Experience

Rainforest QA

• United States
• Software Development
• 1 - 100 Employee

• Accounting Manager

  • Jan 2023 - Present

• Senior Accountant

  • Feb 2022 - Jan 2023



Sensei

• United States
• Wellness and Fitness Services
• 1 - 100 Employee

• Senior Accountant, Operations

  • Aug 2021 - Feb 2022

• Staff Accountant, Operations

  • Jun 2019 - Aug 2021

  Sensei’s month-end close was initially 10 business days. I helped reduce the month-end close from 10 to 6 days by reconciling all bank accounts on day 1, accelerating our AP close from day 3 to 2, completing all expense accruals (consultants, legal, web services, tax, etc.) by day 3, performing variance analysis on day 4, reconciliating Balance Sheet accounts (cash, prepaids, fixed assets, intangibles, ap, accrued expenses, debt) on day 5 and working on monthly close package on day 6Built out reconciliations from scratch for cash, holdings and accounts payable; in addition, to creating schedules for our leases, sublets, insurance, deferred rent and loansDeveloped time saving solutions such as expense allocations via journal entry uploads into NetSuite rather than manually inputting the data line by line during invoice processingPerformed monthly audits for employee medical benefits to make sure we were accurately onboarding and terming employees benefits; followed up with our medical providers to resolve billing issuesLed quarterly web service reviews with our Technology and IT department to review software costs and renewalsManaged all AP platforms (Tipalti, Expensify, Teampay) and processing to ensure all invoices, expense reports and credit card transactions were reviewed on a weekly basis; actively worked with customer support of each platform to resolve user and system issuesCreated a Summary of Contracts to record all contract information (start and end dates, contract amounts, current usage, compensation agreements, etc.) Created vendor reconciliations to track complex agreements with multiple statements of work and timelinesAssisted in audits by pulling GL detail for sampling, in addition to creating schedules for lease and loan commitmentsCreated “How-to” video tutorials for our employees who utilize Expensify and Teampay Show less



Teleflora

• Manufacturing
• 300 - 400 Employee

• Staff Accountant, Financial Reporting

  • Sep 2018 - Jun 2019

  Heavily focused on the preparation of monthly financial statements, quarterly and year-end reporting for Teleflora and it’s foreign subsidiaries. Utilized Hyperion software to consolidate financials. Other responsibilities include annual tax packages, quarterly debt covenant calculations Assisted with external audits by completing various schedules (Debt rollforward, 5 year loan commitment schedule, etc) Performed month-end close (10 business days) activities, including but not limited to posting journal entries, preparing account reconciliations and analyzing variances. Journal entries include accruals, amortization of intangibles, recognizing revenue, expensing prepaids and more. Worked closely with business units to develop and improve accounting procedures and controls Served as back-up to cash by providing daily cash flow forecasts, initiating and posting wires ERP system used was Lawson and Hyperion for consolidation Show less



Felt Bicycles

• United States
• Sporting Goods Manufacturing
• 1 - 100 Employee

• Staff Accountant, Operations

  • Apr 2017 - May 2018

  Initially hired to replace the Accounting Manager (saving the company $40,000 annually) to perform treasury functions, close month-end in 3 days, assist in audits and cash flow forecasting Treasury management consisted of overseeing our AR staff in recording cash receipts for daily bank reconciliations, tracking disbursements for historical 10 day cash flow reporting, compiling reports for bank compliance, creating weekly AP analyses for funding requests, reconciliation of Felt’s US & CAN line of credit The month-end close was comprised of GL reconciliations and maintenance such as bank reconciliations, booking bi-weekly payroll, liability accruals, amortization of prepaids, depreciation of fixed assets, reconciliation of intercompany accounts and evaluation of reserves Frequently prepared analyses of various GL accounts (e.g., COGS or Employee T&E expenses for the financial year) Collaborated with our VP of Operations on our 10 day and monthly cash flow forecasting Felt entities (US & CAN) Worked with the CFO to absorb all AP duties after the loss of our AP admin, which included processing domestic and international invoices and payments (e.g., check runs, wires, DA’s), collecting employee receipts for credit card reconciliations, reconciling all AP sub-ledger accounts to the GL, communicating with international factories to make sure payments were received Documented and enforced accounting policies and procedures, such as working with the international sales staff to properly recognize revenue according to GAAP regulations by ensuring all necessary documents are collected (e.g. original invoices and bill of ladens) before pushing AR and AP invoicing and insuring that GST, HST & QST taxes are properly recorded for CAN sales Assisted in the implementing Expensify, an expense report app, to easily track employee expenses and receipts; perfected our JE importation upload into our ERP System, Microsoft Dynamic AX Show less



Oomba, Inc.

• Irvine, California, United States

• Associate Financial Analyst

  • Apr 2016 - Apr 2017

  Oomba had three retail businesses to support the creation of it’s e-sports tournament software during their pre-revenue stage. Upon examining the monthly revenue and expenses of each retail business, it was discovered that 2 of 3 were at a net loss over several quarters. Per my suggestion, the CEO closed the two businesses saving over $200,000 annually. Following the close of the two businesses, I worked with managers to improve business operations and increase revenue of the existing retail business by implementing cash controls to prevent internal fraud and accurately record cash receipts, optimized employee schedules to reduce payroll costs, and created more in-store events to increase customer traffic Coordinated with the Director of HR and CEO to calculate and maintain all employee stock options Show less



Johnson & Johnson

• United States
• Hospitals and Health Care
• 700 & Above Employee

• Research Study Coordinator

  • Sep 2014 - Jun 2015

  Studied the comfort and physical appearance of Vistakon’s color contact lenses 1-DAY ACUVUE® DEFINE® using focus groups, Assisted principal investigators by ensuring all participants agreed to, understood, and signed their consent forms, Quality checked and recorded the amount of contact lenses dispensed, Recorded any adverse events/discomfort from participants through BioClinica (Medical Data System), Made sure all disqualified participants were adequately compensated for their time Studied the comfort and physical appearance of Vistakon’s color contact lenses 1-DAY ACUVUE® DEFINE® using focus groups, Assisted principal investigators by ensuring all participants agreed to, understood, and signed their consent forms, Quality checked and recorded the amount of contact lenses dispensed, Recorded any adverse events/discomfort from participants through BioClinica (Medical Data System), Made sure all disqualified participants were adequately compensated for their time



U SEE LA Optometry

• Los Angeles, CA

• Ophthalmic Technician

  • Feb 2013 - Jun 2015

  Bridged the gap between opticians and optometrists by regulating patient flow and pretesting, verified the accuracy of finished prescription glasses, and taught patients how to clean and put on their contact lenses Handled the billing and A/R of patients, in addition to analyzing and applying their insurance benefits to medical services Scheduled appointments for patients, Answered and screened calls for opticians and doctors, Prepared medical charts and recorded patient data using healthcare management software Show less