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Jennifer Wood Powell

Self-starting and solutions-oriented Accounting Controller with a history of success implementing innovative solutions

Skills

Controllership & Decision Support
Internal Controls
Cross Functional Leadership
Financial Planning & Reporting
Project Management
Business Planning & Analysis

Software Proficiencies

  • QuickBooks Desktop
  • QuickBooks Online
  • G-Suite
  • Microsoft Office Suite
  • ADP & Paychex
  • Zoom
  • Monday.com & NTask
  • Restaurant365
  • PayPal, Venmo, etc.

Licensure

Certified Managerial Accountant (CMA) CANDIDATE 

Expected Completion: 2021 

Will be a CPA CANDIDATE in 2022

Education

Bachelors in Accounting

Texas State University, 2007-2011

Masters of Science in Accounting, CPA Emphasis

Walden University, 2020 - Present

Summary

Self-starting and solutions-oriented Accounting Controller with a history of success directing a broad range of small and mid-size business financial initiatives while participating in planning and implementation of complete financial reorganization in direct support of business objectives. 

  • Extensive experience in standardizing entrepreneurial business objectives, and streamlining start-up operations, including infrastructure development, and accurate financial reporting.  
  • Hands-on experience leading all stages of project development efforts, including compliance with Generally Accepted Accounting Principles (GAAP).
  • Outstanding leadership abilities; able to coordinate and direct all phases of project-based efforts while managing, motivating, and leading project teams.
  • Adept at developing effective financial policies and procedures, project documentation and milestones, and business specifications.
  • Demonstrated capacity to implement innovative solutions that drive profitability, product, and consumer awareness, decrease liability exposure, and strengthen organizational processes.

Work experience

04-2020Current

Accounting Coach, Consultant, & Business Owner

Harmoney Coaching & Accounting
  • Standardized entrepreneurial business objectives, and streamlined start-up operations, processes and procedures, and infrastructure development
  • Coached clients through all areas of the accounting life-cycle including the creation of the chart of accounts, revenue recognition, accounts payable, bank reconciliation, and payroll.  
  • Provided expertise and direction for selection of accounting and payroll software, and coached clients through implementation
2019-072020-03

SaaS Accounting Onboarding Coach

Restaurant365
  • Streamlined the complex R365 Payments process and helped develop and roll out the coach training program
  • Enhanced and restructured the new employee onboarding process to increase effectiveness and reduce errors
  • Managed full project life-cycles including interpreting project scope, training customers, problem-solving, cross-department communication, managing timelines, and priorities, leveling resources, and being an advocate for the customer’s needs.
  • Promoted smooth and effective communication between partners, product managers, and executive management
  • Built and maintained long-lasting business relationships
  • Mentored and trained a new hire on the full project life-cycle, software, and inner workings of the company
  • Spearheaded the complete transformation of the accounting coach project board to provide more resources, including new products, and updated timelines
  • Effectively worked remotely for the last 4 months of this position
  • Navigated and managed the needs of 10-15 onboarding clients at a time, often including the most challenging clients the company had
2018-062019-07

Full-Charge Bookkeeper

Carpenter & Langford, PC
  • Utilized GAAP and Cash Basis to prepare monthly, quarterly and year-end financial statements
  • Ensured timely and accurate completion of weekly & monthly payroll for 10+ clients, including calculating, filing & paying quarterly 941 & annual 940 tax returns, as well as productions of 1099's, 1096's, W2's and W3's
  • Produced accurate and timely monthly and quarterly Sales Tax calculations, filings, and payments of 25+ clients
  • Managed the communication and needs of 25+ monthly, quarterly and annual clients
  • Recognized and recorded fixed asset depreciation, and amortization
2017-112018-05

Supervising Agent

Liberty National
  • Recruited and mentored a motivated team of 5+ sales agents 
  • Managed cradle to grave account management
  • Implemented Master-level time management and self-motivation to plan and execute sales route
2013-022017-11

Controller

Reliable Consultants, Inc.
  • Directed a team of 2 direct reports, and 7 store managers, supporting CEO in management reporting, strategic planning, Accounting Information Technologies, and set up of policies and procedures
  • Reduced overhead cost by $5,000 per year by transitioning the accounting department to a paperless system for accounting, employee files, and employee onboarding system
  • Recouped $5,000 a year by coordinated and rolling out a single VOIP phone system that united all stores and corporate locations
  • Conserved $30,000 by revamping the entire Associate Handbook with up to date processes and procedures, as well as up to date and compliant policies.
  • Oversaw accurate and timely recording of Accounts Payable, Accounts Receivable, and Reconciliations to produce weekly cash flow projections
  • Allocated overhead costs on a quarterly and annual basis for seven stores and two corporate locations
  • Calculated bi-weekly Payroll for 40+ employees, created and distributed W-2's and 1099's, and filed quarterly 941's, annual 940's, W3's and 1096's
  • Utilized GAAP to timely prepare quarterly and year-end financial reports
2007-072014-02

Business Owner, Bookkeeper and Consultant

Powell Bookkeeping Services
  • Standardized entrepreneurial business objectives, and streamlined start-up operations, processes and procedures, and infrastructure development in a wide range of industries including medical, IT, hospitality, fitness, and retail.
  • Ensured timely payment of Accounts Payable and receipt of Accounts Receivable for 5-10 clients at a time, including collections
  • Produced GAAP compliant quarterly and annual financial reports for management and tax purposes
  • Created budgets and variance reports that were specific to clients financial objectives
  • Reconciled all bank, credit card, and other liability accounts
  • Transformed many sets of neglected books into functional accounting records by performing complex clean-ups