Misty Millette Email and Phone Number

Manager, Finance & Accounting at WFG | Financial Leadership | Process ImprovementAs the Manager of Finance & Accounting at WFG, I play a critical role in ensuring the organization’s financial health and operational efficiency. Reporting directly to the principal owner, I oversee a team of account managers and bookkeepers, delivering exceptional client service from onboarding through account management transitions.Key Responsibilities:Leadership: I maintain effective policies and procedures for financial control and supervise accounting staff, fostering a culture of excellence through mentoring and coaching.Client Engagement: Serving as the primary interface with clients, banks, and business partners, I build strong relationships to enhance collaboration and service delivery.Transaction Oversight: I ensure timely processing of disbursements, receipts, and reconciliations while adhering to GAAP standards and managing cash flows effectively.Financial Reporting: I prepare accurate financial statements and analyses, providing insights into budget variances and coordinating audits to ensure compliance with regulatory requirements.Professional Experience:Over 15 years of experience in finance and accounting, including 3 years in supervisory roles.Proficient in QuickBooks ERP, MS Office (Excel and Word), and Salesforce.Strong analytical skills focused on delivering actionable insights.Core Competencies:Excellent planning and organizational skills, with a commitment to superior customer relations.Proven ability to thrive in a fast-paced environment while effectively multitasking.I am passionate about continuous improvement and dedicated to enhancing the effectiveness of our finance team. Let’s connect to explore how I can contribute to your organization’s financial success!

Full Charge Bookkeeper and ManagerAccount Payable Accounts Receivable Reconciliations Processing payroll, quarterly payroll returns, remitting payroll taxes, W-2'sHuman ResourcesProcessing 1099's Creating systems Management and oversight of employees Creating client contracts Client Implementation specialist Detail P&L and Balance sheet reviews Insurance reviewsMaintained database of CRM software