Experience

Copper Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Accountant

  • Apr 2023 - Present



Self-employed

• United States

• Small Business Consultant

  • Jan 2021 - Present

  I offer financial and consulting services to small businesses primarily businesses that want to modernized their work processes. Utilizing my background in Financial Accounting, I provide Back office support with the daily activities that are required to run a small business. I offer financial and consulting services to small businesses primarily businesses that want to modernized their work processes. Utilizing my background in Financial Accounting, I provide Back office support with the daily activities that are required to run a small business.



Visiting Angels

• United States
• Home Health Care Services
• 700 & Above Employee

• Accounting Manager

  • Apr 2019 - Jul 2023

  • Handles all office accounting responsibilities. • Examines Accounting statements to ensure accuracy. • Implemented electronic payments system, improving business cashflow • Works with third party Vendors to secure potential cost savings • Provides front facing customer support, IT support for administration, and financial analysis support for owner's business expansion ideas • Handles all office accounting responsibilities. • Examines Accounting statements to ensure accuracy. • Implemented electronic payments system, improving business cashflow • Works with third party Vendors to secure potential cost savings • Provides front facing customer support, IT support for administration, and financial analysis support for owner's business expansion ideas



Copper Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Staff Accountant

  • Mar 2022 - Oct 2022

  • Entry level Accountant position with established CPA firm. • Gained first hand experience with public accounting practices while pursuing my apprenticeship under a Certified Public Accountant. • Showed excellent team communication skills and quick understanding of general firm practices gaining the responsibility of more complex clients • Handled day to day client transactions for different industry businesses • Handled month end close preparation to be completed by upper management Show less



Stokes Automotive Group

• Motor Vehicle Manufacturing
• 1 - 100 Employee

• • Aug 2017 - Jul 2019

  • Prepare and present reports to CEO and CFO for use in costand P/L analysis;• Manage accounts for receivables and payables; createtrend reports for expense analysis across multiple sites • Primary overview focal for review, installation, and learning of new software, including vendor interface andtraining of company employees once installed;• Implemented flow reduction of invoice/payment cycle from fivedays to three days;.

• • Jul 2016 - Sep 2017

  • Coordinated with bank partners to ensure accuracy and completeness of financial transactions in car sales;• Prepared and maintained sales database for historical use across all company sites;• Reconciled customer Accounts Receivable

• • Apr 2016 - Jul 2016

  • Entry level role into Stokes Automotive at the VW dealership.Skills demonstrated - external/internal communication;coordination of customer requirements with shop capacity.



Petco

• United States
• Retail
• 700 & Above Employee

• Inventory Control Manager

  • Jul 2014 - Jan 2015

  • Managed 6-10 store employees while maintaining inventory accuracy and weekly reports to upper management; • Reconciliation of purchase order discrepancies with vendors. responsibilities. • Managed 6-10 store employees while maintaining inventory accuracy and weekly reports to upper management; • Reconciliation of purchase order discrepancies with vendors. responsibilities.



CVS Pharmacy

• United States
• Pharmaceutical Manufacturing
• 700 & Above Employee

• Shift Manager

  • Aug 2013 - Jul 2014