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Work Background
Florida Agricultural and Mechanical UniversityAdjunct Professor
Aug. 2023Tallahassee, Florida, United States
Florida State UniversityAuxiliary Accounting Specialist
Jan. 2020 - Jul. 2022
Prudent Management LLCSenior Project Manager
Jun. 2018Tallahassee Metropolitan Area
Al's Community Business ServicesTax Accountant
Jan. 2018
PPSC USA LLCSenior Accountant
Oct. 2017 - Apr. 2019Tallahassee, Florida AreaThe PPSC Senior Accountant is the PPSC Director of Accounting. The Senior Accountant has the financial and accounting and business expertise to manage the preparation of timely and accurate PPSC USA LLC and Federation of Pharmacy networks (FIPN) accounting and financial reports. The Senior Accountant works with President/CEO and the Board of Managers to ensure the correct operation under the guidelines and deadlines associated with PPSC USA LLC Investment Agreement and Operating Agreement. The Senior Accountant works closely with external financial auditors, financial accounting firms and banking institutions support these business relationships.
• Responsible for setting accounting policies with Generally Accepted Accounting Principles
• Develop and maintain systems of internal controls to safeguard financial assets of the company
• Oversight or preparation & delivery of monthly Income Statements for PPSC USA & FIPN Business Operations, Balance Sheet, Budget vs. Actual, Cash Flow Report & other PPSC reports (MAS 90 AND EXCEL)
• PPSC General Ledger account debits, credits, journal entries and reconciliation functions (monthly) • Coordinates with CEO on PPSC cash controls • Prepares Accounts Receivable and Invoice functions
• Prepares PPSC Payroll functions(bi-weekly)
• Prepares Equity reporting, tax and EBITDA Distributions (quarterly)
• Prepares Check and ACH debit payments to customers and vendors (daily)
• Prepares PPSC Bank Reconciliations(monthly) PPSC USA LLC, FIPN
• Prepares Sales tax return (monthly)
• Manages Electronic daily deposits (daily)
PrimericaAccount Representative
Sep. 2015 - Jan. 2017Tallahassee, Florida AreaPrimerica representatives provide appropriate solutions through term life insurance, mutual funds, annuities and other financial products. We insured more than 4 million lives and had over 2 million client investment accounts as of December 31, 2014.
National High Magnetic Field LabAccounting Specialist
Jan. 2013 - Oct. 2017Tallahassee, Florida Area•Coordinates the prepay travel audit function at the NHMFL. Supervises UBA/NHMFL responsible staff to ensure compliance with travel rules/laws/policies and regulations by analyzing, verifying, and performing complex financial reconciliations. Performs travel audits as necessary and assists UBA Assistant Director with training and informational activities for NHMFL travel representatives.
• Coordinates the payable and disbursement services functions at the NHMFL. Supervises responsible staff; assures compliance of disbursements within the applicable rules/laws; assures adherence to applicable policies/procedures. Approves payment requests, assists vendors with invoice questions, serves as NHMFL point of contact for resolution of vendor payment issues.
•Supervises responsible staff in performance of duties related to P-Card proxy and reconciliation of P-Card functions. Serve as a back-up P-Card proxy as required. Performs periodic reviews of P-Card documentation files and P-Card compliance queries to assure adherence to applicable rules and procedures.
•Provides support and assistance to UBA Assistant Director in duties related to the NHMFL auxiliary operations. Assists with invoicing, reconciliations, annual rate review, procedures, etc.
•Responsible for ensuring the NHMFL follows proper cash handling procedures. Coordinates cash handling for the NHMFL. Assures compliance with University cash handling procedures and credit card security; reconciles check mail log; processes credit card deposits; updates NHMFL cash handling application as required.
Florida State UniversityFinancial Specialist
Apr. 2010 - Jan. 2013Responsible for the maintenance, reconciliation, accountability and reporting of departmental ledgers for Human Resources Department
•Assists with special projects related to operational efficiencies of participating University Business Administrators Program sites. •Assists with business functions related to travel, purchasing and accounts payable for Human Resources
• Conducts specific audits to review budgeting, accounting, personnel and payroll activities for Human Resources
assuring compliance with University, state and federal regulations, policies and procedures.
Community Business ServicesTax Associate
Feb. 2010 - Apr. 2019Prepare federal, state, and local tax returns specializing in small businesses, partnerships income tax returns. Prepare and review income tax returns for individuals, partnerships, and
corporations. Counsel clients on a variety of tax issues. Research tax questions; offer suggestions for tax planning and study tax laws for potential tax savings for corporate and individual clients. Train and supervise new tax associates staff members. Type of clients responsible for: real estate management, development & partnership; entertainment chain theaters; health care tax planning & review; private high income individual for estate & trust tax planning.
TJ MaxxCustomer Service Coordinatoor
Jun. 2009 - Jan. 2010•Motivated and directed employees as they worked.
•Created a pleasant atmosphere for customers and associates.
•Prepared daily work schedule and followed up with its execution.
•Discussed new company policies and procedures with employees.
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