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Click here or scroll down to respond to this candidate Candidate's Name
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PLANO, TX Street Address PHONE NUMBER AVAILABLE [C] EMAIL AVAILABLE LINKEDIN LINK AVAILABLE
Accounting Finance Payroll Human Resources Leader
Controller | Senior Manager | Manager | Senior Analyst
SUMMARY
Over 10 years accounting, finance, payroll, human resources, and management experience in the arts/non
profit, software, retail, security systems, ground transportation, financial services, and shipping/cargo
industries as accounting manager, controller, accounting/finance manager, project manager, payroll lead, debt
negotiator, accounting supervisor, and cargo coordinator. 12+ years accounting experience. 4+ years finance,
12+ years payroll and HR experience.
Accounting, finance, tax, human resources, payroll, benefits administration, A/P, A/R, people management and
liaison to IT. Excellent communicator and mediator. Great attention to detail. Efficient problem solver.
Currently enrolled in B.B.A. Finance program at Southern Methodist University to complete bachelors degree.
Anticipated graduation from SMU in 2018. Associates degree in Accounting.
PROFESSIONAL EXPERIENCE
DALLAS THEATER CENTER, Dallas, TX March 2017 Present
One of the leading regional theaters in the country, Dallas Theater Center (DTC) performs to an audience of more than 90,000 North Texas
residents annually.
Accounting Manager (6 months)
Ensure appropriate control procedures and preparing accurate and timely financial reports, supporting
accounting, accounts payable, payroll, grant proposals, and audit. Prepare monthly bank account reconciliations
and journal entries. Distribute transaction detail reports to departments for review. Prepare monthly GL account
reconciliations and journal entries. Ensure Development and Ticket Sales revenue are properly documented and
recorded. Reconcile GL revenue and receivable accounts to Tessitura (DTCs ticketing and donation software).
Process cash receipts, maintain daily cash log, and make bank deposits. Maintain budget/forecast model for
financial department. Serve as audit team contact for documentation requests. Serve as tax teams primary
contact for DTC and DTC Endowment Fund Form 990 tax return preparation. Prepare financials for grant
proposals and industry requests.
TAMLIN SOFTWARE DEVELOPERS, INC., Dallas, TX August 2014 February 2017
Founded in 1991, Tamlin is a provider of mainframe-based software to small and mid-range manufacturers, food processors, distributors.
Assistant Controller (2.25 years)
Oversaw cash management and maintain cash flow projections. Prepared monthly financial statements for
internal review. Managed commission payment process with third parties. Controlled, processed, and reconciled
general ledger accounts. Managed compliance and audits. Led day-to-day accounting functions including
accounts payable, monthly sales tax reporting, positive pay file, sales order administration, bank reconciliation,
accounts receivable. Processed month end and year end closing. Developed and maintained accounting
principles, practices, and procedures to ensure accurate and timely financial statements.
Managed all payroll functions including quarterly Federal and State payroll taxes, and reporting/compliance.
Sourced and screened candidates. Maintained a pipeline of key talent for hiring and succession planning. HR
duties included preparation of offer letters, employment contracts, background checks, and onboarding new hires.
Key Duties by Area:
Accounting. Developed and implemented actionable daily cash reporting that emphasized sales,
collections, cash, gross profit, and reports to assist managers with decisions and evaluation of progress.
Finance. Monitored positive pay file. Maintained cash flow projections. Managed A/P, Sales Orders, and
A/R. Negotiated collections and resolve disputes with clients and vendors. Processed billing for client
projects and change orders. Performed bank reconciliation. Approved A/P and A/R checks. Updated
Income Statement. Set up new vendors. Prepared final monthly financial statements. Prepared note
payments to Dominion and Charterhouse. Verified receipt of commission checks. Monitored expense
reporting process. Assisted GM with annual forecast and budget for upcoming year.
Candidate's Name
EMAIL AVAILABLE PAGE 2 OF 3
Assistant Controller Tamlin Software continued
Tax. Prepared accrual to cash financial statements for tax planning. Monitored, updated, prepared, and
reconciled quarterly tax statements from financial system. Prepared property tax report. Prepared package
to CPA for 1120-S tax preparation including accrual to cash financial statements, new assets purchased, etc.
Review 1120-S and Franchise Tax Report before filing. Prepared monthly Sales Tax reports.
Human Resources. Supervised and developed a staff of 16, establish performance and expectations for
staff, review work assignments both in progress and when completed. Budget to Actuals. Prepared offer
letters, new hire packets, executed onboarding process
Benefits Administration. Managed open enrollment, healthcare and life insurance additions/removals,
Processed new employee setup. Managed and tracked PTO. Responded to TEC regarding unemployment
issues. Negotiated renewals with insurance carriers.
Payroll. Managed payroll adjustments, managed/administered ACH process. Ensured Payroll Taxes are
deposited in a timely manner. Maintained employee vacation statements. Monitored and verified payroll
checks, balanced to register, and uploaded to G/L. Prepared Federal and State quarterly Payroll Tax reports.
Prepared yearly payroll reports, w2s, and 1099s.
Recruiting & Staffing. Sourced, screened, and identified top quality candidates for open positions.
Conducted phone interviews, scheduled and conducted skills assessments, and coordinated interviews with
management team. Developed an effective pipeline of talent available for hire. Conducted background
checks, and I-9 verification.
QUALITY THRIFT SUPPLIER INC. / THRIFT GIANT, Dallas, TX March 2014 July 2014
In business since, 1986, this Dallas-based, family owned company owns four Thrift Giant stores throughout the DFW Metroplex, providing
clothes, accessories, and housewares at competitive prices.
