- Analyze financial information obtained from clients to determine strategies and financial services to help clients meet their financial objectives.- Provide high quality, knowledgeable, objective financial guidance customized to clients.

- Analyze financial information obtained from clients to determine strategies and financial services to help clients meet their financial objectives.- Provide high quality, knowledgeable, objective financial guidance customized to clients.

- Analyze financial information obtained from clients to determine strategies and financial services to help clients meet their financial objectives.- Provide high quality, knowledgeable, objective financial guidance customized to clients.

Financial planning and tax consulting

Engaged one-on-one with business and individual clients, developing an understanding of each client’s distinct circumstances, building rapport, and tactfully answering technical questions. Posted and reconciled 30+ companies’ daily, month-end, and/or year-end accounting transactions, including revenue recognition, payroll, adjusting/closing journal entries, and fixed assets for GAAP and tax reporting purposes, on a regular basis. Prepared and reviewed federal and multiple states’ S-Corp, LLC, Partnership, Individual Income, Sales & Use and Withholding tax returns. Analyzed business and individual clients’ past and current financial data, then developed and presented financial recommendations based on these analyses and keeping in mind current and anticipated circumstances. Completed or oversaw implantation of the financial recommendations, as per the client’s wishes, following up regularly and updating the recommendations as needed. Maintained intermediate to advanced MS Office proficiency, including Word and Excel.

Audited taxpayers’ financial statements and records, evaluating compliance with the Internal Revenue Code (IRC) and NC revenue laws in accordance with auditing and accounting principles. Analyzed financial statements for variances and discrepancies, including troubleshooting the root sources via reconciliations and researching source documents. Researched, analyzed, and communicated technical and sometimes controversial accounting and tax matters in a polite and professional manner while maintaining confidentiality. Sustained multiple simultaneous, on-going cases by being highly organized and proactive in managing workload.

Analyzed, posted, and reconciled 20+ companies’ month-end, year-end accounting records including revenue recognition, adjusting/closing journal entries, and fixed assets for GAAP financial statements preparation and tax reporting. Prepared and reviewed federal and multiple states’ S-Corp, C-Corp, LLC, Partnership, Individual Income, Sales & Use and Withholding tax returns. Administered clients’ employee and contractor payroll, including paychecks, W-2s, W-3s, 1099s. Assisted clients tactfully with technical questions and technology, including ad hoc reporting.

• Reduced outstanding A/R by 60%• Named “eagle eyes” by managerInternally promoted. Reduced outstanding A/R balances by 60% within 90 days. Recognized revenue, including posted cash receipts and coding appropriate G/L accounts.

• 500+ employee/contractor payroll• 75-100+ A/P invoices a dayProcessed employee and contractor payroll including reimbursements, set up and maintained garnishments and deductions, plus handled manual checks, W-2s and 1099s. Audited 500+ employee and contractor timesheets per month for compliance with Medicaid contracts, resulting in extremely accurate payroll records. Assisted in implementing 3 Enterprise Resource Planning (ERP) software modules to improve Payroll and Accounts Receivable processes, including user acceptance testing (UAT) and communicating with developers.

• Process improvement – raised internal audit cleanliness scores by 10%• Created and implemented whole-hotel inventory• Earned Marriott’s top customer service award and General Manager's thanks for "taking ownership of the department and truly giving me one less thing to think about."​Provided award winning customer service to guests at multiple Marriott hotels across the full service (Marriott Hotels, Resorts, and Suites), Courtyard, Fairfield Inn, and Residence Inn brands, cross-training in various departments as needed and learning each brand's ERP/PMS. Promoted to Guest Care Supervisor at Residence Inn and oversaw all Front Office and Kitchen operations, including managing a staff of 10, scheduling, payroll, training, daily auditing of all hotel transactions, and cash reconciliations. After a year and a half, changed focus to Suite Care Supervisor at Residence Inn where, as department head, I led a team of 15-20 and expanded my skills in purchasing, inventory, training in housekeeping areas, inspecting suites for quality control, Accounts Receivable, and Accounts Payable including coding General Ledger accounts.