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I am a career-focused Senior Accounting Specialist with an extensive history of success in helping save time, reduce costs, and optimize profitability for a wide range of small business, corporate, government, and non-profit clients. Throughout my career I have managed diverse caseloads of clients and large volumes of accounts (1000+) by applying in-depth accounting knowledge and proven flexibility competencies to evaluate, prioritize, and complete work according to urgency / shifting needs.KEY QUALIFICATIONS• Help strengthen internal controls by testing, improving, and implementing targeted business processes and accounting policies.• Excel at supporting clients to make critical, tactical, and strategic decisions by leading in-depth client discovery and providing individualized consultation in order to understand and achieve core business objectives.• Extensive history of successfully performing under pressure and thriving within high-stress business settings by making quick, critical decisions, managing multiple priorities, and adjusting resources to meet core targets. • Skilled at saving time and optimizing efficiencies through implementing automation and eliminating deficiencies by leveraging strong technology and software skills related to MS Word, Access, Excel, OneDrive, and SharePoint, as well as Sway, Adobe applications, and other industry-specific accounting software. • Proactively manage and maintain positive client relationships by establishing clear lines of communication, understanding unique business needs, and prioritizing a client-first approach to customer service. • Consistently rank 10 out of 10 on customer satisfaction surveys by intentionally going above and beyond to generate exceptional client experiences.CORE COMPETENCIES Accounting Systems Proficiencies (QuickBooks Online, QuickBooks Desktop / Enterprise, CosmoLex, Sage, SalesForce, Bill.com, Expensify, Harvest, Gusto, ADP) | Payroll | HR | Journal Entries | Transaction Classification | Receipt Management | Account Reconciliations | Inter-Company Transaction Reconciliations | Month-End / Year-End Close | Data Analytics & Interpretation | Troubleshooting | Collaboration | Consultation | Client Engagement | Keen Attention to Detail | Strong Administration / Organizational Orientation | System Implementation & Optimization | Time Management | Workflow Planning | Resource Allocation | Prioritization
Xls Business Solutions
View- Website:
- matusakbiz.com
- Employees:
- 12
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Xls Business SolutionsGilbert, Az, Us
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Senior AccountantXls Business Solutions Apr 2024 - PresentChandler, Arizona, Us
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Senior AccountantJames Moore & Co. Sep 2022 - Apr 2024Gainesville, Fl, UsTransitioned into a Senior Accounting role within a medium-sized public accounting firm, specializing in comprehensive client support, collaborative expertise enhancement, onboarding integrations, and reporting efficiencies, focused on driving compliance, standards, and substantial savings.• Oversee team of junior accountants and clerks to manage a diverse portfolio of 20+ clients, encompassing medical practices, engineering firms, property management (40+ properties), pest control, roofing, and other industries and providing custom services ranging from basic accounting to higher-level controller work:o Saved clients hundreds of hours and thousands of dollars annually by streamlining accounting processes and resources through the leadership of a complete transition from QuickBooks Desktop to QuickBooks Online. o Routinely reduce transaction processing time in excess of 10-15%+ and cut time to close each month by 5-10 days. • Manage tight deadlines and a broad spectrum of accounting responsibilities, including general ledger preparation, financial reporting, and year-end audit preparations.• Facilitated the onboarding process for new clients, ensuring a positive experience from initial engagement to implementation.• Ensure compliance with compilation and preparation financial reporting standards and assist in the implementation of consistent compliance standards across the department.• Review work of junior employees to identify discrepancies and errors, actively seeking clarification when necessary and reviewing with supervisors for additional clarification as needed.• Demonstrated strong leadership skills, serving as a go-to resource for junior staff, including training junior accountants, and improving time budgets resulting in 15% increase in team efficiency.• Enhanced expertise and knowledge growth by actively participating in collaborative projects with audit / tax teams. -
Fincancial Services AssociateSupporting Strategies Nov 2018 - Sep 2022Beverly, Ma, UsTransitioned into a dynamic client accounting lead role overseeing start-to-finish service delivery for a caseload of 10-15 business clients focused on providing a broad scope of accounting functions. Coordinate client-by-client support ranging from classifying transactions, running payroll, and managing AP / AR to monthly financials, state sales tax filings, and consulting with Tax CPAs. • Support a diverse range of clients by applying an expert-level understanding of full-cycle accounting and providing custom services, ranging from higher-level controller work:o Worked with emerging startups, law firms, and established construction, rental property owners, etc.o Successfully onboarded countless clients to orient key personnel on new standards and SOPs, ensuring a smooth transition of new accounting systems.o Routinely reduce transaction processing time in excess of 10-15%+ and cut time to close each month by 10-15 days. o Consistently cut payroll costs by up to 20% by creating cash flow projections to help manage future expenses.o Saved client hundreds of hours and thousands of dollars annually by streamlining accounting processes and resources through the leadership of a complete transition from ADP to Gusto. o Established client-specific inventory control systems to support a newly founded CBD oil production company. • Transform client functions by designing financial systems from the ground up based on client-by-client needs, from basic bookkeeping and day-to-day financial services (GAAP) to full controller-level oversight, including projections. • Forge foundational partnerships with key clients by successfully building rapport and maintaining strong client relationships through strong communication, interpersonal, and public relations skills. • Maintain exceptional quality control, accuracy, and compliance by overseeing the preparation and review of financial packets to ensure financial accuracy, isolate discrepancies, and resolve issues. -
