Experience

Los Angeles Business Journal

• United States
• Newspaper Publishing
• 1 - 100 Employee

• Controller

  • Jan 2023 - Present

  - Manage all aspects of the corporate accounting and finance functions for two separate entities (Los Angeles Business Journal and San Fernando Valley Business Journal) - Process bi-monthly payroll for all employees - Produce a monthly financial statement package for the Publisher and Owner - Reconcile balance sheet accounts on a monthly basis - Monitor and record intercompany transactions between entities - Review financials for completeness and accuracy and post accruals and… Show more - Manage all aspects of the corporate accounting and finance functions for two separate entities (Los Angeles Business Journal and San Fernando Valley Business Journal) - Process bi-monthly payroll for all employees - Produce a monthly financial statement package for the Publisher and Owner - Reconcile balance sheet accounts on a monthly basis - Monitor and record intercompany transactions between entities - Review financials for completeness and accuracy and post accruals and adjusting entries as necessary - Review daily cash reports compiled by staff accountant to be submitted to owner - Monitor accounts receivable and ensure collections process is followed timely Show less



New Directions Behavioral Health

• United States
• Mental Health Care
• 200 - 300 Employee

• Director of Finance

  • May 2019 - Sep 2022

  Overland Park, KS - Lead the annual company budget process - Create and distribute monthly budget vs. actual reports to department leaders with variance analysis - Update monthly board of directors PowerPoint for financial results - Act as the finance liaison for designated business segments and work with leadership to ensure appropriate staffing and budget adherence - Complete monthly line of business reporting to allocate all costs and revenue appropriately in order to create a profit and loss… Show more - Lead the annual company budget process - Create and distribute monthly budget vs. actual reports to department leaders with variance analysis - Update monthly board of directors PowerPoint for financial results - Act as the finance liaison for designated business segments and work with leadership to ensure appropriate staffing and budget adherence - Complete monthly line of business reporting to allocate all costs and revenue appropriately in order to create a profit and loss statement for each line of business - Managed a team of six direct reports and four indirect reports - Oversaw functional areas of payroll, accounts payable, and accounts receivable - Completed all state reporting requirements for company tax incentives on quarterly and annual basis - Managed the company-wide compensation plan that awards annual merit increases and bonus payouts to employees - Completed a successful system conversion from Microsoft Dynamics SL to SAP Business ByDesign

• Manager, Accounting

  • Feb 2018 - May 2019

  Kansas City, Missouri - Analyzed financial statements to identify and reconcile variances, including budget-to-actual, month-over-month, and year-to-date. - Calculated monthly accruals for long-term incentive plans for executives based on current company valuation and percent of compensation allocated per executive. - Performed monthly revenue recognition process to accurately record revenue for the period and defer revenue to future periods as required. - Reconciled balance sheet accounts on a monthly… Show more - Analyzed financial statements to identify and reconcile variances, including budget-to-actual, month-over-month, and year-to-date. - Calculated monthly accruals for long-term incentive plans for executives based on current company valuation and percent of compensation allocated per executive. - Performed monthly revenue recognition process to accurately record revenue for the period and defer revenue to future periods as required. - Reconciled balance sheet accounts on a monthly basis. - Performed quarterly analysis of outstanding receivables and record accrual for allowance for doubtful accounts. - Maintained all corporate insurance policies, working closely with broker to ensure coverage is sufficient and accurate based on business growth and respond to requests for insurance information for existing customers as well as RFPs. - Managed all aspects of accounts payable, accounts receivable, and payroll. - Improved processes and procedures for all accounting functions in order to increase efficiency.

• Senior Accountant

  • Nov 2015 - Jan 2018

  Kansas City, MO - Performed all functions relating to accounts receivable, including customer payment application, invoicing, and interacting with customers. - Processed accounts payable by obtaining payment approvals, coding expenses, and entering invoices for payment. - Processed payroll for over 500 employees on a bi-weekly basis. - Participated in the implementation process for a new Payroll, Human Resources, Succession Planning, and Performance Management system conversion. - Calculated and… Show more - Performed all functions relating to accounts receivable, including customer payment application, invoicing, and interacting with customers. - Processed accounts payable by obtaining payment approvals, coding expenses, and entering invoices for payment. - Processed payroll for over 500 employees on a bi-weekly basis. - Participated in the implementation process for a new Payroll, Human Resources, Succession Planning, and Performance Management system conversion. - Calculated and posted monthly journal entries including deferred revenue, adjusting journal entries as required, and quarterly allowance for bad debt entries. - Maintained comprehensive insurance coverage for the company, filed claims, and updated coverage as needed.



Cobalt Ventures

• United States
• Venture Capital and Private Equity Principals

• Senior Accountant

  • Jan 2015 - Jun 2015

  Kansas City, Missouri Area - Provided accounting services for six companies under a portfolio - Responsible for all customer billings - Performed monthly account reconciliations - Prepared month-end financial statements and distribution to six company presidents - Created and posted month-end journal entries - Coded accounts payable invoices and coordinated payment terms with individual companies - Responsible for coordinating intercompany transactions, including allocations, eliminations, and… Show more - Provided accounting services for six companies under a portfolio - Responsible for all customer billings - Performed monthly account reconciliations - Prepared month-end financial statements and distribution to six company presidents - Created and posted month-end journal entries - Coded accounts payable invoices and coordinated payment terms with individual companies - Responsible for coordinating intercompany transactions, including allocations, eliminations, and billing - Reconciled cash activity for six bank accounts and two sweep accounts including ACH and wire transfer activities - Assisted with the external audit and responded to audit requests for all companies Show less



Vince and Associates Clinical Research, Inc.

• Staff Accountant

  • Sep 2012 - Dec 2014

  Overland Park, KS - Prepared budgets for new and prospective research studies. - Created and implemented a new payment process for all study participants. - Revised the process for recording study participant visits leading to a new revenue recognition process. - Invoiced customers and study sponsors based on terms and requirements specific to them. - Reconciled balance sheet accounts on a monthly basis. - Prepared monthly journal entries. - Participated in the month-end closing process. -… Show more - Prepared budgets for new and prospective research studies. - Created and implemented a new payment process for all study participants. - Revised the process for recording study participant visits leading to a new revenue recognition process. - Invoiced customers and study sponsors based on terms and requirements specific to them. - Reconciled balance sheet accounts on a monthly basis. - Prepared monthly journal entries. - Participated in the month-end closing process. - Assisted in the accounts payable process as needed. - Issued 1099 statements at year-end. Show less



Searles Valley Minerals

• United States
• Mining
• 200 - 300 Employee

• Financial Analyst

  • Sep 2011 - Sep 2012

  Overland Park, KS - Managed approximately 60 customer accounts. - Posted all cash received on a daily basis. - Communicated with customers regarding account status and payments. - Created commissions reports for international sales.



Security Benefit

• United States
• Financial Services
• 400 - 500 Employee

• Intern

  • Nov 2010 - Aug 2011

  Topeka, KS - Scanned, labeled, and indexed documents. - Worked in a high volume, fast paced environment. - Prepped documents for other employees; worked in a team setting.



CoreFirst Bank & Trust

• United States
• Banking
• 100 - 200 Employee

• Customer Sales Associate

  • Mar 2010 - Apr 2011

  Topeka, KS - Conducting various banking transactions for customers - Providing information regarding different saving and lending options - Safeguarding and accounting for the assets of the company