Senior Accountant

• Jul 2023 - Present

Consultant

• Apr 2022 - Jul 2023

Manager, Tax Accounting

• Feb 2021 - Mar 2022

 Provide information to accounting firms to prepare for-profit entity tax returns Oversee 990 preparation and provide information to tax firm for not-for-profit entities Ensure tax filings are completed and tax payments are issued timely  Manage up to 5 direct reports Research and correspond with IRS on notifications and inquiries Oversee obtaining of financial data to be used for grant applications Oversee SEFA reporting Oversee MERC grant reporting Oversee MN Care and Sales and Use Tax filings and payments Oversee payroll accounting and reporting functions Update/maintain company policies to incorporate industry best practices and maintain IRS compliance Review and approve journal entries Show less

Manager, Accounts Payable

• Jul 2016 - Feb 2021

 Functional lead on Oracle ERP implementation project for Accounts Payable and Expense Reimbursement modules. Manage up to 11 direct reports who process approximately 14K invoices and 2500 check and virtual card payments monthly using Lawson ERP system, Perceptive Content electronic invoice imaging system, and Document Express check and 1099 printing software. Update/maintain company policies to incorporate industry best practices and maintain IRS compliance. Analyze KPI reports to monitor productivity, efficiencies created by process improvements, and department performance.  Administrator over corporate credit card program.  Lead project to evaluate companies and bring in a secondary virtual card program to increase rebate revenue. Lead recovery audits performed by AP audit firm. Researched recovery claims, implemented suggested best practices for prevention of future recoveries, and communicated results of audit to leaders. Participated in the planning, testing and implementation of Infor/Lawson ERP system, Perceptive Content invoice imaging system, and Epayable corporate credit card program upgrades. Implemented process changes and restructured staff to increase efficiencies and mitigate risk to the organization through additional check run review, cross training of AP staff, eliminating/changing cash receipt duties, and implementing segregation of duties controls. Team lead on Infor’s Expense Management implementation project, which automated a previously manual and paper-based expense reimbursement process.  Lead project to condense/clean up vendor master to create efficiencies and implemented best practices on vendor master maintenance.  Lead AP Centralization project, bringing regional hospital invoices onto invoice imaging system, restructuring Accounts Payable staff into one physical location, and combining each entities’ individual check runs into one organization-wide check run, creating efficiencies and cost savings. Show less

Tax Preparer

• Jan 2016 - Apr 2016

 Prepared individual and business tax returns.  Created financial statements.  Made adjusting journal entries.  Prepared individual and business tax returns.  Created financial statements.  Made adjusting journal entries.

Payroll Specialist

• Apr 2012 - Dec 2015

 Processed weekly payroll for 3 different unions plus non-union groups including hourly time clock employees, salary employees and base and commission employees. Processed monthly health insurance, pension, HRA, union, and life insurance billings. Processed child supports, garnishments, and tax levies Implemented raises Processed fiscal year end 401k and ESOP reports Prepared vacation accruals Reduced paper processes by 90%. Created customized reports (report writing) within ADP payroll system. Processed unemployment claims Processed new hires and terms Show less

Accounts Payable/General Ledger

• Oct 2009 - Apr 2012

 Processed weekly and period end financial statements Created quarterly budgets Entered payables and process check runs Prepared and made journal entries

Inventory Specialist

• Feb 2007 - Oct 2009

 Maintained floor plan banking relationships  Maintained inventory  Reconciled all floor plans  Maintained Accounts Receivable for corporate office  Accounts Payable – made all payments to floor plan companies for 7 locations  Prepared and made journal entries  Maintained floor plan banking relationships  Maintained inventory  Reconciled all floor plans  Maintained Accounts Receivable for corporate office  Accounts Payable – made all payments to floor plan companies for 7 locations  Prepared and made journal entries

Accounts Receivable

• 2007 - 2007