Experience

Soteria Battery Innovation Group

• United States
• Renewable Energy Semiconductor Manufacturing
• 1 - 100 Employee

• Strategic Finance Director

  • Nov 2021 - Present



Wurster Engineering & Construction, Inc.

• United States
• Construction
• 1 - 100 Employee

• Controller

  • May 2016 - Sep 2021

  - Management of all accounting functions and operations, to include maintenance of digital accounting system and all physical records, implementation and continuation of cash flow controls, and financial reporting to internal stakeholders as well as outside parties. - Daily use and work within Sage 100 Contractor accounting system, to include paperless accounts payable management system, Sage Paperless. - Monthly reconciliations of various cash accounts, payroll accounts, and credit card activity for 4 separate accounts, 30 users, and a monthly average of 800+ transaction items. - Weekly multi-state processing of all payroll functions for 40+ employees, to include exempt and nonexempt employees, as well as maintenance and adjustments of weekly payroll deductions, garnishments, per diem, and necessary reimbursements. - Responsible for the management, procurement, and administration of all benefit and insurance programs, to include Section 125 pre-tax insurance policies (health, dental, vision, cancer and accident policies), short term and long term disability policies, and 401k/SimpleIRA contributions and matching. - Responsible for all workers compensation policy wage reporting as well as annual wage audits, as requested by external insurance policy provider. - Responsible for preparation of annual fiscal year end review documentation package, as provided to independent, third-part firm to prepare certified reviewed financials. - Implementation of entirely digital accounts payable processing system (Sage Paperless), as well as credit card activity submission and management system (Sage eCapture). - Implementation of external third party payroll partner — Paychex — to ensure appropriate payroll reporting and compliance across multiple states. Show less



Swenson & Associates, PA

• Greenville, South Carolina Area

• Staff Tax Accountant

  • Jan 2015 - May 2016

  - Monthly and annual bookkeeping for clients, including entry of all financial transactions, reconciliation at month end with bank or credit card statements and additional accounts, creation of depreciation schedules, amortization schedules, and review of year-end financial statements. - Regular use of QuickBooks, including transaction and data entry, information transfer from other accounting systems (such as Quicken) into QB, creation of year-end financial statements used to complete tax returns, development of correcting or year-end journal entries, etc. - Use of UltraTax and additional CS Professional Suite software. Assistance with and the preparation of individual, partnership, trust, and corporate tax returns for the 2013, 2014, and 2015 tax years. - Completed work on over 250 tax returns during the 2014, 2015, and 2016 tax seasons, involving research of proper tax treatments, advising clients of financially advantageous tax strategies, and correspondence with financial institutions when necessary. - Other duties include taking phone calls, scanning in and organizing documents within the firm’s digital “file cabinet,” handling mass correspondence (i.e. mass e-mails or mailings) with clients, and general office organization. Show less



Marchant Real Estate Inc.

• United States
• Real Estate
• 1 - 100 Employee

• Property Management Division, Accounting Services

  • Jul 2014 - Feb 2016

  - Responsible for any and all daily accounting activities required for regular business processes associated with the management of approximately 450 residential, single-family properties. - Mastered industry specific accounting and operating systems with limited training, provided training of additional and previously unused functions to staff and company owner. - Controlled all accounts receivable and accounts payable, including monthly rent collection from all tenants (via physical payments and oversight of all electronic payments), receipt and record of all vendor invoices, processing of all outgoing payments, and proper allocation of income and expenses between 450-500 managed properties. - Managed financial information provided to both internal and external users. - Maintained QuickBooks files for both company operating accounts and rental escrow accounts. Additional duties include regular deposits, account reconciliations, and preparation of monthly financial statements. - Provided information directly to company owners and decision makers, assisting in and providing insight for company financial decisions. - Solely responsible for the preparation and verification of over 250 1099-MISCs annually, at year-end, for paid vendors and rental property owners. Subsequently responsible for the delivery of forms to recipients and electronic transmittal to the IRS. - Assistance with and supervising the completion of year-end tax submissions, to include forms W-2 to all employees, MISC-1099s to all vendors, and respective IRS filing forms, for parent company Marchant Company, Inc. Show less



Swenson & Associates, PA

• Greenville, South Carolina Area

• Tax Accountant, Intern

  • Oct 2013 - May 2014