Brittany Patrick, CPA
Accounting and Finance Contractor at Patrick Accounting Solutions- Claim this Profile
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Bio
Credentials
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Certificated Public Accountant
Arizona Board of Accountancy
Experience
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Patrick Accounting Solutions
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United States
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Accounting
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1 - 100 Employee
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Accounting and Finance Contractor
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Aug 2020 - Present
• Consulted at a revenue manager and/or Controller capacity at a variety of clients • Prepared and reviewed ASC606 revenue and deferred COGS schedules and Netsuite journal entries • Completed SSP analysis, asc606 commissions accruals, internal revenue memos, and reviewed Netsuite JEs. • Provided audit and acquisition requests • Prepared quarterly warranty analysis and monthly inventory reports • Provided audit and acquisition requests • Consulted at a revenue manager and/or Controller capacity at a variety of clients • Prepared and reviewed ASC606 revenue and deferred COGS schedules and Netsuite journal entries • Completed SSP analysis, asc606 commissions accruals, internal revenue memos, and reviewed Netsuite JEs. • Provided audit and acquisition requests • Prepared quarterly warranty analysis and monthly inventory reports • Provided audit and acquisition requests
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Senior Aerospace, Jet Products
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United States
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Aviation and Aerospace Component Manufacturing
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1 - 100 Employee
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Accounting Manager
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Nov 2019 - Jun 2020
• Created a new chart of accounts and prepared all financial uploads for the conversion from Visibility to Syteline with a March 2020 go live date • Re-did all account reconciliations and revamped the monthly review process to be in excel verses paper and a format that showed the detail that rolled up into the corporate categories • Main audit contact with the external auditors and coordinated all documentation and questions were pulled to ensure a successful audit • Directly managed staff of two accountants Show less
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SOCi, Inc.
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United States
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Software Development
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500 - 600 Employee
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Financial Controller
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Jun 2019 - Nov 2019
• Re-evaluated the company sales tax compliance with the recent 2018 changes in the economic nexus rule and led the VDA or tax registration process • Prepared the 2019 ASC606 memo and completed all YTD entries as well as completed the SaaS optics system automation of ASC606 going forward • Managed the accounting department and ensured financials were accurate and compliant with GAAP • Wrapped up 2019 audit and reviewed and booked all audit entries Prepared all 2018 tax documentation needed to complete the 2018 audit Show less
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ChiroTouch
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United States
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Software Development
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100 - 200 Employee
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Assistant Controller
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Jan 2018 - Jun 2019
• Oversaw all month end activities of seven entities that roll up into one • Managed a team of 14 of accounts payable, billing, acquisition accounting, or general accounting • Led the accounting and operational integration of acquisitions which involves the full purchase accounting evaluation and led the AR Billing system implementation rolling their system data into our systems; recent acquisition was a 6 month transfer agreement where I led the day to day project plan to complete integration from start to completion from Sage100 to Zuora for billing and Netsuite for reporting • Main contact for the auditors and tax company and led the process of data gathering for both • Went through ASC606 system implementation from Zuora to Revpro which started out as an internal integration effort that resulted in teaming up with Revpro; involved a lot of research, presenting proposed plans to become ASC606 compliant, system testing, and SSP (selling price) evaluation • Additional acquisition site implemented directly into Netsuite using the ASC606 Arm functionality with go live date 4/1/19 • Netsuite implemented as a replacement to Financial Force in February 2018 • Reviewed financials and discrepancies from budget month to month with CEO, CFO, and Controller • Teamed with General Manager of one of our acquisition sites to rewrite the contracts to have ASC606 wording and rolled out the process of contract documentation to the acquisition team Show less
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Republic Services
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United States
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Environmental Services
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700 & Above Employee
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Assistant Division Controller
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Jun 2015 - Jan 2018
