Experience

Sequoia Care

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Senior Accountant

  • Oct 2022 - Present

• Staff Accountant

  • Jan 2022 - Oct 2022

  (Previously CHS Therapy & Rehab) - Process monthly and consolidated financials for multi-entity organization- Prepare monthly journal entries for bad debt, health insurance, prepaids, leases, management fees, intercompany accounts, AP accrual, and miscellaneous accounts- Perform monthly reconciliations for the bank, fixed asset, payroll, and tax accounts, escalating discrepancies to the Controller- Process invoices monthly, make necessary adjustments, and reconcile and record revenue in Great Plains accounting system - Review and resolve overpayments and partial payments in accounts receivable accounts, including performing reconciliations of customer accounts, working closely with the internal Accounts Receivable Manager, and reaching out to customers to resolves discrepancies- Create new general ledger accounts in Great Plains accounting systems- Prepare cash entries daily, including customer payments, credits, debits, and write-offs- Research and resolve discrepancies between internal cash log and customer payments, making corrections to each system appropriately- Carry out payroll administration duties, including balancing and booking regular and special payroll entries- Played a key role in the annual audit, collecting data to fulfill auditor’s requests- Work as a team to carry out various processes and meet deadlines, as well as being able to adapt and quickly pick up coworkers' workload in the case of vacations, sick time, and family emergencies- Maintain a work-from-home role while efficiently completing month-end close and interim tasks in a timely manner, and improving self-sufficiency and problem-solving in a fully-remote environment Show less



Clayton & McKervey

• United States
• Accounting
• 1 - 100 Employee

• Staff Assurance Accountant

  • Nov 2020 - Dec 2021

  - Provided support across all phases of audits, reviews, and compilations for privately held middle-market clients in various industries (primarily manufacturing and technology) including planning, risk assessment, performing tests and walkthroughs, wrap-up and issuance - Ensured financial statement compliance with various recording frameworks, such as generally accepted accounting principles (GAAP) and Financial Reporting Framework (FRF) for SMEs - Maintained detailed audit work papers to document processes, testing, and results - Worked directly with clients, top management, and partners to relay and resolve complex engagement issues and provide timely client services and meaningful insights - Performed and issued employee benefit plan audit audits while actively corresponding with clients, audit team, and partners to meet tight deadlines - Created system process documents used to train new hires, as well as assisted in the development of audit programs for internal use in audit binders - Maintained a work-from-home role for one year while meeting client and industry deadlines, and improving communication and independent productivity in a remote team environment Show less



Eastern Michigan University

• United States
• Higher Education
• 700 & Above Employee

• Graduate Assistant

  • Sep 2019 - Apr 2020

  - Effectively lead students to academic success in the accounting and finance tutoring lab - Assisted 4 accounting and finance professors in planning lessons, reviewing student work, and maintaining confidential grade books - Effectively lead students to academic success in the accounting and finance tutoring lab - Assisted 4 accounting and finance professors in planning lessons, reviewing student work, and maintaining confidential grade books



Masco Cabinetry

• United States
• Wholesale Building Materials
• 500 - 600 Employee

• Accounting Intern

  • May 2019 - Aug 2019

  - Designed and implemented a new month-end report system using Oracle Business Intelligence and Excel Macros - Prepared monthly journal entries and reconciliations - Efficiently worked with a team to complete month-end close tasks in a quick and timely manner to provide to the publicly-traded parent company - Processed financial statements to provide to publicly-traded parent company - Designed and implemented a new month-end report system using Oracle Business Intelligence and Excel Macros - Prepared monthly journal entries and reconciliations - Efficiently worked with a team to complete month-end close tasks in a quick and timely manner to provide to the publicly-traded parent company - Processed financial statements to provide to publicly-traded parent company



Clayton & McKervey

• United States
• Accounting
• 1 - 100 Employee

• Assurance Intern

  • Jan 2019 - Apr 2019

  - Performed year-end financial statement audits, reviews, and compilations for small to midsize companies - Ensured financial statement compliance with various recording frameworks, such as generally accepted accounting principles (GAAP) or Financial Reporting Framework for SMEs - Completed audit workpapers by comparing to documentation and recording audit tests and findings - Contributed to team effort by accomplishing related results as needed - Performed year-end financial statement audits, reviews, and compilations for small to midsize companies - Ensured financial statement compliance with various recording frameworks, such as generally accepted accounting principles (GAAP) or Financial Reporting Framework for SMEs - Completed audit workpapers by comparing to documentation and recording audit tests and findings - Contributed to team effort by accomplishing related results as needed



Visteon Corporation

• United States
• Motor Vehicle Manufacturing
• 700 & Above Employee

• Internal Audit Intern

  • May 2018 - Oct 2018

  - Performed operational and compliance audits at Visteon Headquarters, a publicly-held company - Managed ISO quality control audit, including performing tests and interviewing department heads, identifying control weaknesses and provided value-added suggestions for remediation - Documented audit testing results in work papers in a timely manner and responded to manager review comments - Assisted in the development of various audit programs for operational and compliance audits - Practiced international communication with Japan finance team and Portugal audit team. Additionally, travelled with the audit team to Japan to perform a 2-week SOX audit Show less



Link Engineering Company

• United States
• Industrial Machinery Manufacturing
• 200 - 300 Employee

• Accounting Intern

  • May 2017 - Apr 2018

  - Assisted in software transition from Visual and Sage to Epicor, utilizing Excel functions, including pivot tables and VLOOKUP, to import 8 years of raw data from 3 entities to migrate to the new accounting software - Researched and balanced all monthly bank and payroll reconciliations using Excel - Prepared monthly journal entries - Processed monthly and quarterly financial statements for multi-entity organization - Assisted in software transition from Visual and Sage to Epicor, utilizing Excel functions, including pivot tables and VLOOKUP, to import 8 years of raw data from 3 entities to migrate to the new accounting software - Researched and balanced all monthly bank and payroll reconciliations using Excel - Prepared monthly journal entries - Processed monthly and quarterly financial statements for multi-entity organization



Charming Charlie

• United States
• Retail
• 700 & Above Employee

• Sales Associate

  • Mar 2016 - Jun 2017

  - Trained 3 new associates to perform sales methods and cashier duties - Handled cash and credit card payments daily - Effectively worked with team to meet hourly, daily, weekly, and monthly sales goals - Trained 3 new associates to perform sales methods and cashier duties - Handled cash and credit card payments daily - Effectively worked with team to meet hourly, daily, weekly, and monthly sales goals