Experience

The Florida Orchestra

• United States
• Musicians
• 1 - 100 Employee

• Director of Finance And Accounting

  • May 2023 - Present

  - Prepare financial reporting and analysis working cooperatively with departments to provide timely accurate reports, especially budget to actual.- Present financial statements and other management reports at finance committee meetings.- Coordinate preparation of annual Form 990 filing and audit report.- Prepare financial reports for grants, applications, and reimbursement requests.- Maintain accounting controls and ensure adherence to financial nonprofit laws and guidelines.- Conduct analysis to make cashflow projection reports for CEO and finance committee chair.- Monitor and support staff ensuring performance of day-to-day responsibilities.- Manage accounts payable, accounts receivable, cash receipts and payroll processes- Reconcile general ledger accounts on a periodic basis and resolve discrepancies when discovered Show less

• Controller

  • Feb 2023 - May 2023

  - Work closely with Business Operations Assistant and Payroll Benefits Specialist to manage accounts payable, accounts receivable, cash receipts and payroll processes.- Monitor and support staff ensuring performance of day-to-day responsibilities.- Review work plans with staff to set manageable goals and ensure that each are on track to meet weekly and monthly deadlines. Focus on best practices, ensuring accuracy of data and timeliness of reporting.- Continue current staff development and adhere to management’s commitment to provide an atmosphere of learning and professional growth.- Work closely with staff to ensure that all payroll, accounts payable, accounts receivables and cash receipts entries are recorded and reviewed.- Ensure all Donor system transactions are recorded and reconcile general ledger reports to Development Department reporting.- Record balance sheet entries as necessary, including depreciation, prepaid expenses, investment activity, earned revenue and other standard accounting entries.- Reconcile bank statements each month.- Reconcile general ledger accounts on a periodic basis and resolve discrepancies when discovered.- Assist with financial reporting and analysis as needed and work cooperatively with departments to provide timely and accurate reports.- Assist with preparation of information requested for annual financial audit, retirement plan audit and preparation of the annual tax Form 990.- Maintain accounting controls and follow generally accepted accounting principles.- Assist with risk management, oversight, and annual insurance renewal as needed.- Assist with budget preparation as needed. Show less



LAPA Fundraising

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Director of Finance And Accounting

  • May 2022 - Feb 2023

  - Oversee all company accounting activities including the preparation and review of financial statements - Manage annual operating budget and analysis - Oversee all cash responsibilities including cash flow forecasting and cash reconciliations - Establish and enforce financial policies, procedures, controls, and reporting systems - Provide all necessary controlling analysis including variance analysis and budgetary controls - Manage payroll and compensation/benefit processing and reporting - Work with the CEO to develop improvement plans and make financially sound business decisions Show less



PDR CPAs + Advisors

• United States
• Accounting
• 1 - 100 Employee

• Staff Accountant

  • Jul 2020 - May 2022

  - Prepare high level federal, state, and local tax returns, specializing in non-profit organizations - Assemble comprehensive tax work papers, account reconciliations, responses to audit requests, research memos and/or correspondence and maintains records related to income tax returns - Provide financial planning and tax strategies to minimize financial risks for 30+ small businesses - Prepare high level federal, state, and local tax returns, specializing in non-profit organizations - Assemble comprehensive tax work papers, account reconciliations, responses to audit requests, research memos and/or correspondence and maintains records related to income tax returns - Provide financial planning and tax strategies to minimize financial risks for 30+ small businesses



Cola & Cola CPAs

• United States
• Accounting
• 1 - 100 Employee

• Accountant

  • Sep 2018 - Jun 2020

  - Managed accounts payable for multiple clients ensuring accurate and timely payments - Prepared simple to complex corporate tax returns for small businesses, including sales tax reports - Trained and supervised staff support personnel - Managed accounts payable for multiple clients ensuring accurate and timely payments - Prepared simple to complex corporate tax returns for small businesses, including sales tax reports - Trained and supervised staff support personnel



BCH Mechanical, LLC

• United States
• Construction
• 100 - 200 Employee

• Accounts Receivable Assistant

  • Apr 2017 - Dec 2017

  - Organized and maintained accounts receivables active files - Logged receivables invoices and keep accurate aging report - Interacted with clients and business managers regarding invoice accounts and payment support - Analyzed accounts to discover discrepancies and resolve any variances - Organized and maintained accounts receivables active files - Logged receivables invoices and keep accurate aging report - Interacted with clients and business managers regarding invoice accounts and payment support - Analyzed accounts to discover discrepancies and resolve any variances



Emerick & Company, CPAs

• Accounting
• 1 - 100 Employee

• Accounting Assistant

  • Dec 2016 - Mar 2017

  - Reconcile bank statements - Activate ACH payments - Enter daily sales data for various companies - Record payroll hours and process payroll direct deposits - Reconcile bank statements - Activate ACH payments - Enter daily sales data for various companies - Record payroll hours and process payroll direct deposits



Kraujalis Tax and Accounting

• St Petersburg, Florida, United States

• Bookkeeper

  • Oct 2016 - Mar 2017

  - Entered data from bank and credit card statements into QuickBooks - Reconciled bank statements - Entered data from bank and credit card statements into QuickBooks - Reconciled bank statements