Experience

Lakeshore Elementary School

• United States
• Education Administration Programs
• 1 - 100 Employee

• Financial Secretar

  • May 2022 - Present



Flynn Heath Leadership, a BPI group company

• United States
• Professional Training & Coaching
• 1 - 100 Employee

• Controller

  • Jun 2016 - Jul 2023

  * Assist in preparing monthly forecast. * Process bi-weekly payroll. * Prepare weekly status report. * Complete monthly bank and credit card reconciliations. * Assist with year-end closing. * Review and process vendor invoices. * Correspond with consultants and vendors to resolve discrepancies and issues. * Monitor engagements' expenses for inconsistencies and costs overruns. * Maintain project files with related expense reports, invoices and documentation. * Track each engagement’s expenses for accurate client billing. * Develop and implement improvements to accounting processes and procedures. * Create various reports in Excel to communicate financial results to company management. Show less



Kingdom Of Life Ministries

• Troutman, NC

• Office Manager

  • Jan 2002 - Jun 2016

  Directed and executed all of the administrative efforts with emphasis on human resources, staff & team support, database development, project management, calendaring, process management and oversight for bookkeeping. Managed and organized all files pertaining to attendance, headcounts, background checks, etc. Completed comprehensive, accurate financial record keeping (receipt processing, expense spreadsheet updates, and weekly tithe contributions). Assisted pastor in the administration and preparation of the calendar. Assisted department leaders in coordinating and preparing events. Processed visitor information weekly and funneled follow up to the appropriate pastor. Developed processes and procedures to support fiscal responsibility in the areas of accounting, budgeting and purchasing. Facilitated the annual budgeting process with department leaders and made budget recommendations to the pastor. Prepared year-end tax documents. Show less



Andrews Financial Services

• Huntersville, NC

• Business Owner

  • Dec 1996 - Jan 2002

  Prepared quarterly and yearly tax returns. Reviewed financial records, such as prior tax return forms, income statements, and documentation of expenditures to determine forms needed to prepare tax return. Devised tax strategies to defer or eliminate tax payments. Advised clients on the impact of new tax laws on tax liabilities. Developed individual and couple financial plans for debt reduction and college planning. Prepared quarterly and yearly tax returns. Reviewed financial records, such as prior tax return forms, income statements, and documentation of expenditures to determine forms needed to prepare tax return. Devised tax strategies to defer or eliminate tax payments. Advised clients on the impact of new tax laws on tax liabilities. Developed individual and couple financial plans for debt reduction and college planning.



PRICE WATERHOUSE COOPER

• United States
• 1 - 100 Employee

• Staff Tax Accountant

  • Aug 1993 - Aug 1996

  Prepared individual, estate and gift tax returns for high net-worth individuals. Audited public and privately held financial institutions and mid-size corporations. Prepared audited financial statements. Prepared individual, estate and gift tax returns for high net-worth individuals. Audited public and privately held financial institutions and mid-size corporations. Prepared audited financial statements.