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Work Background
Rodriguez, Kinzbrunner & Company, LLPSenior Tax Accountant
Jul. 2022 - Dec. 2024• Prepared income tax returns for individuals and businesses, specializing in Florida-based portfolios.
• Managed payroll and sales tax preparation for business clients, ensuring compliance and accuracy.
• Conducted monthly bookkeeping and year-end close for tax clients, optimizing financial records for tax planning.
First State Bank of LouiseCommercial Lending
Jan. 2022 - Jul. 2022* Gather applicable documents and information to assess customer's lending opportunity. * Cash Flow/Credit Analysis of Financial Information - Personal & Business
* Prepare Loan(s) for presentation to various applicable committees depending on lending value.
* Create & maintain customer relationships.
First State BankSBA/Credit Analyst/Commercial Lending
Jan. 2021 - Jan. 2022
First State Bank of LouiseUniversal Banker
Jan. 2020 - Jan. 2021Sweeny, TX
Allen Financials LLCChief Executive Officer
Jun. 2019Sugarland, Tx• Manage bookkeeping services for individuals, small businesses, and corporations, ranging from reconciliations to full-service offerings.
• Oversee payroll management for small-medium sized businesses, ensuring accurate and timely processing.
• Provide tax preparation services for individuals, trusts, self-employed individuals, and various business entities. 300+ returns per year.
• Provide entity formation services and offer business consulting to clients for strategic growth.
KENNEMER, MASTERS, & LUNSFORD, LLCAudit and Tax Accountant
Mar. 2017 - Jun. 2019Lake Jackson, TX• Conduct comprehensive financial audits, federal and state compliance audits, agreed-upon procedures, and reviews. • Prepare 990, 1065, 1120, 1120S, 1040, 1041 for clients depending on type of entity.
• Tax planning and advising.
• “in-charge” of multiple engagements - which entails planning, budgeting, assigning responsibilities to each staff on team, reviewing section work (cash reconciliations, investments, payables, payroll, equity, revenues, expenses), communicating findings with client contact and management, preparing adjusting journal entries and financial statements, management letters, and reports for client use.
• Perform analytical procedures/analyses to detect unusual financial statement relationships
• Audit client QuickBooks to determine proper account coding and deductible expenses for tax purposes.
Brazosport CollegeProcurement Specialist (Accountant)
Jun. 2015 - Mar. 2017Lake Jackson, Texas• Audit requisitions for coding issues with state and federal funds and process all Purchase Orders from departments to vendors.
• Review and approve cash disbursements among Faculty & Staff.
• Audit and process all Travel Reimbursement Requests and ACH forms.
• Responsible for payment of Brazosport College utility bills via personal procurement card. • Process change order requests and encumbrances with proper signing authorities.
• Write and solicit Request for Proposals (RFP) and manage process associated with each.
• Responsible for contract execution and compliance between College and vendors.
• Perform Fixed Asset accounting for College and Grant fund purposes including: deprecation, consolidation and tagging.
• Prepare Monthly and Yearly Reconciliations for various grants and scholarships.
• Train and give presentations on the accounting/purchasing function to college faculty & staff.
• Enter and record changes to vendor and employee information in Empower.
• Ensure College is in compliance with all purchasing policies and guidelines applicable to Junior Colleges, including Govt Code, Texas Education Code, State of Texas Procurement Manual, GAAP, GASB, OMB Uniform Guidance for Procurement thresholds and all legal and local policies applicable to accounting for purchasing and acquisitions.
Dow ChemicalLife Critical Standards Learning Administrator
Mar. 2013 - Jun. 2015Freeport, TX• Schedule and coordinate all DOW safety training for Life Critical Standards (LCS) team.
• Administrate MyLearning curriculums, groups, and trainings.
• Perform daily, weekly, and monthly reports for live data and cost progression.
• Data and Reporting Focal Point for TXO trainings-Excel spreadsheets that monitor enrollment, cost of trainings, cost of cancellations, trends, etc.
• Work both internally and externally between CBIT and DOW, travel for meetings and presentations to present updates to team, TXO Learning Network, stakeholders, and managers/leaders.
• Billing for usage of facility, catering, materials, grants, etc.
• Document Administrator and Website/Learning Administrator for my team.
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