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Experience

    • United States
    • Medical Practices
    • 1 - 100 Employee
    • Staff Accountant
      • Jun 2012 - Present

      General accounting functions for small nonprofit and for profit companies including grants management, AR, AP, budgets, financial statements, benefits administration, PR, tax prep. Proficiency in Excel, Word, Quicken/QuickBooks, desk top and online. General accounting functions for small nonprofit and for profit companies including grants management, AR, AP, budgets, financial statements, benefits administration, PR, tax prep. Proficiency in Excel, Word, Quicken/QuickBooks, desk top and online.

    • GRANTS MANAGER
      • May 2010 - May 2012

      Responsible for financial coordination of over 25 grants with revenues in excess of $10M A/R, A/P, financial statements, budgets, proposals, contracts and awards administration. Funding requisitions, productivity analyses, statistical analyses. Responsible for financial coordination of over 25 grants with revenues in excess of $10M A/R, A/P, financial statements, budgets, proposals, contracts and awards administration. Funding requisitions, productivity analyses, statistical analyses.

    • United States
    • Leasing Real Estate
    • 1 - 100 Employee
    • STAFF ACCOUNTANT
      • Apr 1997 - Apr 2010

      Directly responsible for financial planning, general accounting, and budget development. Administer multi-million dollar portfolio for high-wealth partners. Prepare special projects analyses (i.e. stock sales, investment returns, stock transfers). Prepare tax work papers for annual individual tax returns including 1099s, K-1s. Oversee Human Resource policies and procedures and maintain benefits plans. Maintain excellent ongoing relationships with brokers/managers of investment accounts.

Education

  • Miami University
    Bachelor's

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