Experience

Academic Therapy Publications
• United States
• Book and Periodical Publishing
• 1 - 100 Employee
• Finance/Accounting Business Manager

  • Jun 2023 - Present


MGO (Macias Gini & O'Connell LLP)

• United States
• Accounting
• 400 - 500 Employee

• Financial Advisory Accounting Services Experienced Associate

  • Mar 2022 - Feb 2023

  • Client Management. Managed agency’s relationship with 17 clients, facilitating communication, billings and retention. • Client Services. Maintained client accounts on QuickBooks, setting up chart of accounts; created budgets; provided reports and projections upon request; supported income tax preparation. o Accounts Payable. Processed invoices on clients’ behalf and recorded in QuickBooks, paid bills, and issued dividends and profit distributions. o Accounts Receivable. Collected incoming funds and payments to client, made deposits, and managed accounts receivable in QuickBooks. o Payroll. Calculated and administered payroll including issuance of checks and quarterly and annual payroll returns. o Property Management. For selected clients, performed property management services. Show less



Eckhoff and Company

• United States
• Accounting
• 1 - 100 Employee

• Financial Assistant

  • Feb 2021 - Feb 2022

  • Financial Management. Managed EAC accounts on QuickBooks, performed accounts receivable and payable processes, collected payments and made deposits, issued refunds, created collection statements, reconciled bank statements, and created QuickBooks reports for partners upon request • Personnel Management. Performed HR functions, including administering payroll with Paychex, employee onboarding and PTO tracking, maintaining flexible spending accounts and addressing employee issues; maintained knowledge of payroll law. • Facilities Financial Management. Managed accounting for company owned property including oversite of secondary tenants. Tasks included maintaining QuickBooks accounts and payable and receivable accounts functions. • Leadership. Worked collaboratively with other departments to streamline company processes and address administrative issues; served on Safety Committee. Show less



CohereOne

• Advertising Services
• 1 - 100 Employee

• Business Manager

  • Apr 2014 - Aug 2020

  • Budgeting. Created annual/monthly budget prior to the start of each fiscal year. Updated budget monthly to provide a projection of year end profit and cash flow. • Accounts Receivable. Prepared invoices for consulting, marketing and data processing services. Responsible for the collection process of overdue accounts. • Accounts Payable. Prepared check run and paid invoices received from vendors and contractors, calculated commissions paid to marketing partners and prepared monthly statements of commissions of marketing partners. • Financial Statements. Prepared monthly profit and loss statements, balance sheets, accounts receivable aging reports, and cash flow reports using QuickBooks and SaasOptics. Prepared year end statements submitting necessary material to CohereOne’s CPA firm for income tax preparation. • Payroll. Ensured the accurate preparation of payroll, maintenance of payroll accounts and payment of payroll taxes. Managed relationship with Paychex. • Benefit Administration. Reviewed alternative medical, dental and vision plans, recommending optimal plans to the CEO. Administered necessary reporting and contributions to the 401(k) plan and FSA program. • Office Administration. Maintained all office and business functions including insurance (casualty, professional practices, workers’ comp, and employment practices) and lease relationships. Show less



Gourmet Gift Baskets

• Retail
• 1 - 100 Employee

• Business/Accounting Manager

  • Apr 2012 - Mar 2014

  • Responsible for all accounting and business management tasks. • Managed consumer website, updating new products, product descriptions, pricing and alternative order suggestions using the Magento website platform. • Provided customer service for special orders, large group orders and corporate gift sales. • Coordinated fulfillment of daily orders with warehouse facility. • Responsible for all accounting and business management tasks. • Managed consumer website, updating new products, product descriptions, pricing and alternative order suggestions using the Magento website platform. • Provided customer service for special orders, large group orders and corporate gift sales. • Coordinated fulfillment of daily orders with warehouse facility.



LENSER

• United States
• Advertising Services
• 1 - 100 Employee

• Corporate Marketing Coordinator

  • Oct 2005 - Mar 2011

  • Managed company’s affiliate program, tracking referrals and providing affiliate payments for successful referrals. • Assisted in coordination of company’s annual three-day Summit, a promotional and educational event for 300 participants, managing logistics to ensure event ran smoothly. • Edited marketing materials and company website. • Managed company’s affiliate program, tracking referrals and providing affiliate payments for successful referrals. • Assisted in coordination of company’s annual three-day Summit, a promotional and educational event for 300 participants, managing logistics to ensure event ran smoothly. • Edited marketing materials and company website.