Provided Seamless, Integrated Accountancy Plan:Completed an integrated accountancy service to a new start up medical company in Issaquah. Placing the company accounting service on a track for success. Charter of Accounts set up and completion on QuickBooks. This included, but was not limited to, Transaction processing ― Setting procedures and training to help my client simplify the back-office operations.• Financial reporting ―Custom dashboards to track specific medical payments and cash flow, and flexible financial and operational reports allowing to allow my client to quickly understand what’s happening with their business in real-time. Fully reconciled Income and expense accounts with Balance sheet.• Month-end close closing financial reports on time , confirm balance sheets are reconciled, required month-end entries are posted and all other back-office tasks are completed accurately• Financial planning and analysis ― as needed for new business professional. Assistance with budgeting and forecasting, oversight of internal controls and compliance in relation assets and liabilities of the company.

Provide financial and management accounts for Technology Consulting firm, reporting directly to CEO.Liaison with company CPA for all tax preparation. Advising on tax efficiency of company accounts.Financial preparations, commission calculations, vendor negotiations re profitability of contracts. SOW and PO reviews. State and local tax preparation.On line payroll payments, W2, 1099’s preparation, employee benefits managementReconciliation of all Asset and Liability accounts and Gross payroll and tax accounts.Production of the DPAD and Research and Development credits for tax purposes. QuickBook Online Proficient.

Managing the financial function for a non-profit educational institution, reporting directly to Executive Director.Responsibilities included: Sarbanes Oxley compliant Federal Tax return. Ensuring compliance with Non Profit status re Operating Documents. Implemented Maestrosoft Web fundraising event software. Trained staff and volunteers. Budget preparationAccount reconciliations for P/L and Balance Sheet. Including and not limited to Financial Aid and fund limited direction accounts. Cash-flow analysisWashington State B&O returns. DOR state returns. DOR license application and updates.1099 and payroll function. Company Match accounts.School (families) contracts control. Proficient with Smart tuition payment. Negotiation of lease and event contracts re major fundraising events.Quarterly presentations to the board on financial status. Controller and volunteer trainer major fund raising events. Financial Aid supervisor and grant writing.Board liaison and consultant.

Part time role managing the finance and accounts for a local non-profit organization including bank deposits, account reconciliations, cash-flow analysis, negotiation of lease contracts and presentations to the board on financial status, with five year business plan presented.Received outstanding contribution award in recognition of significant improvement in the financial management of the Redmond Toddler Group finances. Specifically analyzing the structure of their fundraisers, suggesting and implementing change for a result of 175% increase in fundraising revenue from existing events.

Responsible for ensuring that the approx. 60 CSR’s delivered the highest quality financial information for Great Northern Annuity (GNA) clients, reporting directly to the VP of Finance.Monitor compliance to company and state regulations through production of performance and financial reports.Developed the training to educate the investment professionals on the diverse financial products and services that GNA offered.Developed the written documentation on GNA’s tax law interpretation, contract provisions and profitability on financial products.Special project on conserving GNA clients business – averaged $2.5m of business saved/month.

Pan European IT cost accountant team leader for the development of a business driven costing system with $3m budget responsibility. Recipient of GE Financial Services UK most prestigious award, The Phoenix Award, in recognition of outstanding accomplishments in contributing to GE's key objectives for customer and partner satisfaction and improving financial results through the delivery of a Pan European Cost accounting system.Created and led the team that delivered the financial quotations for leasing of vehicles.Negotiate with suppliers for profitable sourcing of vehicles. Developed spreadsheet models (including macro creation) for customer specific products and to support financial analysis of the business.

Manage team of 12 responsible for Accounts Payable for a $500m company and its subsidiaries Responsible for creation of P&L, cash flow forecasts, bank account reconciliation both manually and on mainframe based AP system Managed check writing, cost coding and preparation of expenses

Manual bookkeeping to control the accounts of a 25 person small businessResponsible for creation of P&L, payroll, cash flow forecasts, bank account reconciliation