Director of Implementation

• Mar 2020 - Present

Asset management automation and analytics for people who own, manage, and lease commercial real estate. STRATAFOLIO is an online software solution that provides real-time data analytics for commercial real estate portfolios in an intuitively designed dashboard. With the use of descriptive and predictive analytics, you have the opportunity to identify patterns and make reasonable bets on where your risks really are. This is a significant advantage for decision-making and planning. The Onboarding Team gathers our customer's data and enters it into STRATAFOLIO to allow them to see and mange their entire portfolio in one location. We work with our customers side by side to ensure that their information is accurate and complete to ensure that they are getting the most out of our functions, alerts and reports. Show less

Tax Accountant

• Dec 2016 - Oct 2017

Fast paced environment meeting with, counseling, and preparing tax returns for businesses and individuals. Responsible for all aspects of accounting needs for small business clients including payroll, journaling, taxes, quarterly, and year end reporting using Accounting CS software and QuickBooks. Fast paced environment meeting with, counseling, and preparing tax returns for businesses and individuals. Responsible for all aspects of accounting needs for small business clients including payroll, journaling, taxes, quarterly, and year end reporting using Accounting CS software and QuickBooks.

Staff Accountant

• Sep 2015 - Dec 2016

Responsible for payroll, taxes, and quarterly reporting for numerous large and small clients. Consulted on financial and tax strategies, roadmaps, retirement plans, acquisition, support, and training on accounting software. Responsible for payroll, taxes, and quarterly reporting for numerous large and small clients. Consulted on financial and tax strategies, roadmaps, retirement plans, acquisition, support, and training on accounting software.

Finance Specialist II

• Mar 2015 - Jul 2015

Responsible for handling daily A/P processes. Duties included regular contact with buyers and vendors to resolve payment issues as they arose. Managed vendor/supplier relations; and oversaw the timely, accurate processing of invoices, purchase orders, expense reports, credit memos and payment transactions. Responsible for handling daily A/P processes. Duties included regular contact with buyers and vendors to resolve payment issues as they arose. Managed vendor/supplier relations; and oversaw the timely, accurate processing of invoices, purchase orders, expense reports, credit memos and payment transactions.

Accounts Payable Financial Specialist for ConAgra Foods

• Nov 2014 - Feb 2015

Quickly learned and excelled at the AP help desk using SAP, Markview, and Access for problem solving for a range of vendors, buyers, and internal personnel. Identify root cause of the issue and correct the situation to create results. Quickly learned and excelled at the AP help desk using SAP, Markview, and Access for problem solving for a range of vendors, buyers, and internal personnel. Identify root cause of the issue and correct the situation to create results.

Tax Preparer

• Nov 2009 - Mar 2010