Charlotte D

A highly versatile professional with a robust background in financial administration, tax compliance, and educational support, seeking to leverage extensive experience in accounting and community service to contribute to tribal operations. My career is defined by a unique blend of precision-based financial roles—including Tax Preparer, Accounting Assistant, and Accounting Clerk—and human-centric service as an Elementary School Teacher Aide and SDPI (Special Diabetes Program for Indians) Coordinator. I possess a proven track record in managing complex data, ensuring regulatory compliance, and fostering positive community outcomes.

I am committed to utilizing my analytical skills and dedication to public health and education to support the mission and economic goals of the tribe.

Diabetes Coordinator at Duckwater Shoshone Health Department (2025-07 – Present)

• Maintained accurate patient databases to track the efficacy of diabetes prevention interventions, resulting in a measurable increase in community participation.
• Managed SDPI grant budgets, ensuring 100% compliance with federal reporting requirements and optimizing resource allocation for community wellness programs.
• Coordinated cross-departmental health fairs and educational workshops, serving as the primary liaison between clinical staff and tribal members to improve health literacy.

Accounting Assistant at Whittlesea Bell & Company (2024-08 – 2024-11)

• Reconciled accounts daily, ensuring accuracy and financials stability. Recorded transactions, identifying and addressing financial concerns.
• Prepared detailed financial statements for management insights.
• Supported accounts payable and receivable processes efficiently.
• Conducted bank reconciliations, maintaining precise financial records.
• Automated recurring journal entries.

Tax Preparer at H & R Block (2022-04 – 2023-04)

• Prepare tax returns, ensuring compliance with laws, enhancing client satisfaction. Educate clients on tax implications of life events, fostering informed decisions.
• Assist clients with IRS audits, resolving issues efficiently. Ensured due diligence with my clients.
• Analyze financial documents, identifying deductions for optimal returns. Collaborate with team for comprehensive tax solutions, improving service quality.
• Streamlined tax preparation process by implementing systematic document review protocols, reducing processing time while maintaining accuracy standards

Family Operations Manager at Self-Employed (2017-06 – 2022-04)

• Strategic Resource Allocation: Managed a household budget, ensuring fiscal responsibility through meticulous expense tracking and long-term financial planning.
• Logistics & Schedule Coordination: Orchestrated complex daily schedules for a family of four, including multi-site transportation, medical appointments, and educational commitments, ensuring 100% on-time delivery.
• Project Management: Led the research, evaluation, and procurement of essential services and educational resources, consistently negotiating contracts to optimize quality and cost-efficiency.
• Crisis Resolution & Adaptability: Developed and implemented contingency plans for unpredictable events, demonstrating high-level problem-solving skills and the ability to maintain productivity under pressure.

Elementary School Substitute at Duckwater Shoshone Elementary School (2016-09 – 2017-06)

• Followed curriculum tailored to each student from Kindergarten-8th grade.
• Assist students with hands-on activities, improving comprehension and problem-solving. Create a safe, encouraging environment, promoting discipline and positive behavior.
• Administer assessments, quizzes and tests to gauge student capability, ensuring curriculum alignment.
• Maintain organized spaces to boost productivity and uphold safety standards.
• Developed individualized learning strategies for diverse student groups, strengthening academic performance and classroom participation.
• Implemented targeted intervention programs to support struggling learners, leading to marked improvement in core subject comprehension.

Accounting Clerk at Whittlesea Bell & Company (2008-06 – 2011-01)

• Entered data accurately, reducing errors and improving database reliability. Verified and classified data, enhancing precision in record-keeping.
• Streamlined data collection, boosting entry efficiency and accuracy. Resolved discrepancies, ensuring consistent data quality.
• Collaborated with teams to optimize data flow, supporting business operations.
• Managed monthly bank reconciliations and financial statement preparation while maintaining strict compliance with accounting standards
• Restructured filing systems and documentation procedures, creating a more accessible and organized financial information framework via scanned documents

Insurance Agent Administrator at New York Life Insurance (2006-09 – 2007-11)

• Entered data accurately, reducing errors and improving database reliability. Verified and classified data, enhancing precision in record-keeping.
• Streamlined data collection, boosting entry efficiency and accuracy. Resolved discrepancies, ensuring consistent data quality.
• Collaborated with teams to optimize data flow, supporting business operations.
• Managed monthly bank reconciliations and financial statement preparation while maintaining strict compliance with accounting standards
• Restructured filing systems and documentation procedures, creating a more accessible and organized financial information framework via scanned documents

Store Manager at Aldo Groupe (2005-09 – 2011-01)

• Lead store operations, boosting sales by 12% through strategic merchandising and team leadership. Enhanced customer satisfaction by 25%, implementing staff training and efficient service protocols. Managed inventory effectively, reducing waste and optimizing stock levels for high-demand products. Developed and executed promotional campaigns, increasing foot traffic and brand visibility.
• Resolved complex customer issues swiftly, maintaining a positive store reputation and loyalty.
• Led store operations, developed high-performing teams, and implemented strategic sales initiatives that drove sustained business growth and customer satisfaction.
• Fostered strong team relationships, mentored staff development, and created an inclusive work environment that promoted excellence in customer service.
• Cultivated an exceptional customer service culture through personalized conflict resolution and proactive issue management.
• Analyzed market trends to design targeted promotional campaigns, substantially increasing store footfall and strengthening brand presence.
• Analyzed customer purchase patterns to refine product mix and promotional timing, leading to improved inventory turnover.

Healthcare Accounting – Ultimate Medical Academy (2023-09 – 2025-02)

Accounting – University of Arizona (2005-09 – 2011-05)

Biotechnology, Biochemistry – University of Nevada Las Vegas (2004-01 – 2005-09)

Human Anatomy, Chemistry – Brigham Young University (2001-09 – 2005-06)

High School – Eureka County High School (2001-09 – 2005-06)