Experience

THE MONTEREY COMPANY INC.
• United States
• Advertising Services
• 1 - 100 Employee
• Sales Representative

  • May 2021 - Present


Bend Surf and Paddle

• Finance and Operations

  • Mar 2020 - Present

  • Responsible for all finance and bookkeeping duties. • Member of the strategic planning team. • Facilitating weekly leadership meetings. • Managed vendor relations, website development, and online sales channel. • Responsible for all finance and bookkeeping duties. • Member of the strategic planning team. • Facilitating weekly leadership meetings. • Managed vendor relations, website development, and online sales channel.



Grigsby Truck Company

• Finance and Operations

  • Aug 2019 - May 2021

  • Responsible for finance and bookkeeping duties. • Integrated and organized historical data into an accounting software system. • Analyzed and communicated financial statements and KPIs to the owners. • Developed a business plan and proforma to obtain various sources of funding. • Created and managed project schedules and cross coordinated with accounting. • Created and implemented administrative processes. • Managed all online sales and shipping. • Responsible for finance and bookkeeping duties. • Integrated and organized historical data into an accounting software system. • Analyzed and communicated financial statements and KPIs to the owners. • Developed a business plan and proforma to obtain various sources of funding. • Created and managed project schedules and cross coordinated with accounting. • Created and implemented administrative processes. • Managed all online sales and shipping.



KIALOA Paddles

• Sporting Goods Manufacturing
• 1 - 100 Employee

• Production Staff

  • Jan 2015 - Jul 2019

  • Manufactured and assembled product. • Seasonal management of sales booth at expos and events. • Manufactured and assembled product. • Seasonal management of sales booth at expos and events.



Fisher Investments

• United States
• Financial Services
• 700 & Above Employee

• Junior Associate Account Executive

  • Feb 2018 - Oct 2018

  • Contacted prospective clients to offer wealth management information. • Cultivated investment and industry knowledge through training programs. • Arranged meetings between potential clients and Account Executives. • Contacted prospective clients to offer wealth management information. • Cultivated investment and industry knowledge through training programs. • Arranged meetings between potential clients and Account Executives.



RapidMade, Inc.

• United States
• Industrial Machinery Manufacturing
• 1 - 100 Employee

• Assistant Accountant

  • Aug 2017 - Aug 2017

  • Controlled workflow and sales processes using QuickBooks, Zed Axis, and Trello. • Created business process data flow diagrams for ISO certification. • Managed AR/AP, purchasing, and shipping. • Tracked MTD sales, quotes, commissions, and production schedules using excel. • Controlled workflow and sales processes using QuickBooks, Zed Axis, and Trello. • Created business process data flow diagrams for ISO certification. • Managed AR/AP, purchasing, and shipping. • Tracked MTD sales, quotes, commissions, and production schedules using excel.