Experience

Waldron Partners

• United States
• Financial Services
• 1 - 100 Employee

• Financial Planning and Analysis Manager. Accountant. Bookkeeper.

  • Jan 2016 - Present

  * Set up new Quickbooks Online account * Prepare journal entries and monthly accruals for sales revenue and expenses, reconcile bank accounts * Handle customer invoicing * Manage payroll (including payroll taxes and 401k contributions) * Prepare monthly financial reports for the owners * Correspond with tax CPA * Set up new Quickbooks Online account * Prepare journal entries and monthly accruals for sales revenue and expenses, reconcile bank accounts * Handle customer invoicing * Manage payroll (including payroll taxes and 401k contributions) * Prepare monthly financial reports for the owners * Correspond with tax CPA



AppThemes

• United States
• Technology, Information and Internet
• 1 - 100 Employee

• Financial Planning and Analysis Manager. Accountant. Bookkeeper.

  • Mar 2011 - Dec 2017

  * Developed the financial processes and procedures * Prepare journal entries and monthly accruals for sales revenue and expenses, reconcile bank accounts, process expense reports * Manage payroll (including payroll taxes and 401k contributions) * Prepare monthly financial reports for the CEO * Review annual tax returns * Developed the financial processes and procedures * Prepare journal entries and monthly accruals for sales revenue and expenses, reconcile bank accounts, process expense reports * Manage payroll (including payroll taxes and 401k contributions) * Prepare monthly financial reports for the CEO * Review annual tax returns



AEG

• United States
• Entertainment Providers
• 700 & Above Employee

• Finance Manager

  • Aug 2007 - Jan 2011

  * Implement and maintain accounting policies and procedures for a new regional office and two mid-size concert theaters, with a large focus on internal controls for cash handling* On-boarded and managed a small team of accountants* Audit and reconcile current month events and various general ledger accounts, issue financial statements, and prepare various analytical reports, all under tight monthly deadlines * Responsible for day-to-day activities, including payables, deposits, individual event cash floats, petty cash, and daily box office sales * Create annual budgets and monthly reforecasts

• Finance Manager

  • May 2004 - Aug 2007

  * Handled all aspects of accounting and financial reporting for the Los Angeles one-offs region and a touring division * Communicated and worked directly with various business managers and staff to ensure useful and timely reporting of financial information * Coded payables and receivables, contacted customers with overdue balances * Conducted artist and building settlements for over 30 arena shows at multiple venues, dealing with various ticketing systems, and negotiating building rebates when shows lost money* Led artist settlements at the Coachella Music & Arts Festivals, 2005 – 2008 * Lead accountant for the 2006 Coachella Music & Arts Festival, reconciling box office revenue, merchandise and water sales, sponsorship, onsite vendor fees, talent costs, advertising and production expenses