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Tracy Phipps is a Business Analyst & Consultant. Colleagues describe her as "Tracy is very detailed and does tremendous work. I never worried abut the numbers when they came from Tracy." and "Tracy filled the staff accountant role expertly. All work was completed as expected and she was known for getting involved and owning what ever project she was involved with. Tracy would be an asset to any company she becomes affiliated with."
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Children’S Ministry DirectorRiver Community Church Mar 2020 - Sep 2020Prairieville, Louisiana, United States -
Independent ConsultantThirty-One Gifts Aug 2017 - Aug 2020 -
Brand AmbassadorStella & Dot Jun 2017 - Apr 2020 -
Soccer CoachHappyfeet-Legends International, Inc Dec 2018 - Mar 2020Baton Rouge, Louisiana Area• Promoted love of game by assisting children with introducing new skills and promoting teamwork• Improved player behavior through positive reinforcement• Directed ambitious sessions to develop athletic abilities, teamwork, and confidence• Introduced games and drills, which helped child develop skill levels• Promoted good sportsmanship among players• Communicated with children, teachers, school directors, parents, and fellow coaches• Ability to effectively coach children of all ages and all developmental levels, including those with developmental challenges or special needs -
Cfo/Financial ControllerGordon Mckernan Injury Attorneys Oct 2015 - Jun 2017Baton Rouge, Louisiana Area• Created executive analysis reports highlighting business issues, potential risks and profit opportunities.• Identified and investigated variances to financial plans and forecasts by interpreting financial results.• Developed and implemented efficient accounting, financial and operational systems.• Analyzed budgets, financial reports and projections for accurate reporting of financial standing.• Created strategies to increase client revenue and reduce client spending.• Managed high volumes of financial activity in a fast-paced, risk-based environment.• Performed complex general accounting functions, including preparation of journal entries, account analysis and balance sheet reconciliations.• Maintained integrity of general ledger, including the chart of accounts.• Restructured and analyzed Quickbooks to improve reporting.• Thoroughly reviewed financial statements and tax audits to correct any discrepancies.• Developed, monitored, and analyzed Key Performance Indicators (KPI) and financial ratios.• Audited internal financial processes.• Developed staff pay scales after completing a full market analysis.• Developed budgets and forecasts for profitability and cash flow. -
Director, Financial OperationsConfie Insurance Group Holdings (Division Of Confie Seguros) May 2014 - Sep 2015Baton Rouge, La• Provide direction to several operational departments, including Operational Accounting, Agent Support Center, and Reporting and Analytics.• Developed and maintained financial reconciliation process for acquisitions. Identified inefficiencies and made recommendations for process improvements. Provided oversight for accounting operations, close, reporting and reconciliations.• Implemented new policies and procedures to improve operational and accounting controls.• Assisted in data migration and data validation following the division's acquisition.• Defined scope and goal of projects, including SharePoint 2013, Salesforce.com, and Concur. • Contributed to the development of the aforementioned systems.
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Director, Reporting & AnalyticsConfie Insurance Group Holdings (Division Of Confie Seguros) Nov 2013 - May 2014Plano, Tx• Managed a group of analysts who provided all business reporting and data analytics for all divisions, including operations, sales, and marketing.• Led system implementation and integration processes to improve efficiency and streamline processes. Developed KPIs and metrics used to determine inefficiencies and areas for improvement.• Tracked, analyzed and interpreted trends in production, customer, and agent data.• Identified process boundaries and determined opportunities to automate processes and functions. Conducted cost benefit, schedule, contract performance, variance and risk analysis.• Compiled and synthesized relevant business data such as financials, performance, and headcount forecasts. Collaborated with cross-functional teams to draft project schedules and plans.• Monitored team progress and enforced deadlines.
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Manager, Business Analytics And ReportingConfie Insurance Group Holdings (Division Of Confie Seguros) Oct 2013 - Nov 2013Addison, Tx• Managed a group of analysts who provided all business reporting and data analytics for all divisions, including operations, sales, and marketing.• Led system implementation and integration processes to improve efficiency and streamline processes. Developed KPIs and metrics used to determine inefficiencies and areas for improvement.• Tracked, analyzed and interpreted trends in production, customer, and agent data.• Identified process boundaries and determined opportunities to automate processes and functions. Conducted cost benefit, schedule, contract performance, variance and risk analysis.• Compiled and synthesized relevant business data such as financials, performance, and headcount forecasts. Collaborated with cross-functional teams to draft project schedules and plans.• Monitored team progress and enforced deadlines.
