Maintain financial records for various small businesses, including: architecture, vacation rental, property management, restaurant, and non-profit. Set-up the chart of accounts and items for appropriate transaction entry. Record checks, credit cards charges, transfers, payments, deposits, and withdraws in QuickBooks. Reconcile bank accounts monthly. Pay bills. Create customer invoices. Manage accounts payable and accounts receivable. Record sales for non-invoiced transactions. Generate annual 1099s for contract workers. Complete payroll and pay quarterly taxes as needed. Provide P&L and balance sheets reports monthly, quarterly, and yearly. Follow GAAP to ensure accuracy of bookkeeping.

Transitioned the company to digital bookkeeping from a pen & paper process. Utilize QuickBooks for accounts payable and sales receipt entry. Manage the company finances and monitor the bank balance. Create financial reports on a weekly, monthly, quarterly, and yearly basis. Provide financial updates to the council and collective. Assist with various tasks to ensure smooth functioning of the store, including: maintaining stock, receiving orders, money management, and customer service. Research new products to ensure suitability to Corners’ standards. Order select products and manage vendor relationships. Manage advertising and donations. Act as treasurer among the council board.

• Accountable for large, complex, high profile projects that serviced up to 4000 employees • Presented project scope and plan to senior management and stakeholders across the organization• Managed facilities projects that included design, construction, furniture and infrastructure of new & existing office space• Led an initiative to rebrand the Help Desk to Service Desk including logo design, slogan, the purchase of branded merchandise and companywide communication • Participated in merger & acquisition activities to integrate all employees into a single domain• Produced and delivered weekly status reports and trends to stakeholders to review project milestones, progress and risks

· Managed multiple projects at a time with up to 20 team members across IT and business departments while driving work to completion on time, within budget and to customer satisfaction· Acted as liaison between the business and IT to ensure issues were resolved in a timely manner while adhering to project guidelines· Followed project management best practices and processes to define scope, resources, schedule and communication from initiating to closing

· Effectively managed personal work load while providing daily status and escalation of issues & risks that ensured team milestones were met · Responsible for delivering live application demos to key business decision makers for official sign-off· Conducted and facilitated requirement gathering sessions with product owners for critical web-based application components· Assisted with leading a team of 12 business analysts through requirement gathering, design and test to ensure best practices and processes were applied· Created and communicated design processes for a project team including business analysts, subject matter experts, product owners and configuration resources

· Assisted with implementing process improvements for a new insurance claims system as a key member of the Quality Assurance team· Developed and executed basic to intermediate SQL queries that quickly found and verified data· Created and owned a key testing process which reduced work effort by an estimated 130 hrs/year· Served as a subject matter expert on several high risk application components

Assisted students with enrolling in courses, prepared practice tests and class materials, helped at marketing events.

Gained deeper knowledge of the insurance industry both personal and commercial lines.