Bre Finley Email & Phone Number

Houston, Tx, Us

• Conduct comprehensive audits of QuickBooks reports to reconcile sales tax for company projects.• Oversee Sales and Use tax filing and payments to ensure compliance with state regulations.• Compile, adjust, and report accurate financial statements and month-end reports.• Register companies for tax and annual report filing.• Perform meticulous credit card reconciliations for all entities.• Manage full cycle Accounts Payable, including coding and entering vendor invoices, check runs, and proactively resolving vendor issues.• Assist in month-end and year-end closings, preparing journal entries, and maintaining various roll forwards.• Process contractor payroll efficiently.• Review and process employee expense reports promptly.• Support HR by ensuring timely benefit invoice payments and updating insurance contract adjustments.• Prepare and meticulously maintain team budgets. • Collect and document vendor W-9 forms diligently.• Compile financial data and generate comprehensive spreadsheets for in-depth management analysis.

Post journal entries to FSP banking system.Manage accounts payable to ensure payments sent out in a timely manner.Ensure accuracy of financial statement in accordance with GAAP and compliance to internal policies.Process wires and return checks.Balanced shared branch/branch deposits, and ATM general ledgers.Prepared monthly reports, including payment and account reconciliations and financial statements.Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.Document and process the expense reporting for company employees.Create and process assets in multiple systems.Ensure federal tax-exempt reporting is accurate and current.Provided clerical support to all accounting professionals in department.

Round Rock

• Post month end journal entries in Quickbooks and analyze accounts.• Preparation of monthly VAT/ commission statements• Preparation and distribution of AR aging/ current statements• Manual calculation of sale taxes on invoices • Collections of past due invoices• Process invoice payments• Process expense reports and corporate Amex charges via Concur• Reconcile vendor statements, research and correct discrepancies• Audit weekly sales information• Process and review requests for discounts and invoice discounts• Assist Controller with deferred revenue reports and posting• Assist other financial service accountants during month end close and throughout month

Austin, Texas Area

Compiles and bills attorney hours to clients every monthSend invoices/interface with bookkeeper/maintain client files Utilizes computerized accounting and payable software programs (Excel, Word) to perform duties and responsibilitiesCorrespond accordingly with adjusters Prepare reports and financial data Review and verify accuracy of billing and supporting documentation as requiredFile, copy and scan documents Assist in training new hires Creates and prints final client billing Effectively interact and communicate with attorneys, secretaries, and clients.

Austin, Texas Area

Initiate and maintain project logs File & Organize paperwork for record keeping Collect, complete and submit paperwork to obtain construction permits Update calendars for executive Verify status of projects Keep track of commercial plans Assist owner with promotion of services Assist owner with other office and administrative duties; file, scan, email documents to clients

Austin, Texas Area

Welcomes patients and visitors by greeting patients and visitors, in person or on the telephone; answering or referring inquiriesOptimizes patients' satisfaction, provider time by scheduling appointments in person or by telephone.Sort & distribute incoming mail Obtain insurance information and any other necessary data Maintains patient accounts by obtaining, recording, and updating personal and financial informationAnswers patients' questions; maintaining the reception area.