Experience

MD2 Concierge Medicine
• United States
• Medical Practices
• 1 - 100 Employee
• Accounting Supervisor

  • Apr 2022 - Present

Greenwood, Ohlund & Co., LLP
• Staff Accountant

  • Oct 2019 - Mar 2022


VWC P.S.

• United States
• Accounting
• 1 - 100 Employee

• Staff Accountant

  • May 2017 - Sep 2019

  • Perform multi-client bookkeeping – full cycle accounts payable and receivable, multi-site payroll processing for 5 – 150 employees including form 940 and 941 preparation, bank reconciliation, general ledger entry, chart of accounts management, cash level management, financial statement preparation and annual 1099 and 1098 preparation. Software used includes Quickbooks Desktop and Sage. • Tax preparation - federal tax forms 1040, 1041, 1065, 1120S and 990PF preparation using Wolters Kluwer CCH ProFx and Engagement software. Clients include high net worth individuals and businesses in construction, health care and entertainment. Show less



Wyndham Vacation Ownership

• United States
• Hospitality
• 700 & Above Employee

• Sales Operations Manager

  • Sep 2013 - May 2017

  • Manage duo of sales and marketing supervisors to oversee site operations and maintain adequate staffing levels. Scope of team responsibilities includes: -Tour reception and assignment -Gifting management and controls -Contract processing, credit controls and processing and cash management -Marketing contract and event administration -Customer service -Deposit management and processing • Responsible for helping to prepare the site overhead in all departments for the annual budgets. Review and approve check requests, expense reports, vendor billing and cash reconciliation. Ensure proper expense management with a focus on margin and adherence to overhead budgets. • Monthly business unit financial statement review and analysis for up to four business units • Sales reporting, reconciliation, forecasting • Commissions, SPIF and payroll review and analysis • Communicate, review and validate the month end close process • Foster collaboration amongst key roles at the site including Recruiting, Quality Assurance, Sales, Marketing and Resort Operations. • Site timekeeping controls, audit and review • Responsible for site facility maintenance and management, ensuring proper ordering and control of supplies, refreshments, file management, transportation (as required) and basic vendor agreements. • Organize and/or plan site events including quarterly awards dinners and annual holiday parties. • Cross site auditing and mentorship • Maintain employee paperwork and personnel records as well as uniform management • Partner closely with HR for onboarding, sales and marketing performance management, compensation plan management, accident and emergency response. Experience with managing within the Seattle Sick and Safe Ordinance and minimum wage increase. • Raised annual site compliance audit score from a 65 to 84 in first year then to a 94 and 95 in subsequent years. • Timeshare License Management Show less



Car Toys, Inc.

• United States
• 1 - 100 Employee

• Accounts Receivable Manager

  • May 2012 - Aug 2013

  • Directly manage four employees to oversee $48 million in cell phone commission and car audio installation receivables annually for car audio retailer • Due to prior high departmental turnover, began hiring for 75% of the staff count upon hire. Reviewed and distributed departmental responsibilities among team members, trained and coached team members, set annual goals for each employee, established regular department and individual meetings and performed annual reviews. Resolved conflict and developed corrective action plans • Facilitated receivables portion of annual audit which was expanded by outside auditor to cover previous three years of financial statements. Also facilitated receivables portion of two bank audits • Completed a line item GL account reconciliation of all cell phone carrier accounts covering previous three years. Worked to reconcile Trade AR account • Shepherded the reinstatement of cell phone carrier commissions process to include calculating expected commissions based on sales, booking accruals, reconciling accruals to payments, submitting payment disputes, booking deactivated lines and preparing write offs • Established a hard close process for the AR Team and implemented a cash application policy to ensure that cash receipts balanced to the bank by day 3 of the close cycle. Previous deadline was 10 days • Calculate and prepare monthly journal entries, review team entries prior to Oracle upload. Created templates used for performing monthly account reconciliations • Reestablished and refined lapsed controls reporting to Operations, fraud reporting to Risk Management and DSO reporting for management and the bank • Currently facilitating implementation of new credit card processor and new collections company Show less



Papillon Airways

• United States
• Civil Engineering

• Accounts Receivable Manager

  • Dec 2006 - Apr 2012

  • Managed $19 million in domestic and international receivables annually for a helicopter tour operator. In 2011, 83% of receivables were current, with another 16% collected by 30 days • Indirectly supervised a staff of three to execute invoicing, statement preparation, dispute resolution, cash application, adjustments, chargeback disputes, vendor management and audit of annual marketing rebates • Performed annual cash handling audit for five or more operations units • Prepared NV Sales & Use Tax, AZ Trans tax, Federal 720 Tax and USDOT surveys on a monthly basis • Assisted in monthly balancing of reservations system to the general ledger in Great Plains Dynamics • Reconciled monthly inter-company balance and check-swap • Prepared monthly journal entries, accruals and balance sheet account reconciliations • Performed journal entries, reconciliations and FRx financial statements for two related companies • Upon hire, reconciled six months of pricing disputes in the amount of $250K and prepared AR for migration from MS SBF to MS Great Plains Show less



Detto Technologies

• Software Development
• 1 - 100 Employee

• Accounting Analyst

  • Jun 2002 - Dec 2006

  • Managed Accounts Payable and Accounts Receivable for small ($3mil/yr) software developer using Microsoft Great Plains accounting software • Responsible for monthly reconciliation of cash, AR, AP and factor liability accounts • Calculated monthly journal entries for cash accounts and AP/AR accruals • Managed Accounts Receivable PO system, from customer requests through invoicing • Served as back-up to the Controller/Human Resources for payroll processing (ADP) • Managed Executive expense accounts and accounting for employee advances • Responsible for invoice approval and coding, weekly check runs and wire transfers • Calculated and paid quarterly Worker’s Compensation premiums Show less



Coca Cola Enterprises

• United States
• Manufacturing
• 1 - 100 Employee

• Full Service, Marketing Accounting Assistant

  • Jan 2000 - Jun 2002

  • Member of the team responsible for implementation of a new accounting system to accurately capture marketing expenses in a per-unit financial analysis. • Supervised entry of over 5000 local and division-wide marketing programs into an Oracle database. • Primarily responsible for balancing Oracle data to division general ledger. Regularly exceeded corporate goal of 2% variance between system financials and GL. • Trained marketing staff in 23 branches on new system to ensure accurate data reporting. • Created monthly journal entries for Key Account marketing accruals. • Responsible for compiling B&O Taxes, assisted in preparation of WA State transportation tax. • Managed special contract billing, bringing the collection ratio up to 96%. • Successfully implemented and maintained the AS 400 national full service vending reporting program. Show less