Teri Herbert, Cpa Email & Phone Number

• Tax expert providing sound tax advice to individuals and companies regarding personal andcorporate tax laws and regulations. Guide clients through the tax return filing process whileresponding to a variety of personal and corporate tax questions.• Empower individuals and business owners to accurately file taxes by breaking down complex taxlaws into easily understandable layman’s terms.• Help customers who are working on their tax return with both product/software inquiries, as well as with tax questions and calculations, apply defined practices, procedures and company policies totroubleshoot and resolve product and tax support customer inquiries, and interact with customersutilizing strong written and verbal skills as well as deep customer empathy.

Evergreen, Co, United States

Responsible for income tax preparation for individuals and companies. Identifies potential tax credits and liabilities and ensures accurate and complete returns are filed in a timely manner. Completes tax forms in accordance with policies and in compliance with legislation and regulations.

Greater Denver Area

• Maintain and continually improve the budget and forecasting system within QEP to generate 5-year forecasts on a monthly / quarterly / annual basis as well as ad hoc requests as required by management• Work closely with senior management in the analysis of actual and forecast data; compile information to create presentation materials where the end user is the Board of Directors• Collaborate with accounting and engineering staff to ensure the most accurate costs, production volumes, capital expenditure (CAPEX) and net income are forecast• Analyze and communicate monthly reconciliation of variances to managers and corporate executives• Serve as project leader for coding for financial models to production financial statementsKey Accomplishments:• Successfully modeled the proposed acquisitions of multiple oil and gas fields, with recent projects focused in Bakken and Permian assets• Led the installation and implementation of the BPC software for planning, and managed the move from Excalibur to SAP accounting system; developed expertise in Enersight asset development software, validating accuracy of financial outputs for planning• Served as subject-matter expert for implementation and enhancement of Hyperion software for • Created budget models used to forecast financial data and continually work to customize and reprogram models to ensure data is accepted at a macro and granular level • Successfully re-engineered the model to account for the QEP / Questar spin to an independent publicly traded company• Integrated forecasting for the acquisitions of new basins of operations into the model• Spearheaded and completed the transition of forecasting /planning reports for the transition from private to public entity

Greater Denver Area

• Gather & compile credit data• Analyze data and set credit limits• Obtain adequate credit assurance from customers• Maintain company credit with vendors• Other reporting as assigned• Installation, setup and maintenance of Ram credit software, purchased from Dunn and Bradstreet• Maintain credit files• Ensure that data in the system is accurate and up to date• Find new ways to get credit information automatically • Maintain and track credit agreements. Guaranties, netting, letters of credit• Respond to management requests for information from the system

Greater Denver Area

• Implemented the gas balancing module within Excalibur• Performed line & administrative responsibilities associated with section supervisor• Managed, coordinated, and facilitated processing of QEP revenues, royalties, tax transactions, and MMS transactions • Coordinated the reconcilement of ledger accounts to GL• Performed monthly, quarterly and year end variance analysis• Coordinated gas balancing activities including cash calls and distribution of statements to owners• Reorganized the revenue accounting group and established better integrity and control over a transaction from beginning to end• Gas/revenue interface, gas balancing automation, state tax reporting and paradigm/eagle alliance• Reconfigured team effort within the regulatory group • Implemented state tax reporting model (STR)• Paradigm/Eagle alliance to create a link between Excalibur and eagle software to produce tax and royalty returns• Utilization of gas balancing software, previously used by HSRTW to promote efficacies in generating gas balancing statements• Integrated spreadsheet EDI applications continue to evolve and be refined• large increases in acquisition workflows especially in new operating environments • Significant work flow increases through advent of QET First Purchaser tax responsivities and property acquisitions• Implemented Excalibur’s STR module, assumption of gas balancing responsivities • Active role of the Altra/Excalibur gas system interface project• Coordinate gas balancing activities including cash balancing calls and distribution of gas balancing reports to working interest owners• Restructured organized the regulatory affairs group. Instituted an effective training / cross-training program with personnel• Pursued via protesting ad valorem tax valuations and take in kind reconciliations• Implemented first purchaser responsibilities related to acquisition properties

Greater Denver Area

• Supervise staff and clerical employees to ensure regulatory compliance is accurate and timely. • Coordinate & facilitate processing and reporting of production, severance, sales and withholding taxes• Coordinate processing reporting & auditing of mms & various state royalties to ensure regulatory compliance• Reconcile monthly tax & royalty payable subsidiary accounts to general ledger; perform monthly, quarter 7-year end closing analysis• Responsible for the monthly reconciliation of tax and royalty accounts. Special emphasis was placed on analysis of the tax or royalty paid compared to the liability as calculated by the system. Aggressively pursue overpayments and recover from the appropriate authority. Designed integrated spreadsheets to further enhance greater economies of scale, increased accuracy and more efficient workflows• Work with employees to develop cross training and support among peers

Greater Denver Area

Greater Denver Area

• Designed spreadsheet and database applications that utilized information downloaded from the system and generate all applicable returns • Wrote policy and procedures to document the workflow• Reconciled all taxes paid to the liability as calculated by the system• Worked extensively with other departments to ensure correct data was recorded in the system

Greater New Orleans Area

• Supervised employees to ensure monthly recordation and other assignments are accurate and prepared timely • Prepared reconciliation of all reports to vouchers and ultimately to the joint interest billing and general ledger • Monthly review of reports to bill all valid cost to joint venture partners • Wrote policy and procedures for employees to aid in the understanding and accuracy of monthly entries• Direct Joint Venture audits of CNG, resolve any exceptions and/or inequities, and provide a comprehensive audit response to the partner • Supervised staff and clerical employees to assure the achievement of these goals• Identified internal control problems, evaluate possible solutions, and suggest corrective measures to appropriate management• Audited all aspects of joint operations including lease acquisitions, exploration, development, production and processing• Reviewed and appraised operational procedures and controls• Developed a training plan and oversee training of new auditors• Responsible for satisfactory completion of audits. Phases include planning, preparation, development of audit program, implementation, and execution of the audit program, subsequent review, final development of audit report and disposition of audit findings

Houston, Texas Area

• Allocated salary expense to applicable projects and monitored for compliance with COPAS and GAAP• Responded to co-owner’s audits on company operated properties. Recorded gas production volumes, set up lease and well master fields

Bs, Accounting

Graduate Work In Tax