Senior Accountant

• Feb 2023 - Present

Operations Manager

• Aug 2017 - Feb 2023

•Manage a team of five sales associates to execute the daily operations of a women’s apparel and accessories boutique, including both brick and mortar and e-commerce operations. •Execute performance management via leading individual and team meetings, providing ongoing coach and feedback, completing annual performance evaluations and appraisals, and administering disciplinary action ranging from write-ups to terminations. •Maintain relationships with vendors/wholesalers including but not limited to: Free People (Urban Outfitters), THML, Levi’s, Hudson Jeans, RD Style, Elan, Beyond Yoga and Staccato. • Experienced in wholesale platforms such as Joor, NuOrder and Brandboom •Manage and analyze financial operations including balance sheet, income statements and profit and loss (P&L); utilize findings to strategically amend operations as necessary to drive profitability and sustainability. •Profit First Method •Perform sales trend analysis including weekly, monthly, and annual sales; utilize findings to develop sales forecasts, strategic plans, and assess overall productivity. •Analyze marketing/e-commerce key performance indicators (KPIs) including but not limited to top location, age, peak viewer activity, etc. to assess effectiveness of marketing campaigns. •Utilize Shopify (CRM) to track sales progress, manage inventory, and host the store’s website, as well as Klaviyo to conduct direct marketing initiatives via e-mail and SMS. •Lead monthly inventory audits to ensure alignment between physical and electronic item counts. •Developed an integrated marketing strategy to build campaigns, post relevant content and increase brand exposure. •Monitor time reporting/payroll to ensure timeliness and accuracy of employment. Key Highlights & Accomplishments: •Led implementation of Google Shopping platform amidst the COVID-19 pandemic; this increased brand exposure, enabled sales to 48 states, and resulted in a 48% sales increase from 2019 to 2020. Show less

Accountant/HR Manager

• Oct 2012 - Jun 2022

•Managed a series of accounting and human resources functions for a startup brewery that was established in 2012. •Core duties included but were not limited to preparing financial statements (i.e., P&L, income statements, balance sheets, etc.), tax reporting, ensuring compliance with GAAP, payroll administration, talent acquisition/full cycle-recruiting, candidate selection, employee boarding, I-9 verifications, and ensuring compliance with local, state, and federal employment laws. •Partnered with key internal stakeholders including supply chain management, head brewer, and sales to ensure efficiency of daily operations. •Managed purchasing and procurement to develop product strategy, implement continuous improvement initiatives, and identify opportunities for cost reduction. •Interfaced directly with the President and Vice-President to provide frequent financial updates, develop strategic plans, and ensure organizational alignment. •Increased knowledge on laws, rules, and regulations regarding alcohol sales to mitigate exposure risk for the organization. Key Highlights & Accomplishments: •Developed and implemented a keg scanning data system in partnership with a third-party software company which reduced inventory loss and saved the organization approximately $30,000 in its first year. •Overseen all purchasing and procurement to protect the companies activities •Managed daily operations and payroll for approximately 5 employees upon hire; business expansion and recruitment efforts grew the organization to 50 employees prior to departure. Show less

Freelance Accountant

• Apr 2011 - Apr 2017

•Delivered accounting services to small businesses; core duties included but were not limited to managing accounts payable/receivables, payroll administration, accounts reconciliation, W-2’s, 1099’s, Sales Receipts, Purchase Orders and federal/state monthly and quarterly reporting. •Banking transaction coding •Ensured compliance with all U.S. Generally Accepted Accounting Principles (GAAP). •Delivered accounting services to small businesses; core duties included but were not limited to managing accounts payable/receivables, payroll administration, accounts reconciliation, W-2’s, 1099’s, Sales Receipts, Purchase Orders and federal/state monthly and quarterly reporting. •Banking transaction coding •Ensured compliance with all U.S. Generally Accepted Accounting Principles (GAAP).

Mortgage Loan Processor

• Apr 2008 - Oct 2012

Mortgage and Consumer Loan Underwriter, Waukon State Bank, Waukon, IA | April 2006-2013 •Lead the independent underwriting process for new and renewal opportunities for clients and prospects. •Provided in-depth, independent analysis of financial statements, management competencies, industry impact, competitive dynamics, collateral and guarantor support for opportunities and other credit risk management deliverables. •Made recommendations to relationship managers regarding credit amount, structure and policy compliance. •Ensured all records and documentation were properly scanned and in compliance with retention policies •Managed portfolio by proactively monitoring performance and trends, ensuring risk rating integrity, ensuring timely compliance with all covenants. Assisted with compliance and regulatory reviews • Assists in collection of past due loans. Prepared general journal entries in accordance to loan balances. •Independently managed intermediate of moderately complex business/commercial loan credit underwriting and loan structures •Provided all financial reports to all internal and external stakeholders Key Highlights & Accomplishments: •Developed compliance standards with the 2008-2010 Federal law changes. Trained employees on the federal response in regulation changes. The Dodd-Frank Act, Consumer Protection Act and the Emergency Economic Stabilization Act Show less