Senior Accountant

• Nov 2022 - Present

Responsibilities include streamline cafe sales entries; transition from check to ACH payments for all vendors; monthly bank reconciliation; post and reconcile all cafe entries from Third parties; reconcile third party applications; enter and track purchase orders for packaging; assist with audits Responsibilities include streamline cafe sales entries; transition from check to ACH payments for all vendors; monthly bank reconciliation; post and reconcile all cafe entries from Third parties; reconcile third party applications; enter and track purchase orders for packaging; assist with audits

Accountant

• Feb 2022 - Nov 2022

Senior Accountant

• Mar 2020 - Feb 2022

Duties included but were not limited to: vineyard budgeting; bank reconciliations; daily cash tracking; Purchase card reconciliation and upload; fixed assets - additions and deletions; annual business property tax filing; sales tax reconciliation and payment; out of state sales tax reconciliation; Accounts receivable backup when needed including collections; monthly balance sheet reconciliation; monthly close; interim and annual audit; tracking of grapes harvested internally and outside contracts with reconciliation; billing of grape purchases to outside parties. Worked with AMS, Bill.com, and Concur. Show less

Staff Accountant/Payroll Manager

• Jun 2018 - Mar 2020

Responsibilities include but are not limited to: Payroll for 200+ employees including vineyard workers, J-1, J-2, and out of state employees, benefit bill reconciliation, 401K maintenance assistance and upload, AR, bank reconciliation, prepaid reconciliation, accruals, balance sheet reconciliation, and sales tax filings. Working with AX Dynamics, Bill.com, ADP Workforce Now, and Concur software programs Responsibilities include but are not limited to: Payroll for 200+ employees including vineyard workers, J-1, J-2, and out of state employees, benefit bill reconciliation, 401K maintenance assistance and upload, AR, bank reconciliation, prepaid reconciliation, accruals, balance sheet reconciliation, and sales tax filings. Working with AX Dynamics, Bill.com, ADP Workforce Now, and Concur software programs

Sr Staff Accountant

• Aug 2017 - Jun 2018

Global accountant for the U.K. business and Accounts Receivable for the US portion of the business. Assist in monthly reconciliations of revenues and other balance sheet accounts, assist and verify contract addendums, verification of commission payments, and tracking of unearned revenue. Software-NetSuite Global accountant for the U.K. business and Accounts Receivable for the US portion of the business. Assist in monthly reconciliations of revenues and other balance sheet accounts, assist and verify contract addendums, verification of commission payments, and tracking of unearned revenue. Software-NetSuite

Senior Accountant

• Nov 2016 - Mar 2017

Responsible for supporting the business as it relates to the integrity of the financial statements. More specifically, manages AP and AR, assisting with the month-end close, cash account reconciliations, external audits, treasury functions, and other accounting projects as assigned. Embraces a sense of urgency and collaborative work ethos that creates strong relationships within the department and cross-functionally while ensuring business adherence to accounting policies and procedures. Directly supervises Staff Accountant. Software-Navision Show less

Office Manager

• Jan 2016 - Nov 2016

My responsibilities include Payroll, Accounts Payable, Bank Reconciliation. I am responsible for the supervision of 2 employees. I am currently in charge of restoring lost financial information for the last year including deposits, payments, revenue and expenses. Software-Quickbooks My responsibilities include Payroll, Accounts Payable, Bank Reconciliation. I am responsible for the supervision of 2 employees. I am currently in charge of restoring lost financial information for the last year including deposits, payments, revenue and expenses. Software-Quickbooks

Staff Accountant

• Jun 2014 - Jan 2016

My responsibilities include assisting in counting and verifying funds received from over 800 clinics nationwide. I am also responsible for credit card reconciliations, A/P, collections, setting up weekly payments for our independent veterinarians and various other accounting responsibilities Software-NetSuite My responsibilities include assisting in counting and verifying funds received from over 800 clinics nationwide. I am also responsible for credit card reconciliations, A/P, collections, setting up weekly payments for our independent veterinarians and various other accounting responsibilities Software-NetSuite

Accounting Manager

• Mar 1997 - Jun 2014

For almost 17 years I have been responsible for all accounting functions of this organization with more than 100 employees. In addition to accounting management for the organization I assumed significant Human Resource responsibilities including insurance and health benefits and Worker’s compensation, all this absent an HR department. During my time at Diablo Timber I started my formal education en route to a B.S in Accounting. For almost 17 years I have been responsible for all accounting functions of this organization with more than 100 employees. In addition to accounting management for the organization I assumed significant Human Resource responsibilities including insurance and health benefits and Worker’s compensation, all this absent an HR department. During my time at Diablo Timber I started my formal education en route to a B.S in Accounting.

Accounts Receivable

• 1996 - 1997

I was responsible for a lot of financial management activities and had a 100% cost recovery in collections. I was responsible for a lot of financial management activities and had a 100% cost recovery in collections.

Staff Accountant

• 1995 - 1996

Primary responsibilities were Accounts payable, stock, inventory control and management for this multi-tasting room and winery partnership. Primary responsibilities were Accounts payable, stock, inventory control and management for this multi-tasting room and winery partnership.

Office Manager and Girl Friday to the CEO

• 1994 - 1996

As Office Manager for the Northern California division of this International operation I was responsible for the day to day operations. My biggest accomplishment during my time with Powerscreen was moving them in to the 20th century by removing all manual systems and integrating them in to state of the art computer systems. This included replacing the labor intensive calculations for payroll and deductions. This modernization added to the bottom line of the organization. As Office Manager for the Northern California division of this International operation I was responsible for the day to day operations. My biggest accomplishment during my time with Powerscreen was moving them in to the 20th century by removing all manual systems and integrating them in to state of the art computer systems. This included replacing the labor intensive calculations for payroll and deductions. This modernization added to the bottom line of the organization.

Junior Staff Accountant

• 1989 - 1994

I was hired as the Receptionist and was given higher level responsibilities and it was quickly recognized that I had accomplished them to an exceptional standard and was immediately promoted to the vacant Junior Staff Accountant position. Ultimately I had over all responsibility for Accounts Receivable, Inventory control, depletions and monthly 702 reporting to the BATF. I was hired as the Receptionist and was given higher level responsibilities and it was quickly recognized that I had accomplished them to an exceptional standard and was immediately promoted to the vacant Junior Staff Accountant position. Ultimately I had over all responsibility for Accounts Receivable, Inventory control, depletions and monthly 702 reporting to the BATF.