Tia Phillips Email & Phone Number

Delray Beach, Florida, United States

Created new Florida Minority & Veteran-owned Business Enterprise (VBE) providing financial systems integration, accounting, and business management services to businesses and individuals. Prospective Standards Recognition Entity (SRE), able to recognize, establish, and support federal apprenticeship programs.

Boca Raton, Florida, United States

• Responsible for curriculum development, business operations, regulatory compliance, and financial oversight of private nursing school. Tapped by President to serve as Director of Operations & COO during a 3-year.
• Designed and implemented financial plan to support school during 85% reduction of annual revenue.
• Established new programs in accounting and dialysis technologies, securing $400K in grants.
• Successfully led school through first round of state’s accreditation process, establishing a new ethics committee and overseeing self-evaluation study and other accreditation requirements.
• Oversaw revamp of school curriculum and textbooks and migrated school’s learning management software, improving online classes and student outcomes.

Boca Raton, Florida, United States

• Hired as an Account Manager and promoted to supervisory position within one month. Supervised team of four Account Managers and oversaw client portfolio of 45 small and medium sized businesses.
• Provided full bookkeeping and accounting services, including bank account reconciliations, financial reporting, payment of sales and use tax, payroll processing, and tax filings (941, RT-6, 940, W2s, and 1099).
• Onboarded new clients, setting-up QuickBooks databases and client information systems management

Cambridge, Massachusetts, United States

Provided part-time accounting services for growing company undergoing financial systems and ERP development. Performed monthly close and account reconciliations with QuickBooks Pro and cloud-based applications

Jamaica Plain, Massachusetts

• Managed finance, accounting, human resources, and payroll for $1.5M commercial printer and worker cooperative.
• Provided financial reporting to Board of Directors and managed all working capital, and lines of credit.
• Provided financial analysis for capital investment and equipment acquisition decisions. Facilitated annual external audit.
• Managed employee health, dental, and business insurance administration. Maintained all benefits records, subsidiary schedules, and personnel policies.
• Oversaw all employee hiring, terminations, performance management/employee retention, and training.
• Automated time-keeping system and integrated time-clock software, payroll system, and accounting software (QuickBooks). Reviewed time entries and processed bi­weekly payroll (Paychex).

Cambridge, Massachusetts, United States

• Managed financial and accounting functions for CFO services consulting firm with $150M client portfolio.
• Prepared financial statements, cash flow analysis, and managed lines of credit.
• Improved inventory turnover by 5 days, leading to 20% increase in efficiency, reduced overhead, improved customer confidence and vendor relations, and improved management of sales efforts.
• Renegotiated credit terms with suppliers and vendors, reducing days payable outstanding from 30 to 60.
• Monitored and managed debt schedules and loan covenants for compliance issues.

Boston, Massachusetts, United States

• Oversaw accounting and financial systems integration for information technology and services company associated Berklee College of Music Online.
• Evaluated distance learning business applications to assess functionality of e-commerce, CMS, and ERP systems, leading to development of first policy and procedure manual for online college.
• Implemented new evaluation and documentation systems, streamlining student enrollment and improving monthly reconciliation of financial data to main college.
• Collaborated with IT department to improve code for online transaction processing of merchant activities.

Boston, Massachusetts, United States

Provided full-cycle fund accounting and financial reporting for a not-for-profit organization operating adult education, women and children homeless shelter, jobs placement, housing, and emergency services. Provided financial statement reporting of Unrestricted and Restricted Assets to key stakeholders, departments and leadership within the organization.

Boston, Massachusetts, United States

Managed a portfolio of 13 residential HUD subsidized properties. Provided full-cycle accounting and financial reporting for both internal and external users.

Boston, Massachusetts, United States

Provided full-cycle accounting services for a law firm that specializes in representing individuals and businesses in a variety of industries, including technology, manufacturing, securities, banking and lending, hospitality and retail services, construction, insurance, and commercial real estate.. Performed month-end close that included time-and -billing..

Boston, Massachusetts, United States

Managed a portfolio of 13 residential HUD subsidized properties. Provided full-cycle accounting and financial reporting for both internal and external users.

Master Of Science - Ms, Forensic Accounting

Bachelor Of Applied Science - Basc, Finance And Accounting Management

Activities and Societies: College of Professional Studies Accelerated Experiential Learning ProgramGraduate of an accelerated.

Associate Of Science - As, Accounting, Treasurer, Student Ambassador Association

Activities and Societies: Treasurer, Student Ambassador Association Student Ambassador, National Achieving the Dream Initiative

Certificate Of Computerized Accounting, Accounting

Education record

Candidate for the Uniform CPA Exam, testing appointment for AUD on 9/17/2021