Help the property to meet daily demands while staying on budget. Review and vote on changes to CCRs.Help review quotes and bids from vendors.

Managed all accounting and finance functions including but not limited to: financial statement preparation and reporting to the Board of Directors, budgeting and forecasting, annual audit, preparation of the 990 tax form, banking and investment, successfully cut costs in managing contracts.Managed human resources, functions included but were not limited to: staff transition management, updating and creating procedures, managing and administering employee reviews, team building activities, administration of benefits, payroll processing, and other various employee management activitiesManaged Operations, functions included but were not limited to: ensuring the office was running smoothly, opening and closing of the office, overseeing and managing administrative staff.

Administer Sales/Use tax, complete VDA process for multiple states, GST/HSTCompleted nexus studies and updated sales tax reporting accordingly Completed excise and licensing formsIntegrated three sister companies into one general ledger including fixed asset, and sales taxImplement and administer BlacklineAdminister fixed asset system and track assetsOversaw accounts payable functions and staffAdminister intercompany accounts payable and receivableImplemented a new sales tax databaseOversaw and collected thousand of sales tax exemption certificates Multiple location property tax filings Completed process workflows for training Cleaned and streamlined the CER processUpdated fixed assets to clean thousands of non-existent items from the asset listResponsible for depreciation schedules of fixed assetsResponsible member of the company safety committee

As the Senior Accountant my role consists primarily of overseeing and executing all tasks relating to accounting and finance. Responsible for month end close to include journal entries, financial statement preparation, line of credit reconciliations, account reconciliations, expense reconciliations, and credit card reconciliations Performed monthly analysis,cash flow, profit and loss statements, project cost tracking analysis, accounts payable reporting, accounts receivable reporting, balance sheet, asset and inventory valuation trackingHands on management of accounts receivable tasks included: daily deposits, account postings, collections, and reporting Hands on management of accounts payable department tasks included: vendor management, invoice posting, scheduling, and payment coordination Processed payroll reporting and cost tracking, this included tracking costs by department, payroll tax tracking, 1099 reporting and processingPrepared company billing and follow up on collection of accountsResponsible for creating, submitting, and tracking company purchasesHandled tracking and reporting sales and use tax obligations to the statesPrepared department, project, and company budget creation and trackingResponsible analyzing expenses and identifying cost saving measuresResponsible for preparing depreciation costs on fixed assets

As the Director of Finance for Physicians Data Trust my role consisted of maintaining financial records for Physicians Data Trust and the IPA companies that were managed by the Physicians Data Trust. Responsible for month end close to include journal entries, financial statement preparation, line of credit reconciliations, account reconciliations, expense reconciliations, and credit card reconciliations for the company Performed monthly analysis and forecast reports to include sales analysis, cash flow, profit and loss statements, project cost tracking analysis, accounts payable reporting, accounts receivable reporting, balance sheet, asset and inventory valuation trackingHands on management of accounts receivable tasks included: daily deposits, account postings, collections, and reporting Hands on management of accounts payable department tasks included: vendor management, invoice posting, scheduling, and payment coordination Processed payroll reporting and cost tracking, this included tracking costs by department, payroll tax tracking, 1099 reporting and processingPrepared company billing Responsible for creating, submitting, and tracking company purchasesHandled tracking and reporting sales and use tax obligations to the statesPrepared department, project, and company budget creation and trackingResponsible analyzing expenses and identifying cost saving measures

As the Finance Manager my role consisted primarily of overseeing and executing all tasks relating to accounting and finance. PaperFree is a $10M+ software company based in the San Diego area with locations in both San Diego and Harrisburg. Responsible for month end close to include journal entries, financial statement preparation, line of credit reconciliations, account reconciliations, expense reconciliations, and credit card reconciliations Performed monthly analysis and forecast reports to include sales analysis, cash flow, profit and loss statements, project cost tracking analysis, accounts payable reporting, accounts receivable reporting, balance sheet, asset and inventory valuation trackingHands on management of accounts receivable tasks included: daily deposits, account postings, collections, and reporting Hands on management of accounts payable department tasks included: vendor management, invoice posting, scheduling, and payment coordination Processed payroll reporting and cost tracking, this included tracking costs by department, payroll tax tracking, 1099 reporting and processingPrepared company billing and follow up on collection of accountsResponsible for creating, submitting, and tracking company purchasesHandled tracking and reporting sales and use tax obligations to the states; and UtahPrepared department, project, and company budget creation and trackingResponsible analyzing expenses and identifying cost saving measuresResponsible for preparing depreciation costs on fixed assets

As the Accounting Clerk my role consisted primarily of accounts payable and accounts receivable.Processed accounts payable to include matching, batching coding, and check runsResponsible for billing, posting cash receipts and collectionsHandled processing and responsibility for weekly bank depositsPrepared several financial analysis reports which included accounts receivable, cash flow analysis, activity based costing, profit and loss statements