Anna Story Email and Phone Number

● Managed full cycle accounts receivable, accounts payable, and collections on semi-daily basis with regular weekly check runs.● Prepared all state and federal quarterly and year-end payroll taxes utilizing forms 941, 940, W-2, and 1099. ● Managed budget and monitored cash flow for company with $5.5M in annual revenue and 55 employees, preparing semi-monthly payroll for employees through QuickBooks.● Reconciled bank accounts and credit cards and successfully identified $3,000+ in discrepancies.● Prepared and delivered monthly accounting analysis reports to leadership team of 6, managing multiple accounting matrices.● Collaborated with 5 outside professionals including CPAs, financial advisors, bankers, and loan officers. ● Coordinated with benefits broker during open enrollment for medical, dental, life, and disability insurances.● Identified and implemented new 401K plan as 401K Administrator, hiring new financial advisors to better fit company and employee needs.

● Maintained relationships with 10 domestic and international vendors including noteworthy vendor Allergan.● Processed full cycle in-house payroll for up to 60 nationwide employees.● Designed and maintained accounting filing system, developing and implementing process improvements to improve efficiency by 40%.● Created financial dashboard and generated monthly productivity reports for use by owner and clinic managers.

Helped set up temporary administrative unit at dock location for dealing with ships returning from Alaska. Performed weekly payroll for fishing staff staying on deck doing ship repairs and maintenance during off season. Handled all accounting needs at dock location including tracking petty cash, AP and various other accounting tasks as needed.

Managed daily and long-term cash flow for all cash accounts and money market funds.Performed daily inter-bank transfers between accounts and money market funds according to cash needs.Kept cash forecasting spreadsheet up to date on weekly basis.Responsible for sending outgoing wires and ACH payments for vendor A/P, as well as paying all payroll and state annuity withholding taxes.

Handled all day to day accounting in semi-monthly WA and CA payroll for 5 clinics total. Created new filing system while employed in Temp contract position.

● Managed company accounting, maintaining compliance with Generally Accepted Accounting Principles (GAAP).● Processed payments and reported on quarterly taxes including city and state Business & Occupation (B&O) taxes and Labor & Industries (L&I) reporting.● Conducted interviews, coordinated schedules, and led new hire orientation for 6+ new employees annually.● Monitored and tracked 3 concurrent projects, preparing internal and client project reports.● Performed office management duties including supply ordering and answering up to 20 daily phone calls.

Processed payrolls for companies with up to 200 employees, using Great Plains and Peachtree accounting software.Helped transition all accounting and payroll records and functions from Peachtree to Great Plains software.As an integral part of the payroll team, I participated in meetings to contribute to the efficiency of the payroll process.Prepared invoices for client's payroll and HR fees.Checked and proofread payroll preparation documents.