Tara Poore Email & Phone Number

Harrison, Ar, Us

• Managing multiple clients at once, across various industries including technology, real estate, not-for-profit, manufacturing and distribution, and investment entities• Working with clients with multiple entities in multiple states and countries, performing currency conversions and financial statement consolidations• Monthly accounting clientso Supervise staff in bank and credit card reconciliation, accounts payable management in Bill.com, and balance sheet reconciliations for accrual accountingo Review general ledger postings for completeness and accuracy, prepare financial statements with variance analysis, and departmental P&Lso Prepare semi-monthly payroll for hourly and salaried employees, ensuring PTO balances are appropriately adjusted and expense reimbursements occur in a timely manner (using Expensify)o Coordinate with financial statement auditors to provide necessary items and answer questions o Manage restricted grant tracking and spending, assisting with grant reporting requirements• Annual accounting clientso Trial balance clean-up for tax return preparation – using analytics, GL review, and inquiry to the client to understand variances and prepare adjusting journal entries in accordance with GAAPo Preparation of forms W-2, 1099, 571-L (Property Tax)• Consulting accounting clientso Meet with the client to understand their challenges and provide solutionso Creation of automated Excel templates to suit individual needso Assistance with accounting system automation (examples: create bank feed rules in QBO, revamp chart of accounts to be streamlined across entities, correct negative bank balances due to posting issues)

Remote

*Formerly BKD CPAs and Advisors*• Prepared/reviewed reconciliations of balance sheet accounts and journal entries for clients using remote access to accounting software• Created monthly financial packets for client Board meetings which include the fundamental financial statements, written analysis of financial position, and charts/graphs that represent company performance• Assisted health center clients with reporting on and appropriately spending grants and contributions to remain in compliance with regulations• Advised clients on accounting treatment and best practices for reporting in the healthcare industry• Met with clients to complete various projects—most commonly involving support for the annual financial audit, grant or operational budgets, patient accounts receivable, billing analysis, and policies and procedures• Preparation of W-2s and 1099s• Supervised, trained, and coordinated with staff to ensure workload is equitable and team projects are on track• Managed, troubleshot, and reviewed team preparation of annual Federal Financial Reports – on average 50 FFRs are due each quarter

Springfield-Branson, Missouri Area

Harrison, Ar

• Prepared quotes for property and casualty insurance including dwellings, autos, boats, and other personal property• Interacted with clients in the office or via phone in order to bind, endorse, or pay policies• Worked with insurance companies on behalf of customers to resolve issues

Springfield, Missouri

I am a consultant for the Community Health Center team at BKD. In this role, I assist CHC clients with general advisement on accounting treatment, month-end journal entries, preparation and analysis of monthly financial statements, and completion of the UDS and Federal Financial Reports to account for the HRSA 330 and other federal grants.

Springfield, Missouri Area

• Collaborated with an audit engagement team to perform auditing fieldwork• Audited financial statement sections such as Cash, Fixed Assets, Accounts Payable, and Revenue/Expense• Communicated with client employees and management to obtain documentation for vouching, answers to audit program inquiries, and miscellaneous info necessary to complete work papers• Performed work for the Manufacturing and Distribution, Community Health Center, and Real Estate teams working with for-profit, not-for-profit/governmental, and real estate investment entities

1401 W Sunshine Street, Springfield, Mo

• Served customers with a friendly attitude to create positive relationships which ensure they will continue doing business with Braum’s • Took, assembled, and expedited drive-thru orders to meet company time expectations which helps to improve efficiency• Made shakes, cones, sundaes, and other ice cream products at the highest quality possible to guarantee the greatest level of customer satisfaction • Worked closely with co-workers, upholding communication as a priority in order to remain an effective team unit

Springfield, Missouri Area

• Opened/scanned mail including premium payments and other related correspondence to ensure accurate application of funds to policies• Filed checks and reports to improve office organization and efficiency • Organized and deposited salvage/subrogation claims checks to keep cash supply current• Completed miscellaneous work to assist with payment processing and claims accounting

• Managed large volumes of incoming/outgoing mail, ensuring clients received bills on time• Archived paper documents onto the computer database to organize and track data, which allowed for easier retrieval and efficiency when reviewing a policy or claim with a client • Pulled policies for mailing to customers with attention to detail to confirm that all proper forms and letters were included in the package to provide new clients with all pertinent information• Prepared bills for mailing by checking deductibles and updates on policies to further improve efficiency and accuracy throughout the company

Master Of Accountancy

Bachelor Of Science (B.S.), Cum Laude, Accounting

Activities and Societies: Beta Alpha Psi - Recording SecretaryMinor: Finance

Associate Of Arts (A.A.), Gpa 4.0

Activities and Societies: Phi Theta Kappa

High School Diploma, Gpa 4.0+

Activities and Societies: Future Business Leaders of America--President, National Honor Society, Yearbook--Editor, Varsity Volleyball.