Responsible for a hauling and recyclery division financial statements with annual gross revenue of 40 million in a business unit with 90 million plus two recently acquired complex recyclery locations • Led and manage a team of six employees in accounts payable, accounts receivable, and credit and collections including a division accountant • Oversaw monthly general ledger management including inter-company balance reconciliation and month end closing entries• Prepared annual budgets and monthly forecasts and explain variances to management • Prepared municipal proforma bids for potential service opportunities predicting operating income while adhering to the bid specs that are ultimately submitted to the township or city• Rolled out an area initiative to charge industrial customers a two ton minimum and performed two peer reviews and three audit preps for the northeast area• Presented monthly division financial statements to management and lead analysis discussions• Worked closely with operations and maintenance on special projects such as payroll or rerouting of the trucks to reduce operating costs• Ensured division is compliant with all SOX requirements and active contracts • Hands-on experience in billing, operational statistics analysis, and sales use tax filling Show less
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Finance Internal Auditor
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Feb 2014 - Jun 2015
• Planned and performed monthly field audits evaluating the processes at the business unit level• Discussed audit results with senior-level management in both written and verbal formats and recommend corrective action• Developed a new finance audit plan focusing more on audit risk and assisted with continued refinement of audit procedures• Prepared, maintained, and updated SOX process documentation and worked with the external auditors • Performed the on boarding process for new employees and led various audit engagements and projects• Developed an internal control test from scratch that allowed the external auditors to rely on the revenue review process of the corporate revenue system Show less
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Moss Adams LLP
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United States
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1 - 100 Employee
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Audit Staff Associate
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Sep 2012 - Jan 2014
• Performed various audit engagements including governmental, non-for-profits, and for-profit engagements for middle to small size clients • Specialized in manufacturing and technology clientele • Supervised one or more new staff and semi-senior accounts on assigned engagements and instructed them in work to be performed • Prepared the financial statements for many governmental and private companies • Performed various audit engagements including governmental, non-for-profits, and for-profit engagements for middle to small size clients • Specialized in manufacturing and technology clientele • Supervised one or more new staff and semi-senior accounts on assigned engagements and instructed them in work to be performed • Prepared the financial statements for many governmental and private companies
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Northern Arizona University
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United States
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Higher Education
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700 & Above Employee
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NAU Testing Center and Center For Business Outreach Administration
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Dec 2010 - Sep 2012
Performed personalized business plans for entrepreneurs in the area.Proctored exams and prepare weekly deposits.Managed accounts receivable for the computer training center.Checked in candidates for tests and training sessions.Computer Training Center Representative for the Economic Outlook Conference event held on a yearly basis.
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Student Instructor for Finite Mathematics
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Aug 2010 - May 2011
Attended class section and hosted 4 one-hour study sessions weekly.Prepared study guides and collaborated with faculty for course coordination.
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Western Refining
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United States
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Oil and Gas
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400 - 500 Employee
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Internal Audit Intern
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May 2011 - Aug 2011
• Performed reconciliations of general ledger to tax return • Completed internal SOX and audit reconciliation audits • Performed reconciliations of general ledger to tax return • Completed internal SOX and audit reconciliation audits
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Ameriprise Financial Services, Inc.
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United States
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Investment Banking
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1 - 100 Employee
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Financial Intern
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Dec 2009 - May 2010
Surveyed financial analyst’s work and created client financial plans. Participated in client meetings with financial planner. . Surveyed financial analyst’s work and created client financial plans. Participated in client meetings with financial planner. .
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United States Air Force
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United States
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Defense and Space Manufacturing
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700 & Above Employee
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Emergency Management Civil Engineering Squadron Intern
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May 2009 - Aug 2009
Examined financial spreadsheets to create and monitor budget. Purchased deployment gear and performed inventory count. Examined financial spreadsheets to create and monitor budget. Purchased deployment gear and performed inventory count.
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Education
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2011 - 2012
Northern Arizona University
MBA with an accounting emphasis -
2009 - 2011
Northern Arizona University, College of Business Administration
Accounting -
2008 - 2009
University of Dubuque
Accounting
Community
