Experience

Propeller Industries

• United States
• Financial Services
• 1 - 100 Employee

• Accounting Manager

  • Apr 2022 - Present



WILLAMETTE AG INC (AG SPECIALTIES, LLC)

• Harrisburg, Oregon, United States

• Full Charge Bookkeeper

  • Mar 2017 - Present

  * Daily management of all financial activity, including cash accounts, A/R and A/P for two LLC’s. * Summarize financial information for covenant compliance for bank tradeline and line-of-credit. * Month-end reporting, including bank and other reconciliations, journal entries and accruals. * Year-end reporting, including depreciation schedules and full-costing of expenses. * Daily management of all financial activity, including cash accounts, A/R and A/P for two LLC’s. * Summarize financial information for covenant compliance for bank tradeline and line-of-credit. * Month-end reporting, including bank and other reconciliations, journal entries and accruals. * Year-end reporting, including depreciation schedules and full-costing of expenses.



Pacific Coast Producers

• Food and Beverage Manufacturing
• 200 - 300 Employee

• Warehouse Shipping Manager

  • Oct 2017 - Apr 2022

  • Create complex Smartsheet solutions for inventory management, forecasting, work order tracking, HR scheduling, etc. • Manage finished goods, intermediate and ingredient inventory using MRP (JDE) & Smartsheet. • Manage inbound and outbound shipping for both The Dalles locations. • Supervise administrative and union staff in inventory, shipping and local logistics. • Create complex Smartsheet solutions for inventory management, forecasting, work order tracking, HR scheduling, etc. • Manage finished goods, intermediate and ingredient inventory using MRP (JDE) & Smartsheet. • Manage inbound and outbound shipping for both The Dalles locations. • Supervise administrative and union staff in inventory, shipping and local logistics.



Delivered Dish

• Portland, Oregon Area

• Accounting Manager

  • Oct 2012 - Mar 2017

  Accounting Manager (2015-2017) Administration/Customer Service (2012-2015) • Daily management of all financial activity, including cash accounts, A/R and A/P for seven branch locations for mid-sized subsidiary of publicly-traded company. • Summarization of financial information, including cash flow analysis, trial balance preparation, accounts payable/ receivable aging, and other reports. • Month-end reporting, including bank and other reconciliations, journal entries and accruals. • Development of policies to improve financial oversight and reduce financial risks to company. • Coordinate with management and technology team to improve financial reporting capabilities. • Work closely with integration team to transition from Quickbooks Pro to Intacct Financial Software.



Oregon's Grand Salonspa

• Consumer Services
• 1 - 100 Employee

• Bookkeeper

  • Jun 2010 - Mar 2016

  • Journalized monthly sales and recorded expenses in Quickbooks Pro for small-sized entrepreneur. • Prepared monthly bank reconciliations and month and year-end financial statements for CPA. • Prepared payroll for staff of 20. • Journalized monthly sales and recorded expenses in Quickbooks Pro for small-sized entrepreneur. • Prepared monthly bank reconciliations and month and year-end financial statements for CPA. • Prepared payroll for staff of 20.



Oregon Cannabis Tax Act 2012

• Portland, Oregon Area

• Campaign Manager

  • Feb 2011 - Dec 2011

  • Coordinated state-wide signature drive for citizens’ initiative petition for 2012 Election. • Managed 25 circulators in four regions of Oregon; hired, trained, directly supervised, terminated. • Implemented time-keeping strategies for proper documentation and pay for field work. • Documented and recorded contributions/expenditures in compliance with Oregon election laws. • Managed social media outreach and appeared publicly to garner support for campaign. • Coordinated state-wide signature drive for citizens’ initiative petition for 2012 Election. • Managed 25 circulators in four regions of Oregon; hired, trained, directly supervised, terminated. • Implemented time-keeping strategies for proper documentation and pay for field work. • Documented and recorded contributions/expenditures in compliance with Oregon election laws. • Managed social media outreach and appeared publicly to garner support for campaign.



