David Kirkland Email & Phone Number

• Train employees on and develop & improve SOP’s for expense tools, time tracking, AP, payroll
• Consult on client system migrations, expense and AP system integrations within the QBO ecosystem
• Cash flow management: forecasting, invoicing, AP, collections, vendor management, 1099’s, internal controls
• Budgeting and ongoing BvA analyses, lead monthly finance committee meetings
• Execute month-end close and financial reporting for multiple mid-size 501(c)(3) clients
• Track fixed assets, prepaids, restricted revenue, & long term lease; and enter related JE’s

• Implemented Concur Travel and Expense for 100 employees - evaluation of systems, mapping to chart of accounts, SOP building, training sales team
• Discovered and invoiced over $100K in unbilled historical sales that were missing due to legacy process failures
• Owned AR/AP - Established more timely collections process and improved AR aging from 60% under net 60 to 90% under net 60
• Reviewed contracts for revenue recognition (ASC 606) and ARR tracking
• Monthly marketing BvA analysis
• Collaborated with Salesforce Admin and CSM team to optimize customer data, bookings, and relationship management

Boulder, CO

• Managed sales commission processing, accounting, & reporting for sales team of 120 with over $10M in annual payout,
• Led analytics driving executive discussions around compensation structures
• Reviewed contracts and communicated with sales teams, legal, & finance to resolve barriers to order processing
• In charge of filings sales tax returns for 21 states, remitting payments, and maintaining registrations
• Performed ad hoc analyses of sales commissions for VP of Finance, CFO, President, and sales management
• Led evaluation of commission SaaS’s which encompassed analysis of systems, functional, and financial impact

Greater Chicago Area

Tested various income statement accounts, balance sheet accounts, and internal controls for the largest options exchange in the U.S., requiring extensive analytical and professional judgmentApplied proficient knowledge of U.S. GAAP and U.S. GAAS, as well as SEC and PCAOB rules to public auditsDrafted memos for PCAOB and AICPA audits regarding accounting.

Houston, Texas Area

Validated data within newly implemented accounting software; traced payment recordsto PO’s and prepared data for accounts receivable reconciliationFacilitated transition to new accounting software by compiling and organizing data accurately.

Houston, Texas Area

Analyzed client records and federal tax code to determine client qualification for R&D federal tax credit; wrote project descriptions for qualified projects utilizing client project documentation.Tracked invoices for IRS audit, conducted data entry, and constructed databases with excel and access.

Notre Dame, IN

Practiced excellent customer service skills in a professional, team oriented environment.Oversaw events with as many as 900 patrons, requiring quick response to problems, precise interaction with patrons, and superior communication skills with co-workers.

Benque Viejo, Belize

Conducted statistical research on student performance in over 50 under resourced primary schools in Belize.Research was utilized in an appeal by BRC Printing to the National Ministry of Education.

Bachelor Of Business Administration (B.B.A.), Accounting

Master Of Science (M.S.), Accounting

Korean Language And Culture Summer Program