Strategic and analytical finance professional with over 4 years of success in financial reporting, bookkeeping, and budget forecasting. Well versed in A/P management, payroll, and general accounting. Excellent management and team-building skills with key strengths in planning, problem solving, and customer relations.
Bookkeeping, accounting & finance Knowledge of GAAP guidelines General ledger accounting Intuit QuickBooks expertise | Accurate forecasting Account reconciliation expert Highly analytical Polished communication skills |
Transitioned bookkeeping function from external to in-house to increase efficiency and eliminate costly CPA expenses.
Increased profitability levels by 7% through streamlining accounting process.
Successfully transitioned company from use of paper ledger system to Quick Books within 2 weeks.
Maintained accurate accounts including cash, prepaid, fixed assets, accounts payable, accrued expenses and line of credit transactions.
Led the development of 3 new financial reporting methods to measure productivity and efficiency.
Prepared timely and accurate consolidated income statements, balance sheets, cash flows, and other management reports to support corporate goals.
Compiled and analyzed various financial data, reports and statements including revenue accounts, expense accounts, and notes payable.
Properly executed billing, general ledger adjustments, variance resolution, account reconciliations, chart of accounts improvements, banking relationships, and cash management functions.
Accurately processed over $2.5 annually in accounts payable.
Responsible for accurate and timely processing of bi-weekly payroll and processing all contractor payments and 1099s. Assist in new hire recruitment and hiring.
Responsibilities:
Direct all marketing efforts, marketing consulting and client relationships for a direct mail company, which specializes in dentistry.
Built and strengthened relationships with over 50 clients across the U.S. and customized direct mail programs for their specific regions, to include: artwork design, offer selection, and customized demographics analysis.
Managed 3 graphic artists and all graphic design projects. Led all hiring and new hire training efforts.
Coordinated all weekly billing, invoice reconciliation, monthly result audits, and vendor payments with yearly expenses totaling over $1 million. Key Contributions: Increased new business by 14% within the first year, 6% of which was generated from client referrals. Reduced expenses by 15% by researching new vendors and negotiating contracts. Completed the redesign and launch of the company website in 2 months.
Responsibilities:
Successfully administered over 40 different benefit plans including: medical insurance, life insurance, Cobra continuation, 401k benefits, and wellness programs for 37 client companies and 1,200 work site employees.
Presented and explained each client's benefit package in annual meetings and to all new hires.
Administered benefits to 50 internal benefit-eligible employees.
Key Contributions:
Effectively managed all benefit audits for clients to maintain quality control.
Cross-trained to help the payroll department during busy seasons and on an as needed basis.
Developed the first benefits training manual for the company.
Responsibilities:
Directed organizational marketing efforts for 3 divisions within the largest non-profit teen ministry in the US, with annual spending over $3 million.
Reported to the CEO and Board of Directors and managed 30 staff.
Successfully developed and implemented marketing goals and strategies through product development, print, web, radio, and event advertising campaigns.
Oversaw all merchandising functions for 3 separate divisions, including: inventory control, vendor negotiations and payments, sales, budget, product design, and inventory audits.
Presented all monthly and annual reports to senior management, implemented budget controls, and managed monthly/yearly sales projections.
Key Contributions:
Developed and sourced the first full-service product website and fulfillment center to increase shipping speed and reliability for on-line orders.
Contributed to the company's first on-line ticketing software that accommodated over 250,000 live event participants across United States.
Responsibilities:
Managed live event sales for this non-profit in 32 different U.S. cities.
Supervised and trained 15 traveling staff and 50 event volunteers per event.
Directed all product purchasing, vendor negotiations, logistics, warehouse operations, product fulfillment, and annual audits while overseeing 7 staff.
Key Contributions:
Increased revenues by 28% for record breaking sales year in 2005, continued to improve upon this in subsequent years.
Introduced profitability tracking for each item sold.
Sourced and introduced 20 new items to enhance the product line.
Advanced Microsoft Office skills,
Companies Worked For:
School Attended
Job Titles Held:
Degrees
