Experience

Lindblad Expeditions

• United States
• Travel Arrangements
• 400 - 500 Employee

• Accounts Payable Manager

  • Nov 2013 - Present

• Accounts Payable

  • Oct 2009 - Nov 2013



South Bay FL, Inc

• Office Manager

  • Dec 2007 - Apr 2009

  • Accounts Payable duties: Reviewed all invoices, credit cards and expense reports, confirmed general ledger/approval accuracy, processed and distributed all payments either online, credit card or manual checks. Processed trial balance reports, commissions/deposits and bank account and petty cash reconciliations. • Insurance duties: Prepared, processed and tracked all death claims, gathered & submitted all necessary legal documentation, working closely with policy and annuity trustees as… Show more • Accounts Payable duties: Reviewed all invoices, credit cards and expense reports, confirmed general ledger/approval accuracy, processed and distributed all payments either online, credit card or manual checks. Processed trial balance reports, commissions/deposits and bank account and petty cash reconciliations. • Insurance duties: Prepared, processed and tracked all death claims, gathered & submitted all necessary legal documentation, working closely with policy and annuity trustees as well as insurance carriers. Tracked online obituary and social security sweeps. Provided subsequent research to discover deceased clientele. Requested and tracked insurance illustrations from carriers for 125+ clients to assure policies did not lapse in coverage. • Tracked, purchased and maintained all office supplies, equipment, shipping needs and maintained general office condition. • Arranged transportation including airfare and limo services as needed. • Processed any correspondence or reports as needed for President, CFO and Controller • Screened all incoming phone calls and mail and prioritize, processed/distributed accordingly • Tracked all employee time-off Show less



The Princeton Review

• United States
• Education Management
• 700 & Above Employee

• Accounts Payable Assistant Manager

  • Oct 2004 - Nov 2007

  • Assisted with building a finely tuned A/P department overseeing staff of 4, fostering a collaborative environment, improving productivity, establishing accountability and team morale. • Assisted in restructuring and establishing appropriate controls and procedures to ensure Sarbanes Oxley Policy and Audit Compliance • Reviewed all Invoices and confirmed General Ledger/Approval Accuracy for 40 National Operational locations. • Restructured payment protocol resulting in approximate… Show more • Assisted with building a finely tuned A/P department overseeing staff of 4, fostering a collaborative environment, improving productivity, establishing accountability and team morale. • Assisted in restructuring and establishing appropriate controls and procedures to ensure Sarbanes Oxley Policy and Audit Compliance • Reviewed all Invoices and confirmed General Ledger/Approval Accuracy for 40 National Operational locations. • Restructured payment protocol resulting in approximate 90% reduction in late fees and finance charges. • Worked closely with Purchasing Department on Invoice/Purchase Order Matching. • Maintained seamless integration to customers and employees during Epicor Upgrades and Oracle conversion • Introduced business process improvements that enhanced A/P functionality and eliminated duplication. • Shared heavy contact with vendors, researched and reconciled disputes resulting in significant improved customer relations • Created and maintained tracking system of 200+ phone/utility bills to ensure timely payment and reduction in service stoppage by 100%. • Provided comprehensive support to audit requests • Staff mentored new employees • Processed ACH expense report payments and wires through online banking access

• Accounts Payable Associate

  • Sep 1998 - Sep 2004

  • Maintained departmental efficiency in a fast growing corporation starting from 12 sites to 37 sites over a five year period. • Processed accounts payable data entry and distribution of payments • Maintained and processed recurring rents, equipment leases, and utilities for all sites • Tracked and entered all transactions from corporate site manual checkbooks.