Experience

U.S. Patent and Trademark Office

• United States
• Government Administration
• 100 - 200 Employee

• Branch Chief

  • Mar 2020 - Present



NSWC Dahlgren

• Managerial Accounting Supervisor

  • Jan 2018 - Mar 2020

• Financial Improvement and Audit Readiness Lead

  • Aug 2015 - Jul 2018

  DoD and Don financial improvement and audit readiness for NSWC Dahlgren lead.FIAR financial statement compilation and review tiger team lead to standardize financial statement preparation among warfare centers, implement corrective action plans (CAPs), and other audit readiness implementation. Internal testing development, testing, and metrics reporting for success for NAVSEA warfare centers. FIAR presentations for audit readiness education, implementation and updates at NSWC Dahlgren. Aid in standardization of financial policies and desk guides through warfare center.Gather and centralize instructions, process guides and documentation for efficient access.

• Accountant

  • Sep 2011 - Aug 2015

  Responsibilities:- Assist senior accountants within Comptroller division with preparing and reviewing financial reconciliations and financial statements and reports to ensure accuracy and timeliness for agency policies and reporting to external DONIBIS (DoN) and DDRS-B (DoD).- Provide analysis and variance reports. Present NOR and other metrics with reasons for variances to management.- Train Accountants in month-end close processes and reconciliations. - Provide technical advice to accountants and analysts on the revision, improvement and adjustment of accounting procedures.- Evaluate rules and regulations from Federal law, Federal GAAP, DoD FMR, Navy NAVSO P-1000, and local policies and apply to accounting responsibilities, process evaluation, and process documentation. - Assist in the formulation and development of policies, planning, directing and coordinating of the implementation and execution of approved policies, write policy recommendations for financial statements development and reporting, fixed assets, SCCs, and labor in support of WCF program objectives and to support accounting systems.- Collaborate with multiple Naval Surface Warfare Center Dahlgren (NSWCDD) departments to determine Service Cost Center Costing Models, billings process, and source documentation requirements.- Perform and document reconciliations of subsidiary ledgers to the GL (general ledger) accounts, prepare necessary journal vouchers for adjustments and balancing, and provide reconciliation and suggestions to DFAS for posting in NERP.- Evaluate capital asset useful life and categories, enter additions and removals, prepare capital asset reporting and reconcile capital asset accounts. - Evaluate SCC and direct product distribution billing requests for appropriate funding and system processing, post, and communicate issues to operational departments. Achievements: - Month-end close achievement award



Bowhead LLC

• Program Analyst/Accountant III for NSWCDD

  • Feb 2011 - Sep 2011

  Responsibilities:- Evaluate capital asset useful life and categories, enter additions and removals, prepare capital asset reporting and reconcile capital assets. - Prepare payroll reconciliations, analyze variances and communicate issues to lead. - Evaluate cost transfer requests for appropriate funding, timing, labor hours available and post. - Prepare rejection reporting for service, material and labor cost transfers.- Research, communicate and resolve issues with operational departments regarding material, service and labor cost rejected financial transactions.Achievements: - Gained Working Capital Fund governmental accounting and Navy ERP software experience.



Miller Foley Group

• Staff Accountant

  • Feb 2008 - Oct 2010

  Responsibilities- Prepared audit work papers and planning for governmental and nonprofit audits- Completed tax returns for individuals and business- Compiled financial statements for small businesses- Prepared bookkeeping services and other accounting related tasks.Achievements:- Increased billable time by 10% as part of goals in auditing, accounting, and tax functions.- Improved client value by improving professional skills via audits with governmental and nonprofit entities, individual and business tax preparation, and bookkeeping services. - Developed accounting and tax preparation processes to reduce churn for preparers.



