Senior Accountant

• Aug 2023 - Present

Accounting Manager

• Sep 2021 - Jul 2023

Senior Property Accountant

• Jan 2020 - Aug 2021

Senior Accountant

• Jun 2019 - Jan 2020

Stax Inc. is a global management consulting firm serving corporate and private equity clients across a broad range of industries. The firm partners with clients to provide data-driven, actionable insights designed to drive growth, enhance profits, increase value, and make better investment decisions. Stax Inc. is a global management consulting firm serving corporate and private equity clients across a broad range of industries. The firm partners with clients to provide data-driven, actionable insights designed to drive growth, enhance profits, increase value, and make better investment decisions.

Senior Accountant

• Sep 2017 - May 2019

• Create imports for Vista to improve the monthly journal entry process• Supervise the staff accountant with month end reconciliations for North America• Build the monthly Work-In-Progress reports for active design and construction projects• Provide daily cash balances to the Corporate Controller and Chief Financial Officer• Work with project accountants and project managers to close projects in Vista that are complete• Import bi-weekly labor hours to the appropriate jobs• Review employee expense reports for any discrepancies with the company policy• File sales tax for multiple states• Monitor any state and city business licenses that need to be renewed• Match receipts to the monthly credit card statements Show less

Staff Accountant

• Oct 2016 - Aug 2017

-Prepared monthly reconciliations for East Region books-Filed monthly sales tax for various states-Entered and processed weekly expense reports for employees-Checked employee timecards bi-weekly for appropriate coding-Coded and paid operational accounts payable weekly-Filed 1099s on an annual basis

Property Accountant

• Jul 2014 - Oct 2016

-Provide monthly reports for residential, retail, and office properties -Create draw requests for properties in development -Enhanced bill back process for Management -Converted multiple properties to a new accounting software -Create Weekly Cash Balances for Property Managers -Perform Weekly Check Runs and Fraud Protection -Post Payments to Tenant Accounts -Create Invoices for Tenants with Outstanding Payments -Provide monthly reports for residential, retail, and office properties -Create draw requests for properties in development -Enhanced bill back process for Management -Converted multiple properties to a new accounting software -Create Weekly Cash Balances for Property Managers -Perform Weekly Check Runs and Fraud Protection -Post Payments to Tenant Accounts -Create Invoices for Tenants with Outstanding Payments

Financial Planning Intern

• Jan 2014 - May 2014

• Reviewing and updating client’s accounts • Converting client files into electronic portfolios • Using eMoney software to manage client connections • Reviewing and updating client’s accounts • Converting client files into electronic portfolios • Using eMoney software to manage client connections

Front Desk Receptionist

• Jan 2012 - Aug 2013

• Monitored payments by patients • Increased efficiency by processing monthly bills of patients to ensure proper billing • Grew insurance reimbursement by collecting insurance payments • Created patient charts categorizing patient needs (orthodontics, pay plans, oral surgery) • Monitored payments by patients • Increased efficiency by processing monthly bills of patients to ensure proper billing • Grew insurance reimbursement by collecting insurance payments • Created patient charts categorizing patient needs (orthodontics, pay plans, oral surgery)

Customer Service Representative and Trainer

• Jun 2007 - Aug 2011

• Trained new employees on cash register process • Inspected and updated inventory on a daily basis • Reported directly to department manager • Trained new employees on cash register process • Inspected and updated inventory on a daily basis • Reported directly to department manager