Experience

Point Blue Conservation Science

• United States
• Research
• 100 - 200 Employee

• Grants & Contracts Accountant

  • May 2021 - Present



Title Nine

• United States
• Retail
• 100 - 200 Employee

• Payroll Specialist and Accountant

  • Dec 2015 - May 2021

  -Process biweekly, multi-state payroll through ADP Workforce Now for 400+ employees, ensuring accuracy of non-exempt timecards, new hires, rate/status changes, terminations, PTO accruals, and wage garnishments-Manage quarterly and year-end adjustments to ensure compliance with Federal and State taxation as well as HSA, FSA, and 401(k) contribution limits. Ensure accuracy and manage distribution of W-2s-Accurately process Families First Coronavirus Relief Act leave payments and provide supporting documentation for Payroll Protection Program loan application and forgiveness process-Advise on payroll-related topics, activate new earnings/deduction/tax codes in payroll system, and map to GL file-Facilitated new 401(k) vendor implementation, ensuring accuracy of data feeds; ongoing initiation of funds transfer-Provide customized payroll reporting for the Finance and HR teams as needed-Generate revenue reporting for Retail and Direct channels as well as weekly inventory and variable labor reporting-Monthly reconciliation of cash and balance sheet accounts and amortization of prepaid and catalog expenses-Generate schedules, GL transactions, and supporting documentation for month-end close and audit preparation -Analyze variances in departmental income statements -Personal Property Tax, Business License, and Annual Report compliance for 25 locations in 11 states -Oversee Positive Pay verification of expense checks with the bank-Administered corporate credit card program resolving issues and ensuring correct coding of cardholder charges-Create and maintain documentation for reporting and processes; train new team members as needed

• Customer Service Assistant Manager

  • Mar 2010 - Nov 2015

  -Managed a team of 25 dedicated to providing customer-focused service by phone, chat, and email-Handled all aspects of hiring process from screening resumes, conducting phone and in-person interviews, checking references, making offers, and performing new hire orientations-Ensured appropriate work flow and prioritization of tasks throughout the department, administered annual reviews, and sought professional development opportunities for Customer Service representatives-Resolved complex inquiries and escalations using problem-solving and interpersonal communication skills-Analyzed daily department metrics to recognize accomplishments and suggest areas for improvement-Managed schedule and payroll with regard to department budget and participated in monthly P&L meetings-Participated in user acceptance testing, catalog proofing, and collaborated with departments company-wide to ensure an optimal customer experience

• Coach and Customer Service Representative

  • Sep 2009 - Mar 2010

  -Provided a personable, engaging customer service experience via phone, email, and live chat-Maintained knowledge of current product offerings in order to offer relevant suggestions that supported the customer's needs. -Trained new reps to successfully navigate our CommercialWare order entry system-Coached reps on customer engagement as well as how to diffuse escalated situations



Progressive Martial Arts

• Program Director and Instructor

  • Mar 2003 - Sep 2011

  -Taught lessons covering martial arts, self-defense, and social justice philosophy for youth and adults-Developed curriculum and evaluation tools based on physical training and youth development principles-Developed fiscal operating procedures with consultant, drafted operating budget and justification, and managed grant reporting and writing-Mentored new students in social justice education curriculum and community service requirements -Taught lessons covering martial arts, self-defense, and social justice philosophy for youth and adults-Developed curriculum and evaluation tools based on physical training and youth development principles-Developed fiscal operating procedures with consultant, drafted operating budget and justification, and managed grant reporting and writing-Mentored new students in social justice education curriculum and community service requirements



University of California, San Francisco

• United States
• Higher Education
• 700 & Above Employee

• Finance and Operations Coordinator, Clinical & Translational Science Institute

  • Feb 2007 - Dec 2008

  -Set up central administration office of new institute including the sourcing and purchasing of equipment and supplies-Managed submission of NIH 2590 annual progress report totaling $20 million which included collecting, editing, and formatting narratives, budgets, and budget justifications from 12 distinct programs-Meeting scheduling and coordination for seven-member CTSI Board of Directors-Monthly budget status reporting and general ledger reconciliation for five accounts-Main office contact with UCSF Accounting, IT support, and building maintenance-Managed listservs for administrators, faculty members, and program directors



Next Steps Marketing

• United States
• Book and Periodical Publishing
• 1 - 100 Employee

• Database Conversion Consultant

  • Dec 2006 - Jan 2007

  -Assisted with needs assessment interview with UC Berkeley professional journal -Built QuickFill subscription database architecture to client specifications-Managed data transfer and verification of 2,500 subscription records from FileMaker Pro to new QuickFill system -Assisted with needs assessment interview with UC Berkeley professional journal -Built QuickFill subscription database architecture to client specifications-Managed data transfer and verification of 2,500 subscription records from FileMaker Pro to new QuickFill system



Bitch Magazine: Feminist Response to Pop Culture

• Circulation Associate

  • Dec 2002 - Apr 2004

  -Trained all new staff and volunteers in the procedures of subscription fulfillment for a print run of 45,000-Managed all customer service inquiries, ensured appropriate acknowledgement of all orders and donations, and packed and shipped merchandise -Processed subscriptions and credit card transactions into FileMaker Pro and QuickBooks software -Trained all new staff and volunteers in the procedures of subscription fulfillment for a print run of 45,000-Managed all customer service inquiries, ensured appropriate acknowledgement of all orders and donations, and packed and shipped merchandise -Processed subscriptions and credit card transactions into FileMaker Pro and QuickBooks software



Oceanic Society Expeditions

• Local Programs Coordinator

  • Aug 2001 - May 2002

  -Managed all aspects of 2002 Gray Whale Watch season including contracts and scheduling for 20 naturalists and 3 boat captains, contractor payments, monthly bookkeeping, promotion, and event planning -Managed all aspects of 2002 Gray Whale Watch season including contracts and scheduling for 20 naturalists and 3 boat captains, contractor payments, monthly bookkeeping, promotion, and event planning