 1 & II, Statistics, Trigonometry, Accounting (Cost Accounting), Marketing, Management, Intro to Computers and Business Mathematics. Instruction for these classes was administered on-grounds as well as online using eCollege with a hybrid class using blackboard. Tutored students in Algebra 1, Geometry, Algebra 2, Trigonometry, Pre-Calculus, and Calculus. Introduced the students to Microsoft Power Points and Excel… Show more Taught fundamental mathematical skills to students in Pre-Algebra, College Algebra 1 & II, Statistics, Trigonometry, Accounting (Cost Accounting), Marketing, Management, Intro to Computers and Business Mathematics. Instruction for these classes was administered on-grounds as well as online using eCollege with a hybrid class using blackboard. Tutored students in Algebra 1, Geometry, Algebra 2, Trigonometry, Pre-Calculus, and Calculus. Introduced the students to Microsoft Power Points and Excel with the use of random statistical data analysis projects. Taught students how to use the functions of graphic (TI 81, 83, & 89) and business calculators. Taught essential business mathematics skills such as budgeting, computation of Federal and State taxes, Wage verification, financial record keeping, banking (general bank reconciliation), finance, etc. Show less Taught fundamental mathematical skills to students in Pre-Algebra, College Algebra 1 & II, Statistics, Trigonometry, Accounting (Cost Accounting), Marketing, Management, Intro to Computers and Business Mathematics. Instruction for these classes was administered on-grounds as well as online using eCollege with a hybrid class using blackboard. Tutored students in Algebra 1, Geometry, Algebra 2, Trigonometry, Pre-Calculus, and Calculus. Introduced the students to Microsoft Power Points and Excel… Show more Taught fundamental mathematical skills to students in Pre-Algebra, College Algebra 1 & II, Statistics, Trigonometry, Accounting (Cost Accounting), Marketing, Management, Intro to Computers and Business Mathematics. Instruction for these classes was administered on-grounds as well as online using eCollege with a hybrid class using blackboard. Tutored students in Algebra 1, Geometry, Algebra 2, Trigonometry, Pre-Calculus, and Calculus. Introduced the students to Microsoft Power Points and Excel with the use of random statistical data analysis projects. Taught students how to use the functions of graphic (TI 81, 83, & 89) and business calculators. Taught essential business mathematics skills such as budgeting, computation of Federal and State taxes, Wage verification, financial record keeping, banking (general bank reconciliation), finance, etc. Show less



Fayetteville Technical Community College

• United States
• Higher Education
• 700 & Above Employee

• Instructor

  • Sep 2012 - Jul 2013

  Taught fundamental of in math, reading, writing, science, history and life skills for adult learners with disabilities Taught fundamental of in math, reading, writing, science, history and life skills for adult learners with disabilities



Westwood College - Denver North

• United States
• Education Management
• 700 & Above Employee

• Professor of Math & Business

  • Mar 2007 - May 2010

  Taught fundamental mathematical skills to students in Pre-Algebra, College Algebra 1 & II, Statistics, Trigonometry, Accounting (Cost Accounting), Marketing and Business Mathematics. Instruction for these classes was administered on-grounds as well as online using eCollege with a hybrid class using blackboard. Tutored students in Algebra 1, Geometry, Algebra 2, Trigonometry, Pre-Calculus, and Calculus. Introduced the students to Microsoft Power Points and Excel with the use of random… Show more Taught fundamental mathematical skills to students in Pre-Algebra, College Algebra 1 & II, Statistics, Trigonometry, Accounting (Cost Accounting), Marketing and Business Mathematics. Instruction for these classes was administered on-grounds as well as online using eCollege with a hybrid class using blackboard. Tutored students in Algebra 1, Geometry, Algebra 2, Trigonometry, Pre-Calculus, and Calculus. Introduced the students to Microsoft Power Points and Excel with the use of random statistical data analysis projects. Taught students how to use the functions of graphic (TI 81, 83, & 89) and business calculators. Taught essential business mathematics skills such as budgeting, computation of Federal and State taxes, Wage verification, financial record keeping, banking (general bank reconciliation), finance, etc. Show less Taught fundamental mathematical skills to students in Pre-Algebra, College Algebra 1 & II, Statistics, Trigonometry, Accounting (Cost Accounting), Marketing and Business Mathematics. Instruction for these classes was administered on-grounds as well as online using eCollege with a hybrid class using blackboard. Tutored students in Algebra 1, Geometry, Algebra 2, Trigonometry, Pre-Calculus, and Calculus. Introduced the students to Microsoft Power Points and Excel with the use of random… Show more Taught fundamental mathematical skills to students in Pre-Algebra, College Algebra 1 & II, Statistics, Trigonometry, Accounting (Cost Accounting), Marketing and Business Mathematics. Instruction for these classes was administered on-grounds as well as online using eCollege with a hybrid class using blackboard. Tutored students in Algebra 1, Geometry, Algebra 2, Trigonometry, Pre-Calculus, and Calculus. Introduced the students to Microsoft Power Points and Excel with the use of random statistical data analysis projects. Taught students how to use the functions of graphic (TI 81, 83, & 89) and business calculators. Taught essential business mathematics skills such as budgeting, computation of Federal and State taxes, Wage verification, financial record keeping, banking (general bank reconciliation), finance, etc. Show less



