Alex Phillips Email & Phone Number

Seattle, Wa, Us

Financial Operations: I handle annual budgeting and strategic planning. I create comprehensive budgets for departments with the collaboration of Department heads. I provide routine and ad-hoc financial reports, diving into variances.Financial Analysis: I develop and maintain intricate financial models. These models drive critical business decisions and identify trends in financial data. I then distill complex information into clear, concise presentations for department managers and the executive team.Treasury Operations: I handle regular cash forecasting and reconciliation journal entries, focusing on accuracy and efficiency to contribute to financial stability.

Bellevue, Washington, Us

As a head coach at Western Washington Surf, I had the incredible opportunity to coach youth soccer players of all ages and skill levels.U16 Boys 2008 Navy BellevueU13 Boys 2011 White EastsideU12 Boys 2012 White EastsideU8 Girls 2016 Navy Bellevue

New York, Ny, Us

Dedicated Associate with a strong foundation in Accounting, coupled with expertise in Technology Risk, Cloud Technologies, and IT Assurance. Led cross-functional teams to execute 9 SOC 2 Attestation Reports for cloud-based software companies, enhancing risk management and compliance. Collaborated with global stakeholders, skillfully managing overseas workflow with partners in Europe and Asia.

Managed bookkeeping in Quickbooks for diverse clients. Filed tax returns for Individuals, S Corps, Partnerships, and LLCs using ATX software. Collaborated closely with CPAs to analyze source documentation for accurate returns.

New York, Ny, Us

Worked on a nationwide team, facilitating the testing of SOX controls. Produced actionable reports for issue resolution. Actively participated in trainings and projects aimed at refining business communication skills and enhancing overall team performance.

Chicago, Il, Us

Implemented surveys across 22 regions for tracking and analyzing event feedback. Managed and improved tools for tracking financial metrics of 22 regions. Developed standardized onboarding materials for 22 volunteer led regions.

Prepared tax returns using ATX software. Facilitated document collection and analysis with clients. Assisted the office manager for efficient operations.

Pullman/Spokane/Tri-Cities/Vancouver/Everett/Global, Washington, Us