Experience

Therapy Brands

• United States
• Software Development
• 200 - 300 Employee

• Senior Revenue Accountant

  • Sep 2022 - Present

  ● Reconciles cash transactions for multiple bank accounts ● Completes revenue journal entries, using reporting from multiple reporting systems ● Reconciles balance sheet general ledger accounts for multiple brands ● Assists with revenue related audit requests ● Completed Revenue Memos for multiple brands ● Reconciles cash transactions for multiple bank accounts ● Completes revenue journal entries, using reporting from multiple reporting systems ● Reconciles balance sheet general ledger accounts for multiple brands ● Assists with revenue related audit requests ● Completed Revenue Memos for multiple brands



ChipRewards, Inc. / Icario, Inc.

• Birmingham, Alabama, United States

• Senior Accountant

  • Mar 2019 - Present

  ● Operated as interim CFO and Controller (Feb 2020 - Oct 2020) ● Worked directly with external audit firm to complete 2019 and 2020 audits ● Completes daily cash reconciliations ● Responsible for completing month end closing procedures including Balance Sheet and Income Statement reconciliation, bank reconciliations and Financial Statement reporting ● Responsible for creating financial statements including explanations for revenue/budget variances ● Accounts Receivable, working to keep collections under 45 days through weekly communication with customers ● Responsible for Accounts Payable accruals and vendor payments according to terms of agreements Show less



Surgical Information Systems (SIS) formerly SourceMed

• Birmingham, Alabama Area

• Senior Accountant

  • Jun 2013 - Jan 2019

  ● Helped transition to ASC 606 reporting standard ● Completed VSOE quarterly reconciliations (revenue recognition) ● Produced weekly open orders report for billing of active orders from sales ● Completed End of Month reconciliations for Accounts Receivable ● Completed monthly revenue forecasts and reconciliations ● Reviewed and approved company-wide expense reports as per company expense policies ● Completed internal audits of third-party contracts and invoices for accurate pricing, terms and revenue share percentage through research, approval and reconciliations ● Served as Point of contact with third-party vendors and customers to rectify any contract/billing issues ● Calculated royalty fee for third-party vendor-based contract specifications Show less



SourceMed

• IT Services and IT Consulting
• 100 - 200 Employee

• Staff Accountant

  • Jun 2008 - Jun 2013

  ● Using Great Plains I invoiced over 2,000 customers implementation fees along with subsequent support and/or subscription fees on an annual, quarterly and monthly basis ● Through Encore, I created recurring invoices that are billed quarterly and monthly ● Within Great Plains I created returns for clients that convert from one product to another ● Using MS Access and MS Excel I created reports to bill trainers’ travel expenses that are to be invoiced to the customers on a bi-weekly basis ● Using Great Plains and Citrix Meta Frame (Pivotal) I researched, approve third-party invoices that are to be paid by Accounts Payable, and invoice all third-party items that are to be paid by customers ● During the Month End closing process, I invoiced clients on a per claim basis for claims processed by third-party vendors ● Completed End of Month reconciliations for Accounts Receivable ● Month End reconciliations for Bad Debts by Salesperson and Discounts by Salesperson Show less



Lehmann, Ullman & Barclay, LLB

• Staff Accountant

  • Dec 2006 - Apr 2008

  ● Completed individual tax returns for 70-100 clients per tax season ● Prepared compilations along with financial statements for clients on an annual basis ● Created and entered General Ledger journal entries ● Completed business partnership and non-profit organization returns ● Completed individual tax returns for 70-100 clients per tax season ● Prepared compilations along with financial statements for clients on an annual basis ● Created and entered General Ledger journal entries ● Completed business partnership and non-profit organization returns