Experience

M&J Financial Management, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Chief Executive Officer

  • Oct 2018 - Present

  • Develop high quality business strategies and plans ensuring their alignment with short-term and long-term objectives • Make high-quality investing decisions to advance the business and increase profits • Review financial and non-financial reports to devise solutions or improvements • Maintain a deep knowledge of markets and industry of company • Analyze problematic situations and occurrences and provide solutions to ensure company survival and growth

• Accountant

  • Aug 2014 - Oct 2018

  • Established accurate recordkeeping by recording financial transactions • Navigated through yearly tax laws by preparing tax returns • Notarized legal documents for the state of North Carolina • Maintained payroll information by collecting, calculating, and entering data • Evaluated financial records to ensure compliance with tax laws • Prepared asset, liability, and capital account entries by compiling and analyzing account information • Reconciled financial discrepancies… Show more • Established accurate recordkeeping by recording financial transactions • Navigated through yearly tax laws by preparing tax returns • Notarized legal documents for the state of North Carolina • Maintained payroll information by collecting, calculating, and entering data • Evaluated financial records to ensure compliance with tax laws • Prepared asset, liability, and capital account entries by compiling and analyzing account information • Reconciled financial discrepancies by collecting and analyzing account information



Columbus Regional Healthcare System (CRHS)

• United States
• Hospitals and Health Care
• 100 - 200 Employee

• Purchasing Agent

  • Jun 2016 - Sep 2018

  Whiteville, NC • Ordered and issued purchase orders • Expedited the purchasing process and resolves and associated problems as they arise • Prepared, processed or maintained related system and hard copy records, reports, and other documents • Performed miscellaneous tasks in support of the purchasing function



Community Innovations

• South Africa

• Life Skills Specialist/Payroll Specialist

  • Oct 2011 - Jun 2016

  • Conducted annual evaluations on resident’s abilities • Expanded formal programs and guidelines to meet client priorities • Monitored tracking of progress on both graphic and written notes • Completed payroll transactions for clients on weekly basis • Prepared detail reports using administrative software for financial reviews • Maintained employee banking information with accuracy and confidentiality

• Program Manager

  • Apr 2013 - Jul 2013

  • Ensured that the daily schedule is followed and objectives plans are implemented • Communicated with QP about concerns, problems, or questions about objective plans • Trained new staff to daily routine responsibilities and supervised/maintained staff members • Ensured strategic and organizational policies and procedures are implemented • Complied with Corporate Compliance Program policies and procedures



Liberty Tax Service

• Accounting

• Tax Professional

  • Nov 2013 - Jan 2015

  • Interviewed clients to obtain additional information on taxable income • Prepared and assisted simple to complex tax returns • Supplied taxpayers with sufficient information to ensure correct tax form completion • Enforced appropriate adjustments, deductions, and credits to keep clients’ taxes to a minimum • Checked data input to detect errors in arithmetic, data entry, and procedures

• Paraprofessional/Life Skills Coach

  • Jun 2007 - Oct 2011

  • Assisted clients with maintaining household chores • Encouraged proper hygiene, healthy eating habits, and daily exercise • Increased clients interactions with others in community • Transported clients to various medical and employment appointments • Distributed client medication when needed



Wright Financial

• United States
• Financial Services
• 1 - 100 Employee

• Administrative Assistant

  • Jan 2011 - Apr 2011

  • Prepared daily deposits and reconciliation reports • Maintained accounts receivable and accounts payable • Prepared medical records request • Scheduled exams, appointments, and payment arrangements • Conducted investment counseling • Assisted with selling medical and life insurance policies • Quoted insurance premiums • Provided good customer service relationships