Sheneya Wilson Ms, Mba, Cpa Email & Phone Number

• Direct the creation and delivery of Practitioner-Focused Curriculums in accounting and taxation, aimed at upskilling professionals in the financial industry.
• Oversee the Tax Essential Learning Program (T.E.L.P.), an IRS-certified training program designed to develop elite tax professionals.
• Manage the institution's status as a Certified CPE Provider, ensuring continuous professional education for accounting and finance professionals.
• Focus on the mission of enhancing financial literacy and professional development, driving measurable impacts on communities and individuals through education.

• Oversee the development and implementation of innovative FinTech solutions that simplify money management for individuals and businesses.
• Coordinate the creation of virtual financial service infrastructure, supporting seamless, efficient operations for firms across the globe.
• Spearhead strategic initiatives to deliver accessible and reliable financial tools that empower users in managing their finances.
• Connect users with certified financial professionals worldwide, offering expert advice and support tailored to their unique financial needs.

New York, US

• Lead and manage all operations of a financial services firm offering accounting, tax solutions, and financial consulting to small businesses, creative entrepreneurs, and high-net-worth individuals.
• Develop and implement strategic financial plans for clients, ensuring tax compliance while maximizing wealth and business growth.
• Provide comprehensive financial literacy and tax education through community outreach, workshops, and personalized consultations.
• Represent Fola Financial as a trusted tax expert, regularly featured in top publications including The New York Times, Forbes, CNBC’s Squawk Box, and Pix11.

Newark, NJ, US

• Conduct in-depth research in Accounting Information Systems (AIS), exploring topics such as data analytics, financial reporting technology, and system integrity.
• Analyze the intersection of accounting and technology, contributing to the development of innovative solutions in AIS.
• Engage in academic discussions, present research findings at conferences, and publish scholarly articles in accounting and information systems journals.
• Teach undergraduate and graduate-level courses in accounting, focusing on accounting principles, tax regulations, and financial reporting.
• Develop course materials, lectures, and assignments that enhance student understanding of complex accounting topics.
• Mentor students, providing academic guidance and career advice in the fields of accounting and finance.

New York, NY, US

• Delivered comprehensive instruction on financial literacy topics, including budgeting, saving, credit management, investing, and retirement planning to a cohort of 23 students.
• Designed and implemented engaging lesson plans and educational activities to facilitate student understanding and application of financial concepts.
• Developed and assessed quizzes, assignments, and group projects to evaluate and reinforce students’ grasp of financial literacy principles.
• Cultivated an interactive and supportive classroom environment, offering personalized guidance and feedback to enhance student learning outcomes.
• Utilized practical tools and resources to provide students with actionable skills for effective financial planning and management.

GB

• Assist in the completion of comprehensive financial statement audits, review engagements, and agreed-upon procedures
• Complete evidence gathering activities to obtain the supporting information necessary to corroborate management’s assertions
• Ensure entity’s compliance with SOX 404 internal control requirements to perform tests of controls and substantive testing
• Perform financial statement tie-outs to verify the internal consistency and mathematical accuracy of financial statements and their footnotes
• Attend client meetings to gain an understanding of their business processes and document walkthrough procedures

Sheffield, South Yorkshire, GB

• Enter vendor invoices and company Amex expenses into System21
• Cut weekly checks for payable accounts due
• Assist in the month-end closure, performing vendor statement reconciliations
• Process cash expenses, supplier payments, and supplier recharges
• Post bank transactions for suppliers & GL
• Maintain supplier details and process ad-hoc payments within on-line banking software

Brooklyn, NY, US

• Manage a team of over 30 volunteer tax preparers to efficiently increase the sites productivity
• Oversee the preparation of over 1,800 returns and assist volunteers with questions by interpreting tax laws
• Perform/supervise the quality review process to ensure maxmimum tax benefits are received
• Transmit completed returns to the IRS, and manage rejected/incomplete returns in que

Oswego, NY, US

• Tutor students in accounting with the use of prior academic knowledge and work experience
• Advise and coordinate all accounting lab activities while setting deadlines
• Assist faculty members with classroom instruction, grading, record keeping, and other miscellaneous projects

GB

• Assisted in the completion of a full Employee Benefit Plan audit
• Prepared Evidence Gathering Activities (EGA's) used for testing benefit payments, investments and internal controls in accordance with the applicable auditing standards
• Attended client meetings and constructed walk through documentation
• Received a full-time offer upon the completion of the internship

Syracuse, New York, US

• Prepared state and federal tax returns for high income tax payers
• Used the Internal Revenue Code to assure clients receieved quality tax treatment
• Managed tax payer information by scanning in and organizing tax documents
• Maintained working knowledge of the ProSystems tax preparation software used in the office

New York, New York, US

• Received, analyzed, and submitted invoices for processing after retrieving all control approvals
• Reconciled processed work by verifying entries and comparing system reports to balances
• Used SAP to pull data and form various reports reviewed by high-level management for decision making

• Help with the allocation of a $1.4 million dollar budget across over 120 student organizations
• Supervise the receipt of incoming inventory, ensuring they are properly labeled
• In charge of inventory record keeping, done with Microsoft Excel
• Communicate with club board members and aid them with necessary information

Syracuse, NY, US

• Prepared state and federal tax returns to meet government requirements and deadlines; as well as client expectations
• Managed tax payer information by scanning in tax documents
• Interacted with clients to review and apply accounting and tax principles
• Maintained working knowledge of the ProSystems tax preparation software used in the office

Philadelphia, PA, US

• Assisted managers and senior analysts with constructing the company's quarterly financial statements
• Prepared and organized all supporting documents for audit purposes
• Reviewed request and set up vendor accounts using Oracle Applications
• Conveyed information to and from various business sectors throughout the company

Oswego, NY, US

• Interviewed clients to obtain additional information on taxable income and deductible expenses and allowances
• Analyzed financial records, such as prior tax return forms, income statements, and documentation of expenditures to determine forms needed to prepare the return
• Prepared federal, state, and local tax returns for residents and students of the Oswego area

US

• Tutored several accounting courses such as principles of accounting 201 & 202, as well as other business and math courses
• Used observation and communication skill to develop studying solutions to help students
• Practiced professional organization skills

Master Of Science In Management Research, Accounting Information Systems

Master Of Business Administration (Mba), Accounting

Bachelor Of Science - Bs, Accounting

Associate Of Arts And Sciences (Aas), Accounting