Experience

• 

  CSD & Co., CPA

  • Grand Junction, Colorado, United States

  • Senior Tax Accountant

    • Dec 2021 - Present
    • Grand Junction, Colorado, United States

• 

  Baldwin & Associates CPA's, LLC

  • Grand Junction, Colorado, United States

  • Accounting Manager

    • May 2020 - Dec 2021
    • Grand Junction, Colorado, United States

• 

  Autopaychecks, Inc

  • Grand Junction, Colorado

  • Payroll Tax Assistant & Bookkeeper

    • Jun 2019 - May 2020
    • Grand Junction, Colorado

    • Specialist in payroll tax for approximately 300 clients year-round.o Opening tax accounts for clients federally and on state level in multiple states.o Paying clients’ taxes to multiple tax agencies by scheduled due date.o Federal and state reporting on a semi-weekly, monthly, quarterly, and annual basis.o Reconciliation of payroll tax accounts.• Sole internal bookkeeper and record keeper.o Reconciling GL and posting journal entries.o Main point of contact for A/R and A/P for clients.• Payroll software implementation specialist for new clients.o Building client platforms within the software to include payroll functions, timekeeping, employee on-boarding, benefits, and GL exports.o Speaking with clients to resolve issues with the software and adding additional functions.o Payroll processing as needed.

• 

  Wilson & Wilson, CPA

  • Fairbanks, Alaska

  • Bookkeeping Manager

    • Nov 2017 - May 2019
    • Fairbanks, Alaska

    •Primary bookkeeper/accountant for approximately 40 clients year-round. o Payroll processing.o Federal and state reporting on a semi-weekly, monthly, quarterly, and annual basis.o Paying clients’ taxes to multiple tax agencies by scheduled due date.o Preparation of financial reports (balance sheets, income statements, budgets) as requested and monthly account reconciliation. Assessment of client transactions based on reports used to make recommendations to clients or report fund disbursement to federal grant agencies. Compilation of reports with engagement letter explaining the reports in common language to the client.o Main point of contact for A/R and A/P for clients.o Coordination with other agencies on clients’ behalf for travel, meeting spaces, financial reporting, and legal reports.o Investigate complex transactions for fraudulent activities.• Individual income tax return processing and examination for approximately 30 clients.

• 

  Far North Alpine Ventures dba Ski Land

  • Fairbanks, Alaska

  • Business Manager

    • Sep 2016 - Nov 2017
    • Fairbanks, Alaska

    •Primary bookkeeper/accountant for the business. o Preparation of financial reports (balance sheets, income statement, budgets) as requested and quarterly after account reconciliation. Explanation to GM and business owners the reports in common language.o Forecasting the costs versus revenue and presenting a budget to the owners for monetary support.o Main point of contact for A/R and A/P including check signing.o Managing purchasing and inventory of goods to be sold through implementation of new point of sale software.o Payroll tracking, editing, and submission to third party for processing.• Primary business manager for the company including head of human resources.o Responsible for employee recruitment, interviews, and on-boarding process.o Creation of company’s employee handbooks and operational forms based on organizational needs and legal compliance.o Direct managing of approximately four employees in the rental department.o Main point of contact for employees as human resource representative.

• 

  Sports Authority

  • Fairbanks, Alaska

  • Operations Manager

    • Nov 2015 - Jul 2016
    • Fairbanks, Alaska

    • Audit the store weekly for compliance of policies and procedures.o Areas monitored include point of sale, cash control, payroll, sport services, delivery and assembly, safety, physical security, receiving, pricing, asset control, and ship-from-store.o File all paperwork in the store as according to the company retention guidelines.• Manage the scheduling of a budgeted payroll for the staff of approximately 35 employees. o Responsible for submission of accurate time-sheets to corporate, bi-monthly.• Responsible for employee recruitment, interviews, and on-boarding process.• Manage the sales floor of approximately 15 employees.• Sell ammunition and firearms following a NICS check.

• 

  Aeropostale

  • United States
  • Retail
  • 700 & Above Employee

  • Assistant Store Manager (Operations)

    • Mar 2015 - Nov 2015

    • Perform monthly loss prevention audits on the store to ensure compliance of company policies and procedures as well as competent employee training.o Monitor the inventory and adjust for theft as necessary.• Monitor the payroll budget and adjust scheduling as needed.• Manage the sales floor of approximately six employees.• Daily tender reconciliation and bank deposit preparation.• Receive and send shipment by following company standard.

  • Store Manager

    • Mar 2014 - Feb 2015

    • Manage a budgeted payroll for the entire staff of approximately 20 employees including scheduling of staff.• Manage the sales floor of approximately six employees.• Weekly reporting, analysis, and forecasting of store metrics.o Implementing strategic goals to boost store revenue.o Set individual goals with employees and conduct formal and informal performance evaluations.• Responsible for employee recruitment, interviews, and on-boarding process.• Daily tender reconciliation and bank deposit preparation.• Ordering store supplies based on necessity while staying within a budget.