Experience

Altius Institute for Biomedical Sciences

• United States
• Research Services
• 1 - 100 Employee

• Senior Accountant

  • Apr 2022 - Present

  • Maintain grant reporting, support applications.• Generate NIH grant invoices.• Conduct account reconciliations and analysis.• Report on revenue and expenditures.• Collaborate with external finance team on Revenue/AR Reporting solutions.• Manage overdue account collection and reconciliation.• Prepare Indirect Cost Rate Proposal following federal guidelines.• Assist in audits and Form 990 preparation.• Handle property assessments per WA state tax rules.• Aid in forecasting models.• Contribute to ERP system transition to NetSuite: Identify software constraints, create data import templates, outline process needs, suggest team communication protocols, and more.• Train financial analyst on report analysis.• Process credit card and reimbursement reports with SAP Concur. Show less

• Accounting Consultant

  • Apr 2021 - Apr 2022

  • Conducted balance sheet reconciliations and managed fixed assets.• Generated monthly activity certifications for project oversight.• Facilitated expense reclassification for departmental accuracy.• Processed and deposited weekly checks.• Supported AP with invoice entry, cross-referencing, and documentation in QuickBooks.



GRAYCE Property Consultants

• United States
• Real Estate
• 1 - 100 Employee

• Accounting Consultant

  • Mar 2021 - Jul 2021

  • Conducted reviews and verifications to ensure that all invoices uploaded into Nexus AP Automation Software were correctly documented and coded prior to submission. • Assisted the AR team with collection procedures and reporting. • Conducted Nexus training sessions. • Conducted reviews and verifications to ensure that all invoices uploaded into Nexus AP Automation Software were correctly documented and coded prior to submission. • Assisted the AR team with collection procedures and reporting. • Conducted Nexus training sessions.



Quest Integrity

• United States
• Oil and Gas
• 300 - 400 Employee

• Accounting Consultant

  • Jan 2021 - Apr 2021

  • Ensured accuracy and completeness of Revenue Samples for audit. • Improved invoicing procedures for efficiency and accuracy, aligning with auditing standards. • Managed invoicing for Advanced Engineering, Pipeline, and Inspection projects. • Handled inter-company billing, including international travel expenses. • Ensured accuracy and completeness of Revenue Samples for audit. • Improved invoicing procedures for efficiency and accuracy, aligning with auditing standards. • Managed invoicing for Advanced Engineering, Pipeline, and Inspection projects. • Handled inter-company billing, including international travel expenses.



GRAYCE Property Consultants

• United States
• Real Estate
• 1 - 100 Employee

• Staff Accountant

  • Nov 2020 - Jan 2021

  • Oversaw timely and accurate processing of A/R and A/P transactions. • Set up client accounting files and prepared necessary documentation and reports. • Managed various accounting entries and maintained internal controls. • Supported staff development through performance management and training. • Conducted ad hoc analysis and projects for Senior Account Manager. • Oversaw timely and accurate processing of A/R and A/P transactions. • Set up client accounting files and prepared necessary documentation and reports. • Managed various accounting entries and maintained internal controls. • Supported staff development through performance management and training. • Conducted ad hoc analysis and projects for Senior Account Manager.



RJL Real Estate Consultants

• United States
• Real Estate
• 1 - 100 Employee

• Staff Accountant

  • Jan 2020 - Nov 2020

  • Managed A/R and A/P for accurate and timely financial processing. • Established and maintained a detailed spreadsheet for tracking recurring expenses across 27 medical facilities, streamlining financial oversight. • Prepared month-end journal entries and reports. • Conducted monthly bank reconciliations for precise financial records. • Assisted in annual compliance reporting, including 1099-Misc and tax reporting, and supported audits. • Implemented internal schedules for improved reporting accuracy (utility readings, timesheets, expense categorization, etc.). Show less



Ecology Auto Parts

• Transportation/Trucking/Railroad
• 1 - 100 Employee

• Accounting Consultant

  • Mar 2019 - Oct 2019

  • Conducted Fixed Asset Reconciliation for accurate financial records. • Verified employee salaries and wages through payroll report reconciliation. • Prepared Statement of Cash Flows. • Assisted in audit preparation, summarizing company information for clarity and efficiency. • Analyzed and summarized financial reports to understand period-to-period changes. • Utilized Excel for data extraction and compilation for reports on Revenue, COGS, Inventory, and Receivables. • Developed and maintained an Excel-based operating lease schedule in compliance with FASB Standard ASU 2016-02. Show less



Tigua Inc.

• United States
• Information Technology & Services
• 1 - 100 Employee

• Accounting Consultant

  • Nov 2018 - Feb 2019

  ⋅ Calculated and submitted monthly fuel tax accurately and efficiently with minimal training. ⋅ Filed sales tax quarterly. ⋅ Created schedules for tracking and reporting on employee benefits, collections, A/R analysis, inventory management, and COGS. ⋅ Calculated and submitted monthly fuel tax accurately and efficiently with minimal training. ⋅ Filed sales tax quarterly. ⋅ Created schedules for tracking and reporting on employee benefits, collections, A/R analysis, inventory management, and COGS.



Primary Color

• United States
• Printing Services
• 100 - 200 Employee

• Junior Accountant

  • Apr 2018 - Jul 2018

  • Revised the depreciation schedule to accurately calculate depreciation for all company assets. • Partnered with the business account representative to significantly reduce credit card processing fees while maintaining our current processor. • Successfully completed two years' worth of bank reconciliations within a single period, bringing records up to date. • Provided support to the Assistant Controller in various month-end activities as needed • Revised the depreciation schedule to accurately calculate depreciation for all company assets. • Partnered with the business account representative to significantly reduce credit card processing fees while maintaining our current processor. • Successfully completed two years' worth of bank reconciliations within a single period, bringing records up to date. • Provided support to the Assistant Controller in various month-end activities as needed



Allegro Financial

• United States
• Financial Services
• 1 - 100 Employee

• Bookkeeper

  • Jun 2017 - Apr 2018

  • Organized and prepared specialized accounting files, documents, reports, and presentations for tax preparation, tailored to each entity's field. • Reconciled General Ledger (GL) accounts and bank statements to maintain financial accuracy. • Maintained detailed reconciliations of all balance sheet accounts for each client on a regular basis, providing a clear overview of financial status. • Conducted research and resolved any discrepancies within accounts to guarantee accuracy. • Delivered phone support, addressing financial and accounting inquiries through research. Show less



SunPower by Solar Vast

• United States
• Construction
• 1 - 100 Employee

• Financial Analyst

  • Aug 2016 - Jun 2017



LEDXpert Lighting Inc.

• Appliances, Electrical, and Electronics Manufacturing
• 1 - 100 Employee

• Accounting Intern

  • Mar 2016 - Sep 2016