Experience

Rain the Growth Agency

• United States
• Advertising Services
• 100 - 200 Employee

• Senior Accountant

  • Jul 2023 - Present



NEON | An IPG Health Company

• United States
• Advertising Services
• 200 - 300 Employee

• Client Finance Manager

  • Apr 2023 - Jun 2023

  - Primary day-to-day contact partnering with Account Management to oversee all financial aspects related to a portfolio of clients. - Design, implement and own the client and product specific reporting needs, overall process and monitor all costs on a weekly basis. - Continuously perform rate analysis to ensure system generated rate cards are up to date and aligned to approved client rate card. - Manage client invoicing and collection efforts and use systems like Ariba, Prisma, Decideware, etc. - Prepare month-end revenue calculation and journal entries, working with revenue controllers as needed. - Maintain Client Service Agreement database on a monthly basis to ensure all PE and signed contracts are uploaded and accurately reflected on all reports. - Analyze monthly financial results and gather commentary from Account teams to be able to relay any call outs/changes that senior management may need to know for forecasting/company health and explaining any variances in revenue results vs. forecast. - Manage and maintain MSA, SOW’s, PO’s and client invoicing - Continuous communication about portfolio with Senior Business Manager/Associate Directors when tracking and/or financial impacts occur flagging major issues such as potential write-offs to Finance Directors in a timely manner. - Train finance analysts to run trackers, review invoices and input estimates for billing/revenue/overall tracking. Show less



GCI Health

• United States
• Public Relations and Communications Services
• 300 - 400 Employee

• Senior Client Finance Associate

  • Feb 2022 - Mar 2023

  - Responsible for preparation of monthly client invoices, client back-up and budget trackers, completing all tasks by monthly deadlines - Maintain timely and accurate client billing - Review all WIP’s (status reports) to make any timesheet corrections, job transfers and R-Time (non-billable time) conversions - Update and maintain budget spreadsheets for all Clients and resolve issues proactively - Deliver all WIP’s drafts, invoices and spreadsheets to Client Managers for review - Pull all ‘back-up’ to be included with final invoices - Monitor monthly reconciliations on fee Clients - Create and distribute detailed monthly A/R Aging reports - Manage client budgets; review SOWs, POs and MSAs to support client teams as the “go to” resource for a centralized understanding of each budget - Generate system reports and analyze data to provide commentary - Suggest process improvement Show less



Real Chemistry

• United States
• Advertising Services
• 700 & Above Employee

• Client Accounting Analyst

  • Aug 2021 - Feb 2022

  - Responsible for the facilitation of the billing process, financial analysis and reporting for assigned accounts. - Process invoices and resolve any client accounting discrepancies. - Review project request forms for compliance and setup. - Participate in monthly financial review meetings with account teams and run financial queries. - Assist with client reporting, audit requests and data collection for assigned accounts. - Review monthly fee and expense details. - Calculate and track monthly revenues based on active contracts and client billings. - Provide time and expense details incurred on assigned accounts to Project Managers. - Support the department by maintaining files, contracts, and other relevant documentation. Show less



LAN Associates

• United States
• Architecture and Planning
• 100 - 200 Employee

• Senior Accounting Associate

  • Jul 2014 - Jul 2021

  - Utilized QuickBooks and MS Excel to assist in managing all aspects of the financial department. - Oversaw and executed monthly billing process and worked directly with executives and project managers to maintain financial accounts for 500+ customers. - Accurately prepared 1,000+ invoices in a timely manner to ensure billing deadlines were met. - Reviewed contracts and accurately set-up projects. - Processed accounts payable and receivable. - Performed daily bank deposits along with monthly bank and credit card reconciliations. - Maintained all accounting documents and records. - Worked with vendors, customers and project managers to resolve all inquiries and issues. - Reviewed and processed employee expense reports. - Fully trained new accounting department employees. - When needed, assisted Human Resources with responsibilities including payroll, 401k profit sharing, employee health savings accounts and certificates of insurance. Show less



QB Training Solutions LLC

• United States
• Accounting

• Junior Accountant

  • Apr 2012 - Jun 2014

  - Assisted a small accounting firm with bookkeeping responsibilities, internally & for 30+ external clients. - Utilized QuickBooks to maintain all registers, monthly reconciliations, quarterly tax returns, payroll, accounts receivable, accounts payable and invoicing. - Reviewed and recorded monthly journal entries for clients with various short- and long-term equities. - Assisted with scheduling and planning weekly QuickBooks training seminars. - Assisted a small accounting firm with bookkeeping responsibilities, internally & for 30+ external clients. - Utilized QuickBooks to maintain all registers, monthly reconciliations, quarterly tax returns, payroll, accounts receivable, accounts payable and invoicing. - Reviewed and recorded monthly journal entries for clients with various short- and long-term equities. - Assisted with scheduling and planning weekly QuickBooks training seminars.



Camp Bow Wow

• United States
• Consumer Services
• 500 - 600 Employee

• • Oct 2011 - Apr 2012

  - Oversaw opening and closing of facility and cash drawer.- Addressed customer inquiries and resolved any complaints.- Fully trained and maintained staff members.

• • Aug 2007 - Apr 2012

  - Supervised and monitored behavior in large groups of dogs.- Worked with pet owners to ensure individual feeding and medication schedules were maintained.- Performed heavy duty cleaning for sanitary conditions and helped with light grooming.- Assisted in training new Camp Counselors.