Experience

Phunware

• Information Technology & Services
• 1 - 100 Employee

• General Ledger Accountant

  • Mar 2019 - Present



ClearDATA

• United States
• IT Services and IT Consulting
• 100 - 200 Employee

• Revenue Accountant

  • Jun 2018 - Jan 2019

  • Perform technical research on revenue recognition on $50M annually for over 330 customers; work closely with Vice President of Finance to document policies and accounting conclusions • Audit monthly cloud usage and charges before invoicing over $4M monthly • Reconcile all revenue accounts monthly, and all cash and credit card accounts daily • Provide analytical review procedures and ad hoc reporting as requested; assist in special projects and miscellaneous duties as assigned • Develop and implement Sales Team Trainings to reduce aged Accounts Receivable balances and ensure the customers is effectively on-boarded Show less



The Boon Group

• Austin, Texas Area

• Premium Billing Team Lead (Supervisor)

  • Nov 2016 - Apr 2018

  • Created monthly report tracking payment turn times and distributed to company’s director and executive teams; during a 6 months period turn times for processing were reduced by 68% • Compiled and distributed weekly Late Pay Reports that display all missed premium payments and current status for over 350 companies; reduced number of clients 30 days overdue by half • Managed as many as 15 team members through a transition from The Boon Group’s outdated software to an improved and robust system • Acted as a liaison between the company and new clients, assisting in completing initial eligibility and enrollment requirements through consistent phone and e-mail communication to ensure successful onboarding • Designed and implemented new processes to increase efficiency and reduce errors, including procedures for client communications, eligibility processing and reconciliations • Organized and directed meetings with other department leads and heads to complete stalled action items or solve other assorted issues • Performed QC tasks on team’s processing of payment and eligibility; held weekly team and 1-on-1 meetings to answer any questions and distribute new information or directives Show less



Computer Science Corporation

• Computer Networking Products
• 400 - 500 Employee

• Professional, Finance (Revenue Accountant)

  • Apr 2014 - Nov 2016

  • Performed time-sensitive general ledger journal entries for ITAR (International Traffic in Arms Regulations) accounts on a monthly, quarterly, annual and ad hoc basis • Other close duties included financial analysis, calculations and SOX and GAAP review of entries for major client accounts for the defense, financial, automotive and retail industries • Prepared monthly account reconciliations for unbilled revenue, accrued expenses, revenue, as well as deferred revenue and intercompany accounts with multimillion dollar transactions for the defense, ecommerce, retail and automotive industries • Selected as Financial Transformation Superuser for deferred revenue for our Global Infrastructure and Apps divisions; migrated over $200M in deferred revenue to our new SAP system, and maintain, input additions and adjust said schedules from 3 locations globally • Managed revenue recognition and invoicing for application development in the financial services and healthcare industries • Supported senior financial managers’ analysis of the income statement, budgets, forecasts and the administration accounts payable and receivable Show less



CMC eBiz, Incorporated

• Austin, Texas

• Senior Data Researcher/Analyst

  • Jan 2012 - Mar 2014

  • Supervised Bloomberg’s Corporate Structures Project, which constructed ownership hierarchies for publicly traded, highly sensitive companies domestically and internationally • Managed 4 analysts on the Corporate Structures team; coached analysts through questions and processes; compiled weekly production reports and trained new team members • Performed quality assurance for Corporate Structures Project, which included analysts’ results from Austin, Princeton, Mumbai and Budapest, while acting as the project liaison to Bloomberg • Composed periodic updates to Bloomberg’s Corporate Structures Procedures Manual • Aided Bloomberg in implementation and discovery of software solutions and data automation • Researched companies and updated business profiles for privately owned and recently acquired companies for Bloomberg’s Mergers and Acquisitions Project • Collected information specific to each company, such as contact and industry information, business articles and financial statements for Bloomberg’s Private Equities Project Show less



Don Mechanic Inc

• United States
• Accounting
• 1 - 100 Employee

• Seasonal Associate

  • Aug 2004 - Jan 2012

  • Assisted the inventory and shipping managers with the processing and organization of shipments from international suppliers; processed domestic customer orders, using FOB destination • Maintained and organized a product database of over 10,000 SKU’s • Cataloged new products and their characteristics through company-specific database software that was readily available to clients • Assisted the inventory and shipping managers with the processing and organization of shipments from international suppliers; processed domestic customer orders, using FOB destination • Maintained and organized a product database of over 10,000 SKU’s • Cataloged new products and their characteristics through company-specific database software that was readily available to clients



Hill & Co. Real Estate

• Real Estate
• 1 - 100 Employee

• Part-Time Building Manager

  • May 2011 - Nov 2011

  • Handled day-to-day operations of a 83-unit luxury condominium building • Collected tenant payments and deposits, mail and package deliveries, as well as move-in/move-out deposits • Acted as a liaison between tenants, property management and homeowners' association; assisted real estate agents during showings and open houses • Handled day-to-day operations of a 83-unit luxury condominium building • Collected tenant payments and deposits, mail and package deliveries, as well as move-in/move-out deposits • Acted as a liaison between tenants, property management and homeowners' association; assisted real estate agents during showings and open houses



University of San Francisco

• United States
• Higher Education
• 700 & Above Employee

• Soccer Camp Counselor

  • Aug 2007 - Jul 2011

  • Conducted, planned, and coordinated weekly and daily camps for children ages 4-14• Assisted customer billing and organized aftercare services for campers• Headed a team of student-athletes, and instructed as many as 150 campers from local public and private schools

• Research Assistant

  • Jan 2010 - Oct 2010

  • Constructed spreadsheet models using cash flows and balance sheet data for 7 categories of the U.S. economy, including businesses, households, stock equities and federal government spending• Organized excel spreadsheets and word document reports using formulas and hyperlinks, creating a comprehensive balance sheet for the economy, adjusted for inflation for years 1900-1949• Graphed balance sheet accumulations and cash flows of economic categories within different asset classes and subclasses for year 1900-1949 for all sectors of the U.S. economy, as well as capital flows• Filed assorted current magazine and newspaper articles from major business publications, including the Wall Street Journal, San Francisco Chronicle and Economist Show less



Abercrombie & Fitch Co.

• United States
• Retail
• 700 & Above Employee

• Impact Associate/Interim Stockroom Manager

  • Aug 2005 - Jul 2006

  • Managed incoming and outgoing inventory • Reorganized merchandise and assisted in conducting biannual loss prevention merchandise counts • Assisted nightly drop-offs of excess cash at off-site deposit box • Conducted sale and return transactions, as well as other assorted customers service tasks • Managed incoming and outgoing inventory • Reorganized merchandise and assisted in conducting biannual loss prevention merchandise counts • Assisted nightly drop-offs of excess cash at off-site deposit box • Conducted sale and return transactions, as well as other assorted customers service tasks