Specializing in small business, special project & personal accounting services. Extensive experience in reconciliations, forensic accounting & cleanup of neglected accounts. Certified Career Tech instructor to help your staff learn proper accounting procedures & software usage.Intuit Tax 1 & Bookkeeping CertifiedQuickBooks online & desktop

• Oversee and lead annual budgeting and planning process.• Manage and oversee monthly accounting processes, including bookkeeping, payroll management, invoicing, balance sheet reconciliations and tracking of restricted grants.• Manage organizational cash flow and forecasting.• Prepare and present monthly financial reports.• Monitor and ensure tax-exempt 501(c)3 compliance, including submission of annual IRS Form 990.• Coordination of Discovery Lab’s annual financial statement audit.• Oversee risk management and legal activities, including business insurance; service agreements; contracts; leases, and other legal documents and agreements.• Prepare financial analysis and inform management on strengths and weaknesses.Accomplishments: • Perform internal audit and reconciliations to correct balance sheet dating back to 2017.• Migrate manual accounting systems into upgraded software & train staff to use software.• Implement internal controls and procedures according to GAAP.• Pause and recover outside audit for prior fiscal year.• Reconcile and place in service $30 million dollars’ worth of assets. New building & exhibits.

Assist with transitions in accounting department. Train & manage staff in daily transactions, month end and financial statement preparation & review. Analyze existing practices, develop, design and test new procedures to accommodate changes in the organization. Develop training & present to staff various topics including SAP Concur, basic financial statement understanding and other operational procedures.

Project management for IACET accredited virtual & in person professional development continuing education courses. • Plan, coordinate, and recurring stage training events to include online virtual lecturer presentations. 1. Oversee course development process, recruit instructors and provide orientation, schedule courses, and collect feedback. 2. Optimize the use of Absorb Learning Management System [LMS], aggregate and analyze data, and advance improvements to PD processes and procedures.3. Ensure IACET standards and best practices are adopted and maintained in support of all SEG CE face-to-face and virtual courses. • Coordinate training and lecturer events and communicate requirements to optimize marketing efforts to intended audiences. Promote and coordinate collaborative events with industry and educational partners. • Manage software licenses, review and revise instructor, lecturer, and online provider contracts. • Develop financial reports, track expenditures, and apply logistically cost-effective methods in planning training activities. Use computer tools to collect and store data, streamline and map processes, and improve department efficiencies.

Prepare Review financial transactions and review for accuracy and completeness in preparation for timely reporting and month-end and year-end closing. Microsoft Dynamics S/L SoftwareEssential Functions: • Prepare and post journal entries for monthly activity, payroll, rent, intercompany, admin and other month end activity• Maintain Royalties Payable and prepare year end payment information for Publications.• Maintain Fixed Assets additions, disposals and cycle count• Maintain FSA balances, post deposits and disbursements• Prepare year-end Audit and Tax schedules• Assist Sr. Accountant with Credit Card Entry, SEG Bank Reconciliation, and Personify Entry as needed• Prepare and present to SEG staff staff training as requested by Controller & CFO• Reconcile assigned general ledger accounts in compliance with account reconciliation policy. Prepare reconciliations for monthly general ledger closing as assigned or requested.• Assist with the month end financial reporting process; review data and research variances as needed to ensure timely completion of month end and year end closing cycles.• Concur SAP Software: Audit employee travel and business expense reports for proper approval, accurate account coding, and SEG policy compliance. Assist employees as necessary and accurately resolve all customer queries. Issue, track and reconcile travel advance funds. • Train and support employees and non-staff in Concur usage.• Request sales tax permits for upcoming events; ensure sales and use, and UAE Value Added tax are paid and reported as required.• Arrange and count physical inventory at necessary intervals throughout the year. Review and analyze physical inventory, preparing adjustment information when necessary to maintain accurate records. Perform new product count in and journal entries.

Virtual social studies teacher grades 9-12.

Social studies teacher primarily Oklahoma History and AP United States History.

Teacher grades 9-12 regular high school and alternative high school. Subjects taught: business, history, sciences.