Peter Garrison Email & Phone Number

Dallas-Fort Worth Metroplex

Dallas-Fort Worth Metroplex

• Review and enter all new information and changes in confidential partner payroll portal, including payroll adjustments, 401k changes, benefit and other deductions for monthly payroll and special payrolls.• Process and prepare journal entries, 401k schedules, H.S.A. schedules, and update spreadsheets as required.• Assist during Annual Partner Benefits Open Enrollment.• Provide Human Resources and Payroll with partner related reports as needed.• Assist with preparing Cash… Show more • Review and enter all new information and changes in confidential partner payroll portal, including payroll adjustments, 401k changes, benefit and other deductions for monthly payroll and special payrolls.• Process and prepare journal entries, 401k schedules, H.S.A. schedules, and update spreadsheets as required.• Assist during Annual Partner Benefits Open Enrollment.• Provide Human Resources and Payroll with partner related reports as needed.• Assist with preparing Cash Balance Pension Plan and 401K journal entries, reporting and various reconciliations to accounting system, and beneficiary tracking.• Prepare monthly gross receipts tax filings and assist in preparation of annual state tax return filings.• Assist in preparing firm and state registration renewals, annual reports, license renewals and new state registrations.• Work with WPWealth group to file and track quarterly partner Investment Acknowledgements for firm compliance.• Maintain spreadsheets and monitor compliance with partnership agreement requirements such as AICPA Insurance Premium refunds and Insurance policies.• Assist in preparing 1099’s.• Assist with year-end review.• Prepare legal payments and track insurance reimbursements for CFO/Legal Counsel. Show less

Dallas-Fort Worth Metroplex

Perform a variety of accounting, analytical and clerical tasks including but not limited to; reconcile a wide variety of accounting documents such as invoices, payment vouchers and entity billings; post data to appropriate accounts, review and code financial information, disburse funds, make deposits and prepare financial reports; compile and check information for accuracy, process information, and maintain records.

Dallas/Fort Worth Area

Provide operation support to Tax Partners and Senior Managers along with managing individual workflow of supporting tax staff. Scanning, copying, assembling and binding tax returns, financial statements, and various other reports. Electronic delivery of tax returns via secure portal along with scanning and archiving projects. Deadline and project management by running weekly workflow reports along with monthly due date reports to ensure all projects are accounted for while being on time and… Show more Provide operation support to Tax Partners and Senior Managers along with managing individual workflow of supporting tax staff. Scanning, copying, assembling and binding tax returns, financial statements, and various other reports. Electronic delivery of tax returns via secure portal along with scanning and archiving projects. Deadline and project management by running weekly workflow reports along with monthly due date reports to ensure all projects are accounted for while being on time and under budget through follow up with tax staff. Other duties include office administration and management to ensure that the company’s administrative support function is operating at full capacity. Show less

Dallas/Fort Worth Area

Achieve revenue and retention goals by building client intimacy and booking, scheduling and ensuring a positive client training experience. Being creative to avoid conflicts and ensure a seamless training experience from booking to course completion. Coordinate and ensure all client issues are addressed and resolved and being proactive by anticipating the training needs of the client. Responding to the client with a confident and timely solution while working with leadership and team members to… Show more Achieve revenue and retention goals by building client intimacy and booking, scheduling and ensuring a positive client training experience. Being creative to avoid conflicts and ensure a seamless training experience from booking to course completion. Coordinate and ensure all client issues are addressed and resolved and being proactive by anticipating the training needs of the client. Responding to the client with a confident and timely solution while working with leadership and team members to mitigate and possible negative impact on the client. Clear communication on customer expectations with Sales Managers, Training Managers, Regulatory and other necessary departments. Make the best decisions to ensure proper revenue mix, customer needs and instructor availability. Show less

Hurst, Tx

Responsible for overall office administration and management - ensuring the tools and resources are available to provide efficient and excellent customer service. Key accountabilities include; Accounts receivable duties including the depositing and payment posting as well as collection of past due invoices over 90 days. IT desktop and software support for all end users including PC hardware repair and basic server / network administration. Implement project management techniques to ensure all… Show more Responsible for overall office administration and management - ensuring the tools and resources are available to provide efficient and excellent customer service. Key accountabilities include; Accounts receivable duties including the depositing and payment posting as well as collection of past due invoices over 90 days. IT desktop and software support for all end users including PC hardware repair and basic server / network administration. Implement project management techniques to ensure all key projects are completed on time and below budget. Conduct follow up with CPAs to ensure deadlines are met. Facilities management for all the building maintenance needs through in house repair or contracting out required jobs. Administrative Team Lead - manage the administrative support function ensuring that policies and procedures are in place to provide high quality customer service. Purchasing and Vendor management for all supplies and equipment needed. Show less

Dallas/Fort Worth Area

Provide consultation to individuals through a consumer development program (CDP) to provide a training solution to meet the career skill needs / goals. Achieve / exceeded monthly sales and collection goals. Arrange student financing, assist in registration of classes, and explain all lab and testing procedures and policies. Manage ongoing client relationships, conducting regular meetings to monitor progress through track or program and satisfaction. Make recommendations to maximize the… Show more Provide consultation to individuals through a consumer development program (CDP) to provide a training solution to meet the career skill needs / goals. Achieve / exceeded monthly sales and collection goals. Arrange student financing, assist in registration of classes, and explain all lab and testing procedures and policies. Manage ongoing client relationships, conducting regular meetings to monitor progress through track or program and satisfaction. Make recommendations to maximize the student’s experience and efficiency. Show less

Hurst, Tx

Oversee and ensure the quality production and distribution of mid-size (15 employees) terminal operations. Balance delivery of manufactured product to assure customer satisfaction while enhancing revenue and minimizing the costs. Coordinate, plan, and execute the delivery of product to prevent any delays, downtime, or extra costs. Continuously communicate project status to ensure cost effective decisions are made to utilize equipment efficiently. Perform duties in maintaining and improving the… Show more Oversee and ensure the quality production and distribution of mid-size (15 employees) terminal operations. Balance delivery of manufactured product to assure customer satisfaction while enhancing revenue and minimizing the costs. Coordinate, plan, and execute the delivery of product to prevent any delays, downtime, or extra costs. Continuously communicate project status to ensure cost effective decisions are made to utilize equipment efficiently. Perform duties in maintaining and improving the efficiency and productivity of the operations through the direction and instruction of employees in their daily routine, scheduling employees to equalize workloads, offering guidance when necessary. Show less

Grapevine, Tx

Support store operation by maintaining building security and store safety. Proactively identify and apply various techniques to control potential or actual losses. Apprehend shoplifters, respond to emergency situations, administer first aid, and react in a professional manner; all using good judgment.

Grapevine, Texas, United States

Primary property was The Gaylord Texan Resort and Hotel. Manage valet drivers during assigned shift while organizing and administrating necessary tasks to ensure optimal efficiency. Coordinate the service experience for guests while working alongside coworkers to ensure that the site’s service standards are met and exceeded.

Bedford, Tx

Perform the duties of a full time teacher in the event of their absence. Follow lesson plan and conduct class in an orderly and enjoyable manner.

Southlake, Tx

Provide support to a team of Senior Consultants / Coaches working with top tier organizations to implement strategic plans and change management initiatives. Duties included – scheduling meetings and travel arrangements, creating power point presentations, preparing excel spreadsheets, note taking and participation in client meetings.

B.S., Business Administration

Education record