Full Charge Accountant, Manager / Bookkeeping RolesIn-Position Technologies Mar 2015 - Nov 2018Chandler, Az, UsSuccessfully progressed through advancing roles and responsibilities within this medium-sized engineering firm, moving from initial bookkeeping role to key promotion into full charge accountant position, helping support $25M in annual sales 15%+ annual growth.• Maximized stability and profitability through the timely review and reconciliation of accounts, execution of monthly / year-end close, and generation of company forecasts. • Led the evaluation and rebuilding of integral accounting functions to dramatically increase process times and created new systems and processes to optimize efficiency and effectiveness• Ensured smooth execution of all corporate day-to-day accounting functions, including general ledger postings and reviews, as well as inventory receipts, AP, AR, credits, collections, and resolving accounting-related issues on a case-by-case basis. • Expertly managed payroll and sales tax over five states to ensure compliance with all local and state regulations and optimize / reduce taxation whenever possible. • Maintained strict control of accounting accuracy by creating and presenting ad-hoc reports to the leadership team. • Consulted on key decision-making to act as SME on various topics such as budgeting, sales tax, establishing new branch in another state, inventory tracking, purchase order billing and sales order invoices, month-end reconciliations, expense reports, • Helped onboard and train incoming CFO to facilitate the smooth transition and oversight of accounting functions. -
Operations AnalystBlackboard, Inc Sep 2010 - Dec 2012Hired to fill key internal accounting role focused on supporting a team of 10-15 project managers to set budgets, control expenses, and deliver projects according to contracted requirements and projected profitability targets. • Swiftly corrected errors and reduced process times by developing and overseeing the responsible execution of weekly and bi-weekly invoicing processes, including developing and implementing a comprehensive invoice review process. • Optimized payroll and resource allocation by reviewing expense reports and timesheets, ensuring ongoing quality control, and checking for allowability / accuracy. • Improved operational efficiency by an average of 25% by evaluating existing SOPs, identifying areas of improvement, and gaining leadership approval to overhaul areas of deficiency. • Provided support for a diverse range of internal consultants, clients, and co-workers through ongoing mentorship and coaching, as well as the creation and dissemination of training documentation for internal software / processes. • Drove standout workplace culture and over-achieving performance levels by fostering clear and efficient communication between accounting personnel, project managers, and organizational leadership. • Supported achieving targeted outcomes by excelling within deadline-driven settings with aggressive timelines.• Creatively redeveloped internal systems and improved effectiveness by enhancing internal personnel workflow.
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Senior Financial AnalystArizona State University Jun 2008 - Sep 2010Tempe, Az, UsDevelop and disseminate reports to deliver timely financial and other relevant informationPerform daily, weekly, and monthly reconciliations to locate and quickly resolve financial discrepanciesSupervise testing teams including assigning duties, addressing questions, and ensuring project completionProvide basic ad-hoc computer technology support to co-workers -
Sponsored Projects Administrator, SrThe University Of Arizona Mar 2005 - May 2008Tucson, Arizona, UsOrganize and present training workshops to disseminate information to administrative and award personnelDevelop and utilize Access databases and Excel spreadsheets to manage data and create informative reports in a more efficient and timely manner Attend and present at professional national KualiCoeus Research Administration conferences Assist in the development, writing and implementation of new policies to meet changing federal award requirements Supervise and manage award accounting team, including the management over 1300 grant, research contract, gift, and other financial accountsAdvise faculty and staff regarding account inquiries, project budgeting, and award regulation interpretationPrepare financial reports and complex financial benchmark reviews documenting award expenditure activity on monthly, quarterly, bi-annual, annual or ad-hoc basis for either internal department or external sponsor use Approve procurement requests ensuring compliance with university, federal, and sponsor regulationsDevelop testing documents for KualiCoeus Research Administration open source administration softwareWork with University departments and auditors to facilitate annual state auditsResponsible for hiring new staff accountants -
Sponsored Projects Administrator, InternThe University Of Arizona Jul 2003 - Mar 2005Tucson, Arizona, UsPerform daily and monthly account maintenance tasks including invoicing, aged accounts receivables, approving requisitions and expense transfers and other routine account monitoring Submit invoices to award sponsors and perform follow up on aged accounts receivablesPrepare financial closeout of award accounts including financial reportingTrain and supervise student workers Develop and improve relationships with customers through multiple methods
Heather Mcrae Skills
Heather Mcrae Education Details
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University Of ArizonaMajor: Accounting -
University Of Arizona - Eller College Of ManagementAccounting
Frequently Asked Questions about Heather Mcrae
What company does Heather Mcrae work for?
Heather Mcrae works for Xls Business Solutions
What is Heather Mcrae's role at the current company?
Heather Mcrae's current role is Accounting and Business Financial Services Professional.
What is Heather Mcrae's email address?
Heather Mcrae's email address is he****@****ch1.com
What is Heather Mcrae's direct phone number?
Heather Mcrae's direct phone number is +148089*****
What schools did Heather Mcrae attend?
Heather Mcrae attended University Of Arizona, University Of Arizona - Eller College Of Management.
What are some of Heather Mcrae's interests?
Heather Mcrae has interest in Health.
What skills is Heather Mcrae known for?
Heather Mcrae has skills like Microsoft Excel, Access, Microsoft Office, Accounting, Financial Reporting, Financial Analysis, Data Analysis, Budgets, Process Improvement, Powerpoint, Management, Training.
Who are Heather Mcrae's colleagues?
Heather Mcrae's colleagues are Brandi Faucett, Lisa Thieme, Ccifp, Dayana Gabler, Danielle Krakowiecki, Armando Guzmán, Lindsay Delagarza.
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