Maureena Summers Email & Phone Number

Overland Park, Ks, Us

United States

FSB Inc. Corner is a financial agency that specializes in gaining and managing wealth, providing services for accounting, financial planning, taxes, loans, etc. Manage over $20M in financial accounting, P&L budget management, bank loans, assets, payroll and financial data report analysis while working directly with over 300 clients. Supervise Support Staff Team and 10 Direct Reports, Financial Administrators, Financial Advisors, Accountants, & Bookkeepers.Oversee Finance Client Services Management, Business Account Management, Customer Service, Budgets, SOW, Tax Returns, Analytics Data Reports, Financial Reports, Balance Sheets, Asset Forecast, etc. Control all aspects of Accounts Payable, Accounts Receivable, Bank Reconciliation, Invoicing, General Ledger, AMEX Corporate Credit Cards, and Expense Reimbursements of $1.5M annually. Complete all business financial transactions including bank deposits, withdrawals, transfers and payments. Analyze, prepare, and input payroll financial information processing over $200K monthly for the company.Work in collaboration with the Executive Leadership Team for monthly report meetings and ad-hoc assignments. Provide documentation to external auditors for risk assessments and internal tests to investigate the accuracy of specific line items within the financial statements. Manage the External Auditor relationship ensuring the organization is compliant with accounting standards. Conduct house audits, outsource audits, update all client information on Drake, Peachtree Systems, NCH System, Quicken, Quickbooks, etc. Increase clientele to 60%, business partnerships up to 40%, broker, asset lending, and Realtors up to 20%. Expand services and upgrade internal software systems providing clients with hands on trainings for ADP and EZ Payroll. Member and affiliate of the American Institute Certified Public Accountants-AICPA, Healthcare Financial Management Association-HFMA and American College of Healthcare Executives – FACHE.

The Wall Association is an organization that provides community-based services for mental health, financial education, and faith-based global outreach ministry to over 200 families. Manage a financial budget of $2M while overseeing formal accounting systems, financial statement preparation, supervising the organization of accounting records, reports, budget-related materials. Supervise and lead a team of Admin Assistants, Financial Advisors, Bookkeepers, Accountants, & Assistant Controllers, etc.Perform all accounting functions including, payroll, accounts payable, accounts receivable and monthly financial statement preparation. Prepare the annual budget and analyze month to month expenditures as well as internal and grant-related reporting. Work with auditors to produce accurate annual audits, IRS 990 Form, filing all tax reports, year-end W2s, maintain personnel records, handle employee benefits and time off requests. Provide annual allocation amount for global projects, processing monthly allocation and designation payments. Distribute financial statements, accounts receivable/payable data, and financial reports for the Board of Directors.Record and file client data and documents by entering all relevant information into a CRM software system. Track billing and analyze receivables for grants including government invoicing and financial reporting. Maximize ROI and limit risk on cash by minimizing cash on hand and maximizing investment opportunities. Monitor and evaluate all aspects of the budget process for all program operations; preparing financial reports to donors including corporations, foundations, and governmental agencies. Comply with federal, state, and legal legislation requirements working closely with local state politicians. Direct operations for expansive construction development of parks and community centers in Jamaica and Africa.

The Salvation Army is an international organization that provides at-risk youth, ages six to 18, with a safe, positive and nurturing environment with programs designed to prepare young people for a successful transition into adulthood. Supervised and supported a staff team of Program Managers, Operations Managers, Case Managers, Social Workers, Case Assistants and Coordinators, delivering daily programming for 35 children with a program budget of over $500K annually.Directed program staff and participants by promoting the importance of a positive and nurturing relationship between each child and their parents/caretakers, facilitating learning enrichment and recreational activities. Worked with the Literacy Senior Director and Operations Team to support annual planning, budgeting, quarterly reporting and tracking of new program implementation. Met with Case Assistants monthly to review client progress and provide constructive feedback to improve outcomes. Identified the physical, educational, and mental/behavioral health needs of children, parents, and foster parents.Collaborated with community partner agencies to create referral systems for children and family support services Referred children and parents to community resources such as parenting classes, domestic violence, individual or family counseling, mental health evaluations, and clinical comprehensive assessments. Documented reports of alleged child maltreatment and conducted assessments/evaluations to identify and address all safety concerns in order to develop and implement safety plans. Participated in trainings on crisis intervention, mental health, domestic violence, child abuse and neglect, legal training, cultural competency, coping skills, stress management, clinical documentations, HIPPA, and more.