Summary
Overview
Work History
Education
Skills
Consulting Contracts
Timeline
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Teresa Glantz

Aiken

Summary

Accounting professional with over 30 years' experience, many in nonprofit accounting. Highly knowledgeable in all aspects of accounting. Strong technical skills. Able to manage special projects as needed. Previous extensive supervisory experience. Talented analyst with strong problem-solving abilities.

Overview

32
32
years of professional experience

Work History

ACCOUNTING AND HUMAN RESOURCE MANAGER

Latinas in Tech (Nonprofit)
12.2023 - Current
  • Oversee all accounting and human resource functions for nonprofit organization
  • Work with other Leadership Team members to develop and implement company strategic plan
  • Prepare annual budgets and monthly budget variance reports
  • Develop policies and procedures for finance and human resources
  • Responsible for Human Resources policy development, employee benefits and payroll
  • Assist external auditors in first annual audit and assist in the preparation of 990 tax return
  • Manage fixed assets and inventory
  • Responsible for all financial reporting and analysis

FINANCIAL OPERATIONS ASSOCIATE

Supporting Strategies (Nonprofit)
06.2023 - 12.2023
  • Using QuickBooks Online, performed all accounting functions including accounts payable, accounts receivable, payroll and related taxes, budget preparation, and other functions and reporting as needed for multiple clients
  • Prepare and present financial statements for clients on a monthly basis
  • Meet with clients as needed to assist in financial planning and analysis

ACCOUNTING MANAGER

Hunter Recruitment Advisors
08.2022 - 06.2023
  • Position reports to President / Owner of company
  • All company employees work 100% remote
  • Responsible for all accounting and human resource duties
  • Performs all accounting functions including accounts payable, accounts receivable, payroll and related taxes, budget preparation, collections and reporting to President and other Leadership Team members
  • Handles all human resource functions, including onboarding new employees, offboarding and benefits
  • Created the company’s first employee handbook and accounting policies and procedures
  • Prepared company’s first budget and budget variance reports
  • Works with other Leadership Team members to set company goals and performance measures

CONTROLLER

Charlotte Works (Nonprofit)
10.2017 - 08.2022
  • Oversee all accounting and finance functions for nonprofit with annual state / federal budget of $10,000,000
  • Work with other Leadership Team members to develop and implement company strategic plan
  • Prepare annual budgets and monthly budget variance reports
  • Develop policies and procedures for finance as well as programmatic functions
  • Assist with Human Resources policy development, employee benefits and payroll
  • Work with subcontractors on budget development and monthly goals
  • Assist external auditors and state monitors in annual audits and preparation of 990 tax return
  • Manages fixed asset inventory
  • Responsible for all financial reporting and analysis

OFFICE MANAGER / ACCOUNTANT

Southern Servicing, LLC
01.2006 - 01.2012
  • Managed all day-to-day functions of real estate investment firm with offices in South Carolina, Florida and Michigan
  • Oversaw the marketing, underwriting, sale and servicing of over 3,000 properties nationwide
  • Reported financial information to owner, investors and external auditors monthly, quarterly and annually
  • Trained and supervised 15 employees in sales, underwriting, insurance, taxes, servicing and collections
  • Monitored underwriting in file reviews to ensure compliance with guidelines
  • Increased monthly revenue by over 100% to $175,000 per month in mortgage payments
  • Handled all payables due on distressed properties, securing agreements with water and tax departments in many municipalities for reduced payments, saving the company thousands annually

CHIEF FINANCIAL OFFICER

The Family Y Augusta (Nonprofit)
01.1998 - 01.2000
  • Handled day to day accounting functions including general ledger, financial statement preparation and payroll for large non-profit business
  • Increased receivables by 220% during first six months
  • Rewrote all policies and procedures to streamline workflow and increase efficiency
  • Supervised and trained three full time employees

ACCOUNTS PAYABLE MANAGER

Augusta Service Company
01.1996 - 01.1998
  • Responsible for all accounts payable functions for two large manufacturing companies
  • Supervised six employees
  • Assisted CFO with monthly financial statements
  • Streamlined approval and authorization of invoices to be paid by use of paperless system

CHIEF FINANCIAL OFFICER

The Aiken Center (Nonprofit)
01.1993 - 01.1996
  • Handled all accounting functions for non-profit substance abuse facility
  • Reported to S.C
  • State officials and other grantors on a monthly basis
  • Revamped reporting formats for ease of use and to supply more pertinent information
  • Supervised and trained six employees in Company policy and procedures

Education

B.S. - Business, Accounting

University of South Carolina
05.1985

Skills

  • Microsoft Word
  • Microsoft Excel
  • Microsoft PowerPoint
  • QuickBooks
  • QuickBooks Online
  • QuickBooks Time
  • Sage MAS90
  • Sage 300
  • PaperPort
  • NoteSmith
  • FileMaker Pro
  • Peachtree
  • SAP
  • Billcom
  • HubDoc
  • Gusto
  • Melio
  • Sfides
  • Team leadership
  • Staff management

Consulting Contracts

SENIOR ACCOUNTANT  TURBOCOATING CORPORATION MAY 2017 - OCTOBER 2017


ACCOUNTANT   CAROLINA DEVELOPMENT SERVICES,  FEBRUARY 2016 - JANUARY 2017


ACCOUN TANT  ACCOUNTEMPS AUGUST 2015 - NOVEMBER 2015


Timeline

ACCOUNTING AND HUMAN RESOURCE MANAGER

Latinas in Tech (Nonprofit)
12.2023 - Current

FINANCIAL OPERATIONS ASSOCIATE

Supporting Strategies (Nonprofit)
06.2023 - 12.2023

ACCOUNTING MANAGER

Hunter Recruitment Advisors
08.2022 - 06.2023

CONTROLLER

Charlotte Works (Nonprofit)
10.2017 - 08.2022

OFFICE MANAGER / ACCOUNTANT

Southern Servicing, LLC
01.2006 - 01.2012

CHIEF FINANCIAL OFFICER

The Family Y Augusta (Nonprofit)
01.1998 - 01.2000

ACCOUNTS PAYABLE MANAGER

Augusta Service Company
01.1996 - 01.1998

CHIEF FINANCIAL OFFICER

The Aiken Center (Nonprofit)
01.1993 - 01.1996

B.S. - Business, Accounting

University of South Carolina
Teresa Glantz