Experience

Elite Roofing Supply

• United States
• Wholesale Building Materials
• 100 - 200 Employee

• Assistant Controller

  • Aug 2023 - Present

• Accounting Manager

  • Sep 2021 - Aug 2023

• Senior Accountant

  • Jun 2019 - Sep 2021

  • Prepare month end journal entries and account reconciliations. • Manage and track all fixed assets vs approved spend and budget and create report to review monthly with leaders. • Full accounting of affiliated equipment rental company including all journal entries, financial statements, account reconciliations, cash forecast, and monthly invoicing to the branches. • Create and update five year forecast of affiliated equipment rental company and communicate changes to the… Show more • Prepare month end journal entries and account reconciliations. • Manage and track all fixed assets vs approved spend and budget and create report to review monthly with leaders. • Full accounting of affiliated equipment rental company including all journal entries, financial statements, account reconciliations, cash forecast, and monthly invoicing to the branches. • Create and update five year forecast of affiliated equipment rental company and communicate changes to the director. • Prepare real property and business personal property payments and file business personal property statement annually. • Update and track all deferred lease schedules and tenant improvement allowances. • Initiate all ACH and wire vendor payments. • Drive the process to purchase new fleet assets and close funding tranches to finance past purchases. • Create month end reports for GL review and borrowing base support.



Breakthru Beverage Group

• United States
• Wholesale
• 700 & Above Employee

• Staff Accountant

  • Jun 2015 - Jun 2019

  • Manage the full month-end close process including journal entry preparation and posting, reconciliation of all balance sheet accounts and preparation of full financial statements and ensuring that the team stays on track to achieve the 5 day close each month. • Prepare final monthly financial statements and variance analysis for actual vs. budget vs. prior year with detailed explanations to present in the monthly meeting. • Verify and report monthly financial results to the corporate… Show more • Manage the full month-end close process including journal entry preparation and posting, reconciliation of all balance sheet accounts and preparation of full financial statements and ensuring that the team stays on track to achieve the 5 day close each month. • Prepare final monthly financial statements and variance analysis for actual vs. budget vs. prior year with detailed explanations to present in the monthly meeting. • Verify and report monthly financial results to the corporate office. • Coordinate the preparation of the regional financial package for three states which includes: Income Statement, top 10 suppliers, operating expenses by function, and overall summary and outlook of revenue, operating expenses, other income, and net income. • Track capital expenditures vs budget and put assets into service prior to running depreciation. • Audit sales commissions and communicate any variances to the corporate office to be included in the next run of payroll. • Creation of the full annual budget by GL account, cost center and month. • Prepare forecasts for operating expenses and other income. • Prepare real property and business personal property payments and file business personal property statement annually. • File and process unclaimed property annually. • Prepare market share report with data received from AZ Department of Revenue to Strategy VP. • Prepare, file and process payment for Transaction Privilege Tax and Luxury (gallonage) tax return. Show less • Manage the full month-end close process including journal entry preparation and posting, reconciliation of all balance sheet accounts and preparation of full financial statements and ensuring that the team stays on track to achieve the 5 day close each month. • Prepare final monthly financial statements and variance analysis for actual vs. budget vs. prior year with detailed explanations to present in the monthly meeting. • Verify and report monthly financial results to the corporate… Show more • Manage the full month-end close process including journal entry preparation and posting, reconciliation of all balance sheet accounts and preparation of full financial statements and ensuring that the team stays on track to achieve the 5 day close each month. • Prepare final monthly financial statements and variance analysis for actual vs. budget vs. prior year with detailed explanations to present in the monthly meeting. • Verify and report monthly financial results to the corporate office. • Coordinate the preparation of the regional financial package for three states which includes: Income Statement, top 10 suppliers, operating expenses by function, and overall summary and outlook of revenue, operating expenses, other income, and net income. • Track capital expenditures vs budget and put assets into service prior to running depreciation. • Audit sales commissions and communicate any variances to the corporate office to be included in the next run of payroll. • Creation of the full annual budget by GL account, cost center and month. • Prepare forecasts for operating expenses and other income. • Prepare real property and business personal property payments and file business personal property statement annually. • File and process unclaimed property annually. • Prepare market share report with data received from AZ Department of Revenue to Strategy VP. • Prepare, file and process payment for Transaction Privilege Tax and Luxury (gallonage) tax return. Show less



Bank of America

• United States
• Banking
• 700 & Above Employee

• Senior Claims Analyst

  • Sep 2008 - Jun 2015

  • Created a spreadsheet to track claim progress which was adopted by the whole team leading to an increase in the team’s productivity resulting in a new benchmark established for the claims processing metric. • Provided world class customer service in researching and validating customer online funds transfer claims. • Acted on the customer's behalf and partnered with receiving banks to process returned funds quickly. • Established strong relationships with outside banks to aid in… Show more • Created a spreadsheet to track claim progress which was adopted by the whole team leading to an increase in the team’s productivity resulting in a new benchmark established for the claims processing metric. • Provided world class customer service in researching and validating customer online funds transfer claims. • Acted on the customer's behalf and partnered with receiving banks to process returned funds quickly. • Established strong relationships with outside banks to aid in funds recovery. • Subject matter expert for the Move Money team. • Collaborated nationally with outside departments to create training materials, process improvements, and edits to outgoing form letters. Show less • Created a spreadsheet to track claim progress which was adopted by the whole team leading to an increase in the team’s productivity resulting in a new benchmark established for the claims processing metric. • Provided world class customer service in researching and validating customer online funds transfer claims. • Acted on the customer's behalf and partnered with receiving banks to process returned funds quickly. • Established strong relationships with outside banks to aid in… Show more • Created a spreadsheet to track claim progress which was adopted by the whole team leading to an increase in the team’s productivity resulting in a new benchmark established for the claims processing metric. • Provided world class customer service in researching and validating customer online funds transfer claims. • Acted on the customer's behalf and partnered with receiving banks to process returned funds quickly. • Established strong relationships with outside banks to aid in funds recovery. • Subject matter expert for the Move Money team. • Collaborated nationally with outside departments to create training materials, process improvements, and edits to outgoing form letters. Show less



Dave's Lawn Service, LLC

• Phoenix, AZ

• Small Business Owner

  • Aug 2005 - Sep 2008



Menards

• United States
• Retail
• 700 & Above Employee

• Department Manager

  • Jun 1996 - Aug 2005