Kay Harris

Bookkeeper at Soderstrom Architects
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Contact Information
us****@****om
(386) 825-5501
Location
Portland, Oregon, United States, US

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Experience

    • United States
    • Architecture and Planning
    • 1 - 100 Employee
    • Bookkeeper
      • 2007 - Present

      I really love my work at Soderstrom as this position has allowed me to learn about the specifics of project-driven accounting and the use of A&E specific accounting software to set up projects with multiple phases and compensation breakdowns. I am able to monitor sub-consultant payables and produce accurate billing of labor, sub-consultants, and reimbursable fees for a variety of clients. Overview:=======Recruited to company to provide administrative support to accounting manager. Oversee accounts payable / receivable, billing, sub-consultants, contract maintenance, payroll and benefits administration (meetings / enrollment).+++++++++++++Top Contributions:+++++++++++++* Stepped up to shoulder additional accounting duties during senior staff vacancy despite being new employee; built up knowledge proficiencies in billing processes by proactively bringing in software trainer.* Maintained uninterrupted cash flow by organizing / prioritizing workload and paying close attention to getting billings out on-time while tightly managing all other monthly bookkeeping duties concurrently.* Provided assistance to new accounting supervisor to enable quick on-boarding; offered support and information about company accounting operations and procedures.*Maintain accurate billings by working diligently to foster good communication between project managers, consultants and accounting to generate highly accurate invoices for clients.* Produce consistently accurate payroll processing, with special attention to company and employee change requests. Maintain close communication between myself, management, employees and our payroll service provider as needed. Forward all payroll related contributions on behalf of employees in a timely, accurate manner.

    • Full Charge Bookkeeper
      • 2006 - Present

      Starting and incorporating a small business from the ground up has been a great learning experience. I was able to build the financial infrastructure from the start using accounting best practices including setting up a industry specific general ledger. Overview:=======Started business from scratch with spouse partner, acting as corporate officer /secretary. Created entire financial infrastructure for company, including building industry specific chart of accounts, setting up and processing payroll , Federal 941 and Oregon quarterly payments, reports, and W-2’s. Monitor distribution to wage ratios, manage billing, and run accounts payable and receivable as part of regular accounting activities. +++++++++++++Top Contributions:+++++++++++++* Built highly efficient accounting department; organized data and processes to deliver payroll and financial data in timely fashion, providing highly accurate fiscal snapshot of company operations.* Ensured 100% compliance with tax codes and federal, state, and local financial regulations to protect company from undue risk; submitted correct payments on-time to avoid potential penalties / fees.* Prepared accurate, descriptive invoices with appropriate backup documentation, allowing clients to easily understand charges and pay within reasonable time frames.

    • Full Charge Bookkeeper
      • 2004 - 2007

      I really enjoyed the close knit feel of this company and became a valued member of the team. I functioned as the sole member of the accounting department. I worked closely with the plant manager and the CPA to improve processes. I learned about accounting for a product based business, with materials vendors, estimates to invoicing processes and the importance of keeping an eye on AR aging. Also took care of all the payroll needs for the company.Overview:=========Hired to company after bookkeeper retired; stepped in to take over accounting duties from plant manager in preparation for year-end close of financials. Oversaw all aspects of bookkeeping including generating financial statements and payroll.++++++++++++++++++Top contributions:++++++++++++++++++* Reviewed all financial data and conducted extensive bank reconciliations to clean up accounting department after 3-month gap between bookkeepers. * Readied company for year-end examination with CPA prior to company filing annual taxes. * Established first-ever employee retirement savings and short-term disability plan to act on management priority for employees; contacted professional benefit representative, organized informational presentations to employees, and scheduled individual meetings. * Set up special benefit enrollment and benefit maintenance program that achieved 100% participation with all employees enrolled in short term disability plan, and majority of staff registering to start retirement savings accounts.* Stabilized accounting department; used best practices in accounting to return financial processes to high degree of data integrity.

Education

  • Elliott Bookkeeping School
    Certificate of Completion in Practical Bookkeeping
    -
  • Portland Community College
    Certificate of Completion in Fundamentals of Corporate Accounting
    -

Community

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