Mary Lou Mcelhaney Email and Phone Number

Managed H & R Block office with 20+ Tax Professionals. Set up/opened office for tax season each year, trained new employees, managed labor hours/budget, performed reporting and controls for office. Managed schedules, as well as client relations and reporting. Prepared taxes at Senior Tax Advisor III. Worked as Manager Mentor for all Office Leaders, attended Office Leaders Planning sessions and Advanced Tax Classes, appointed to H & R Block Regional Council.

ACBS Real Estate and AFS Product Support - BA and QA roles: Tested and analyzed functional requirments, tracked system issues/defects within projects for the Corporate and Real Estate Bank, including conversion projects. PM role: Ensured project objectives were achieved on schedule and monitored through detailed project work plans and issue/defect lists. Developed recommendations and coordinated the successful resolution of issues. Coordinated project activities, team meetings and communicated information to clients. Developed the ACBS Multi Currency Conversion Calculator between the users and programmers and traveled to London to implement and train employees.

over Procedure and Controls development. Facilitated transfer of loans into Special Asset accounting. Developed and implemented loan reconciliation process of Transfer Tracking Database to bank AFS Loan Systems. Developed reporting systems of loans, transferred them to relationship managers. Process Redesign Role: Analyzed, documented and revised Special Asset Bank departments' procedures for efficiencies, additional controls and reporting.

in-Charge/Project Manager of Corporate audits in bank. Coordinated/traveled to audits of NC and SC branches and additionally performed audits on bank products and services. Managed hour/dollar budgets, supervised 8 auditors. Initiated automated audits, developed and implemented automated audit programs along with recommending audit efficiencies. Executed Audit Exit Conferences and outlined resolutions with bank Senior Management.