Experience

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  FW Offenhauser dba Cross Pointe Inurance

  • Texarkana Texas

  • Human Resources Director

    • Jun 1997 - Present
    • Texarkana Texas

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  OFFENHAUSER & CO

  • Australia
  • Accounting
  • 1 - 100 Employee

  • HR Manager

    • Apr 1997 - Present

    Received my PHR (Professional in Human Resources) in 2010 and SHRM-CP (SHRM Certified Professional) in 2015.

  • HR Manager

    • Apr 1997 - Present

    All aspects of HR including interviewing, hiring, terminations, benefit programs, payroll and all related reports. Also work in the accounting department as staff accountant being responsible for accounts payable, customer finance agreements, journal entries, general ledger entries, other financial entities such as partnerships, LLC.

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  F. W. Offenhauser & Company, Inc

  • General Accounting/Payroll/HR

    • Apr 1997 - Present

    Employee Benefits Manager which includes new employee orientation and explanation of benefits, completionOf all applicable forms and insurance benefits and new hire and payroll reports.Prepare appraisal forms on monthly basis generating review, processing, entering data and preparing final review for supervisor. Monitors for compliance with existing wage scales.Responsible for compliance and completion of FMLA forms.Maintains personnel records.Reconciles monthly benefit statements and reports.Conducts exit interviews.Notifies third party carrier on COBRA occurrence.Works with supervisors on promotions, transfers, disciplinary actions and all TWC correspondence.Payroll Manager for bi-weekly payroll as well as monthly commissioned sales production payroll.Prepares 941 tax deposits, files 941 and 940 forms, prepares W-2s and all state reports.Maintains time keeping software and payroll software program.Prepares census date for 401k and retirement plan and all insurance plans.General Accounting DutiesResponsible for general accounting for Offenhauser and all entities connected such as partnerships and investment companies.Verifies, allocates and posts details of business transactions to subsidiary accounts from various documents.Maintains, posts, balances and reviews general ledgers for all entities.Prepares and distributes financial statements.Balances and verifies vendor statements and processes through accounts payable.Generates 1099s and files with IRS.Enters amortizations and depreciation schedules and calculates interest on partnership drawing and reserve balances.Pays corporation and partnership loans and lease agreements.Maintains 20+ bank accounts for all entities with authority to transfer funds as needed by ACH.Reconciles and balances all bank statements.Performs accounting for private outside companies for several partners at home.General Accounting

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  Cross Pointe Insurance Advisors dba Offenhauser & Co.

  • Texarkana, Texas, United States

  • Chief Financial Officer

    • Mar 2020 - Oct 2022
    • Texarkana, Texas, United States

    With the merge of two great insurance companies, I am excited to begin my new position as CFO. It will bring many new challenges with the number of staff doubling and so many great financial responsibilities in Accounting as this organization grows.

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  Surrey Oil Company & Offenhauser Oil Company

  • Vivian P. Mount

    • Nov 2002 - Oct 2013

    Keep general ledger and financials for Surrey Oil and Offenhauser Oil at home.Writes and prepares checks and deposits.Reconciles bank statements.Submits 1099s for dividends and contract labor.Prepares and submits Louisiana Income Tax and Louisiana Franchise Tax reports as well as US Corporation Income Tax (Form 1120) for both companies.Writes correspondence and attends stockholders meetings.

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  Collom & Carney Clinic

  • HR Director

    • Jul 1987 - Oct 1996

    Established HR department, payroll of 300+ employees, all aspects of HR including technical/non-technical hiring, interviewing, benefits management, terminations, orientation, salary survey, participated on risk management committee, continuing education for employees, and physician recruitement.

  • Human Resources Director

    • Jul 1987 - Oct 1996

    Established a HR department for a 300+ employee company with several remote locations.Conducted position analysis to develop job descriptions for organization positions (technical and non-technical) and reviewed at annual appraisal for updating to current status.Implemented a formal appraisal system.Updated and improved the existing personnel handbook to conform with federal and legal guidelines and company practices. Reviewed as necessary recommending proposed changes.Responsible for all aspects of hiring including advertising and selection of candidates, pre-interviewing, reference checking, coordinated drug/alcohol screens for all levels of employee, and submitted offers of employment.Conducted new employee orientation.Maintained personnel records including annual TB testing.Responsible for maintaining and documenting CME courses for nursing personnel and reviewing licensing to assure licenses were current.Processed employee benefit applications and monitored programs making recommendations as to programs offered and selected.Conducted employee meetings and training sessions with supervisors as needed.Handled all unemployment claims and correspondence.Responsible for processing bi-weekly and monthly payroll for employees and physician staff.Handled physician recruitment which included speaking with recruiters and physicians, receiving and reviewing physician CVs, making travel arrangements and preparing itinerary.Assisted supervisors on disciplinary steps, counseling sessions and all phases leading up to and including termination of employment.Prepared COBRA papers, conducted exit interview and benefits review.Acted as contact with representatives of employment and personnel agencies.

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  South Texas Medical Clinics

  • Director of Personnel/Payroll & Benefits Manager

    • Jan 1975 - Jul 1987

    Established a common HR office when two multi-specialty clinics in town merged.Worked actively with consultants to establish new benefit programs and terminated former programs.Assisted accountants and attorneys regarding personnel issues as result of merge.Involved in all aspects of HR including hiring, interviewing, interview letters, offers of employment, counseling issues, disciplinary issues, termination, maintained personnel files. Assisted supervisors with disciplinary or other personnel issues.Held training classes with supervisors on personnel issues.Prepared payroll and all related reports including all government filings.Prepared termination papers, retirement, COBRA, benefit conversion and all exit interviews.Responsible for traveling to 7 remote locations acting as liaison between employees at those facilities and the main office.Vivian P. MountPage 3General Accounting

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  Alpha-Anesthesia Associates

  • Accounting

    • Jan 1984 - Dec 1985

    Assisted Anesthesiologist in accounting issues in setting up individual practice.Kept all books and financial records which included billing, payment reconciliation, general ledger entries and preparing financials.Prepared payroll and all related reports including government filings.Prepared bank deposits and reconciled bank statement.Prepared past due and collection letters.

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  Hess Oil – Virgin Islands Corporation

  • Cost Accounting Secretary

    • Jul 1973 - Dec 1975

    Prepared cost reports for department.Prepared travel vouchers and requests.Typed all office correspondence.Answered multi-line telephone for department.Handled all secretarial duties for department.