Experience

Formations

• United States
• Financial Services
• 1 - 100 Employee

• Senior Accounting Expert

  • Oct 2022 - Present

  Bellevue, Washington, United States



Leisure Care

• United States
• Hospitality
• 300 - 400 Employee

• Accounting Supervisor

  • Jul 2022 - Sep 2022

  Seattle, Washington

• Senior Accountant

  • Jun 2017 - Sep 2022

  Seattle, Washington •Produce timely & accurate monthly, quarterly, and annual financial reporting packages for a portfolio of 6-8 properties •Train community operational staff to understand financial statements •Prepare monthly cash projections, manage capital requests and distributions to ownership groups •Lead cash management analysis discussions with CFO, Controller, Operations Team, & investors •Present monthly financial statements to investors and ownership groups to discuss financial health &… Show more •Produce timely & accurate monthly, quarterly, and annual financial reporting packages for a portfolio of 6-8 properties •Train community operational staff to understand financial statements •Prepare monthly cash projections, manage capital requests and distributions to ownership groups •Lead cash management analysis discussions with CFO, Controller, Operations Team, & investors •Present monthly financial statements to investors and ownership groups to discuss financial health & budget variance analysis •Manage the interview and recruiting process, hiring, training, and mentorship for Accounting Specialist position •Participate in operations metric task force using historical analysis, data testing, and reporting to develop companywide metrics •Report annual unclaimed property to Department of Revenue for multiple states •Manage the annual audits for multiple communities, serving as the main contact for auditors •Successfully onboard and offboard new communities to and from other property management companies •Research, interview, and select experts to outsource annual personal property returns saving my teammates days of work annually •Complete monthly, quarterly, & annual sales & use tax filings •Prepare, present, and finalize annual budgets for four properties •Participate and provide feedback in interviews for cross-departmental positions •Oversee daily accounts payable entry and approve check runs for a portfolio of 6-8 properties •Mentor and train new senior & staff accountants •Complete monthly bank and balance sheet reconciliations with 100% accuracy, maintain supporting workpapers •Calculate monthly accruals and amortization of prepaid assets



Lakefield Veterinary Group and Best Friends Pet Hotel

• United States
• Hospitality
• 100 - 200 Employee

• Staff Accountant

  • Sep 2015 - Jun 2017

  Kent, WA •Produced monthly, quarterly, and year-end company financials •Recorded revenue for more than thirty pet care centers across the country and communicated with the Operations Team to resolve discrepancies •Compiled data to generate company-wide reports used for business planning and communication within the organization •Oversaw the monthly bank reconciliation process for all centers •Documented accounting processes for company-wide process manual •Completed annual audit;… Show more •Produced monthly, quarterly, and year-end company financials •Recorded revenue for more than thirty pet care centers across the country and communicated with the Operations Team to resolve discrepancies •Compiled data to generate company-wide reports used for business planning and communication within the organization •Oversaw the monthly bank reconciliation process for all centers •Documented accounting processes for company-wide process manual •Completed annual audit; addressed areas of improvement and implemented recommendations to enhance processes Show less



The Resource Group

• United States
• Software Development
• 1 - 100 Employee

• Staff Accountant

  • Oct 2013 - Aug 2015

  Renton, Washington •Analyzed monthly trial balance reports and financial statements at period-end •Assisted in preparing financial statements, year-end close, and annual budget •Managed accounts payables and accounts receivables, maintained less than 10% in past due balances •Processed bi-weekly staff payroll through the Paylocity system •Maintained current and accurate vendor records •Filed monthly and annual B&O Taxes, sales taxes, and 1099-MISC •Entered cash receipts and prepared bank deposit… Show more •Analyzed monthly trial balance reports and financial statements at period-end •Assisted in preparing financial statements, year-end close, and annual budget •Managed accounts payables and accounts receivables, maintained less than 10% in past due balances •Processed bi-weekly staff payroll through the Paylocity system •Maintained current and accurate vendor records •Filed monthly and annual B&O Taxes, sales taxes, and 1099-MISC •Entered cash receipts and prepared bank deposit daily with 100% accuracy Show less



Symetra

• United States
• Insurance
• 700 & Above Employee

• Contracts and Licensing Consultant

  • Sep 2012 - Sep 2013

  Bellevue, WA • Provided excellent customer service and maintained confidentiality of personal and financial information for insurance agents on a multi-line telephone system • Trained, monitored, and delegated tasks to new employees in the contracts and licensing department • Collaborated with team members daily to ensure consistency and exceptional customer service • Efficiently processed and maintained 50+ agent and agency applications daily with 99% accuracy • Provided verbal and written… Show more • Provided excellent customer service and maintained confidentiality of personal and financial information for insurance agents on a multi-line telephone system • Trained, monitored, and delegated tasks to new employees in the contracts and licensing department • Collaborated with team members daily to ensure consistency and exceptional customer service • Efficiently processed and maintained 50+ agent and agency applications daily with 99% accuracy • Provided verbal and written communication with agents to ensure state and internal procedures were maintained • Prioritized daily tasks and demonstrated time management to guarantee projects were completed efficiently • Prepared and summarized the daily metrics report for management use Show less



Department of Economics, Whitman College

• Research/Economics Assistant

  • Nov 2011 - Nov 2012

  Walla Walla, WA • Collected, organized, and analyzed financial data to determine returns on wine futures • Presented research paper for diversified audiences at the American Association of Wine Economists in Bolzano, Italy and at the Whitman Undergraduate Conference in April 2012 • Proactively offered assistance on multiple projects and assignments as appropriate



Whitman College

• United States
• Higher Education
• 400 - 500 Employee

• Costume Assistant

  • Sep 2010 - May 2012

  Walla Walla, WA • Conducted inventories research to help manage expenditures • Translated the designer’s ideas into finished product



Issaquah Parks and Recreation

• Assistant Camp Director

  • Jun 2011 - Aug 2011

  Issaquah, WA • Supervised 10-15 children per week • Collaborated with director and supervisors to develop an engaging, varied, and fun experience for children • Demonstrated flexibility and problem solving based on group and individual needs • Discussed child’s daily activities, projects, and trips with parents to promote transparency and communication • Designed and executed weekly projects within a set budget



Costco Wholesale

• United States
• Retail
• 700 & Above Employee

• Front End Assistant

  • Jul 2008 - Jan 2010

  Covington, WA • Maintained high productivity standards • Provided outstanding customer service • Utilized in multiple departments due to flexibility and adaptability