Experience

Frontida Assisted Living

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

• Accounting Controller

  • Sep 2022 - Present

  United States • Cultivate a team environment while leading and supporting the accounting department Manage accuracy and productivity of daily activities by creating policies and procedures that support the growth of the company • Encourage effective leadership by educating managers on decisions that can impact the company’s overall health • Prepare and develop financial reporting packages for multiple assisted living communities • Present and provide insight into monthly financial reporting to… Show more • Cultivate a team environment while leading and supporting the accounting department Manage accuracy and productivity of daily activities by creating policies and procedures that support the growth of the company • Encourage effective leadership by educating managers on decisions that can impact the company’s overall health • Prepare and develop financial reporting packages for multiple assisted living communities • Present and provide insight into monthly financial reporting to senior leadership team, owners, and executive directors • Safeguard company assets by implementing disciplines of internal audits, controls, and checks across all departments • Monitor and manage daily corporate cash flow activities • Produce annual budget by collaborating with other departments to understand the daily operations, analyzing expenses, and forecasting large capital expenditures • Coordinate the provision of information to external partners for audits, reviews, and tax preparation Show less



Specialized Accounting Services, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Client Controller

  • May 2020 - Sep 2022

  Kenosha, Wisconsin, United States • Review and reconcile all balance sheet accounts for 54+ clients every month • Read financial statements to find areas for improvement, strengths within their business, and accuracy of accounting records • Create personal connections with our clients so that we can create tailored goals for each business as well as provide them the guidance to achieve those goals • Educated our clients on how to read, understand and utilize financial statements so that they can make solid financial… Show more • Review and reconcile all balance sheet accounts for 54+ clients every month • Read financial statements to find areas for improvement, strengths within their business, and accuracy of accounting records • Create personal connections with our clients so that we can create tailored goals for each business as well as provide them the guidance to achieve those goals • Educated our clients on how to read, understand and utilize financial statements so that they can make solid financial decisions • Streamline internal processes to meet the accuracy, timelessness, and relationship standards set by our company Show less



VPC

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Controller

  • Mar 2019 - May 2020

  Kenosha,WI • Review forecasting reports to make cash disbursement decisions for open AP invoices • Create and enter GL entries needed in order to close the monthly financials • Audit the completed account reconciliations for all P&L and balance sheet accounts to ensure accuracy • Provided workflow documentation to improve cross-departmental communication throughout the company • Scope out and lead the implementation of a new ERP system • File and process all sales tax returns for 36 US… Show more • Review forecasting reports to make cash disbursement decisions for open AP invoices • Create and enter GL entries needed in order to close the monthly financials • Audit the completed account reconciliations for all P&L and balance sheet accounts to ensure accuracy • Provided workflow documentation to improve cross-departmental communication throughout the company • Scope out and lead the implementation of a new ERP system • File and process all sales tax returns for 36 US states and 4 Canadian provinces • Maintain some of the daily responsibilities from my previous position

• Accounting Manager

  • Apr 2018 - Mar 2019

  Kenosha, WI • Provide financial analysis tools in order to forecast incoming revenue and maintain cash flow • Improve internal accounting practices and ensure those practices are in line with the company's goals • Manage all aspects of the account department while promoting a strong team environment • Complete bank and credit card reconciliations with in the QuickBooks system • Review customer credit applications and make decisions based on D&B reports and credit reference • Assist in… Show more • Provide financial analysis tools in order to forecast incoming revenue and maintain cash flow • Improve internal accounting practices and ensure those practices are in line with the company's goals • Manage all aspects of the account department while promoting a strong team environment • Complete bank and credit card reconciliations with in the QuickBooks system • Review customer credit applications and make decisions based on D&B reports and credit reference • Assist in special projects to help the company make sound decisions

• Accounting Assistant

  • Nov 2017 - Apr 2018

  Kenosha, Wisconsin • Find weaknesses within the companies procedures and provide solutions • Create manuals and provide virtual training for other team members to use • Reconcile daily bank transactions to ensure accurate accounting information and monitor cash flow • Audit billing batches from our sales programs to our accounting programs to ensure accurate invoicing • Analyze and maintain commissions modules to ensure correct payroll reports • Complete collection calls to lower outstanding… Show more • Find weaknesses within the companies procedures and provide solutions • Create manuals and provide virtual training for other team members to use • Reconcile daily bank transactions to ensure accurate accounting information and monitor cash flow • Audit billing batches from our sales programs to our accounting programs to ensure accurate invoicing • Analyze and maintain commissions modules to ensure correct payroll reports • Complete collection calls to lower outstanding accounts receivables • Take on any additional accounting projects or task requested of me



Leman USA Inc.

