Shayla Ballard Email & Phone Number

St Louis, Missouri, United States

Consumer Compliance Examiner

Houston, Texas Area

Conduct face to face tax interviews with clients to achieve best tax outcome.Review all tax and financial documents and prepare an accurate and complete tax return.Help clients resolve tax issues as it relates to missing tax forms, substitute W2, etc.Provide clients with tips on various investments and retirement plans allowing them to maintain financial prosperity while reducing their tax liability.Prepare documentation on behalf of my clients for IRS audits when applicable.Monitor submitted returns with IRS to ensure they are accepted timely and resolve any rejected returns.Provide consultations for small business owners ensuring they are aware of how and what business expenses to track and offer proactive vs reactive tax advice.Passed Part 1 and Part 3 of the Special Enrollment Examination and will complete Part 2 June 2020 in effort to obtain Enrolled Agent License.

Houston, Texas Area

Responsible for managing Accounts Receivable for 35 dental practices within Texas, Louisiana and Mississippi, with team of 27 Practice Managers. Region exceeded 50M net collections in 2018.Review and analyze reporting tools provided by Home Office to identify focus offices and areas of needed support to assist the region in achieving and maintain a Revised DSO at thrive of 30 and a 98% collection to net production percentage.Audit office Aging and AR reports to identify areas of opportunity and diagnosis AR concerns.Collaborate with Regional Managers to review items found from audits and develop action plan for support. Conduct training with team members and Practice Managers on Accounts Receivable systems.Develop initiatives and incentives when needed to create movement on a needed focus area and to assist the office/region in attaining goals.Total accounts receivable reduced by $500k from 2018 to current 2019.% of over 90 AR reduced by 30% from 2018 to current 2019Revised DSO reduced by 8 days from 2018 to current 2019Region successfully exceeded company MTD net collections goal 8 out of 10 months in 2019.

Houston, Texas Area

Create value for Doctors by supporting them in their career development and professional goals.Partner with Doctor and RMO to help Doctor develop their leadership and business skills.Responsible for hiring, on-boarding, training, coaching, and retaining all new hired team members.Responsible for development plans and yearly reviews, changes, and pay increases within supported offices.Mentor and coach each team member on leadership, technical skills, giving open, building and honest feedback.Responsible for ensuring items contributing to the office profit and loss stay within thrive to attain yearly budgetary and contribution margin goals.Partner and action plan with Doctor monthly to attain same store sales growth SSS.

Greater St. Louis Area

Managed rental car branch with yearly profit of 25M and team of 10.Optimized the usage and maintenance of a fleet of 150 cars to ensure maximum profitability.Serviced high end clients and dealerships including private Signature airport.Built and maintained relationships with local corporations and business owners to guarantee complete customer satisfaction and generate new business.Incentivized employees with programs and contests to create a healthy competitive work environment.Responsible for collection calls on outstanding account balances in effort to reach and maintain collection goals.Developed training courses to all sales staff, including a course on sales tactics.Created a regional training program to prepare eligible high-performing employees for the management exam.Develop and administer training courses to all sales staff, including a course on sales tactics. Took the initiative to create a new regional training program to prepare eligible high-performing employees for the management exam.

Greater St. Louis Area

Assisted customers with rental needs while providing quality customer service. Exceeded company sales goals monthly.Completed all necessary training and certifications and management testing.15 time recipient of Elite Salesman Award.Qualified and entered exclusive Best of the Best Top Sales Program.

Greater St. Louis Area

Reviewed credit profiles for potential clients and conducted cold calls to gain business.Reviewed client’s financial portfolio including income, credit score, revolving and installment debt, to customize individual financial plan.Created financial plans to refinance home mortgage or auto loans and consolidate revolving debt.Coached clients on differences between fixed rate an adjustable rate mortgages and offered mortgage types based on financial portfolio.Exceeded monthly goals of $25,000 in sales.Recipient of coveted Top Dog Sales Awards

Bachelor'S Degree, Accounting And Business/Management

Master'S Degree