TruGreen

• United States
• Consumer Services
• 700 & Above Employee

• Customer Retention Manager

  • May 2005 - Aug 2009

  Customer Retention Manager (2008 - 2009) Trainer/Mentor (2007 - 2009) Technician/Lawn Specialist (2005 – 2008) • Promoted to Customer Retention Manager in 2008 due to superior customer service, comprehensive understanding of customer needs and exceptional customer retention rates. • Reviewed work of operations, sales and customer service for accuracy, comprehensiveness and compliance with all federal and state laws for commercial pesticide use. • Tracked and monitored customer cancellations by compiling monthly, quarterly and yearly reports • Developed strategies to minimize cancellations; coordinated with all departments to implement. • Provided written and verbal technical expertise to customers and staff on proper pesticide use, cultural practices and other concerns. • Provided orientation, training and license test preparation for newly hired lawn technicians. • Maintained commercial pesticide applicator licenses in Oregon and Washington. • Inspected and treated customer lawns with proper pesticides in compliance with governing laws. • Prepared technical documentation of pesticides used and recommendations as required by law.



Armstrong Manufacturing

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

• Junior Buyer

  • Sep 2004 - Apr 2005

  • Managed and negotiated with multiple vendors on the planning and purchasing of electronics and raw steel bar stock using MRP. • Investigated and identified bill of material issues and implemented corrective action with the cooperation of other departments. • Ensured accurate pricing of purchases with vendors and accounts payable department, resolved discrepancies through negotiating or developing alternative resolutions. • Developed and implemented digital recordkeeping system of manufacturing blueprints for preservation. • Managed inventory locations and excess stock to ensure integrity and profitability of production. • Assisted in conversion to lean manufacturing and development of Kanban systems to support JIT production.



East West College of the Healing Arts

• United States
• Higher Education
• 1 - 100 Employee

• Accounts Payable / Purchasing Manager

  • Jan 2004 - Apr 2004

  • Monitored and ensured accuracy of expenses through reconciliation of invoices with supporting documentation. • Negotiated with vendors for the acquisition of textbooks and massage equipment. • Composed HIPAA compliance documents, and assisted with other human resource documentation as needed. • Composed complex reports in Excel to document purchases, expenses and credit card expenditures. • Compiled contract paperwork for legal matters related to a subsidiary of the company. • Monitored and ensured accuracy of expenses through reconciliation of invoices with supporting documentation. • Negotiated with vendors for the acquisition of textbooks and massage equipment. • Composed HIPAA compliance documents, and assisted with other human resource documentation as needed. • Composed complex reports in Excel to document purchases, expenses and credit card expenditures. • Compiled contract paperwork for legal matters related to a subsidiary of the company.



Van's Industrial Services Inc

• Hobart, Indiana

• Office Manager

  • Jun 2002 - Jan 2004

  • Compiled, processed and managed all incoming and outgoing communications and payments for three entities. • Reconciled bank statements, time cards and payables. • Compiled reports for the tracking of impounds and tows for internal uses and for the city of Hobart, IN. • Assisted in inventory of impound vehicles and prepared paperwork for auction according to applicable law. • Developed digital recordkeeping systems. • Compiled, processed and managed all incoming and outgoing communications and payments for three entities. • Reconciled bank statements, time cards and payables. • Compiled reports for the tracking of impounds and tows for internal uses and for the city of Hobart, IN. • Assisted in inventory of impound vehicles and prepared paperwork for auction according to applicable law. • Developed digital recordkeeping systems.



Safety Socket Screw Corporation

• Greater Chicago Area

• Accounting Associate

  • Sep 2000 - Dec 2001

  • Processed incoming mail, prepared journal entries to document payables and receivables, paid vendors, journalized accrual entries and prepaid expenses. • Composed 1098 & 1099 tax documentation and administer payroll in ADP for a multistate staff in compliance with federal, state and local regulations and company policies. • Managed other human resource activities, including OSHA compliance, hire-on and separation paperwork, and worker’s compensation claims. • Managed decentralization of purchasing, developing and implementing departmental budgets, compiling reports, verifying compliance, developing and implementing strategies to improve tracking and compliance with policies. • Assisted in managing employee relations, garnishment issues and provided technical assistance in other human resource inquires. • Provided backup to Controller.



Dean's Welding & Fabrication Inc

• Valparaiso, Indiana

• Quality Coordinator/Office Manager

  • Oct 1998 - Dec 2000

  • Compiled complex reports of statistical data on third-party weld inspections for use by the CFO and management. • Researched, developed, composed and implemented policies and procedures to ensure compliance with ISO 9003 standards to maintain contracts with Ford & GM Motors, saving over $100,000 in compliance and certification costs. • Evaluated strategies for upgrading to ISO 9002 standards. Participated in certification meetings documenting compliance and planning strategies for corrective action when in noncompliance. • Managed all incoming and outgoing mail and correspondence. • Verified payables and receivables and ensured timely processing of entry and payment.