Experience

Alterra Mountain Company
• United States
• Hospitality
• 1 - 100 Employee
• Accountant - Financial Reporting

  • Feb 2023 - Present


Redpoint Financial Group

• United States
• Accounting
• 1 - 100 Employee

• Senior Accounting Consultant

  • Aug 2021 - Feb 2023

  • Provided quality business consulting services and technical accounting guidance for clients • Utilized QuickBooks to oversee monthly financial statement preparation and analysis of 20 small business accounts with combined yearly revenue of more than $50 million • Provided year-end financial preparation support to dozens of businesses around the US • Delivered payroll support, specializing in S Corp officer and small business payroll, using Surepayroll, Gusto, and ADP • Filed monthly, quarterly and yearly sales and payroll tax returns on local, state and federal levels • Researched issues per IRS and state guidelines to provide additional client assistance Show less



Africa Adventure Consultants

• United States
• Travel Arrangements
• 1 - 100 Employee

• Safari Concierge (Account Manager)

  • Oct 2019 - Jul 2021

  • Advised over 100 accounts at a time, using Microsoft Outlook and Nextiva VoIP system, on all issues related to their travel plans including insurance, flights, and extra services • Assisted in pre-sale process by building itineraries in WETU, requesting quotes from global supplier, and providing all other necessary lead support • Designed dozens of organizational tools to help with the impacts of COVID-19 including reports tracking postponed bookings, airline rebooking policies and financial impact • Trained multiple employees in QuickBooks, WETU, travel insurance software, Smartsheets and Excel to overcome turnover due to COVID-19 Show less

• Finance & Operations Specialist

  • Jun 2019 - Oct 2019

  • Managed project to implement new IT solutions throughout the office, including new VoIP system, internet provider, CRM, and IT management company • Migrated 17 years of lead and sales data from Smartsheets and Excel onto HubSpot CRM • Represented Africa Adventure Consultants at industry events in Denver, CO; Scottsdale, AZ; and Nairobi, Kenya negotiating contracts and rates with global vendors, and learning about new accommodations in the luxury travel industry

• Administrative Associate - Accounting

  • Feb 2018 - Jun 2019

  • Oversaw all bookkeeping operations using QuickBooks to record all accounts receivable and payable records, as well as paying global vendors • Restructured report to accurately forecast accounts payable and receivable using advanced Microsoft Excel skillset • Enhanced foreign currency tracking and reporting system using Excel pivot tables and VLOOKUP’s to purchase precise forward contracts



Great-West Financial

• United States
• 1 - 100 Employee

• Financial Sales Intern

  • Aug 2017 - Feb 2018

  • Refreshed Salesforce regularly to keep financial advisor information up-to-date • Created a report using Salesforce and MS Excel to advise customer contact recurrence • Updated each variable annuity wholesaler’s Market Metrics file • Tested and used troubleshooting techniques to load new accounts into Salesforce • Recorded campaigns in Salesforce, and built reports to track sales numbers of the campaign contacts • Refreshed Salesforce regularly to keep financial advisor information up-to-date • Created a report using Salesforce and MS Excel to advise customer contact recurrence • Updated each variable annuity wholesaler’s Market Metrics file • Tested and used troubleshooting techniques to load new accounts into Salesforce • Recorded campaigns in Salesforce, and built reports to track sales numbers of the campaign contacts



University of Iowa

• United States
• Higher Education
• 700 & Above Employee

• Supplies Distributor

  • Aug 2014 - Jul 2017

  • Distributed janitorial equipment and paper products to campus buildings • Facilitated the safe delivery of expensive items five or more times per day • Earned Chauffeurs’ License to operate large trucks • Work 20 hours per week while enrolled as full-time student • Distributed janitorial equipment and paper products to campus buildings • Facilitated the safe delivery of expensive items five or more times per day • Earned Chauffeurs’ License to operate large trucks • Work 20 hours per week while enrolled as full-time student



SCOPE Productions

• United States
• Entertainment
• 1 - 100 Employee

• Finance Director

  • Jun 2016 - Jun 2017

  • Facilitated the closing agreements between SCOPE and the musicians • Controlled SCOPE’s $150,000 budget • Oversaw the purchasing process for all of SCOPE’s transactions • Created P&L statements for every concert completed • Interviewed over 50 new applicants for the 2016-2017 school year • Managed a team of 10 member to fulfill all of SCOPE’s financial needs • Facilitated the closing agreements between SCOPE and the musicians • Controlled SCOPE’s $150,000 budget • Oversaw the purchasing process for all of SCOPE’s transactions • Created P&L statements for every concert completed • Interviewed over 50 new applicants for the 2016-2017 school year • Managed a team of 10 member to fulfill all of SCOPE’s financial needs



Dairy Queen

• United States
• Restaurants
• 1 - 100 Employee

• Accounting and Finance Intern

  • Jun 2016 - Aug 2016

  • Processed daily lockboxes containing franchisee checks • Completed morning and intraday accounting reports • Reported daily bank account statements to Dairy Queen’s Chief Officers • Managed two temporary employees during auditing project • Categorized franchisees P&L statements into unified format • Participated in IDQ’s short-audit process • Updated and improved IDQ’s daily accounting spreadsheets • Processed daily lockboxes containing franchisee checks • Completed morning and intraday accounting reports • Reported daily bank account statements to Dairy Queen’s Chief Officers • Managed two temporary employees during auditing project • Categorized franchisees P&L statements into unified format • Participated in IDQ’s short-audit process • Updated and improved IDQ’s daily accounting spreadsheets



Paragon Moving and Storage

• Mover

  • May 2014 - Aug 2014

  • Padded, packaged, and moved home furnishings • Collaborated with other employees to assure deadlines were met • Developed strategies to help the crew work in the most efficient way • Padded, packaged, and moved home furnishings • Collaborated with other employees to assure deadlines were met • Developed strategies to help the crew work in the most efficient way



Papa John's International

• United States
• Restaurants
• 700 & Above Employee

• Cook

  • Feb 2014 - May 2014

  • Assisted in taking phone orders and customer complaints, made pizzas, and worked the cut table • Coordinated with other employees to make sure all pizza’s were made correctly • Marketed Papa John’s within resident hall • Assisted in taking phone orders and customer complaints, made pizzas, and worked the cut table • Coordinated with other employees to make sure all pizza’s were made correctly • Marketed Papa John’s within resident hall



Savvi Formalwear

• United States
• Retail Apparel and Fashion
• 1 - 100 Employee

• Certified Fit Consultant

  • Jan 2013 - Jun 2013

  • Sold men’s formalwear for weddings and other events • Ranked a top 20 salesman during the 2013 prom season • Raised store sales using innovative marketing strategies • Sold men’s formalwear for weddings and other events • Ranked a top 20 salesman during the 2013 prom season • Raised store sales using innovative marketing strategies