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Manager, Business Analytics And ReportingAffirmative Insurance Holdings Mar 2011 - Sep 2013Addison, Tx• Managed a group of analysts who provided all business reporting and data analytics for all divisions, including operations, sales, and marketing.• Led system implementation and integration processes to improve efficiency and streamline processes. Developed KPIs and metrics used to determine inefficiencies and areas for improvement.• Tracked, analyzed and interpreted trends in production, customer, and agent data.• Identified process boundaries and determined opportunities to automate processes and functions. Conducted cost benefit, schedule, contract performance, variance and risk analysis.• Compiled and synthesized relevant business data such as financials, performance, and headcount forecasts. Collaborated with cross-functional teams to draft project schedules and plans.• Monitored team progress and enforced deadlines. -
Senior Financial AnalystAffirmative Insurance Jul 2008 - Feb 2011Addison, Tx• Developed and maintained data and reports to be used in business and financial analysis. Implemented Microsoft Access databases to assist in data mining and reporting efforts. Created revenue models for varied insurance products for financial planning.• Project lead for the implementation of Clarity for use in financial reporting. Reviewed journal entries to ensure accuracy of the G/L.• Assisted with the production of the monthly financial statements, management reports and board packages. Developed and prepared monthly and annual expense forecasts, including any necessary recommended action required to manage costs to achieve budget.• Created daily, weekly, and monthly reports and presentations illustrating business performance and goals. Monitored and analyzed Key Performance Indicators (KPI) and financial ratios. -
Senior Staff AccountantAffirmative Insurance Apr 2008 - Jun 2008Addison, Tx• Participated in month-end close and reconciliations.• Entered journal entries into MAS500.• Assisted in implementing Concur company-wide for expense report management. Maintained prepaid expense tracking.• Addressed and resolved non-routine, complex and unexpected variances. -
Staff AccountantSears Holdings Corporation Jul 2007 - Apr 2008Dallas, Tx• Corporate retail accounting for multiple business units• Entered journal entries into PeopleSoft• Reconciliations of sales and use, gross receipts, and property taxes• Calculated and posted maintenance and utility expense accruals• Developed Microsoft Access databases to improve efficiency -
Budget Specialist/Technology Support SpecialistStetson University Aug 2002 - Jul 2007Deland, Fl• Established a QuickBooks accounting system to reflect accurate financial records for the IT department• Researched and resolved accounts payable discrepancies, which included processing and distributing the University's telecommunication invoices for proper expense allocation• Analyzed cost control and provided financial information to support departmental goals. Managed departmental office supplies, vendors, organization and upkeep• Provided reliable and timely project by project expense, capitalization, and amortization data• Prepared monthly and annual expense forecasts, including any necessary recommended action required to manage costs to achieve budget• Managed all non-technical aspects of the University's student computer labs, including supervising approximately 30 student employees• Developed documentation for common processes for both support staff and end-users• Provided back-up support to the University's IT help desk
Tracy Phipps Skills
Tracy Phipps Education Details
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Strategic Leadership -
Accounting Information Systems -
Business Administration With A Concentration In Accounting
Frequently Asked Questions about Tracy Phipps
What is Tracy Phipps's role at the current company?
Tracy Phipps's current role is Business Analyst & Consultant.
What is Tracy Phipps's email address?
Tracy Phipps's email address is ta****@****ail.com
What is Tracy Phipps's direct phone number?
Tracy Phipps's direct phone number is +197234*****
What schools did Tracy Phipps attend?
Tracy Phipps attended Amberton University, Stetson University, Daytona State College.
What are some of Tracy Phipps's interests?
Tracy Phipps has interest in Civil Rights And Social Action, Children, Health.
What skills is Tracy Phipps known for?
Tracy Phipps has skills like Access, Financial Analysis, Management, Financial Reporting, Insurance, Variance Analysis, Data Analysis, Accounting, Microsoft Excel, General Ledger, Analytic Reporting, Finance.
Not the Tracy Phipps you were looking for?
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2herzogcrebs.com, sandbergphoenix.com
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2irs.gov, irs.gov
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Tracy Phipps, CPA
Ocala, Fl
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