Julie Plotz
Controller at Lightspeed, A Learning Company- Claim this Profile
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Bio
Experience
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Lightspeed
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United States
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Appliances, Electrical, and Electronics Manufacturing
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1 - 100 Employee
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Controller
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Jun 2018 - Present
Tualatin, Oregon
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Concora Credit
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United States
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Financial Services
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200 - 300 Employee
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Corporate Controller
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Oct 2016 - May 2018
Beaverton, OR
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Assistant Controller
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Nov 2015 - Oct 2016
Beaverton, OR
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ESCO Corporation
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United States
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Mining
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700 & Above Employee
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Corporate Accounting Manager
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Jul 2014 - Nov 2015
Portland, Oregon Area • Manage the global monthly, quarterly and year end close processes, including consolidations of over 70 legal entities and intercompany elimination. • Oversee staff, review assigned journal entries, reconciliations and reports on a monthly basis, comprised of accounting for Derivatives, Pensions, Stock Compensation, Equity, Transfer pricing, Profit in Inventory, and LIFO; review of the monthly cash flow and balance sheet flux, and quarterly disclosures. • Compile monthly management… Show more • Manage the global monthly, quarterly and year end close processes, including consolidations of over 70 legal entities and intercompany elimination. • Oversee staff, review assigned journal entries, reconciliations and reports on a monthly basis, comprised of accounting for Derivatives, Pensions, Stock Compensation, Equity, Transfer pricing, Profit in Inventory, and LIFO; review of the monthly cash flow and balance sheet flux, and quarterly disclosures. • Compile monthly management reporting package including, Cash flow, Balance Sheet flux, analysis on reserve accounts, Divisional P&L activity and other management requested reports with comments to be discussed in monthly close meeting with the CFO. • Prepare quarterly and annual financial statements in accordance with GAAP • Work closely with External auditors, providing all requested support and facilitating timing and status of the audit throughout the annual audit process.
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Corporate Accounting Supervisor
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Nov 2013 - Jun 2014
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Senior Accountant
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Apr 2012 - Nov 2013
Portland, Oregon Area
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Deloitte
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Business Consulting and Services
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700 & Above Employee
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Audit Senior
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Sep 2008 - Mar 2012
Portland, OR • Supervise staff on engagements, including training, mentoring and evaluating, to support individual growth and advancement. • Manage staff on field audit engagements, including scheduling and budgeting, to ensure completion of projects within reporting deadlines. • Work on the design of the approach to audits, including understanding a client’s business, the risks it faces, its internal controls, and assessing the risk of material misstatement of the financials in order to design… Show more • Supervise staff on engagements, including training, mentoring and evaluating, to support individual growth and advancement. • Manage staff on field audit engagements, including scheduling and budgeting, to ensure completion of projects within reporting deadlines. • Work on the design of the approach to audits, including understanding a client’s business, the risks it faces, its internal controls, and assessing the risk of material misstatement of the financials in order to design effective audit procedures. • Perform accounting of complex areas of a clients’ balance sheet and income statements. • Coordinate an audit from planning to issuance, including working with client and engagement team management, for scheduling meetings, presentations and review schedules. • Complete projects as part of an audit for public and private clients in various industries, including manufacturing, utilities, and construction. • Perform audits of financial statements for 10-K filing for SEC reporting clients, including reviews of quarterly financial information for 10-Q filings. • Perform audits of internal control over financial reporting including Sarbanes-Oxley Section 404. • Participate in college campus recruiting activities for firm growth. • Proficient in the use of Microsoft Office software programs. Show less
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Education
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Oregon State University
Bachelors, Accountancy -
University of Nebraska, College of Business Administration