Summary:
A creative, dynamic professional, experienced in multiple areas of
accounting and income tax practice and blessed with technical, management,
and personal skills that work together to produce a uniquely gifted team
member for any organization.
Unique Abilities:
Accounting and tax experience in both large and small organizations,
allowing for an understanding of the dynamics in any size organization
Proven results in the successful management of personnel, work flow, and
time in large and small environments, with successful time budget
performance and advancement of the careers of subordinates
Superior research skills in accounting and income tax matters using the
latest technology available, saving thousands of dollars in income taxes
and improving accuracy in reporting
Gifted communicator, both orally and written, to any size audience on both
technical and motivational subjects
Education: University of Mississippi
Bachelor of Accountancy (cum laude) - 1980
Recent Work Experience:
Kalalou, Inc., Controller - October 2010 - April 2011
. Led in successful conversion from antiquated accounting system to new
internet-based accounting system, catching up month-end closings that
were four months behind when started to being closed within 10 days of
month-end
. Revised and implemented monthly accounting procedures,
reconciliations, and analysis for company after conversion completed,
laying the ground work for future months
. Began a new budget preparation process with tools for comparing to
actual performance for senior management on a monthly basis
. Responsible for timely reporting to lender regarding company's
performance as compared to terms of loan, including creation of
automated reports to track the performance indicators desired by
lender
Wm. F. Horne & Co., PLLC, Consultant - August 2010 - October 2010:
. Assisted in the preparation and review of the more complex tax returns
and related services for all types of entities
. Research and consultation as requested by clients beyond the scope of
the current staff, including recommendations to clients for steps to
be taken and/or avoided in potential transactions
Barksdale Management Company, Consultant - May 2010 - July 2010:
. Prepared workpapers and tax returns for all related entities,
including detailed account analysis, research regarding new
transactions and entities, accounting system adjustments where
necessary, and interaction with independent accounting firm's review
of the returns
. Assisted independent accounting firm with quarterly reviews of
accounting information, including automation of recurring account
analysis requested by firm personnel
. Performed detailed and specialized accounting analysis of specific
complex transactions for new start-up technical company as requested
by management and the independent accounting firm, which laid the
ground work for the new accounting system acquired and implemented by
the company
. Research and consultation regarding business and tax planning
opportunities for all entities and the owners of the entities, both as
requested by owners and as determined during preparation of the
various returns
Grantham, Poole, Randall, Reitano, Arrington, & Cunningham, PLLC,
Consultant - February 2010 - April 2010:
. Reviewed individual, corporate, trust, and partnership tax returns
prepared by firm's staff, all with an eye toward minimizing tax
liabilities
. Researched issues that arose within clients of the firm and consulted
with firm personnel regarding conclusions and recommendations to make
to clients
HORNE LLP, Senior Tax Manager - January 2007 - February 2010:
. Managed all tax projects of assigned clients- individuals, small
businesses and large multi-state businesses, saving clients tax
dollars while getting work done within allotted time to improve firm's
profitability
. Firm's primary tax research professional, responsible for monitoring
legislative and judicial tax developments at both the Federal and
State levels and advising Firm personnel as developments warranted
. Firm's primary spokesperson with the media on income tax developments,
both via print media and through interviews for broadcast media, all
with an eye toward making the public aware of the Firm's pro-active
approach to income tax planning for our clients
. Instructor at Firm tax continuing education programs for professional
staff, including writing the course materials and presentation
graphics
Previous Work Experience (Details Available Upon Request):
Stockwell & Company, CPAs, Senior Manager - August 1999 - January 2007
Self-Employed CPA - February 1993 - July 1999
First Mississippi Corporation, Manager - Corporate Taxes - April 1991 -
February 1993
Entergy Operations, Inc., Manager - Accounting Projects - January 1988 -
March 1991
Eubank & Betts, CPAs, Tax Manager - July 1984 - December 1987
Deloitte & Touche, Tax Senior - July 1980 - June 1984