Experience

Divcon Controls
• United States
• Automation Machinery Manufacturing
• 1 - 100 Employee
• Manager of Administration

  • May 2017 - Present


Greystone Communities

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Associate

  • Jan 2016 - May 2017

  Position Summary: Provide accounting and financial services for multiple senior living development communities throughout the United States.Primary Responsibilities: • Establish working relationships to provide accounting and financial information on multiple senior living development communities to Greystone and clients’ executive management and accounting personnel• Responsible for the accounting and financial reporting functions of multiple development communities including: o Preparation of monthly financial reporting packages including balance sheets, income statements, variance analysis, cost reports, forecasts, budgets, and ad-hoc reports o Reconciliation and accounting for multiple bond fund investments including calculating and recording interest income, realized gains and losses, unrealized gains and losses, and amortization of premium and discounts o Preparation of multiple bond fund requisition packages and coordination with banks, trustees, and title companies to manage the process and funding of the requisitions throughout the month • Participate in multiple project team meetings and calls, including preparing and providing reports, schedules, action logs, and/or notes for meetings• Coordinate and prepare monthly forecasts and analyses including communicating identified variances with Greystone project teams and executive teams of the client• Prepare marketing budgets, forecasts and analyses for Greystone project teams and the executive teams of the client• Coordinate annual audit process for each Community by: o Proactively communicating with the external audit team prior to and throughout the audit process o Compiling and preparing schedules and requests made by the auditors o Preparing and tying out draft and final audited financial statements and footnotes to the trial balance and supporting schedules• Assist with and/or prepare year-end tax reporting Show less

• Accounting Assistant

  • Sep 2014 - May 2017

  Position Summary: Provides administrative and bookkeeping support to the Client Services and Corporate accounting teams.Primary Responsibilities:· Provide accounts payable support, including entering invoices, obtaining approvals, requesting Forms W-9, cutting checks, and organizing and mailing checks· Prepare and send Forms 1099 and 1096 for year-end· Copy and file all accounts payable backup, reports, and check copies· Copy and mail all accounts receivable invoices and backup· Maintain accounting filing system with electronic and hard copies. This includes A/P, A/R, financial statements, journal entries, tax returns, and any other reports or filing· Organize, copy, scan, collate, and send out Requisition packages· Coordinate and obtain approvals and signatures for Requisition packages· Coordinate office correspondence daily, including obtaining and distributing mail and packages· Update and maintain accounting and project folders, instructions and procedures· Set up and coordinate conference calls and meetings· Prepare and maintain meeting agendas and minutes· Maintain Accounting calendars in Outlook· Organize and maintain the file & supply rooms, including ordering supplies, preparing labels, and shredding· Arrange departmental retreats, training, meetings, luncheons and other events· Assist with other duties as assigned· Administrative word processing - general office correspondence (MS Word), report generation (Excel), and presentations (Power Point) Show less



Kyle Wilson International and Lessons From Network

• Office Manager and Executive Assistant

  • Sep 2011 - Aug 2014

  • Provided executive assistant support to the President/Owner • Maintained excellent customer service and connections through email, phone and in person • Managed all office duties including filing, ordering office supplies and maintaining office environment • Assisted in writing, editing and setting up email marketing for 10+ email lists • Supported creating and editing marketing web pages on 15+ Wordpress themed websites • Handled all related bookkeeping duties, payroll, accounts receivables and payables • Maintained all financial records for year-end reporting to CPA for taxes • Engaged in social media to create connections and affinity for purpose of increasing customer acquisition and retention (Facebook, Twitter, Pinterest) • Participated in weekly brainstorming, planning and execution of marketing promotions and sales initiatives to subscriber lists and customers Show less



Simple Bookkeeping Solutions

• Accounting
• 1 - 100 Employee

• Owner

  • May 2010 - Sep 2013

  • Provided bookkeeping and organizational services for entrepreneurs, individuals, sole proprietors and small businesses • Coordinated with CPAs on behalf of clients to provide records, documentation and information for purpose of filing annual federal taxes • Set up and maintained QuickBooks, payroll service, merchant accounts and support needed for clients • Handled accounts payables and receivables, bank and credit card account reconciliation • Supplied organizational services including filing and document management • Maintained all financial records needed for tax preparation and filing for year end Show less



Core Physical Medicine

• United States
• Wellness and Fitness Services
• 1 - 100 Employee

• Practice Manager

  • Feb 2011 - Sep 2011

  • Managed chiropractic office including patient interface, insurance and billing • Increased patient retention, repeat appointments and improved patient relations • Completed registration process quickly and cordially for new patients • Confirmed patient information, collected co-pays and verified insurance • Scheduled patient appointments, recorded and filed patient data and medical records • Directed patient flow during practice hours, minimizing patient wait time • Accurately entered procedure codes, diagnosis codes and patient information into billing software Show less



VideoPlus

• United States
• Retail

• Director of Sales, SUCCESS Speakers

  • Oct 2007 - May 2010

  • Liaised with clients booking high profile speakers for events, including contract negotiations and coordination of event details related to speakers • Prior to events, monitored product inventory, made sales projections, created sales packages for maximum revenue, coordinated with creative departments to design event marketing collateral • At events, managed staff and product sales tables and provided all necessary post-event reporting to related departments • Managed projects to create new products and repackage existing products; coordinated between creative departments and vendors • Worked with video and graphic design departments to create marketing collateral for SUCCESS Speakers • Member of sales and marketing team involved in planning and executing successful weekly marketing campaigns for 3 separate websites/online stores and 6 weekly online newsletters Show less



Jim Rohn International

• Financial Accounts Manager

  • Mar 1994 - Oct 2007

  • Partnered with owner and leadership team to book high profile speakers for events, meetings and conventions • Managed all bookkeeping responsibilities for both Jim Rohn International and YourSuccessStore.com with revenues over 1 million annually • As an account manager, created long-term relationships with clients and customers by providing consistent, excellent customer service • Supervised bookkeeping and account management team of 4-6 people • Assisted in email marketing and content management for 5 weekly email publications • Aided in product creation (including some ghost writing) and editing of product projects for Jim Rohn’s One Year Success Plan, Jim Rohn and Chris Widener’s Twelve Pillars and Above All Else books, Chris Widener’s Angel Inside and numerous other products including CDs, DVDs and workbooks Show less