• Responsible for consolidation of monthly, quarterly, and annual financial statements for large privately-owned company with sales of $30 billion• Monthly close process for the company's affiliates including general ledger preparation and account reconciliations • Monthly financial statement preparation and flux analysis of balance sheets and P&L’s for company’s affiliates• Review of quarterly and annual financial statement reports including preparation of footnotes and MD&A support• Responsible for A/P process with company's affiliates including check disbursements, wire requests and funding• Preparation of annual budgets and mid-year forecasts combining entity balance sheets and P&L’s• Assist the tax department with requests including financial statement schedules for their preparation of state and federal filings • Primary point of contact for auditors regarding the company's affiliates, providing supporting documents, schedules and stand-alone financial statements with revenues in excess of $180 million• Monthly close process for company's 501(c)(3) C&S Charities Inc. nonprofit, including general ledger preparation and account reconciliations with annual financial statement preparation. Director on the board for C&S Charities since 2019• Primary point of contact for the annual financial statement audit of C&S Charities and oversee preparation of 990 filing to assure compliance with state and federal regulations • Performed internal quarterly quality assurance audits of company-wide purchasing card activity, ensuring compliance with company policies and identifying corrective actions• System administrator for account reconciliation software (BlackLine) which includes creating profiles, assigning reconciliations and uploading general ledger data into the system • Performed quarterly quality assurance account reconciliation reviews

• Monitor and maintain key accounts to ensure the timely payment of invoices and resolution of chargebacks.• Research credit claims to send concise dispute packages to customers for invalid credit claims. • Maintain open dialogue with Customer Service, Shipping, and Sales to facilitate a successful partnership with the largest customers.

• Analyzed revocable/irrevocable trust tax ledgers; ensuring for accuracy and minimization of amended returns.• Ensured timely filing of trust tax forms to the IRS, in an effort to avoid filing extensions.• Performed administrative reviews of clients’ accounts assuring compliance with state and federal regulations.• Calculated expenses allocated to taxable income for clients regarding fiduciary fees and tax preparation fees.

• Initial point of contact for handling customer inquiries through both email and phone.• Created marketing materials for new listings, open houses and price reductions.• Verify that contracts are in compliance through closing. • Control and assist in scheduling appointments with clients, vendors, and recruits. Managed systems for lead generation and data base management.• Property management; scheduling maintenance and ensuring monthly rent collection.

• Responsible for accurate data entry for the cash control division of the Finance Department.• Maintained accuracy in adjusting customer accounts for NSF checks and ACH overpayments.• Processed sale discounts to customer accounts prior to next billing cycle.