Experience

TIP Strategies

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Staff Accountant

  • Jun 2018 - Present

  I am in charge of contracting, recruitment, onboarding, A/P, A/R, budgeting, forecasting, expense reports, and payroll. I am in charge of contracting, recruitment, onboarding, A/P, A/R, budgeting, forecasting, expense reports, and payroll.



Fallbrook Technologies

• Staff Accountant

  • Apr 2017 - Jun 2018

  • Use Microsoft Dynamics GP for sales process, general ledger journal entries, reclass entries, Smartlist report generation • Transfer fulfillment orders and drop ship orders to invoices for domestic and international orders in USD, Euro, and CNY. Send invoices to customer, respond to any questions regarding such, using Google Translate if needed for Dutch and German • Defer revenue and cost of goods for in-transit orders and customers on credit hold • Complete monthly accounting tasks including Fixed Assets depreciation, Sales Tax computation and filing in Texas and California, VAT reconciliation and filing, prepaid and accrued expenses, personal credit card receipt/approval/coding tracking • Month and quarter end close, balance sheet account reconciliations • Took ownership of International Accounts Receivable that had not been worked in several years. Decreased outstanding invoices from 130 customers and €60,000 to less than 30 customers and €4,000 • Process inter-company inventory transfers between US, the Netherlands, and China warehouses using standard costs • Compute commission accrual and payouts based on unit sales • Calculate expenses for Engineering Service Agreement projects, invoice customer based on milestone completion or time & material. Communicate with engineers on project status, discrepancies with expenses, and projected sales margin. Use actiTIME Time Tracking for project allocation and coding contractor invoices • Assisted the company with bankruptcy process, transitioned job to outsource company Show less



Capital Surgeons Group

• United States
• Medical Practices
• 1 - 100 Employee

• Accountant

  • Sep 2004 - Apr 2017

  - Accounts Payable for 150+ vendors monthly - In charge of payroll for 40 employees using ADP Workforce Now Time & Attendance, allocate PTO following company protocols, process 401k contributions - Enter deposits daily into QuickBooks, perform month-end reports, perform credit card and bank reconciliations for multiple accounts - Negotiate new contract terms with vendors and merchant services, review invoices for accuracy and confirm services received as billed - Assistant to the CFO, review drafted company-wide emails, create and update office form templates and policies - Attend meetings between CFO and physician owners, take notes and relay data as requested. Keep information confidential and be discrete when conversing with employees - Implement software and policy changes at the direction of physician owners. Update documentation and training materials - Responsible for keeping credentials current for 11 doctors in 25 hospitals and surgery centers and 20+ insurance companies - Track continuing medical education earned for all doctors, ensure minimum levels are met for board certification, state and hospital requirements - Order office supplies for 5 offices - Create, update, and distribute physician emergency room call-schedule and employee time-off calendar. Block physician schedules for meetings, conferences, and vacations. - Register physicians for conferences, make travel and lodging reservations - Write and submit employment ads to websites, review and cull resumes, assist with interviews and take notes - Conduct new employee orientation and employee termination discussions - Implemented electronic medical record software (GE Centricity EMR), trained staff at 3 remote locations - Maintain HIPAA confidentiality, follow security protocols when dealing with patient information - Open new medical offices in new construction and existing structures. Held meetings with architects, general contractors, and IT support Show less



Meetrix, Inc.

• United States
• Software Development

• Office Manager

  • Jan 2004 - Jun 2004

  In charge of A/P and A/R. Setup and trained new clients for Video Conferencing Software. Designed marketing and training material. (Company closed Austin office) In charge of A/P and A/R. Setup and trained new clients for Video Conferencing Software. Designed marketing and training material. (Company closed Austin office)



Accenture

• Ireland
• Business Consulting and Services
• 700 & Above Employee

• Consultant

  • Jul 1999 - Dec 2002

  Worked on Billing Systems for Telecommunication firms. In charge of values in DB2 tables that when processed by system would create format of phone bill. Responsible for formatting, pass through of charges from production, and proper section subtotaling and bill totals. Worked on Billing Systems for Telecommunication firms. In charge of values in DB2 tables that when processed by system would create format of phone bill. Responsible for formatting, pass through of charges from production, and proper section subtotaling and bill totals.