Juanita Fail Email & Phone Number

Longview, Texas, United States

Longview, Texas, United States

Manage Finance Department, oversight of accounting procedures, and daily operations for entity. Handle month-end close, bank reconciliations, GL, journal entries, fund accounting, state and federal grant management, and other operational accounting duties.Selected Achievements:• Received an “unmodified” audit opinion in a year that had three changes in the CFO position.• Transition organization from paper time tracking to automated system.• Assist in bringing organization into electronic era.• Streamline processes for cost and overall efficiency.• Review and improve internal controls and manage risks

Big Sandy, Texas, United States

Manage books and create financials along with cash flow projections. Oversee day to day operations including processing AP, AR, and payroll.

Head team of 15 Directors and Council Members in budget preparation, oversight, and support for organization with an annual budget of $7 million. Manage general accounting including month-end close, bank reconciliations, General Ledger (GL), journal entries, and other accounting functions. Execute fund accounting and grant management. Supervise Finance, Water Billing, HR, and Court departments. Maintain insurance data, claims, and enrollments of personnel and property. Selected Achievements:• Despite several software issues, still got year end closed and ready for the auditors. • Improved employee performance, raised morale, and expanded organization’s workforce capacity via creation and launch of a cross training program and employee recognition program.• Cut turnaround of net effect impacts on changes made in budget planning from 7 days to instantly by instituting process updates. Created summary Excel budget fed by spreadsheets from each of the 25 departments.• Received commendation from Mayor on the simplicity and effectiveness of the budget creation process. • Realized 5% increase in revenue from water, sewer, and garbage services by correcting billing accounts.• Brought City into compliance with investment policy, RFP's for services, and internal controls.

Tyler, Texas Area

Led Accounting Department and oversight of accounting procedures for 75 entities with assets of $300 million. Managed month-end close, bank reconciliations, GL, journal entries, fund accounting, grant management, and other operational accounting duties. Selected Achievements:• Bishop stated on many occasions and in board meetings that the Diocese was in the best financial position it had been in since its inception as a result of financial leadership provided.• Managed finance department with an exceptional team.• Provided training and support for 70 bookkeepers.• In 2020, reduced annual budget from $10 million to $7 million and increased reserves by $2 million.• Additionally, instituted a laddered investment strategy that allowed organizations to earn interest on reserves while keeping funds available if needed for an emergency.• Identified and corrected internal controls gap that saved organization ~$5k/yr. During review of office supply purchases, noticed copier materials were being acquired but were not used due to an exclusive contract with the copier vendor. • Uncovered that AP clerk had power to both choose and write checks for supplies, and was making decisions that provided her kickbacks. Internal control process was corrected and problem was fixed.• Created cash flow project tool that equipped organization to remain solvent despite shortages created by COVID-19 pandemic. Used P&L as a template and updated monthly with actual numbers plus anticipated expenses based historical data, known information, and budgeted items.

Hawkins, Tx

Managed books for multiple clients using QuickBooks Enterprise and QBO. Processed AP, AR, and payroll. Prepared tax returns using Pro Series.

Bachelor’S Degree, Accounting

Activities and Societies: Beta Alpha Psi

Associate’S Degree, Accounting And Business/Management

Activities and Societies: Phi Theta Kappa

2 Year Diploma, Children'S Ministry