Experience

HeatherDoran Accounting, LLC

• Owner + CEO

  • Oct 2017 - Present

  Business Finance Coach & Consultant Pillars for Support Systems: -Access to training library for QuickBooks Online Setup. -All trainings are specifically tailored to online business owners. -Get simple, guided instruction to start tracking your profits. -Learn how to cut down on time spent sorting receipts, code charges, and get your bookkeeping done with ease each week/month. Strategy: -Use your data to drive your next set of decisions in your business. -Determine the net profit percentage for programs and products. -Create an intentional spending plan (i.e. a budget). -Start making investments (spending decisions) with confidence and based on a plan, and stop making decisions because an offer “looks good” - have the facts to backup your decisions. -Design KPIs for each yourself and team members. -Track important data that will drive your business forward, so each dollar is making the greatest impact. -Design a tax savings plan - stop waiting until you get a huge bill in the mail from the IRS. Mindset: -Learn the biggest things holding you back from making the money you desire. -Dive into old spending patterns that are keeping you stuck in your current income bracket. -Bust through the income ceiling of your dreams. -Develop habits that allow you to spend money with ease and confidence for each investment. -Design a schedule that will allow you to grow your business and have time for the things you love! www.heatherdoan.biz Show less



Southern Anesthesia & Surgical, Inc.

• Senior Staff Accountant

  • Jun 2018 - Present

  -Month End Closing – Reconcile bank statements, review & maintain balance sheet activity, review profit & loss accounts for accuracy, analysis budget variances and provide narratives -Analysis & management reports - analyze financial information and summarize financial status monthly -Assist team members - support accounts payable and accounts receivable, as needed -Audit support - perform inter-office audits for company processes, support with SOX reports and back-up documents -Budget and R&O reporting - support development of annual budget and R&O, monthly review and analysis, develop narratives and report outcomes of annual budget target -Payroll support - process bi-weekly payroll of 100 employees using ADP Workforce Now (WFN) Accomplishments: -Month End Support – work as a team to streamline monthly processes, streamline month end JE and month end processing -Payroll & Time Off Modules - transition time off module to WFN based to support companies needs and uses for PTO, support and train staff to use modules more efficiently, encouraging independence within each department Show less



The Marwin Company, Inc.

• United States
• Wholesale Building Materials
• 1 - 100 Employee

• Payroll Specialist

  • Feb 2019 - Mar 2020

  -Weekly & Bi-Weekly Payroll Processing –Process payroll for weekly and bi-weekly employees using ADP Workforce Now for over 150 employees -Weekly Temporary Labor Payroll - submit weekly time card data to 7 temporary agencies -Develop Processes & Procedures - develops processes that maintain check and balances over payroll, its data and integrity of the company, designed procedures that reduce the amount of time spent each week on processing payroll Accomplishments: -Workforce Now Clean Up - full analysis company WFN, developed processes to use existing features inside WFN to streamline payroll and HR admin tasks, such as, Time Off and Benefits Modules inside WFN. -Streamline payroll processes - develop processes for weekly payroll processing, cut down full time payroll member to part-time Show less



BDI Pharma, Inc

• Senior Accountant

  • May 2014 - Apr 2018

  Senior Accountant & Assistant to Controller -Month End Closing – Reconcile bank statements, review & maintain balance sheet activity, review profit & loss accounts for accuracy, analysis budget variances and provide narratives -Participate in annual outside audits – prepare schedules and backup data for balance sheet accounts, provide explanations, support staff with sample requests -Semi-Monthly Payroll – Use ADP WorkForce Now (WFN) to process payroll, support HR staff as needed with changes, upgrades, or challenges -Various Management Reports – Weekly DIOH, Monthly Consignment Inventory, Expense Tracking, Analyze program data -Annual Operating Budget ($900M) – coordinate and support all levels of the approval process; work with various staff to ensure timely completion of data; generate reports, analyze, and update budget data; process final version and upload to SAP software Accomplishments: -Revised Expense Reporting Processes – transitioned manual AP processes for monthly expense reports to electronic creating, submission, and approval; reduced AP processing time from 2-3 days to a few hours per month -Month End Reports – created month-end standard reports using SAP & Excel; time spent was reduced from 1-2 days to a few hours each month -Collaboration with IT Team – Enhanced processes within the Accounting Department; supported the transition of inner-company account reporting & procedures in SAP; took the lead to eliminate & shift many manual functions to automated Show less



Office Services

• Business Consulting and Services
• 1 - 100 Employee

• Accountant

  • Nov 2013 - May 2014

  Accountant – Doc’s Restaurant & Pawley’s Front Porch -Data Entry - Used QuickBooks to enter daily sales, accounts payable, accounts receivable, and bank reconciliation -Financial Reporting – Prepared weekly financial reports, cost reports, charts, and graphs for management; maintained daily cash flows, restaurant sales, and weekly goals -Oversight - Reviewed weekly data to maintain checks and balances -Collections - Managed open AR balances and set action plans for collections; made collection calls -Annual Tax Preparation - Prepared annual 1099-Misc and 1096 forms -Sales Tax - Processed South Carolina monthly sales tax, hospitality tax, and liquor tax forms -Team Support - Worked with restaurant management to resolve balancing and collection issues; supported all members of the accounting staff Accomplishments: -Communicated openly with restaurant management to understand inventory reporting and measurements to ensure accurate data was allocated to the balance sheet and P&L statements Show less



Everest Institute-Kalamazoo

• Adjunct Instructor

  • Apr 2013 - Oct 2013

  Adjunct Instructor – Business Accounting Instruction - Instructor of QuickBooks & Excel to prepare business students for certification; Planned and implemented lesson plans Professional Setting - Prepared students for professional work environment by portraying a professional setting, attitude, and demeanor; Promoted diversity and positivity Collaboration – Maintained good working relationship with students and staff Accomplishments: All Students passed QuickBooks & Excel Certification Tests achieving higher levels of knowledge for the work place Show less



Arbor Academy Charter School

• Teacher

  • Sep 2012 - Feb 2013

  Instruction - Intern teacher for 1st grade students; Associate teacher for 4th grade students Collaboration – created an environment for students, staff, and parents to achieve goals Accomplishments: Completed intern qualifications under the direct supervision of seasoned professionals Instruction - Intern teacher for 1st grade students; Associate teacher for 4th grade students Collaboration – created an environment for students, staff, and parents to achieve goals Accomplishments: Completed intern qualifications under the direct supervision of seasoned professionals



Community Inclusive Recreation

• United States
• Medical Device

• Finance Manager

  • Oct 2005 - Mar 2012

  Annual Budget – Supported all levels of the budget process; worked with staff to ensure timely submission of data, generated reports and backup data, and reported to board for annual approval Grant Reporting– Maintained all financial grant data, prepared financial data for grant applications, interim and finial grant reporting Annual Audit - Prepared all annual audit documentation in an organized manner and worked alongside the auditor to support an efficient audit Internal Controls - Oversaw, implemented, and managed internal controls Maintained and processes most of the agencies accounting needs, allowing outside accountants to work less, and save the agency money to run more programs Worked with staff to understand financial data, grants and program budgets; prepared tracking and forecasting they needed to support programs offered to clients Show less