Experience

Intelsio Inc (Formerly Mobile Focused Media)

• United States
• Advertising Services
• 1 - 100 Employee

• Financial Controller

  • May 2023 - Present



Progrexion

• United States
• Financial Services
• 500 - 600 Employee

• Senior Staff Accountant

  • Nov 2018 - Apr 2023

  • Monthly Accruals- Worked with other members of the team to move from a 5 day close down to a 4 day close, including increased accuracy in tracking monthly marketing spend of 7-10 million dollars. • GL Code and Channel Creation- Created accounting processes for tracking new marketing channels, including GL codes, payment processes, spreadsheet standardization and monthly accrual tracking. • CPA Forecasting- Developed spreadsheets to help multiple channels track and forecast monthly… Show more • Monthly Accruals- Worked with other members of the team to move from a 5 day close down to a 4 day close, including increased accuracy in tracking monthly marketing spend of 7-10 million dollars. • GL Code and Channel Creation- Created accounting processes for tracking new marketing channels, including GL codes, payment processes, spreadsheet standardization and monthly accrual tracking. • CPA Forecasting- Developed spreadsheets to help multiple channels track and forecast monthly partner CPA’s, used to forecast future budgets and create payout caps. • Accounts Payable- Weekly and Monthly processing of all partner payments for the marketing department. • Callidus Accounting Software- Verifying all partner payments to match with Callidus accounting software before setting partners up for ACH payment. • KPI Tracking- Created a tracking system paired with our Partner Contribution Model to track non-profitable and low margin campaigns for monthly review. Show less • Monthly Accruals- Worked with other members of the team to move from a 5 day close down to a 4 day close, including increased accuracy in tracking monthly marketing spend of 7-10 million dollars. • GL Code and Channel Creation- Created accounting processes for tracking new marketing channels, including GL codes, payment processes, spreadsheet standardization and monthly accrual tracking. • CPA Forecasting- Developed spreadsheets to help multiple channels track and forecast monthly… Show more • Monthly Accruals- Worked with other members of the team to move from a 5 day close down to a 4 day close, including increased accuracy in tracking monthly marketing spend of 7-10 million dollars. • GL Code and Channel Creation- Created accounting processes for tracking new marketing channels, including GL codes, payment processes, spreadsheet standardization and monthly accrual tracking. • CPA Forecasting- Developed spreadsheets to help multiple channels track and forecast monthly partner CPA’s, used to forecast future budgets and create payout caps. • Accounts Payable- Weekly and Monthly processing of all partner payments for the marketing department. • Callidus Accounting Software- Verifying all partner payments to match with Callidus accounting software before setting partners up for ACH payment. • KPI Tracking- Created a tracking system paired with our Partner Contribution Model to track non-profitable and low margin campaigns for monthly review. Show less



MyAdvice

• United States
• Advertising Services
• 1 - 100 Employee

• Accounting Specialist

  • Oct 2017 - Nov 2018

  • G/L Month End Closing- Assisted with the reconciliation of bank transactions, credit card transactions, monthly commission tracking, and departmental payroll allocations. • Accounts Payable and Receivable- Daily tracking of all customer and vendor payments, assisting with collections on past due balances, and credit card processing for all clients. • New Sales Invoicing and Coding- Developing monthly invoices for new clients within Quick Books based on contracts. • Deferred Revenue… Show more • G/L Month End Closing- Assisted with the reconciliation of bank transactions, credit card transactions, monthly commission tracking, and departmental payroll allocations. • Accounts Payable and Receivable- Daily tracking of all customer and vendor payments, assisting with collections on past due balances, and credit card processing for all clients. • New Sales Invoicing and Coding- Developing monthly invoices for new clients within Quick Books based on contracts. • Deferred Revenue Recognition- Creation of monthly journal entries to recognize development revenue, based on monthly launches. Show less • G/L Month End Closing- Assisted with the reconciliation of bank transactions, credit card transactions, monthly commission tracking, and departmental payroll allocations. • Accounts Payable and Receivable- Daily tracking of all customer and vendor payments, assisting with collections on past due balances, and credit card processing for all clients. • New Sales Invoicing and Coding- Developing monthly invoices for new clients within Quick Books based on contracts. • Deferred Revenue… Show more • G/L Month End Closing- Assisted with the reconciliation of bank transactions, credit card transactions, monthly commission tracking, and departmental payroll allocations. • Accounts Payable and Receivable- Daily tracking of all customer and vendor payments, assisting with collections on past due balances, and credit card processing for all clients. • New Sales Invoicing and Coding- Developing monthly invoices for new clients within Quick Books based on contracts. • Deferred Revenue Recognition- Creation of monthly journal entries to recognize development revenue, based on monthly launches. Show less