Kloke Transfer

• AP and AR Clerk

  • Oct 2005 - Jan 2008

  Responsibilities:- Matched invoices with supporting documentation and coded with proper accounts.- Entered expenses into Great Plains.- Paid vendors and employee reimbursements.- Prepared 1099s and managed W-9 files.- Reconciled employee expense reports.- Entered cash receipts into Great Plains.- Provided IT support for five locations.- Provided warehouse management and customer assistance.- Answered phones and greeted customers.Achievements:- Developed purchase order system and internal controls for an estimated $1 million in monthly A/P for four locations.- Improved daily deposit process for five locations through centralization.- Decreased costs by $20,000 through employee and fuel card expense reporting reconciliations and accountability plans.- Unified IT administration for five locations and developed IT vendor relationships.



The New Haven Companies Inc.

• United States
• Packaging and Containers Manufacturing
• 1 - 100 Employee

• AP Clerk

  • Apr 2005 - Oct 2005

  Responsibilities:- Matched invoices with supporting documentation.- Coded with proper accounts. - Entered expenses into accounting software.- Paid vendors and employee reimbursements via ADP.- Reconciled employee expense reports. - Assisted accounting manager with entry of cash receipts into accounting software.- Assisted with VA title work preparation.Achievements:- Improved an estimated $1.5 million monthly A/P process by integrating a new accounting system with the old discarded system.- Increased accounting manager's available time by fifteen hours by assisting with cash receipts and deposits.- Decreased costs by $25,000 by managing vehicle inventory, invoicing for vehicle sales, and titling.



H&R Block

• United States
• Retail
• 700 & Above Employee

• Tax Preparer

  • Dec 2004 - Apr 2005

  Responsibilities:- Prepared individual tax returns.- Assisted five locations with state tax preparation.- Greeted customers, received customer payments, and answered phones. Achievements:- Assisted clients directly with federal and state tax return preparation through flexible shifts, and in multiple H&R Block locations.- Increased return preparation effectiveness by specializing in state return preparation for five offices.



Quarles, Inc.

• United States
• Utilities
• 1 - 100 Employee

• Maintenance Dispatcher

  • Aug 2003 - Oct 2004

  Responsibilities:- Received customer calls for maintenance for three divisions.- Dispatched repair vendor and made sure customers were assisted to satisfaction.- Managed Access database of customer class and repairs.- Selected maintenance vendors and routes.- Coded invoices with proper account.- On call 24/7 for dispatching assignments.Achievements:- Decreased customer complaints and maintenance issues through improved monitoring and customer service. - Decreased costs by reviewing, improving authorization, and matching and coding of vendor invoices with purchase orders.- Increased efficiency through implementation of Microsoft Access database for customer and vendor call history resulting in less dispatchers required and department integration.- Improved financial processes in the fuel card network through bookkeeping, auditing of food service manager paperwork, and better accounting for assets in finance.



Pearson Automobile Inc

• Inventory and Payroll Clerk

  • Jul 2000 - Jul 2003

  Responsibilities:- Managed physical inventory for new and used vehicles.- Coded and enter invoices for new and used vehicle purchases.- Prepared payroll for 40+ employees utilizing time cards and ADP software. - Assisted office manager with cash and insurance reconciliations. - Made collections for used vehicle wholesale inventory.- Prepared title work for new and used vehicles. - Assisted customers for parts and service purchases as cashier, and answered phones.Achievements:- Improved record keeping for 40+ employee payroll system that resulted in decreased costs of $1,500 monthly.- Instituted inventory control and reconciliation system for new and used vehicles.- Reduced customer collections from 90 to 30 days.



Noah's Bagels Inc

• Assistant Manager

  • Jul 1996 - Jun 2000

  Responsibilities:- Managed 15+ employees.- Assisted with employee hiring and training.- Assisted with all duties of the store in store manager and employee absence.- Prepared bank deposits- Monitored profit and loss statements.- Monitored food inventory for spoilage and loss.- Prepared food product and completed cashier duties as needed.Achievements:- Motivated 15+ employees through daily and weekly training programs while decreasing employee turnover.- Reduced inventory loss by $2,000 monthly through income statement reconciliation and improved inventory record keeping.- Improved business efficiency by decreasing cash shortages by 15% and decreasing product waste by 20% through employee and product process improvements.- Streamlined the bank deposit system through frequency increase and monitoring.