Linda Masters, Cpa Email & Phone Number

Pikeville, Nc, Us

Goldsboro, Nc, Us

• Manage small family-owned business; general home maintenance remodels• Full charge accounting cycle (A/R, A/P, Bank reconciliation, Invoicing, Fixed Assets & depreciation) utilizing QuickBooks Desktop • File quarterly state income tax and Annual Franchise tax through Texas Comptroller eSystems • Compute and file Annual Federal 1120S tax form using Turbo Tax, K-1 for owners• Compute and record end of year adjusting entries, prepare year-end financial reports• Create and implement effective marketing for business cards, flyer inserts, and invoices

Gb

• Conduct financial audits, including planning, fieldwork, and reporting phases, in accordance with PwC's audit methodology and professional standards.• Perform risk assessments, identify potential areas of concern, and develop appropriate audit procedures.• Analyze financial statements and disclosures for GAAP compliance. • Review financial records and documentation for accuracy, completeness, and compliance.• Evaluate internal controls systems, identify weaknesses, and recommend improvements to enhance operational efficiency and mitigate risk.• Prepare quality audit workpapers, documenting procedures performed, findings, and recommendations.• Communicate audit findings and recommendations to clients, management, and stakeholders in a clear and concise manner.• Oversaw AC team members, providing coaching and counseling, to successfully complete the testing phase of control EGAs.• Mentor to interns and CPA candidates.

Gb

• Participate in all phases of a financial statement audit and audit of internal controls;• Participate in a wide range of projects; consistently demonstrating creative thinking and individual initiative;• Demonstrate teamwork dynamics through working as a team member;• Identify and address client needs;• Demonstrate flexibility in prioritizing and completing tasks while exercising professional skepticism. • Identify and make suggestions for improvements when problems and/or opportunities arise.• Handle, manipulate and analyze data and information responsibly. Follow risk management and compliance procedures.• Communicate confidently in a clear, concise and articulate manner - verbally and in the materials I produce.• Build and maintain an internal and external network.• Use Aura, Tableau, Smart Audit, and Alteryx to analyze dataRemote

Houston, Texas, Us

• Perform full-cycle accounting (A/R, A/P, Bank Reconciliation, Month and Year-end reporting) for forty-five portfolios.• Monitor daily cash balances and transfer money between accounts as needed for forty-five portfolios.• Create annual budget and perform monthly variance analysis. • Approve and release vendor payments through Avidxchange Strongroom.• Streamed-line credit card receipt process utilizing QuickBooks features resulting in improved receipt record retention.• Process invoices and reconcile accounts in QuickBooks.• Assist homeowners and Board of Directors with accounting related inquiries procedural questions.• Coach and train community managers on financial information for their communities.• Import new community portfolio financial information into accounting software.

Houston, Texas, Us

• Perform full-cycle accounting (A/R, A/P, Bank Reconciliation, Month and Year-end reporting) for forty-five portfolios.• Monitor daily cash balances and transfer money between accounts as needed for forty-five portfolios.• Create annual budget and perform monthly variance analysis. • Approve and release vendor payments through Avidxchange Strongroom.• Streamed-line credit card receipt process utilizing QuickBooks features resulting in improved receipt record retention.• Process invoices and reconcile accounts in QuickBooks.• Assist homeowners and Board of Directors with accounting related inquiries procedural questions.• Coach and train community managers on financial information for their communities.• Import new community portfolio financial information into accounting software.

Chertsey, Surrey, Gb

• Confidentially managed drug & background screening program to ensure employees, vendors and subcontractors maintain a drug-free status and protocols.• Reduced safety incidents account-wide through long-term culture shift using a calendar coloring contest for hourly for employee’s family members participation 3consecutive years.• Liaison between company and client by compiling, analyzing, and reporting monthly exposure hours in multi-tab excel spreadsheet, Total Recordable Case Frequency (TRCF), OSHA recordable %, mileage.• Collaborated directly with key stakeholders, share performance through Monthly Contractual Reviews, Quarterly Business Reviews to verify key performance indicators and client expectations met regularly. • Built and maintained relationships with both the client, subcontractors, internal employees, and any external party encountered.• Researched, understand/interpret the client's safety policies/processes and procedures, incorporated more stringent policies/processes into our safety program.• Collaborated with Procurement to revamp the process of Sub-Contractor Management Process to improve consistency and efficiency of adding new Sub-Contractors.• Managed a team of six managers, performing performance reviews, managed payroll, coaching and counseling.

