Experience

CARE Housing Inc.

• United States
• Real Estate
• 1 - 100 Employee

• Project Accountant

  • May 2023 - Present

  United States



High Country Beverage

• United States
• Food and Beverage Services
• 100 - 200 Employee

• Senior Staff Accountant

  • Mar 2020 - May 2023

  Johnston, CO



Wellness International Network, Ltd.

• United States
• Wellness and Fitness Services

• Assistant Accounting Manager

  • 1998 - 2000

  Plano, TX Managed accounting team in executing all workflow activities, including account reconciliation, accounts payable, accounts receivable, sales and use tax, property tax, cost accounting, inventory and banking tasks. Analyzed, prepared, and delivered budgets as well as execution of monthly and annual financials. Performed all required reporting including preparation of 1099 documents. Notable Achievements: • Managed all sales and use tax activities and associated reporting inclusive of bank… Show more Managed accounting team in executing all workflow activities, including account reconciliation, accounts payable, accounts receivable, sales and use tax, property tax, cost accounting, inventory and banking tasks. Analyzed, prepared, and delivered budgets as well as execution of monthly and annual financials. Performed all required reporting including preparation of 1099 documents. Notable Achievements: • Managed all sales and use tax activities and associated reporting inclusive of bank reconciliations and monthly financials. • Initially hired as Senior Staff Accountant and promoted to Manager within 6 months overseeing team of 4 talented Accounting professionals; managed workflow distribution, onboarded new team members, delivered training, and mentored staff. Show less



Bachman Therapeutic Recreation Center

• Activities Coordinator

  • 1996 - 1998

  Dallas/Fort Worth Area Designed, planned, organized and facilitated classroom activities, field trips and outdoor physical recreation events. Completed all required documentation and reporting of classroom participation. Managed activities budget, including purchasing supplies.



Ferrellgas

• United States
• Oil and Gas
• 700 & Above Employee

• Senior Staff Accountant / Financial Analyst

  • 1992 - 1996

  Liberty, MO Performed full scope of accounting activities, including G/L reconciliation, 1099 reporting, and budget preparation. Managed annual audits and executed accounting and financials for captive insurance company. Oversaw financial documentation and workflows for acquisitions of various propane retail operations. Notable Achievements: Implemented new G/L software; downloaded data from accounting software into legacy Excel system creating custom reports, developed processes to streamline G/L… Show more Performed full scope of accounting activities, including G/L reconciliation, 1099 reporting, and budget preparation. Managed annual audits and executed accounting and financials for captive insurance company. Oversaw financial documentation and workflows for acquisitions of various propane retail operations. Notable Achievements: Implemented new G/L software; downloaded data from accounting software into legacy Excel system creating custom reports, developed processes to streamline G/L activities and trained staff on new system utilization, enabling custom reporting and automation that drove increased efficiency and productivity. Managed all accounting activities for captive insurance company, prepared reports and presented financials to parent company and Insurance company board members. Minimized company risk by ensuring 100% compliance during over 20 retail acquisitions through accurate documentation of all accounting entries during purchases as well as oversight of asset integration processes. Show less



PwC

• Professional Services
• 700 & Above Employee

• Staff Tax Accountant

  • 1991 - 1992

  Kansas City, Missouri Area Prepared individual, partnership and corporate tax returns through two busy seasons. Conducted Savings and Loan audits on federally seized entities nationwide during Savings and Loan crisis; conducted research, analyzed money trails, identified potential red flags and documented potential illegal lending practices.



Home Savings Association

• United States
• Banking

• Accounting Clerk

  • 1987 - 1990

  Kansas City, Missouri Area Performed bank and general ledger reconciliations and audited teller work. Maintained daily balance with Federal Reserve and execute Fannie Mae and Freddie Mac reporting.