Carlee Atteberry

Director of Operations at National Ovarian Cancer Coalition
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Contact Information
us****@****om
(386) 825-5501
Location
Forney, Texas, United States, US
Languages
  • English Native or bilingual proficiency

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Bio

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Credentials

  • HubSpot Marketing Software
    HubSpot Academy
    Aug, 2021
    - Nov, 2024

Experience

    • United States
    • Non-profit Organizations
    • 1 - 100 Employee
    • Director of Operations
      • Apr 2023 - Present

      Provides guidance and management to five multi-functional teams including accounting, gift processing, resources/inventory, and online peer-to-peer fundraising configuration. Plans, evaluates, monitors, and forecasts budgets for the organization and 10 regional cost centers to achieve financial objectives.Implemented Program Management/Impact Metrics Tracking for Nationwide Programs.Implementation of CRM, Peer to Peer fundraising, and Financial Reporting software.System administration and integrations of CRM, Peer to Peer fundraising, and Financial Reporting software.Development of training guides and processes. Show less

    • Senior Manager of Operations
      • Apr 2019 - Jul 2023

      Coordinate all aspects of 501 c3 non-profit accounting programs, guarantee accurate and timely processing. Provide guidance and management to five multi-functional teams including accounting, gift processing, resources/inventory and online peer to peer fundraising configuration. Implementation of CRM, Peer to Peer fundraising, and Financial Reporting software.System administration and integrations of CRM, Peer to Peer fundraising, and Financial Reporting software.Development of training guides and processes. Show less

    • Accounting Manager / Data Operations Manager
      • Oct 2016 - Apr 2019

      Coordinate all aspects of 501 c3 non-profit accounting programs, guarantee accurate and timely processing.Provide guidance and management to three multi-functional teams including accounting, database, and online peer to peer fundraising configuration. Development of training guides and process maps.Project management of peer to peer websites and CRM configuration.

    • Accounting Specialist
      • Mar 2014 - Oct 2016

      Leads annual audit process with external auditors to ensure a clean and timely audit.Liaison with Executive team and other departments to create annual and program budgets.Oversees the daily accounting activities required to maintain the accuracy of the general ledger.Generates accurate and timely monthly, quarterly and year end reports to ensure fiscal transparency and compliance has been met for the organization.Serves as project lead with development and Implementation of Standard Operating Procedures (SOP’s) in relation to expense management, approval polices, and other accounting policies when applicable.Prepares and adjusts journal entries for income & expenses that have been entered into accounting databaseConducts monthly bank reconciliations for bank accounts.Manages and maintains assets, restricted funds, cash advances, payroll allocations and shared cost allocations.Prepare year-end tax reports (Forms 1096 and 1099) and sales taxes.Works directly with Leadership Team, Development Team, and other departments within the organization. Show less

    • Finance & Accounting Coordinator
      • Jul 2013 - Mar 2014

      Posted A/R into QuickBooksPrepared income batches for deposit to bank accounts.Ensured that income batches deposited are verified against postings within bank accounts.Ensured all necessary office supplies are ordered in a cost effective and timely manner.Coordinated and maintained employee timesheet data; preparation of consolidated timesheet for bi-weekly payroll processing.Lead the project of maintaining adequate insurance coverage for general liability as well as specific programs and exposures.Served as point lead for coordinating event accounting supplies, equipment, materials for the organization. Served as staff point person for all travel, hotel and other logistical issues related to internal and external meetings.Served as liaison on contracts, drafting process and oversight of vendor agreements, and expense payment agreements for non-event business matters.Lead annual state renewal process by maintaining, organizing and collating all forms relation to the solicitation of funds and foreign entity process. Supported annual audit tasks. Show less

    • United States
    • Retail
    • 700 & Above Employee
    • Tax Associate
      • Jan 2018 - Apr 2018

      Conducted face-to-face tax interviews with clients Prepared complete and accurate tax returns Generated business growth, increasing client retention, and offered additional products and services Supported office priorities through teamwork and collaboration Conducted face-to-face tax interviews with clients Prepared complete and accurate tax returns Generated business growth, increasing client retention, and offered additional products and services Supported office priorities through teamwork and collaboration

    • United States
    • Real Estate
    • 700 & Above Employee
    • Staff Accountant
      • Aug 2010 - Jul 2013

      Coordinated and managed 7 HOA accounting services. Ensured all community budgets were zero based, maintained communication with stakeholders for any communities with a deficit budget. Analyzed expense allocations for 153 HOAs and prepared journal entries on the modified accrual accounting basis monthly. Maintained accounting practices ensuring all standards were followed. Prepared all month end financials for HOAs. Promoted from Collections Associate to Staff Accountant. • Outstanding Customer Service award. • Increased department productivity by 8% by implementation of a new method for entering interest information into the accounting system. • Activated crime and general liability policies for 153 HOAs by amortizing interest-bearing insurance loans. • Reconciled 300 bank statements monthly, provided daily reconciliation of accounts payable. • Mapped and cross referenced 400,000 GL accounts for a nationwide accounting system migration. Show less

    • Law Practice
    • 1 - 100 Employee
    • Litigation Paralegal
      • Oct 2005 - Aug 2008

      Supported 7 attorneys in the litigation department preparing pleadings, motions and liaised between the court systems and attorneys. Promoted from case manager assistant to paralegal. Supported 7 attorneys in the litigation department preparing pleadings, motions and liaised between the court systems and attorneys. Promoted from case manager assistant to paralegal.

  • AJ's Wrecker Service
    • Duncanville, TX
    • Payroll
      • Jun 2004 - Oct 2005

      Processed weekly payroll for 90 employees, ensured accurate transmission of federal taxes. Maintained compliance with all state and federal payroll regulations. Processed weekly payroll for 90 employees, ensured accurate transmission of federal taxes. Maintained compliance with all state and federal payroll regulations.

Education

  • Northwestern State University
    Bachelor of Science (B.S.), Accounting
    2008 - 2009
  • Richland College
    Accounting Clerk Certificate, Accounting
    2004 - 2008
  • Mesquite High School
    Diploma - Ex2 Program, General
    2000 - 2004

Community

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