Annette C. Email & Phone Number

Meridian Charter Township, Mi, Us

Okemos, Mi, Us

• Develop internal audit protocols and perform internal audits of a variety of applicable financial and compliance requirements, including compliance with OMB Uniform Guidance, grant award agreements, subcontractor agreements, subrecipient monitoring requirements, Institute policy, etc.• Develop and maintain financial trainings and other onboarding materials in coordination with Central Finance staff and senior financial representatives of the program areas.• Update and maintain various financial policies of the Institute, including development of new policies.• Provide one-on-one or small group finance training sessions as needed to new financial hires of the Institute on topics including compliance, policy, and financial management.• Function as an Adaptive Insights super-user within the Central Administrative team.• Engages as a liaison both internally and externally on financial issues for the Institute. This includes: troubleshooting and problem solving complex financial issues, making decisions and communicating information as appropriate.• Evaluate, create and/or update, and maintain all standardized forms and automated workflows utilized within Central Finance processes to ensure maximum effectiveness and efficiency.• Oversee compliance with existing and emergent GASB and other applicable accounting pronouncements, including any related accounting entries in the system.• Perform account reconciliation and analysis and provide information as required to senior financial management.• Research, prepare, and analyze a variety of financial data in order to provide information to senior financial management.• Assist with year-end close, including preparation of information required by the auditors for the financial statement audit and compliance audit of federal funds.• Participate in finance team efforts related to the planning, re-design, and technical update of the Institute’s ERP system.

Okemos, Mi, Us

• Supervise, train, and mentor Financial Assistant/Analysts on various financial tasking (reconciliation, refunds, accounts receivable/payable, contracts, budgets, analysis, etc.).• Develop quarterly financial reports for Central Administration and Finance.• Monitor and/or assist with the processing of accounts payable/receivable, expense reimbursements/advances, lease vehicle payments, petty cash requests, Letter of Agreements and other documentation related to the projects.• Perform account analysis for all projects and communicate directly with the managers or project leads on any identified issues for resolution and correction. • Manage project budget trackers, based on communications with project leads for assigned projects.• Participate in several budget meetings to discuss project finances- including current analysis, projection of future expenditures, and minimization of lapse.• Work collaboratively with financial team to support and assist with miscellaneous financial tasks as needed. Participate in team meetings to discuss financial concerns, areas of improvement, productive processes and positive resolution• Assist in developing budget and budget narratives for new projects and amending current project budgets as needed.• Manage the financial reconciliation process, initiation and facilitation collection of participant registration fees and refunds, and cancellation processes when applicable.• Works with Finance and Contracts to track incoming revenue and payment of invoices.• Serve as a financial liaison for ECS and participate in Financial Liaison meetings as scheduled by Central Administration Finance and Contracts, to troubleshoot for staff in the areas of finance.• Review and enter data into State of Michigan EGrAMS Systems for quarterly reports and amendment cycles.• Approve P.O.’s as they relate to projects, center and/or building.

• Managed accounts payable and receivable tasks, including the creation and distribution of invoices • Oversaw month-end account reconciliations and created financial reports• Conducted client tax planning meetings, consisting of initial intake, interface with company CPA, and follow-up meetings to review and finalize annual client tax returns• Created and prepared individualized client investment summaries• Responsible for maintaining social media presence,including performing regular maintenance, following up with client questions, and ensuring messaging is consistent with other marketing channels• Planned company seminars and workshops by creating customized lists of attendees, sending out confirmation letters, organizing attendee information for follow-up, and coordinating event locations, meals and reservations• Designed marketing materials in order to promote company events and increase clientele

Spring, Us

• Participated in the management of daily operations and delegated operational and sales responsibilities• Determined appropriate action required on transactions to protect the bank from financial loss• Practiced dual control while processing transactions and participating in branch responsibilities• Opened new accounts and processed teller transactions• Balanced cash drawer daily while staying within set policy guidelines

Raleigh, North Carolina, Us

• Assisted with month-end closing process and account reconciliations• Booked routine journal entries to the general ledger• Prepared budgets and financial statements• Calculated allocation of expenses• Revised outstanding check list• Created Excel spreadsheet tracking monthly HRA Liabilities• Updated grantee profiles in accounting system

• Managed over 30 employees at any given time• Conducted interviews and hired new associates• Developed the weekly schedule for the front-end associates according to projected sales and hours• Completed performance evaluations on a timely basis• Prepared and sent cigarette, liquor, and lottery orders• Trained over 50 new cashiers and office associates• Ensured the store was ready for business at all times• Supervised cashiers and service clerks within corporate labor guidelines by adjusting to changing sales patterns• Responsible for calculating daily sales of the store• Ensured store security in regards to fraudulent transactions• Instrumental in all cash handling and availability for proper day to day operation• Assisted in timely pickup, control and security of cash register funds, and the counting of tills• Operated Western Union, Money Order, Lotto, and Lottery machines• Transacted item returns, scan errors, carpet cleaner rentals and run cash register• Effectively assisted on all day to day operations such as write checks for vendors, answer phones, stock items, and perform price changes

Master Of Accountancy

Bachelor Of Business Administration, Accounting

Bachelor Of Arts, Psychology