Julie Case

Implementation Specialist at Fundriver, Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
Redding-Red Bluff Area

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Bio

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Credentials

  • Accountant/Certified Public Accountant
    California Board of Accountancy
    Sep, 1996
    - Sep, 2024

Experience

  • Fundriver, Inc.
    • United States
    • Software Development
    • 1 - 100 Employee
    • Implementation Specialist
      • Jul 2022 - Present

      Provide expertise in endowment accounting by closely working with clients through software implementation process Provide expertise in endowment accounting by closely working with clients through software implementation process

  • A&E Accounting
    • United States
    • Accounting
    • Financial Accountant
      • Jun 2012 - Present

      Perform variety of accounting functions for multiple small businesses including: - analyzing & restructuring accounting systems - software conversion, setup & implementation - accounting services with financial statement preparation, presentation & recommendations - staff training - offer remote services Perform variety of accounting functions for multiple small businesses including: - analyzing & restructuring accounting systems - software conversion, setup & implementation - accounting services with financial statement preparation, presentation & recommendations - staff training - offer remote services

  • Simpson University
    • United States
    • Higher Education
    • 200 - 300 Employee
    • Accounting Controller
      • Jul 2020 - Jul 2022
  • California Ag Commodities
    • Owner/Accountant
      • Jan 2006 - Sep 2009

      Performed all accounting functions Performed all accounting functions

  • CAPAY FIRE PROTECTION DISTRICT
    • United States
    • Civic and Social Organizations
    • Volunteer Accountant/Treasurer
      • Jan 2001 - Dec 2005

      Prepared annual budget, monthly and annual reports and presented to Board of Directors Prepared annual budget, monthly and annual reports and presented to Board of Directors

  • Bi-Tech Software
    • United States
    • Software Development
    • Internal Accountant
      • Jan 1998 - Dec 2000
  • Matson & Isom Accountancy Corp
    • United States
    • Accounting
    • Staff Accountant
      • Jan 1995 - Dec 1998

      Performed audits and prepared tax returns Performed audits and prepared tax returns

Education

  • California Polytechnic State University-San Luis Obispo
    Bachelor of Science - BS, Accounting and Finance
    1989 - 1994

Community

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