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Work Background
National Fire & Life SafetyFinancial Controller
Feb. 2025
Heartcore BusinessDirector of Finance And Accounting
Jan. 2023 - Dec. 2024• Facilitated smooth tax filing processes by preparing comprehensive tax documents for accountants.
• Provided valuable insights for informed decision-making and financial planning through the generation of monthly, quarterly, and yearly QuickBooks reports.
• Spearheaded a risk management program to enhance the company's resilience against economic uncertainties.
• Played a pivotal role in a successful debt refinancing initiative, strengthening the company's financial position.
• Established key performance indicators (KPIs) to monitor financial performance, drive continuous improvement, and support informed decision-making.
• Managed HR responsibilities, including payroll, employee benefits, contractor management, year-end tax reporting, and employee hiring, onboarding, and offboarding.
• Ensured accurate financial records and compliance through monthly account reconciliation on QuickBooks.
• Improved financial data organization and reporting accuracy by streamlining expense categorization processes.
• Implemented robust financial controls and streamlined reporting processes, dashboards, financial forecasting and ensured adherence to regulatory standards and fostering culture of financial integrity. • Developed and executed strategic financial plans that contributed to sustained organizational growth and stability.
• Decreased subscription attrition by 30% by improving billing processes and rewriting SOP’s within the accounting department and fulfillment.
Simple Solutions Financial ServicesDirector of Operations
Jan. 2017Franklin, TNSimple Solutions is a company offering fractional CFO & COO services to small businesses. I oversaw a full suite of financial services for high-net-worth individuals & small businesses. • Provided financial expertise to a diverse client base, including: Children's Clothing Manufacturer grossing over $5M annually, Business Coaching Businesses grossing over $15M annually, Rental Property owners, Realtors, Business Brokers, Contractors, Private consultants, Furniture manufacturers grossing over $2M yearly, Clothing Boutique, Home Health Care Provider, and several other types of small businesses.
• Improving financial decision-making for clients by conducting regular review meetings, keeping accurate and up to date financials for their businesses, supervising the month end close for all accounts. • Oversaw the accounting team of 8 to complete monthly account reconciliations on QuickBooks Desktop or Online, adhering to client preferences. Coached our accounting team on conducting monthly meetings with clients to review their financials and offer additional services as needed.
• Streamlined & created processes for consistently accurate financial records, including expense categorization, deposit recording, invoice generation, and bill payment. • Created SOP’s for the team of 8 accounting managers to service all clients with a consistent process. Each team member has anywhere from 8-15 clients in their portfolio. • Ensured efficient tax preparation and compliance, while also managing audit processes for IRS and TN, including sales tax audits. • Enhanced financial visibility through QuickBooks reports & regular client planning meetings, ensuring regulatory compliance, and addressing diverse financial needs such as mortgages, tax strategy, business goals, estate planning, and insurance requirements. • Managed HR responsibilities, including payroll, employee benefits, contractor management, year-end tax reporting, and employee hiring, onboarding, and offboarding.
TBH Global Asset ManagementPractice Manager & CSR for Sports & Entertainment Division
Jan. 2012 - Jan. 2016Brentwood, TN• Fostered a skilled and cohesive team by leading the hiring, onboarding, and training processes for new employees.
• Contributed to streamlined client service operations by efficiently processing all client cashiering requests.
• Met and exceeded client expectations by delivering exceptional insurance service and support.
• Facilitated effective client communication by preparing comprehensive presentation materials for advisors, including those for new clients, Sports and Entertainment clients, and 401k meetings/seminars.
• Promoted financial transparency by maintaining QuickBooks for two partners, balancing and reconciling monthly expenses and deposits.
• Enhanced operational efficiency by developing detailed Excel spreadsheets for diverse financial tasks, including client tax preparation, partner’s quarterly fee pulls, trading reports, budget reports, and practice growth charts.
• Ensured prompt and accurate financial transactions by collaborating daily with Fidelity, Schwab, and Raymond James, addressing client requests, trade requests, reports, and troubleshooting.
• Strengthened overall client engagement by managing the production of all client communications.
• Satisfied high-profile clients by providing integral support to the Sports & Entertainment division, managing tasks such as athlete moves, bill transfers, tax preparation, tax payments, and cashiering requests.
• Contributed to continuous improvement initiatives by coordinating yearly client satisfaction surveys, composing, sending out, and managing spreadsheets of results data.
National Fire & Life Safety
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