Experience

Axeon Corporation

• United States
• Professional Training and Coaching
• 1 - 100 Employee

• Senior Account Executive

  • Jun 2019 - Present

  PROFESSIONAL QUALITY TRAININGLead & Internal AuditorISO 9001:2015AS9100D / AS9120A / AS9110CISO13485:2016ISO14001:2016ISO45001:2018IATF16949:2016CONSULTINGISO Registration PreparationRevision transition, procedural documentation updateQuality Management System Implementation (ISO, AS, IATF, etc)Continuous ImprovementFDA Registration, 510(k), EU MDR, MDSAPNADCAPINTERNAL AUDITSInternal Audits to ISO / AS Standards and Regulatory ComplianceMedical Device Single Audit Program (MDSAP)2nd Party Audits of Supply ChainAudit Consulting Assistance for 3rd party certifications (CB, ANAB)

• Account Executive

  • Feb 2019 - May 2019



Nexant

• United States
• Oil and Gas
• 100 - 200 Employee

• Project Analyst II

  • Feb 2018 - Feb 2019

  • Direct and coordinate high-volume rebate processing and incentive check runs• Oversee the management and supervision of the rebate processing team leads• Provide high-level coaching/training processes to increase overall team efficiency and accuracy. • Innovator of new and improved processing techniques to continue to push for higher efficiency and greater accuracy across all energy efficiency programs• Coordinate weekly meetings with utility clients across the US to continue to deliver excellent service and customer satisfaction • Review periodic bank reconciliations, Form 1099 processing, cash and bank functions to ensure proper handling of all accounting procedures in accordance to GAAP• Manage processing team utilization to achieve the correct balance of billable time vs employee leave• Weekly analysis of client funding to effectively budget and forecast program incentive requirements

• Project Analyst

  • Apr 2014 - Feb 2018

  • Manager of incentive and fulfillment processing of over $60 million in incentives for energy efficient utility company programs.• Prepare 1099 forms for all incentive recipients that require 1099 reporting according to IRS regulations• Complete/Reconcile 17 client GL, Balance Sheet, Bank Statement to ensure proper handling and compliance of client funding.• Report energy savings numbers on a monthly basis to clients• Oversees team to ensure handling and mailing of incentive checks• Review bank statements, handle bank transfers, adhere to strict accounting principles to ensure complete compliance for all cash handlings• Authorize all accounting functions such as cash receipts, journal entries, adjusting journal entries, and accounts receivable invoices.



KPB | Equities

• Staff Accountant

  • Sep 2013 - Apr 2014

  • Worked on an accounting team for an angel investor managing financial reporting for various entities under KPB, LLC• Ran all processes for high volume accounts payable through QuickBooks for all invested start-up companies• Completed accounts receivable functions for companies that had online retails sales • Used QuickBooks to maintain accurate inventory tracking and provided recommendations for future inventory needs and purchases• Maintained all day to day transactions for multiple entities through necessary journal entries, reconciliations, reporting, and data entry• Kept track of all expenses and made recommendations for future growth by analyzing working capital and cash flow reports• Prepared information tax returns reporting 1099 contract labor paid by all entities• Ran weekly and monthly meetings with entity managers/owners to discuss financial goals



Good Shepherd Homecare-Hospice

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Accounts Payable Coordinator

  • Oct 2011 - Sep 2013

  • Performed all accounts payable procedures by tracking, recording, and paying vendor invoices through QuickBooks• Maintained checking, savings as well as GL accounts• Recorded payroll expense for both SL and Vernal employees• Created necessary journal entries to book all expenses and transactions for day to day operations • Performed all accounts payable procedures by tracking, recording, and paying vendor invoices through QuickBooks• Maintained checking, savings as well as GL accounts• Recorded payroll expense for both SL and Vernal employees• Created necessary journal entries to book all expenses and transactions for day to day operations



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Bilingual Teller

  • Oct 2009 - Sep 2011

  • Completed customer transactions such as deposits, transfers, payments, withdrawals, and various account maintenance• Sought out customer needs and offered products to increase customer satisfaction• Balanced cash drawer daily• Performed closing procedures each night (balance vault and cash machine, check drawers, lock door, lock vault, run reports etc.) • Completed customer transactions such as deposits, transfers, payments, withdrawals, and various account maintenance• Sought out customer needs and offered products to increase customer satisfaction• Balanced cash drawer daily• Performed closing procedures each night (balance vault and cash machine, check drawers, lock door, lock vault, run reports etc.)