Controller / Manager, Accounting & Finance (Contract) (5 months)
Monitored internal financial controls and resolve deficiencies. Ensured compliance with Company policies and
project documents. Oversaw cash management and financing activities. Worked with management on
preparation and presentation of financial forecasts. Prepared draft monthly/quarterly financial statements and
reports. Developed and maintained accounting principles, practices, and procedures to ensure accurate and
timely financial statements. Oversaw a wide variety of accounting activities, including general ledger preparation,
financial reporting, day to day accounting tasks, audit preparation, and the support of budget and forecast
activities. Processed month end and year end closing, accounts payable/receivable, cash receipts, general
ledger, inventory, bank reconciliation, fixed assets, and payroll. Controlled, processed, and reconciled general
ledger accounts. Managed compliance and audits. Monitored vendor performance vs. service level agreements.
VIRTUAL SURVEILLANCE, Allen, TX May 2013 March 2014
Texas-based company providing security systems for surveillance and protection of multi-site operations in the retail, industrial, education,
medical, government, law enforcement, transportation and casino/hotel industries throughout the U.S. requiring video surveillance.
Project Manager, Accounting & Operations (11 months)
Directed team members and materials for the installation of security/access control and surveillance systems.
Responsible for project scheduling, procurement, permits, installation, budgeting, billing, payment processing,
project completion and customer communications. Managed deliverables and support internal teams including
marketing, tech support, and engineering team. Managed project-specific objectives with manufacturers and
vendors, and strategic suppliers. Planned and scheduled engineering, installation, and subcontractor activities
on systems and service projects. Selected and monitored the performance of the subcontractors. Supervised
installation labor and subcontractors. Maintained construction schedules and coordinates task scheduling with
other trades. Anticipated customer needs and take quick action to effectively meet or exceed customers
expectations. Acted as liaison to multiple entities and city officials regarding permits, inspections, and licenses.
Candidate's Name
EMAIL AVAILABLE PAGE 3 OF 3
COACH AMERICA, Dallas, TX May 2010 October 2012
The largest tour and charter bus operator and the second largest motorcoach service provider in the U.S, providing services including
motorcoach charters, tours and sightseeing, commuter transportation, airport and casino shuttles, rail crew transportation, and contract
services for municipalities and corporations. Coach operates over 3,000 vehicles including over 1,600 motorcoaches primarily under the
Coach America, CUSA, Coach USA, American Coach Lines and Gray Line brands.
Payroll Lead (2.5 years)
As Payroll Lead, coordinate and prepare the bi-weekly payroll for multiple groups and payroll cycles for exempt
and non-exempt employees in three different tax IDs. Research and investigate system or payroll issues.
Recommends changes or corrections to resolve issues. Develop preventative solutions or recommended
process changes as appropriate. Ensure data integrity in payroll and HRIS systems through audits,
reconciliation, and data correction. Process multi-state payroll including set up of new hires, terminations, status
changes, tax changes, deductions, direct deposits, timecards, rate changes, retroactive adjustments, special
pays, etc. Audit, review, and reconcile payroll and post-payroll reports to ensure accurate processing of
payments. Analyze discrepancies take corrective action as needed. Research time card entries vs.
transportation management/dispatch system. Assist employees with questions concerning earnings statements,
and other pay questions. Maintain and archive employee and pay records and documents as required by law.
Participate in special projects as needed for payroll, human resources, benefits, and accounting departments.
Payroll Process Improvements. In conjunction with taking on additional payroll processing and a new system
implementation, business process improvements by the team reduced manual check processing by over 75%,
reduced incoming call complaints by 85%, and reduced FedEx costs by more than 67% over 18 months
Results & Accomplishments
Payroll Support. Effectively handle calls from 1,800 employees in 15 states in a high-volume payroll team
requiring quick turnarounds, accurate processing, and professional and courteous customer service.
Liaison to IT. Participated in implementation of Payclock gross payroll calculation system which facilitated
consolidation of payroll processing, integrated with dispatch, reporting, and Ceridian payroll systems. Lead
Payroll Subject Matter Expert, providing information on company and region-specific business rules, reports,
processes, and procedures to IT consultants. Participated in system/enhancement testing.
EARLY CAREER EXPERIENCE
Prior experience while in California includes 9+ years as Accounting Supervisor for team of 17 at a
credit/financing company, and 5+ years as Clerk/Coordinator/Supervisor for Raytheon Polar Sevices, providing
shipment/cargo and materials management for the U.S. Antarctic program.
EDUCATION
B.B.A., Finance / SOUTHERN METHODIST UNIVERSITY, Dallas TX 2016 2018
Currently enrolled in B.B.A. Finance program at the Cox School of Business to complete bachelors degree.
A.S., Accounting / ROGERS STATE UNIVERSITY, Claremore, OK
ADDITIONAL INFORMATION
Software tools include: SAP FICO, Accountmate, ADP, Blackbaud Financial Edge, Ceridian Payroll, CTS
Paratransit Scheduling Software, Epicor Prophet 21 (wholesale distribution software), ERP, Intuit Lacerte Tax
Software, McLeod Loadmaster (fleet/ dispatch management), Microsoft Access, Microsoft Excel, Microsoft
Outlook, Microsoft Office, Microsoft PowerPoint, Microsoft Project, Microsoft Word, Paychex, Payclock,
Quickbooks, Screen Pop (call center), Tableau, Tessitura.
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