• Accounts Payable Specialist

  • Dec 2015 - Nov 2017

  Sturtevant, WI • Ensure the company’s systems interface with each other correctly using Microsoft Excel • Understand and review open invoices so they can be properly coded for the General Ledger accounts • Code and enter approved invoices into the accounting system • Assist in the reconciliation of bank statements and open GL accounts • Process payments to vendors via checks, ACH and credit card • Scan documents into the accounting system to maintain documentation for auditing purposes •… Show more • Ensure the company’s systems interface with each other correctly using Microsoft Excel • Understand and review open invoices so they can be properly coded for the General Ledger accounts • Code and enter approved invoices into the accounting system • Assist in the reconciliation of bank statements and open GL accounts • Process payments to vendors via checks, ACH and credit card • Scan documents into the accounting system to maintain documentation for auditing purposes • Complete any additional task that might be needed within the accounting group

• Ocean Import Coordinator

  • Nov 2014 - Dec 2015

  Sturtevant, Wisconsin • Coordinate the movement of ocean import shipments crossed international waters • Understand and complete ISF (Importer Security Filing) documentation on required shipments within the given time frame • Complete insurance certifications on shipments that requested insurance on their cargo and complete insurance claims if required • Utilize time management and customer service skills to manage multiple shipments • Keep reports accurate and up to date • Complete billing in a… Show more • Coordinate the movement of ocean import shipments crossed international waters • Understand and complete ISF (Importer Security Filing) documentation on required shipments within the given time frame • Complete insurance certifications on shipments that requested insurance on their cargo and complete insurance claims if required • Utilize time management and customer service skills to manage multiple shipments • Keep reports accurate and up to date • Complete billing in a timely manner



DB Schenker

• Transportation, Logistics, Supply Chain and Storage
• 700 & Above Employee

• Sales Import Coordinator

  • Oct 2013 - Nov 2014

  Oak Creek, Wisconsin • Clearly communicate with different countries to quote and move international shipments • Prepare presentations and reports for our sales teams using Microsoft PowerPoint, Excel and Word • Contact multiple vendors to compare pricing and services to find the most competitive price available • Provide excellent customer service to every customer • Create invoices for billing purposes using the company’s software programs • Provide support to the sales team with any additional… Show more • Clearly communicate with different countries to quote and move international shipments • Prepare presentations and reports for our sales teams using Microsoft PowerPoint, Excel and Word • Contact multiple vendors to compare pricing and services to find the most competitive price available • Provide excellent customer service to every customer • Create invoices for billing purposes using the company’s software programs • Provide support to the sales team with any additional projects as needed Show less



Diversey

• United States
• Chemical Manufacturing
• 700 & Above Employee

• Data Coordinator

  • Jun 2013 - Aug 2013

  Racine, Wisconsin • Searched through images to gather information about a product and input it into an Excel document for uploading into their search engine • Work with other departments to verify the accuracy of data that was being updated and transferred into the document • Created reports within Microsoft Excel to provide to management



Sam's Auto Shop LLC

• Assistant Accounting Manager

  • Jul 2011 - Apr 2013

  Racine, Wisconsin • Enter daily cash flow activities into a Microsoft Excel spreadsheet for documentation requirements • Create and maintain the company’s sales reports using Quicken • Provide the accountant with the necessary documents to file taxes and complete payroll • Answer phones, confirm appointments and process payments • Contact vendors for supplies needed for customer jobs • Creating invoices used to bill customers • Assisting in collections of past due invoices



CNH Industrial Capital

• Italy
• Financial Services
• 700 & Above Employee

• Data Entry Clerk

  • Jun 2010 - Jul 2011

  Racine, Wisconsin • Preformed general office duties • Maintained large amounts of data and input it the company’s internal parts system • Organized and distributed daily reports • Assisted the buyers as needed



Shopko

• Cashier

  • Oct 2009 - Jun 2010

  Racine, Wisconsin • Assisted customers and provided excellent customer service • Completed monetary transactions • Sold warranties for products • Stocked inventory and maintained a clean and presentable work area