Omer A. Email and Phone Number

• Responsible for internal and external financial reports. (i.e., the monthly financial statements, audits, and reimbursements). • Create financial statements for the Firm's Annual Report and monthly Board meetings. • Accountable for tracking all company deposits, checks, and receipt logs. • Reconcile Bank Accounts and credit card accounts, besides, track all credit card purchases. • Responsible for fiscal management including preparation of the operating budget, program budgets, and short and long-term budgetary planning as assigned by the Executive Director. • Manage all phases of the agency's financial accounting, including accounting procedures, general ledger Accounting, cash flow, grants, bank accounts, and expenditures. • Develop and support the system of internal accounting controls and financial reporting.• Review and prepare entries, including Accruals, Prepaid, Reversing, Depreciation, Amortization, & Reclass.• Recommend improvement to general accounting activities to ensure compliance with governmental and organizational procedures.• Implement automation and process improvements of activities to reduce redundancy.• Works closely with management to coordinate and develop key reports such as annual cost and expense budgets and forecasts, cost rates, revenue backlog analysis, and margin analysis.• Provides correct and prompt information for strategic and operational decisions at the business/functional level.• Partner with business leaders to understand/challenge major assumptions &other drivers of the business to create correct forecasts/plans.

• Follow all company accounting and financial regulations.• Compile, analyze, and report financial data.• Creates periodic reports, such as balance sheets, and profit & loss statements.• Present data to managers, investors, and other entities.• Maintain correct financial records.• Perform audits and resolve discrepancies.• Keep informed about current legislation relating to finance and accounting.• Help the management in the decision-making process by preparing budgets and financial forecasts• Responsible for the remote deposit machine and ensuring the accuracy of Deposits. Performs various duties to ensure the continuity of accounting functions.• Assists in areas of training and cross-training for office personnel.• Provides professional accounting services in a computerized, integrated double-entry accrual accounting system.• Duties performed include analyzing and reconciling a variety of accounts and transactions; developing procedures to be used in the design or modification of automated accounting systems; providing advice to management; assisting management in applying financial data and recommending alternatives to resolve difficult problems; adjusting differences between the general ledger and subsidiary accounts.• Maintains responsibility for performing account reconciliations, audits, and regular reviews to ensure the integrity of the accounting data within the computerized systems.• Maintains the Fixed Asset Equipment accounts, and prepares Journal Vouchers, and Standard Vouchers for documents input into the Financial Management System.

• Maintain bank accounts.• Function as a signature for our rep-payee individuals.• Make transactions for individuals.• Maintain all required records.• Distribute spending money.• Maintain financial records.• Work with Social Security on behalf of individuals.• Perform various administrative duties for other functions

• Leadership and development of associates, delivering an outstanding client experience and achieving all office-related growth objectives• Manage office staffing, operations, and organization for offices.• Build an engaging team environment across all offices by training and coaching associates while holding them accountable to execute Standard Operating Procedures (SOP), recognizing outstanding associate contributions, and managing the development of office associates' career paths• Partner with the District General Manager (DGM) to create and implement office-level growth plans and client growth targets, which include developing local partnerships and managing office community involvement.• Participate in recruiting and interviewing candidates for tax office associate positions• Conduct prompt performance reviews and partner with the Associate Relations Center to resolve associate issues and address performance concerns• Lead daily team meetings and communicate essential information to tax office associates• Create associate work schedules across the offices and ensure correct timekeeping, and labor management for associates in all offices.• Main point of contact when dealing with the office clients’ issues.

• Ensure the health needs are met by assisting with scheduling, coordinating, accompanying, & transporting individuals to an appointment.• Assist individuals to participate in social and community activities.• Administer and document medication as prescribed and outlined in the agency’s Medication Policy.• Ensure that the inside & outside of the community home & vehicle are maintained and operated in a safe, secure, and clean manner.• Report safety concerns to the supervisor.• Counsel individuals appropriately.• Accurate accounting of any petty cash and individuals’ money.• Present a positive role model for individuals.• Complete required documentation.