Amy Wetzel Email & Phone Number

Exton, Pa, Us

Exton, Pa

Quick Book ManagementBank ReconciliationsFinancial Analysis as Needed

Chester Springs, Pa

Financial Analysis as NeededVarious Projects for PresidentAssist Finance Department

Downingtown, Pa

• Maintain monthly financial statements and bank reconciliations• Develop the 2014 budget and create useful reports for Board of Directors• Implement eTapestry, an online fundraising solution, and Quick Books to track daily income and expenses • Design automated processes for tracking donations and preparing receipts

• Provided key assistance to the CEO in preparing for quarterly and annual Board of Directors presentations.• Managed all aspects of incentive compensation plan including cash bonuses and equity awards.• Administered stock option and stock appreciation right grants and restricted stock awards.• Processed stock option exercises and restricted stock releases efficiently within 48 hours. • Consulted with executive's brokers regarding 10b5-1 Plans.• Provided analysis of the executive compensation peer group to CEO and Compensation Committee.• Increased efficiency for management by streamlining annual compensation review process including merit increases, cash bonuses and equity awards. • Coordinated company 401K plan administration including annual audit in conjunction with Form 5500.

Exton, Pa

• Tracked billable research and development hours for major customer, prepared invoice and made monthly journal entries.• Handled banking activities, reconciliations, and investment schedules.• Administered incentive compensation plan, medical flex spending plan, and tuition policy.• Coordinated Section 16 filings, proxy statements, and annual stockholder meetings.

Exton, Pa

• Coordinated all tasks related to Initial Public Offering, including road show presentation, prospectus drafting sessions, due diligence preparations, accounting audits and executives’ schedules.