Accounting Manager

• Nov 2020 - Present

Principal

• Jan 2021 - Present

- Provide accounting services to small businesses - Contract accounting for short or long-term assignments - Manage or support accounting system implementations - Provide accounting services to small businesses - Contract accounting for short or long-term assignments - Manage or support accounting system implementations

Accounting Services Specialist & Owner

• 1999 - Jan 2021

• Completed accounting period close activities for clients using PCLAW and Quickbooks • Developed and implemented spreadsheet tools to determine partner compensation • Entered accounts payable invoices • Produced month end reports • Created accounting procedure manuals for clients • Completed accounting period close activities for clients using PCLAW and Quickbooks • Developed and implemented spreadsheet tools to determine partner compensation • Entered accounts payable invoices • Produced month end reports • Created accounting procedure manuals for clients

Corporate Accountant

• Mar 2018 - Dec 2020

- Manage weekly cash requirements analysis and reporting - Reconcile account balances and bank statements, maintaining general ledger and preparing month-end close procedures - Support month-end and year-end close process - Analyzing data to support business decision-making - Participate in financial standards setting and in forecast process - Implement Netsuite for acquisition companies - Plan and execute Wayfair sales tax remediation - Manage weekly cash requirements analysis and reporting - Reconcile account balances and bank statements, maintaining general ledger and preparing month-end close procedures - Support month-end and year-end close process - Analyzing data to support business decision-making - Participate in financial standards setting and in forecast process - Implement Netsuite for acquisition companies - Plan and execute Wayfair sales tax remediation

Assistant Controller

• Feb 2013 - Feb 2018

• Managed sales reporting process for 71 retail locations • Developed and implemented spreadsheet tools to allocate costs to retail locations • Completed accounting period close activities using Quickbooks • Produced month end reports • Created accounting procedure manuals • Entered accounts payable invoices • Managed sales reporting process for 71 retail locations • Developed and implemented spreadsheet tools to allocate costs to retail locations • Completed accounting period close activities using Quickbooks • Produced month end reports • Created accounting procedure manuals • Entered accounts payable invoices

Board Member

• Aug 2010 - Dec 2014

*Maintained accounting records via Quickbooks *Analyzed and presented financial data for Board *Liason with tax preparation professionals *Assisted in planning and execution of annual fundraiser *Procured directors & officers insurance *Maintained accounting records via Quickbooks *Analyzed and presented financial data for Board *Liason with tax preparation professionals *Assisted in planning and execution of annual fundraiser *Procured directors & officers insurance

Executive Team, Board of Director

• Oct 2005 - Sep 2010

Served as Treasurer, Concession Stand Manager, and Auction Chair Served as Treasurer, Concession Stand Manager, and Auction Chair

Chief Fundraiser

• Oct 2009 - Jun 2010

Administered primary fundraiser for elementary school with 700+ children via weekly ordering, inventory, sales, and distribution of scrip Administered primary fundraiser for elementary school with 700+ children via weekly ordering, inventory, sales, and distribution of scrip

Financial Analyst

• Apr 1997 - Feb 1999

Supported Engineering function in financial modeling and month end accounting activities Supported Engineering function in financial modeling and month end accounting activities

Business Consultant

• Aug 1994 - Apr 1997

*Designed and implemented processes to support software implementations *Configured software for implementations *Assisted in change management administration for process improvement and software implementations *Performed detailed review of accounting processes resulting in recommendations for process and controls improvement *Designed and implemented processes to support software implementations *Configured software for implementations *Assisted in change management administration for process improvement and software implementations *Performed detailed review of accounting processes resulting in recommendations for process and controls improvement

Assistant Auditor

• Sep 1993 - Aug 1994

Performed auditing procedures for small, medium, & large privately help and publicly traded companies. Performed auditing procedures for small, medium, & large privately help and publicly traded companies.