Nikita Dates
Faith-Led Agency Builder | Mentoring Ambitious Professionals | Recruiting Specialist | Financial Strategists | Developing Leaders 🕊️
- Role
- Finance Manager at 2020 Companies
- Location
- Carrollton, TX, US
- LinkedIn followers
- 500 followers
About Nikita Dates
Too many families wait until it’s too late — and that’s when the GoFundMe pages start.We’ve all seen it. Someone passes unexpectedly, and the family is left raising money online just to say goodbye.That’s why I became known as “The No More GoFundMe Chick.”I help women and families protect what they’ve worked hard for and build financial confidence that lasts.Life insurance isn’t about dying — it’s about living with peace.It’s about making sure your loved ones inherit stability, not stress.If you’ve ever thought, “I’ll handle that later,” let’s talk now.Because preparation isn’t pressure — it’s love— Nikita DatesHelping Women & Families Build Peace, Protection, and Financial Confidence
Experience
Finance Manager
Apr 2023 — Present
Responsible for leading, coaching, training, and developing the team to ensure success. • Monitor and ensure compliance with Generally Accepted Accounting Principles (GAAP) • Organize complex information in a strategic and compelling way. • Partner with sales to fully understand underlying assigned business segments and operational processes, to enhance and modify sales management process. • Manage relationships with business partners for business reviews with • Review and analyze gross margin results at a program level to ensure accuracy, understand trends, and identify margin opportunities. • Assist business owners with SOW (Statement of Work) preparation for merchandising projects which includes preparing financials, costing and margin analysis for each project. • Responsible for various tax filings such as sales/use and gross receipts tax and unclaimed property reporting
Education
DeVry University
Bachelor's degree, Business Administration and Management, General
2006 — 2008
Keller Graduate School of Management of DeVry University
Masters, Accounting and Financial Management
2009 — 2011
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