Us

• Secured 3-year insurance contract by maintaining 12% loss ratio on a 28% plan. Functioned as liaison between insurance companies and Landmark Industries to expedite claims and provide requested documents.• Negotiated with insurance companies to subrogate claims, collecting $255,000 and minimized losses for general liability claims, addressed customer concerns for insurance claims and processes.• Maintained regulatory compliance with State/OSHA reporting, insurance reporting, investigating claims and collecting payments for damages, and maintained and tracked contractor insurance certificates.• Investigated and analyzed employee, customer, and safety incidents to identify trends and develop action plans. Developed reporting guidelines for consistent information and processes.

Us

• Entered and approved bi-weekly payroll for Territory Managers and Site Managers, reviewed and approved Territory Manager credit card expense reports for payment • Maintained database of City and State Tobacco and Alcohol certification and County and City food service to ensure 100% compliance with weekly scheduled training• Responsible for recruiting and training Managers for 81 sites in the Houston Market.• Communicated & enforced new programs, company policies and safety procedures to ensure quality retail success

Us

• Processed enrollments and payments, while maintaining Access database, verified lockbox payments via SAP, coordinated training sessions• Developed and implemented training designed to help managers understand and, implemented, and delivered various convenience retail curriculum training topics to both corporate and non-corporate employees, i.e. all aspects of food service, soft skills, Environmental record keeping and reporting – fuel and hazardous waste, POS fundamentals, how to enter Point of Sale reports into the back-office system correctly when the system crashed, to day operations impact financial audits

Us

• Developed annual budgets (approx. $150 million) for territory of 8-11 sites based on prior year’s information and Key Performance Indicators for budgeted sales increases and expenses decreases• Developed SWOT analysis and budgets for 3 New to Industry convenience store locations• Analyzed monthly, quarterly and yearly financial reports (P&L, inventory/cash variation, sales, expenses, payroll, image etc.) for performance, irregularities, budget changes, identifying, investigating and developing action plans for irregularities found i.e. retire assets, recode expenses• Audited site’s cash and inventory controls through monthly surprise audits to identify areas of opportunity for improvement/correction• Assist sites with Notice of Violation – Environmental Protection Act regulations, Drug and Alcohol Administration, and Health department violations resolution to avoid fines

Us

• Managed 3 consecutive locations with annual retail product sales of $480,000, $720,000 and $890,000 • Recorded daily sales, extended pricing for product invoices, prepared deposits, managed daily inventory of retail product and fuel, cash controls, maintained petty cash fund, • Managed payroll/ HR functions of scheduling, verifying time sheets, reporting time for creation of paychecks, interviewing, hiring, training, scheduling, promoting, disciplining, and terminating (with HR approval) crew of 8 employees• Reduced inventory shortage of 20% of sales to 1.5% through consistent video review, surprise visits and analyzing trends in a 3-month period

• Managed retail business sales of 500 + K Annually• Inventory management by maintaining inventory/cash loss of >1% annually• Responsible for interviewing, hiring, training, scheduling, promoting and terminating (with HR approval)• Responsible for daily, weekly and monthly financial paper work including budgeting sales and payroll hours monthly.• Maintain inventory levels, promotions, price changes and seasonal changes of product: reworked sales floor flow regularly to maintain best selling features and image• Maintain store cleanliness for customers and corporate surprise visits• Ensured employees used safety policies in place • Promoted from 1st Assistant to Manager Part-time Sales Associate

Maintained 40-50 accounts by building relationships with store management.Placed recommended orders to fill shelves, stocked orders that were delivered, wrote credit memos for damaged/obsolete books, built displays.

Jacksonville, Fl, Us

Scanning Manager (1991-1993): Responsible for maintaining accurate price book, display signs, shelf price tags per company and state regulations.Produce Manager (1989 -1991): Managed profitability at 35% in fresh produce. Managed inventory controls and ordering; maintained sanitation of produce equipment and open coolersFront-End Manager (1986 -1989): Responsible for Customer Service and resolutions for dis-satisfied customers breaks, lunches, void and check approval, cash controls.Deli Department(1984 – 1986): slicing cold cuts and cheese for customer orders, - preparing, maintaining proper food temps, avoiding cross contamination and breaking down hot food line and cold food line including frying chicken. - making sandwiches for sandwich case; baking breads and frying doughnuts as well as preparing special orders i.e. sandwich platters, vegetable platters, cookie platters - ordering products and supplies - Sanitation of equipment and food service areas through-out the day and end of the dayCashier/Stocker (1982-1984) Provided excellent customer service, money handling, evening lead cashier, unloaded grocery truck deliveries, changed display per promotion weekly guidelines, product ordering. Cleaning of public and non- public areas i.e. floors, parking lot, restroom, storerooms, coolers/freezers.

Master'S Degree, Accounting

Bachelor Of Science - Bs, Accounting

Ba, Management Business Finance

Associates Applied Science, Accounting