Experience

Network for Good is now Bonterra

• Software Development
• 1 - 100 Employee

• Manager| Outsourced Donor Advised

  • Mar 2019 - Present

  Process daily and weekly check reissues to organizations, notify organizations of IRS revoke statuses, process daily bank positive pay exceptions, Approve/reject EFT applications and process analytics, provides communication to bank for the resolution of all bank sanctions, ensures reimbursement notifications are sent and tracked accordingly, responsible for organization and delegation of tasks to ensure projects are completed in a timely manner, Resolves complex customer disputes and questions, develop and implements policies and procedures, identifies best practices and authorizes exceptions from standard processes, provide training on various processes, Partners with Customer Success team to assist with questions across a variety of topics, including legal escalations, urgent check reissues, etc. Show less

• Sr. Operations Specialist

  • Oct 2015 - Mar 2019

  Process daily and weekly check reissues to organizations, notify organizations of IRS revoke statuses, process daily bank positive pay exceptions, Approve/reject EFT applications, process daily address updates, sporadic research projects for missing donations



LivingSocial

• United States
• Advertising Services
• 400 - 500 Employee

• Lead Tax Specialist

  • Feb 2014 - Oct 2015

   Monthly review of tax information, maintained an IRS tax validation accuracy for merchants of 96%, minimized the 2013 tax risk by over $100k, conducted yearly tax audits for all Accounts Payable vendors, implemented a system to validate all international merchants’ tax status, liaised with the legal team to ensure international tax processes were accurate based on the IRS regulations, ensure that all tax reporting is ready for upcoming year, manage the day to day operations of the 1099, W9 and W8 compliance processes, maintain accurate records, process merchant/vendor maintenance Show less



Living Social

• Merchant Payables Specialist

  • May 2012 - Feb 2014

  Monitor merchant accounts, approve merchant payments, verify contracts, process split payments, process address changes, process bank wires, complete stop payment request, assist with various projects within the team to ensure tasks are completed in a timely manner Monitor merchant accounts, approve merchant payments, verify contracts, process split payments, process address changes, process bank wires, complete stop payment request, assist with various projects within the team to ensure tasks are completed in a timely manner



Andrews Federal Credit Union

• United States
• Financial Services
• 100 - 200 Employee

• Accounting Specialist

  • Oct 2005 - May 2012

   Accounts Payable, accounts receivable, speak with various vendors to ensure all bills are being paid on time, create and maintain all vendors list/profiles, process all check request, speak with high level officials via telephone and in person, review/code/process employee expense reports, initiate and post foreign and domestic bank wire transactions, MD/NJ/DC Sales and Use taxes processes, Audit preparation, 1099 preparations, balance of the credit union daily, monthly investment processing with various banks, Perform General Ledger reconciliations for Advance accounts, AP accounts, Pre paid accounts and Accrued Liability accounts on monthly basis Show less



Department of Veterans Affairs FCU

• Bank teller

  • 2004 - 2005