Experience

AMS Performance

• United States
• Motor Vehicle Manufacturing
• 1 - 100 Employee

• Accounting/HR Manager

  • May 2019 - Present



Equipment Depot

• United States
• Machinery Manufacturing
• 700 & Above Employee

• Assistant Controller

  • May 2017 - May 2019

  As Assistant Controller I oversee financial and accounting activities for 5 branch operations that include $70M+ revenue and $15M expense budget. I execute various financial activities, reporting, and analysis functions at the regional level including monthly closing process, daily revenue estimate, financial statement creation, account reconciliation, strategic planning, forecasting, and budget variance analysis and I conduct daily cash forecast, bank wire creation, on-going tax filing support, and engage in annual budget creation activity. I produce Quality Management & Improvement (QMI) reports for dissemination to regional managers providing critical evaluation of sales revenue, service, rental income, labor productivity, and departmental performance. A highlight of my accomplishments include; » Created opportunities for streamlined automation and interdepartmental collaboration, saving time and resources with implementation of ERP system. » Record 70 month-end closing journal entries to ensure balances are accurately reported requiring cross reference to other regional departmental accounts. » Recognized $20K savings per year after conducting in-depth operating expense analysis. » Developed an action plan to decrease cost to exceed EBIT budget expectation by $500K. » Deliver on-going review and recommendation to management based on month-end variance calculations in an effort to support initiatives that improve profits and decrease costs. » Established and implemented effective controls and reviews to simplify delivery and understanding of income statements, balance sheets, and cash flow recognition. Show less



Life Spine

• United States
• Medical Equipment Manufacturing
• 1 - 100 Employee

• Senior Accountant

  • Oct 2011 - May 2017

  With Life Spine, I successfully accomplished several major projects while also conducting financial and accounting processes for $35M company. I performed month end close processes, prepared financial statements, posted general ledger entries, completed accounts receivable/payable transactions, maintained inventory control system, and conducted in-depth account research and analysis. I also submitted monthly vendor use-tax reports, created weekly check-run report, and utilized Concur to manage purchase order and expense reports. To follow are some examples of my contributions. » Reduced accounts payable entry errors by 90% while eliminating AP staff non-essential tasks. » Established ability to reclaim $100K in vendor credit memos through in-depth investigation and discrepancy resolution in purchasing and receiving. » Transition 4-years of accounting data into QuickBooks and established reporting protocols in preparation of joint venture with China. » Translated QA policy guidelines and contracts with great care and timeliness. » Collaborated with auditors, quality assurance team, and operations management to speed resolutions during annual audit. » Partnered with overseas auditors to formulate strategy in the completion of annual financial audit in China. Show less



Encore Repair Services

• United States
• Appliances, Electrical, and Electronics Manufacturing
• 100 - 200 Employee

• Staff Accountant

  • Dec 2006 - Sep 2011

  I evaluated and analyzed accounting activities throughout operations in both the US and Canada. I conducted varied accounting functions; general ledger entry, reconciliation, consolidation reporting, cost/revenue recognition, currency evaluation, taxation reporting, month-end and year-end closing processes, billing, cash handling, and accrual and fixed asset schedules. I valuated expense account transactions for significant changes and trends and coordinated with external audit teams to meet objectives within demanding time constraints. My review of financial statement fluctuations resulted in corrections of $90K in misstated accounts payable accruals. I detected and prevented misstatements by establishing new monthly accounts payable accrual control procedures. I completed accurate monthly multi-state sales/use tax returns and Canada GST returns and always complied with US GAAP as applicable. Show less



Kintetsu World Express

• Japan
• Transportation, Logistics, Supply Chain and Storage
• 700 & Above Employee

• Accounts Payable Accountant

  • 2004 - 2006

  In this role I headed accounts payable and led several departmental special projects. My responsibilities included daily accounts payable transaction activities, monitoring shipping cost trends, and enforcing appropriate procedure compliance. I communicated essential financial statuses to applicable department leadership and resolved discrepancies, providing solutions for AP department improvement. I trained, supervised, and facilitated development of junior accountants including procedural compliance requirements. Show less



Calamos Investments

• United States
• Financial Services
• 200 - 300 Employee

• Reconciliation Specialist (Contract project)

  • 2004 - 2004

  I administered daily and monthly reconciliation with in the accounts payable system. Posted journal entries, reviewed and analyzed departmental management reports, and collaborated with peers for timely completion of accounting functions. I administered daily and monthly reconciliation with in the accounts payable system. Posted journal entries, reviewed and analyzed departmental management reports, and collaborated with peers for timely completion of accounting functions.