BoGwen Jolly

Accounting Manager at ElderCounsel, LLC
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Contact Information
us****@****om
(386) 825-5501

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5.0

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Laurie Graziano

BoGwen is an intelligent, hardworking and conscientious student. She also is an active and efficient officer of our Institute of Managerial Accountants-Student Chapter.

Jeanne Weber, OPBC,OSPC,CATC

BoGwen is highly professional and knowledgeable.She is detailed in her work and diligent in finding solutions. BoGwen strives for improvement in procedure, service and self. She is very capable in a lead position and also works well in groups as the situation dictates.BoGwen is a great asset to any organization.

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Experience

    • Legal Services
    • 1 - 100 Employee
    • Accounting Manager
      • Feb 2021 - Present

    • United States
    • Hospitality
    • 100 - 200 Employee
    • Financial Controller
      • Mar 2017 - Feb 2021

    • Accounting Manager
      • Nov 2009 - May 2017

      Accountant job duties include but are not limited to: •Accounts Payable •Accounts Receivable •Payroll – prepare payroll for vendor to process, track employee records, and file state reports. •Prepare month end financial statements. •Reconcile credit card statements. •Prepare and post journal entries. •Prepare and post 401(k) contributions. •Submit Washington combined excise taxes. •Assist CPA with year end review. •Respond to management requests for information. •Train clinic staff for making deposits and tracking revenue. Human Resource assistant duties include but are not limited to: •Preparing 401(k) distributions. •Reconcile medical and dental benefit invoices to payroll records. •Set up new employees in QuickBooks. •Enroll new employees in medical and dental benefits. •Research labor laws. Show less

    • United States
    • Software Development
    • 200 - 300 Employee
    • Senior Revenue & Contract Analyst
      • Oct 2005 - Jan 2008

      • Senior Revenue and Contract Analyst: providing accounting knowledge and procedure to a team of billing analysts in efforts of proper revenue and deferred revenue allocation. Contributing to decreasing the teams’ error rate from over 10% to nearly 1%. Lead person for an important integration project involving the merging of an acquired company’s accounting department. Including but not limited to G/L account reconciliations, ad hock reports, variance analysis & journal entry preparation. Received V.I.P award regarding the accomplishments made in this project. Show less

    • Lead Accountant
      • Jul 2000 - Oct 2005

      • Lead Accountant: Full charge accounting for multiple entities. A/R, A/P, G/L, budgeting and monthly/yearly financial statements. Managed the research and implementation of an accounting software upgrade from dos to windows. This upgraded allowed the accounting department to save valuable time which freed up current staff’s time to add more clients. Worked closely with external auditors for annual audits/reviews of multiple entities. Including catching an error regarding fund accounting balances in the CPA’s final financial statements. Managed the research and implementation of improved processes regarding receiving customer payments via lock-box. This was an annual savings of 20K and also allowed current staff to take on other projects. Lead the accounting department through significant growth periods where the company took on many new clients. Show less

    • Retail
    • 700 & Above Employee
    • Journeyman Produce Clerk
      • May 1990 - Jul 2000

      Produce Clerk, File Maintenance, Dairy Manager, and Cashier respectively. Experience stocking perishable produce, back-up file maintenance regarding signage and shelf pricing, experience in ordering and stocking dairy products and experience handling cash. Promoted from checker to Dairy Manager only 6 months after becoming checker. Received Journeyman status in the form of a merit raise 12 months after being promoted to the Dairy Manager position. Received numerous customer service awards and recognition for advanced productivity in the check stand. Received extensive customer service training while working for Safeway. Participated in a store leadership program called the round table. Show less

Education

  • Eastern Oregon University
    BS, Business Administration, Accounting
    2008 - 2010
  • Mt. Hood Community College
    A.A., Accounting
    1998 - 2000

Community

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