Experience

Carroll Insurance Agency

• United States
• Insurance
• 1 - 100 Employee

• Chief Operating Officer

  • Nov 2020 - Present

  Houston, Texas, United States



BKD CPAs & Advisors

• United States
• Accounting
• 700 & Above Employee

• Tax Coordinator

  • Mar 2020 - Nov 2020

  Houston, Texas



Etix

• United States
• Entertainment Providers
• 100 - 200 Employee

• Accounting Manager

  • Sep 2017 - Feb 2019

  Houston, Texas Area



ExtremeTix, Inc.

• Accounting Manager

  • Mar 2014 - Feb 2019

  Houston, Texas, United States

• Assistant Accounting Manager

  • Dec 2013 - Mar 2014

• Bookkeeper

  • Jun 2011 - Dec 2013

  Maintaining accurate books and records while providing timely and accurate monthly and yearly financial records and reports to the CFO. Ensure current customer and vendor information is entered accurately into QuickBooks Enterprise. Manage the processes for posting revenue, payables, expense reports, clearing and accounts receivable. Reconcile Extremetix bank accounts as part of the monthly closing process. Manage Credit Card Charge-backs and implement process and procedures to mitigate… Show more Maintaining accurate books and records while providing timely and accurate monthly and yearly financial records and reports to the CFO. Ensure current customer and vendor information is entered accurately into QuickBooks Enterprise. Manage the processes for posting revenue, payables, expense reports, clearing and accounts receivable. Reconcile Extremetix bank accounts as part of the monthly closing process. Manage Credit Card Charge-backs and implement process and procedures to mitigate and reduce handling time and costs. Oversee all activities throughout the settlement process flow, including report generation, settlement statement preparation, proceeds transfer to clients and responding to client settlement inquiries. Keeping clients informed about the status of proceeds collection and disbursement and reporting financial performance.

• Accounting Support

  • Aug 2009 - Jun 2011

  Timely and accurate remittances to clients, completed key tasks according to delivery schedules established by the CFO. Prepare weekly client settlement documents, perform settlement reconciliations based on client requests and setup the report manager and run weekly ticketing production reports. Enter data from the production reports into the payment models, Enter chargebacks, manual refund checks and other special adjustments into the payment models and print the client settlement… Show more Timely and accurate remittances to clients, completed key tasks according to delivery schedules established by the CFO. Prepare weekly client settlement documents, perform settlement reconciliations based on client requests and setup the report manager and run weekly ticketing production reports. Enter data from the production reports into the payment models, Enter chargebacks, manual refund checks and other special adjustments into the payment models and print the client settlement package and provide to the Bookkeeper for review.