Summary
Overview
Work History
Education
Skills
Certification
Activities
Timeline
Generic

Rachel Creasy

North Wilkesboro,NC

Summary

Exceptionally dedicated professional with strong interpersonal, communication, and organizational abilities. Proven track record of cross-functional collaboration to achieve critical objectives. Adept at solving complex problems and delivering results both independently and as a valued team member.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Chief Finance Officer

Elkin City Schools
12.2023 - Current
  • Provides district leadership, the Local Board of Education, building-level administrators and others with appropriate guidance, policies and procedures related to financial matters.
  • Prepares and maintains the school district annual budget; analyzes and costs the local boards and local superintendent’s initiatives and ensures appropriate and allowable funding sources. Manages all activity for a balanced budget that is in compliance with the School Budget and Fiscal Control Act.
  • Analyzes various financial, personnel and student data and records for leadership decision-making. These analyses are used in preparation of reports as required for submission to local, state, federal oversight agencies and/or superintendent and board.
  • Maintains a payroll system in compliance with state and federal laws and regulations, including the Fair Labor Standards Act and the Internal Revenue Service Code, as well as procedures related to salary and absence data required by the State Board of Education.
  • Oversight of the school system purchasing and contract procedures to ensure compliance with local, state, and federal policies.
  • Ensures compliance with the Federal funding expenditures to ensure compliance of federal regulations including Uniform Grant Guidance and specific grant requirements.
  • Maintains the general ledger system, including adjusting journal entries, budget adjustments, chart of account maintenance, and reconciliation of general ledger accounts to ensure accurate account balances and adherence to general accepted accounting principles (GAAP). Utilizes a complex chart of accounts and recognizes and researches appropriateness of accounts codes on payroll expenditures, payroll collections, and non-salary expenditures and determines required steps for resolution.
  • Responsible for the year-end financial statements for the annual independent audit and the school system’s Annual Comprehensive Financial Report (ACFR). Provides auditors (independent, state and/or federal) all required reconciliations and other client prepared materials.
  • Maintains all system-wide bank accounts and ensures timely and accurate reconciliation of all bank and balance sheet accounts.
  • Ensures the quality of fiscal operations at the individual schools, through periodic audit reviews of fiscal records and ensures corrective action is taken, as necessary.
  • Managed employee benefits and retirement programs. Assist in new hire onboarding, qualifying life event changes, and annual open enrollment processes. Ensured compliance with DPI, state, and federal regulations, maintained accurate records in HR/payroll systems, and served as a liaison between employees, vendors, and the Retirement Systems Division to resolve benefit-related issues.

Indirect Tax Accountant

Lowe's Companies, Inc.
05.2022 - 11.2023
  • Preparation and remittance of all sales and use tax returns and environmental fees along with all associated payments by the statutory due dates. Additionally, remitted unclaimed property returns.
  • Preparation of business licenses for new and renewing business activities.
  • Research various financial activities to identify issues, explain findings to principal accountants, managers, and directors to determine resolution.
  • Maintain appropriate supporting documents, provisions, and other details for returns, payments, accounting transactions and entries for future audit purposes.
  • Communicate effectively within the team, across other functions, and with external parties to ensure alignment.
  • Work with applications to handle large amounts of data and analyze and review prior to return preparation.
  • Review job procedures consistently to identify potential improvements that will increase the accuracy and efficiency of all assigned tasks.
  • Perform analysis (i.e., historical, forecasting, impact, etc.) and reconciliations to support monthly, quarterly, or annual closing cycles according to prescribed rates, laws, and regulations.
  • Trained new hire and assisted in trainings in regard to new software implementation.

Office Manager

DTELC
08.2017 - 05.2022
  • Maintain bookkeeping databases and spreadsheets by updating information as needed. This includes updating payroll records by entering employee information and tracking disbursements.
  • Assist in estimating the financial needs of the company and to create a budget to support in meeting goals (kitchen upgrade, playground fencing, additional classroom, etc.)
  • Distribute payments as needed while also resolving discrepancies with payments and maintained record of invoices.
  • Assisted with the completion of payroll for employees and validating timesheets. Additionally, issued W-2 forms to employees.
  • Collected payment from customers and accurately record it while ensuring receipts for payments were issued.
  • Prepared bank deposits while keeping cash stored in a secure location until it is deposited.
  • Coordinated and scheduled meetings and appointments.

Education

Doctor of Business Administration - Accounting And Finance

Jacksonville University
08.2027

Master of Business Administration -

University of North Carolina At Greensboro
08.2023

Bachelor of Science - Accounting

University of North Carolina At Greensboro
08.2021

Bachelor of Science - Finance

University of North Carolina At Greensboro
08.2021

Skills

  • Proficient in Microsoft Office Suite: Word, Excel, and PowerPoint
  • Experienced with LINQ
  • Strong knowledge of Generally Accepted Accounting Principles (GAAP)
  • Excellent written and verbal communication skills
  • Effective problem-solving and analytical abilities
  • Highly organized and detail-oriented
  • Dependable with strong time management skills
  • Skilled in computer networking and technical troubleshooting

Certification

  • Certified North Carolina Public School Finance Officer
  • Certificate in Accounting Clerk
  • Certificate in Computerized Accounting Clerk

Activities

  • Phi Theta Kappa
  • National Technical Honor Society
  • University Marshal

Timeline

Chief Finance Officer

Elkin City Schools
12.2023 - Current

Indirect Tax Accountant

Lowe's Companies, Inc.
05.2022 - 11.2023

Office Manager

DTELC
08.2017 - 05.2022

Bachelor of Science - Accounting

University of North Carolina At Greensboro

Bachelor of Science - Finance

University of North Carolina At Greensboro

Doctor of Business Administration - Accounting And Finance

Jacksonville University

Master of Business Administration -

University of North Carolina At Greensboro

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