Experience

Outdoors for All Foundation

• United States
• Recreational Facilities
• 1 - 100 Employee

• Assistant Accountant

  • Oct 2020 - Present

  Payroll and benefits administration, accounts payable, monthly financial reconciliations. Payroll and benefits administration, accounts payable, monthly financial reconciliations.



Start Making a Reader Today

• Accounting Manager

  • Jan 2008 - Mar 2008

  Start Making A Reader Today Prepare monthly financial statements, general ledger reconciliation, reconciliation with donation software, accounts payable. This was Start Making A Reader Today Prepare monthly financial statements, general ledger reconciliation, reconciliation with donation software, accounts payable. This was



Crabbe Huson Group

• Assistant Controller

  • Oct 1991 - Oct 1999

  Prepare monthly financial statements, general ledger reconciliation, expense analysis, budgeting, accounts payable, payroll and benefits administration, 401(k) administration, commission calculation, cash flow. Prepare monthly financial statements, general ledger reconciliation, expense analysis, budgeting, accounts payable, payroll and benefits administration, 401(k) administration, commission calculation, cash flow.



Howard Johnson & Company

• Benefits Consultant

  • Dec 1989 - Sep 1991

  As Benefits Consultant, my responsibilities were to provide the administrative services required to run a qualified Defined Contribution retirement plan. These services involved plan reconciliation with several types of assets, updating participant records, contribution allocation, distribution processing, prepare IRS filings, perform coverage and discrimination testing. Employee statements and plan summary reports were prepared and delivered on a quarterly basis. As Benefits Consultant, my responsibilities were to provide the administrative services required to run a qualified Defined Contribution retirement plan. These services involved plan reconciliation with several types of assets, updating participant records, contribution allocation, distribution processing, prepare IRS filings, perform coverage and discrimination testing. Employee statements and plan summary reports were prepared and delivered on a quarterly basis.



Fidelity Investments

• United States
• Financial Services
• 700 & Above Employee

• Account Manager

  • Feb 1988 - Dec 1989

  The purpose of the Account Manager position is to manage all facets of several Institutional 401(k) plans. This includes preparation and reconciliation of quarterly statements and annual tax records, daily record-keeping mutual funds, Guaranteed Investment Contracts, and company stock; supply marketing materials, maintain client relations. I was also responsible for training and assisting in the opening of a regional office.

• Senior Auditor

  • Sep 1986 - Feb 1988

  my responsibilities were supervising and training auditors; researching and reconciling complex plans; acting as coordinator and project leader on extensive problems; compiling and maintaining audit statistics, monitoring daily cash activity, researching discrepancies, preparing monthly and quarterly statements for several institutional clients.



Sound Warehouse

• Retail Manager

  • Apr 1983 - Aug 1986

  As Manager of a large retail record and video store, my responsibilities were to supervise 35-40 employees, maintain monthly inventory control and budgeting, reconcile daily bookkeeping and servicing customers. COMPUTER SKILLS EXCEL, WORD, ADP PC PAYROLL, GREAT PLAINS ACCOUNTING, FRX, QUICKBOOK OTHER INTERESTSTrail running, hiking, skiing, yoga. As Manager of a large retail record and video store, my responsibilities were to supervise 35-40 employees, maintain monthly inventory control and budgeting, reconcile daily bookkeeping and servicing customers. COMPUTER SKILLS EXCEL, WORD, ADP PC PAYROLL, GREAT PLAINS ACCOUNTING, FRX, QUICKBOOK OTHER INTERESTSTrail running, hiking, skiing, yoga.