Andrea Carlson Email and Phone Number

• Compiled entity-specific quarterly and yearly financials, analyzed and explained variances• Performed journal entries in QBO between the dozens of entities for invoicing, expenses and deposits• Administered complex, high-volume bill pay process (600 bills/month) for domes

• Performed month-end close procedures in Netsuite by preparing balance sheet account reconciliations, GL account detail review, journal entries and reconciling cash accounts• Managed full cycle payroll processes, leveraging an outsourced payroll provider, as the company added 80 headcount in 9 months• Performed monthly and quarterly payroll-related close processes, preparing payroll and employee benefit journal entries, account reconciliations reports and reconciliations• Managed and validated equity data flow between company and outsourced equity administrator • Maintained effective, auditable & SOX compliant documentation for payroll, equity administration, policies, and internal controls• Proactively identified and assisted with implementing upgrades and improvements in the financial close, payroll, and certain equity administration, processes and operations

• Developed and analyzed event P&L's to determine profitability of major conferences and events for large corporate companies • Established ongoing payroll process to ensure accuracy and consistency for rapidly growing Company • Developed Board packages of company financials and highlighted significant business issues • Performed continued analysis of company financials for cost reduction purposes and increased profitability • Assist edwith compilation of intercompany financials for parent Company in Ireland

• Prepared client financials which include cash flow statements, monthly spending reports, brokerage and bank account reconciliations, and key information for tax preparation• Acted as Company point of contact for 7 Family Office clients, providing day-to-day financial support and customer service• Performed bill pay review and manage vendor relationships, requests, and payments• Completed year-end reporting of 1099s, W9’s and facilitate quarterly tax payments

• Provided day-to-day financial support and customer service for family office clients• Performed AP duties related to bill pay, research and resolve issues or discrepancies• Managed vendor relationships, requests, and payments• Reconciled client brokerage accounts• Performed monthly reconciliations of client credit cards and bank accounts, providing reports for client teams• Completed year-end reporting of 1099s• Managed charitable contribution letters for annual tax package

• Acted as Gatekeeper for personal and professional inquires, meetings, phone calls• Managed high profile personal, social & professional calendar & life• Scheduled, coordinated & prioritized speaking and meeting requests• Project managed multiple events, meeting series, schedules & follow up• Planned & executed political fundraisers for and with high profile politicians • Arranged payment of personal & business expenses, arranged wire letters & stock sales• Acted as point of contact for household billing, contractors, tuition payment, renters• Arranged complex domestic and international vacation and business travel• Coordinated within and across group of associated non-profits and political groups• Created briefing books, communications, and prep documents for meetings and travel• Booked and arranged complicated multi city, state, and country travel • Secured proper paperwork and letters for CEO’s International travel

• Managed calendar, schedule, and phones for CEO & CFO• Booked and arranged domestic and International travel for CEO & CFO• Prepared expense reports and follow up on expense reconciliation for CEO• Organized logistics, obtain FDA paperwork and requirements for International product shipments • Facilitated and organized Board meetings, communications, and calls• Managed office and act as point of contact for company• Planned events--All-Company meetings, conferences, Executive Team meetings• Created & led Company Fitness Challenge, including weekly Bootcamp workouts

• Implemented a new Salesforce system, trained staff, troubleshot early problems of the migration• Managed the Salesforce database of 4000 certified companies and individuals• Acted as point of contact for potential, new, current members• Assisted in Board of Directors meetings and communications, planned Board events and managed travel• Set up and executed staff, Board, and stakeholder meetings using web and video conferencing tools• Organized logistics, meals, travel for meetings and large global conferences• Oversaw, created timelines, budgets for numerous projects involving staff, stakeholders• Created monthly statical reports outlining Certificate Holder growth and/or changes

• Organized, planned, executed logistics, meals, travel for large trainings and meetings• Built consistence and cohesion within teams• Wrote web and newsletter features on upcoming events and newsworthy items• Planned trainings, timelines and agendas for groups of 5—1500 people• Provided logistical information for speakers, guests, and conferences• Worked with elementary to high school students, teachers, parents and administrators on campaign-related projects

- Worked with clients to create custom programs addressing their goals, athletic interests, and longterm health- Assisted clients with daily programming inquiries- Worked with staff to create a comfortable, healthy environment for clients

• Created custom landscape designs with consideration given to clients' activities, hobbies, time, enjoyment, food production• Offered ideas, suggestions for low-water, low-maintenance designs to enhance outdoor spaces around homes, cabins, cottages