Grand Summit HOA

• Park City Utah

• Financial Analyst

  • Nov 2016 - Oct 2018

  • Accounts Payable- Reconciling of construction payment applications, including receipt tracking, continuation sheet verification and application approval for payment. • Project Financial Analysis- Development of project variance sheets using excel to track the $13,000,000 project budget against actual project costs. • Organization for Accounting Audit- Preparation of vendor invoices and budgetary tracking documents to create project transparency for Renovation Project Dropbox. • Accounts Payable- Reconciling of construction payment applications, including receipt tracking, continuation sheet verification and application approval for payment. • Project Financial Analysis- Development of project variance sheets using excel to track the $13,000,000 project budget against actual project costs. • Organization for Accounting Audit- Preparation of vendor invoices and budgetary tracking documents to create project transparency for Renovation Project Dropbox.



TDA (Total Dental Administrators)

• United States
• Insurance
• 1 - 100 Employee

• Marketing Assistant

  • Dec 2016 - Aug 2017

  • Audit preparation- preparing of all new group information for future internal and external audits. • Group Rate Development- underwriting of new groups using Microsoft Excel. • Proposal Generation- Development of group proposals using Microsoft office and tracking of prospective groups using Salesforce. • Audit preparation- preparing of all new group information for future internal and external audits. • Group Rate Development- underwriting of new groups using Microsoft Excel. • Proposal Generation- Development of group proposals using Microsoft office and tracking of prospective groups using Salesforce.



The Chateaux Deer Valley

• Housekeeping Manager

  • Aug 2015 - Oct 2016

  • Budgetary Management- Forecasting of the $700,000 departmental labor budget and $200,000 supplies and amenities budget. Monthly reforecasting of budget against actual costs and cost per occupied room. • Accounts Payable- coding of all departmental invoices and reconciling of monthly vendor invoices against inventory. • Payroll Verification- Weekly payroll verification for department through Ultipro. • Departmental Operations Management- development of daily assignments for all 30… Show more • Budgetary Management- Forecasting of the $700,000 departmental labor budget and $200,000 supplies and amenities budget. Monthly reforecasting of budget against actual costs and cost per occupied room. • Accounts Payable- coding of all departmental invoices and reconciling of monthly vendor invoices against inventory. • Payroll Verification- Weekly payroll verification for department through Ultipro. • Departmental Operations Management- development of daily assignments for all 30 members of the staff, weekly scheduling and weekly labor budget management. • Inventory Control- Ordering of weekly cleaning supplies and yearly linen supplies. Inventory tracking to find areas to improve processes and reduce waste.

• Front Desk Agent

  • Nov 2013 - Jul 2015

  • Cash Management- Daily Review of all cash transactions, including employee payouts, daily parking transactions, daily ski pass purchases, and nightly cash drops to bring bank back to beginning balance. • Customer Service Representative- Customer Complaint Resolution using property management systems to meet and exceed customer expectations.



The Barley House

• Concord New Hampshire

• Office Manager/Front of House Manager

  • Mar 2012 - Nov 2013

  • Human Resources representative- charged with completing employee paperwork, hiring/firing of employees, and conflict resolution within the company. • Accounts Payable- weekly management of company invoices, including logging invoices into QuickBooks, payroll verification, and payment distribution to all vendors. • Training Program Development- Entrusted with building a new training program for Servers, to reduce customer complaints, improve operational processes and improve employee… Show more • Human Resources representative- charged with completing employee paperwork, hiring/firing of employees, and conflict resolution within the company. • Accounts Payable- weekly management of company invoices, including logging invoices into QuickBooks, payroll verification, and payment distribution to all vendors. • Training Program Development- Entrusted with building a new training program for Servers, to reduce customer complaints, improve operational processes and improve employee retention. • Inventory Control- developed a company inventory tracking system to reduce inventory costs and food waste. Show less • Human Resources representative- charged with completing employee paperwork, hiring/firing of employees, and conflict resolution within the company. • Accounts Payable- weekly management of company invoices, including logging invoices into QuickBooks, payroll verification, and payment distribution to all vendors. • Training Program Development- Entrusted with building a new training program for Servers, to reduce customer complaints, improve operational processes and improve employee… Show more • Human Resources representative- charged with completing employee paperwork, hiring/firing of employees, and conflict resolution within the company. • Accounts Payable- weekly management of company invoices, including logging invoices into QuickBooks, payroll verification, and payment distribution to all vendors. • Training Program Development- Entrusted with building a new training program for Servers, to reduce customer complaints, improve operational processes and improve employee retention. • Inventory Control- developed a company inventory tracking system to reduce inventory costs and food waste. Show less