Trace Jochems
Senior Operations Accountant at Stone Group of Companies- Claim this Profile
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English -
Topline Score
Bio
Experience
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Stone Group of Companies
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United States
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Wholesale Building Materials
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1 - 100 Employee
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Senior Operations Accountant
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May 2020 - Present
- First 2 years as a General Ledger Accountant - Currently team lead of the accounting group under the controller - Systems used: Acero, SteelPro, Bistrack, Microsoft GP, Report Writer, Tableau, EZLease - Working with 3 companies within Stone Group, one of which has 18 branches - Monthly and Quarterly analysis, reports, and presentations. Some deal with Tableau - Main contact point for branches that have questions about their financials - Month end entries - Daily and monthly reconciliations - Bank reconciliation - Balance sheet review and manage - Income statement review and manage - Fixed assets - Leased assets - Intercompany invoices - Ad Hoc reporting - Assist and lead with new process and making processes more efficient - Interact with other departments, such as Credit, AP, Purchasing, Fleet, Payroll, Production, IT • Analyze the company’s financials with the Controller for quarterly presentations that will be reported on with upper management and suggest areas of improvement, which has led to cost and margin improvements. • Develop ad-hoc, monthly reporting and quarterly presentations to include more professional, efficient, and detailed information with Tableau. • Prepare and evaluate the company’s balance sheet, income statements, and cash flows, along with distributing timely cost variances for two manufacturing plants and eighteen branches to those in branch, sales, and upper management. • Create month end entries and reconciliations that includes, but not limited to, bank transactions, payroll, fixed and leased assets, and intercompany sales from our manufacturing plants to our distribution branches. • Increase efficiency of the month end close from 6-8 days to 3-4 days while becoming the team lead for the other accountants. • Collaborate with other departments such as Credit, AP, Purchasing, Fleet, Payroll, Production, and IT regularly to improve processes, handle issues timely, and ensure accuracy. Show less
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Pinion
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United States
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Accounting
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400 - 500 Employee
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Tax Intern
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Jan 2020 - Mar 2020
• Simultaneously learn several different programs including Tax1099, CCH Systems, and QuickBooks to complete client requests in a timely and efficient manner. • Prepare Federal and State 1040 individual tax returns, along with 1099-Misc forms with diligence and careful process quality assurance. • Simultaneously learn several different programs including Tax1099, CCH Systems, and QuickBooks to complete client requests in a timely and efficient manner. • Prepare Federal and State 1040 individual tax returns, along with 1099-Misc forms with diligence and careful process quality assurance.
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LB Stone Properties Group
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United States
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Real Estate
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1 - 100 Employee
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Accounting Intern
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Jun 2019 - Aug 2019
• Aided in the transfer of large amounts of data from the old accounting software to Yardi accounting software by verifying the data would correctly transfer over. • Processed several month end journal entries within accounting software and QuickBooks, along with daily cash entries. • Collaborated with one of the assistants to the owner to create an industrial real estate portfolio using Excel and Yardi for building sizes, company assets and debt, tenant income, and ability to make investments. • Effectively assisted the controller with preparing for the transition of leasing changes from FASB ASC 842 accounting standard. • Automated month end journal entry process for prepaid amortization using a program that the company already had to calculate the amortization for all applicable assets. • Audited the vendor system for 1099 and W-9 applicability for the new accounting software, which sped up year end 1099 processes. Show less
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LB Stone Properties Group
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United States
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Real Estate
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1 - 100 Employee
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Accounting Intern
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Jun 2018 - Aug 2018
• Aided in the transfer of large amounts of data from the old accounting software to Yardi accounting software by verifying the data would correctly transfer over. • Processed several month end journal entries within accounting software and QuickBooks, along with daily cash entries. • Collaborated with one of the assistants to the owner to create an industrial real estate portfolio using Excel and Yardi for building sizes, company assets and debt, tenant income, and ability to make investments. • Effectively assisted the controller with preparing for the transition of leasing changes from FASB ASC 842 accounting standard. • Automated month end journal entry process for prepaid amortization using a program that the company already had to calculate the amortization for all applicable assets. • Audited the vendor system for 1099 and W-9 applicability for the new accounting software, which sped up year end 1099 processes. Show less
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City of Spokane
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United States
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Government Administration
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300 - 400 Employee
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Golf Course Maintenance worker
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May 2018 - Aug 2018
I worked full time for about a month until I started my internship in Mid-June. After that I worked weekends from 5am-9am. I mowed around the tee boxes and the greens, cut cups on all the holes, hand watered around the greens, and other tasks needed to keep the course in shape. I worked full time for about a month until I started my internship in Mid-June. After that I worked weekends from 5am-9am. I mowed around the tee boxes and the greens, cut cups on all the holes, hand watered around the greens, and other tasks needed to keep the course in shape.
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Lennon Law Office
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United States
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Law Practice
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Receptionist
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May 2017 - Aug 2017
• Efficiently answered dozens of phone calls weekly, delivered appropriate messages to clients, and transferred phone calls with professionalism and discretion. • Assisted in all areas of administrative work including data entry, file organization, research, and processing mail. • Maintained strict levels of confidentiality in handling sensitive information. • Assisted all guests and clients with friendly customer service. • Efficiently answered dozens of phone calls weekly, delivered appropriate messages to clients, and transferred phone calls with professionalism and discretion. • Assisted in all areas of administrative work including data entry, file organization, research, and processing mail. • Maintained strict levels of confidentiality in handling sensitive information. • Assisted all guests and clients with friendly customer service.
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Conrad Municipal Pool
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Conrad Municipal Pool
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Head Lifeguard
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May 2016 - Aug 2016
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Conrad Municipal Pool
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Conrad
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Lifeguard
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May 2015 - Aug 2015
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Conrad Municipal Pool
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Conrad
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Lifeguard
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May 2014 - Aug 2014
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Conrad Municipal Pool
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Conrad
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Lifeguard
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May 2013 - Aug 2013
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Education
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Carroll College
Bachelor’s Degree, Accounting and Finance -
Conrad High school
High School, Class of 2016