Richmond County Schools

• Mathematics Teacher

  • Jan 2001 - Jan 2004

  Taught fundamental mathematical skills to students in Algebra 1, as a whole and in parts, Geometry and Business Mathematics. Tutored students in Algebra 1, Geometry, Algebra 2, Trigonometry, Pre-Calculus, and Calculus. Introduced the students to Microsoft Power Points with the use of random statistical data analysis projects. Taught students how to use the functions of graphic (TI 81, 83, & 89) and business calculators. Taught essential business mathematics skills such as budgeting… Show more Taught fundamental mathematical skills to students in Algebra 1, as a whole and in parts, Geometry and Business Mathematics. Tutored students in Algebra 1, Geometry, Algebra 2, Trigonometry, Pre-Calculus, and Calculus. Introduced the students to Microsoft Power Points with the use of random statistical data analysis projects. Taught students how to use the functions of graphic (TI 81, 83, & 89) and business calculators. Taught essential business mathematics skills such as budgeting, computation of Federal and State taxes, Wage verification, financial record keeping, banking (general bank reconciliation), finance, etc. Key Contributions: Improved students test scores on State developed end of course and graduation requirements. Show less Taught fundamental mathematical skills to students in Algebra 1, as a whole and in parts, Geometry and Business Mathematics. Tutored students in Algebra 1, Geometry, Algebra 2, Trigonometry, Pre-Calculus, and Calculus. Introduced the students to Microsoft Power Points with the use of random statistical data analysis projects. Taught students how to use the functions of graphic (TI 81, 83, & 89) and business calculators. Taught essential business mathematics skills such as budgeting… Show more Taught fundamental mathematical skills to students in Algebra 1, as a whole and in parts, Geometry and Business Mathematics. Tutored students in Algebra 1, Geometry, Algebra 2, Trigonometry, Pre-Calculus, and Calculus. Introduced the students to Microsoft Power Points with the use of random statistical data analysis projects. Taught students how to use the functions of graphic (TI 81, 83, & 89) and business calculators. Taught essential business mathematics skills such as budgeting, computation of Federal and State taxes, Wage verification, financial record keeping, banking (general bank reconciliation), finance, etc. Key Contributions: Improved students test scores on State developed end of course and graduation requirements. Show less



Smith Barney

• Sales Associate (Executive Operations & Administrative Assistant)

  • Jan 1996 - Jan 1999

  Formulated and executed investment plans for clients using Mutual fund Hypothetical, Annuity Hypothetical. Performed asset allocation analysis to implement plans for Portfolio Reviews, Financial Analysis Plans, Retirement Plans, and Estate Plans. Maintained and upgraded computerized Database systems. Helped clients establish cost basis for with gain/loss tax reporting information. Advised clients of tax implements for Traditional IRAs, Roth IRA, Rollovers, 401(k) s, and 403(b) s. Researched the… Show more Formulated and executed investment plans for clients using Mutual fund Hypothetical, Annuity Hypothetical. Performed asset allocation analysis to implement plans for Portfolio Reviews, Financial Analysis Plans, Retirement Plans, and Estate Plans. Maintained and upgraded computerized Database systems. Helped clients establish cost basis for with gain/loss tax reporting information. Advised clients of tax implements for Traditional IRAs, Roth IRA, Rollovers, 401(k) s, and 403(b) s. Researched the performance ratios of stock positions, mutual fund positions, money managers, and EFTs. Designed campaigns, power point presentations for Institutional Board Meeting Financial updates, investment seminars for clients and for Foundations and Endowments and client letters. Assisted financial advisors with all client letters, campaigns and other administrative needs. Maintained active SEC Compliance files of operations within the office. Assisted in research of annuity transactions and transfers of funds into the branch Key Contributions: Assisted in retrieving over $2,000,000 in assets in a period of two months for the financial advisor. Supported an increase in productivity by assisting in the development of financial plans for clients. Prepared accurate quarterly and annual financial performance report statements and presentations. Show less Formulated and executed investment plans for clients using Mutual fund Hypothetical, Annuity Hypothetical. Performed asset allocation analysis to implement plans for Portfolio Reviews, Financial Analysis Plans, Retirement Plans, and Estate Plans. Maintained and upgraded computerized Database systems. Helped clients establish cost basis for with gain/loss tax reporting information. Advised clients of tax implements for Traditional IRAs, Roth IRA, Rollovers, 401(k) s, and 403(b) s. Researched the… Show more Formulated and executed investment plans for clients using Mutual fund Hypothetical, Annuity Hypothetical. Performed asset allocation analysis to implement plans for Portfolio Reviews, Financial Analysis Plans, Retirement Plans, and Estate Plans. Maintained and upgraded computerized Database systems. Helped clients establish cost basis for with gain/loss tax reporting information. Advised clients of tax implements for Traditional IRAs, Roth IRA, Rollovers, 401(k) s, and 403(b) s. Researched the performance ratios of stock positions, mutual fund positions, money managers, and EFTs. Designed campaigns, power point presentations for Institutional Board Meeting Financial updates, investment seminars for clients and for Foundations and Endowments and client letters. Assisted financial advisors with all client letters, campaigns and other administrative needs. Maintained active SEC Compliance files of operations within the office. Assisted in research of annuity transactions and transfers of funds into the branch Key Contributions: Assisted in retrieving over $2,000,000 in assets in a period of two months for the financial advisor. Supported an increase in productivity by assisting in the development of financial plans for clients. Prepared accurate quarterly and annual financial performance report statements and presentations. Show less