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Experience

    • United States
    • Food and Beverage Services
    • 1 - 100 Employee
    • Director of Finance
      • Aug 2021 - Present

    • Financial Controller
      • Jun 2020 - Aug 2021

    • Owner
      • Feb 2016 - Present

      Custom fabrication Custom fabrication

    • United States
    • Medical Practices
    • 1 - 100 Employee
    • Staff Accountant
      • Apr 2019 - Jun 2020

      Communicate with client and firm associate requests in a timely, accurate, positive and professional manner Establish and maintain effective client relationships through regular communications, including on-site visits Adhere to prescribed budgets and deadlines Develop technical competency and provide assistance to clients Participate in continuing professional education programs Serve as a trusted business advisor for clients and associates Proactively identify improvement opportunities in processes to enhance efficiency, recognize potential issues and/or opportunities in engagements and discuss with engagement leader Use data analysis skills to discover useful information and patterns to provide support in recommendations Tax Specific: Prepare individual, business and fiduciary tax returns and projections in accordance with firm and professional standards as directed by engagement leaders Understand and effectively use current tax and accounting software applications Research tax related issues and other related financial reports Perform a limited number of tax return interviews as needed Audit Specific: Perform audit, review, and compliance testing procedures in accordance with firm and professional standards and as directed by engagement leaders Communicate with engagement leaders regarding open items, testing problems, or other important matters in a timely manner Prepare (or review client prepared) financial statements and footnotes, management reports, and other engagement outputs Develop technical competency with GAAP and accounting procedures, especially related to assigned product line

    • United States
    • Human Resources Services
    • 1 - 100 Employee
    • Staff Accountant
      • Aug 2018 - Feb 2019

      I provide accounting services to businesses that have outsourced their accounting. I use QuickBooks online and desktop versions as well as Accounting CS to provide services. Tools for automation and ease used include receipt bank and bill.com. I provide services ranging from coaching/guiding clients to full-charge bookkeeping. I do this for 17+ clients at a time. My clients belong to a variety of industries from dental to construction to art galleries to even the oil field. I also handle month-end and year-end tasks for each client including journal entries, 1099 filings, and financial statements.

    • Accounting Services Intern
      • May 2018 - Aug 2018

    • United States
    • Retail
    • 1 - 100 Employee
    • Inventory Control
      • Jun 2016 - May 2018

      This position is responsible for supporting the outfitters on the floor by ensuring inventory integrity and accuracy to positively impact sales as well as improving back-end operations. This position is also responsible for any and all store inventory adjustments. Essential Job Functions: *Responsible for Active Cycle Counts - complete active cycle counts each week as directed with the new mobile application and adjustment guidelines. Complete on hand adjustments as needed. *Responsible for Active Short Report. Work negatives and research to determine root causes. Complete on hand adjustments as needed. *Responsible for inventory prep including, but not limited to, training outfitters on counting, tape departments, hang tags, complete audits, peg integrity, ensuring shelf labels are scanable and researching problem sku's. *Responsible for completion of Priority One's and must be responded to immediately *Responsible for completion of quarterly power sports audits in partnership with the Power Sports Sales manager *Responsible for completion of DC Issue Log and Consumable product rotation/expiration dates. *Responsible for Double Active location clean up, 21 day cleanup\ (00 in transit) as well 01APACK clean up (Omni LO's).

    • Customer Service Representative
      • Apr 2013 - May 2016

      *Resolving customer questions and concerns in accordance with company guidelines via phone and face to face interaction. Processes returns, In Store Pickups, and other special orders such as Layaways, holds, and outdoor licensing. Researching orders, products, lost gift cards and rebates for customers. *Provide legendary customer service every time by assisting customers in making buying decisions by identifying and evaluating customers' needs, and making product recommendations based off of this analysis, by providing a legendary customer experience for every customer and promoting Cabela's programs including, but not limited to CLUB Membership, Kiosk, VOC, and In-Store Pick-up. *Assure visual presentation standards are met by up-keep and maintenance to include, but not limited to restock, re-merchandising, dusting, and vacuuming sales floor as needed *Respond and handle customer issues by using good judgment and logic in solving problems and making decisions within the job scope. *Assist in other areas of the store when business needs dictates, which may include, but not limited to: hunting, fishing, camping, footwear, clothing, gifts, general store, archery, marine, back-end, cashier, and deli or bargain cave. *Other Duties as Assigned by Management.

    • Customer Service Team Lead
      • Apr 2009 - Mar 2013

      * Assists in the delegation of work, determining the method of work, giving clear and concise direction, and follow up to ensure proper execution. *Assist manager in motivating fellow Outfitters, keeping them engaged and working as a cohesive team. *Fosters growth and development of retail Outfitters by supporting training initiatives. *Assist with weekly and monthly auditing of ISP, Layaway, Hold, Case and Gift Cards. *Provide legendary customer service every time by assisting customers by identifying and evaluating customers' needs, and making product recommendations based off of this analysis, by providing a legendary customer experience for every customer and promoting Cabela's programs including, but limited to CLUB Membership, Kiosk, VOC, and In-Store Pick-up. *Respond and handle customer issues by using good judgment and logic in solving problems and making decisions within the job scope. *Other Duties as Assigned by Management.

    • United States
    • Retail
    • 700 & Above Employee
    • Support Manager
      • Mar 2004 - Jun 2005
    • Customer Service Manager
      • Jan 2002 - Dec 2003

    • Department Manager
      • Feb 2000 - Jan 2002

Education

  • Texas A&M University-Commerce
    Master of Science - MS, Accounting
    2018 - 2019
  • Colorado State University-Global Campus
    Bachelor of Science - BS, Accounting
    2014 - 2017
  • University of Montana
    Accounting, 3.92
    2013 - 2014

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