Experience

Connect Business Solutions, LLC

• United States
• Accounting
• 1 - 100 Employee

• Account Manager

  • Aug 2022 - Present

  -Perform monthly bank reconciliations and balance sheet reconciliations. -Ensure that monthly financial reports are sent out in a timely manner to stakeholders. This includes A/R and A/P reports, balance sheet and P&L statement. -Complete the onboarding process for new hires, including compiling all paperwork, running through e-verify, setting up payroll and reimbursements. -Run semi-monthly payroll in Quickbooks -Interface with clients weekly about improving processes, cash flow position, budgeting and efficiency -Oversee accounting associates and provide training as needed on cash applications, collections processes and other duties -Generated monthly billing for multiple clients. This includes sending invoices to clients as well as following up on payments as needed -Streamlined a collections process for multiple clients -Record payments received from customers and manage payments to vendors -Oversee all general ledger activities and journal entries, including payroll journal entries semi-monthly. -Effectively utilized and mastered multiple accounting systems, including Quickbooks Online, Business Central, Service Fusion and Curo365 Show less



Academica West

• United States
• Education Administration Programs
• 1 - 100 Employee

• Account Manager

  • Nov 2021 - Jul 2022

  • Prepared and presented all financial reports to the Board and finance committee monthly. This included a cover page, balance sheet and P&L analysis • Prepared and presented budgets to the Board with analysis of current revenue and expenditures • Ensured that our reporting was accurate and transparent according to state and federal compliance laws • Established and maintained policies and procedures that were compliant with State and Federal procurement laws • Ensured accurate and timely financial reports for board and administration presentations, financial audits and government entities • Oversaw timely completion of account reconciliations • Ensured compliance with fiscal policies and procedures • Collect and submit documentation for state and federal education grants • Establish and maintain Board Relationships as well as administration • Assisted in transitioning/onboarding schools. This included assisting with payroll and benefits, reconciliation, bookkeeping, bond compliance, etc. Show less



SALT LAKE SCHOOL FOR THE PERFORMING ARTS

• United States
• Primary and Secondary Education
• 1 - 100 Employee

• Director Of Finance And Operations

  • Jul 2020 - Nov 2021

  • Oversaw all financial operations, including payroll, transparency, reporting, budgeting, bank reports and bank reconciliations. • Prepared and presented all financial reports to the Board of Trustees monthly. This included a cover page, balance sheet and income statement analysis, and a scoreboard showing trends for the fiscal year by using graphs • Prepared and presented budgets to the Board of Trustees • Ensured that our reporting was accurate and transparent according to state and federal compliance laws • Established and maintained policies and procedures that were compliant with State and Federal procurement laws • Assisted in many HR functions, including onboarding, benefits, retention, performance plans and employee handbook policies and procedures • Tasked with writing, uploading and requesting reimbursement for State and Federal Grants • Completed yearly fiscal audit according to GASB standards Show less



Charter Solutions Utah

• Riverdale, UT

• Business Manager

  • Oct 2019 - Jul 2020

  • Implemented processes that would ensure that the school was in compliance with State and Federal regulations regarding the procurement process • Assisted with managing budgets by providing general ledgers, banking reports, billing reports, payroll summaries, etc. • Assisted with reviewing and renewing contracts to ensure we were receiving cost efficient levels of service • Performed finance and accounting functions and maintained accounting records both physically and electronically. • Assisted with multiple financial audits for both restricted and non-restricted programs • Human Resources - Assisted in the onboarding process by providing employees with all of their disclosures, benefit information, background checks, etc. Assisted director with properly documenting employee terminations, write ups and post-employment issues. • Payroll - Processed payroll bi-monthly for all salary and hourly employees. Paid the IRS, USTC and other taxes and liabilities each payroll. • Reconciled all bank accounts monthly • Manually entered and coded all transactions into the Pelorus database and assisted with preparing general ledgers for the Utah State Board of Education Show less



Rivers Auto Solutions

• Greater Salt Lake City Area

• Administrative Assistant

  • Feb 2016 - Oct 2019

  Payroll - I processed and printed everybody's checks bi-weekly for multiple employees.I am familiar with salary employees, employees on piece rate, hourly employees and calculating bonuses. I am familiar with Payroll Experts and entering w-9’s etc. Accounting - Was in charge of accounts payable & receivable. I wrote and collected checks, made deposits and transferred money to and from accounts. I also kept our Quickbooks up to date and managed multiple accounts. Data Entry - Manually entered all incoming paperwork. This includes: receipts, purchases, cars sold, payroll paperwork, contracts for cars we sell, etc. Title Clerk - Prepared all titles for the DMV and other sources that we sold cars to. HR & Marketing - I assisted in filling out employee paperwork for claims pertaining to insurance, workmans comp, etc. I helped brainstorm ideas for better internal communication to help processes run more smoothly. I also followed up with customers and asked about their experience with us and asked for reviews. Parts Inventory - I assisted in helping to organize car parts in inventory and manually priced out each part and entered it into the system to sell to others. I learned how to invoice, take payments over the phone and in person. Office Work - I assisted in taking phone calls when needed. I helped organize and file paperwork. Everything correlated to an excel spreadsheet so everything could easily be located. Project Manager - I completed multiple projects for the company. From getting getting a safety and emissions machine up and running, helping mechanics get into the right classes for certification. We also changed our business name and I worked with many companies to update our sales tax licenses, our county and our state licenses, and updating all of our banking information accordingly. Show less



Conservice

• United States
• Utilities
• 700 & Above Employee

• Data Entry Specialist

  • Apr 2014 - Feb 2018

  Manually entered bills that the automated system could not because the bill deviated from the “norm.” Did a little bit of detective work, making occasional phone calls to utility companies to get service dates, reasons for unknown or unmarked adjustments, corrected billing, etc. I was paid piece rate based on how much work I completed accurately. Time management was essential in this position. I consistently upheld excellent standing with the company, being in the top ten processors every month and maintaining over a 99% accuracy. Show less