Tracy Penneau, BAA, MBA, CPA

Accounting Manager at National Education Partners
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Contact Information
us****@****om
(386) 825-5501
Location
Cape Coral, Florida, United States, US

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Credentials

  • Certified Public Accountant
    State of Wisconsin
    Sep, 2008
    - Oct, 2024
  • QuickBooks Certification
    QuickBooks Online Pro
    Mar, 2021
    - Oct, 2024

Experience

    • United States
    • Higher Education
    • 1 - 100 Employee
    • Accounting Manager
      • Aug 2021 - Present

    • Accounting Manager
      • Aug 2021 - Present

    • United States
    • Accounting
    • 1 - 100 Employee
    • Accounting Manager
      • Feb 2021 - Sep 2021

    • United States
    • Professional Training and Coaching
    • 200 - 300 Employee
    • Business Data Analyst
      • Jan 2016 - Feb 2021

      Working remotely, in this position my primary focus has been to develop and maintain various reports to executive leadership and various members of the management team throughout the organization. The reporting generally consists of combining data from different systems or putting together reports or analysis not readily available or easily accessible. Working remotely, in this position my primary focus has been to develop and maintain various reports to executive leadership and various members of the management team throughout the organization. The reporting generally consists of combining data from different systems or putting together reports or analysis not readily available or easily accessible.

    • United States
    • Real Estate
    • 1 - 100 Employee
    • Controller
      • Aug 2014 - Jan 2016

      In the role of Controller, I stepped in and took full charge of the GL, daily and monthly processes of 3 separate entities with minimal instruction from company management because the previous Controller had already left. Working with the owners and the external CPA I was able to get 2 of the 3 entities caught up on past due tax returns and helped the owners transition to a new CPA firm. After resigning I continued to work in a consulting role, reviewing their quarterly and end of year financial statements and work papers and most recently oversaw the financial due diligence process during the sale of the company.

    • Controller
      • Aug 2002 - Apr 2014

      CPI, headquartered in Wisconsin, is a multi-national company with offices in the UK, Ireland with additional operations in Canada, New Zealand, Australia and formerly Germany and Japan. During my tenure the scope and depth of my responsibilities and role in the department steadily increased from that of Assistant Accounting Manager to Controller. In this position I reported to the CFO. My responsibilities included all foreign and domestic payroll; verifying the accuracy of financial activities and transaction processing, producing accurate and timely financial statements, system administration, serving on cross functional teams. When I resigned this position to move out of state, I continue to work remotely in in a support role to the incoming Controller and accounting department in general.

Education

  • Ottawa University
    MBA, Business Admin.
    -
  • Ottawa University
    BAA, Accounting
    -

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