• Managed all accounting and HR activities including payables/receivables, client invoicing, AR aging, payroll, etc. and stepped into marketing when the time was needed• Created detailed financial models, budgets, cashflow projections • Prepared and audited monthly, quarterly, and annual financial statements for readouts to the team• Managed investor relationships when applicable • Prepare annual tax reports and worked with tax preparers and auditors to ensure accurate and timely filings• Review payroll tax filings quarterly and fixed discrepancies when necessary• Worked on improving and expanding our benefits along with broker relationships• Resolved multiple state filing issues and payroll setup issues that occurred during transition from Quickbooks to Gusto• Improved the invoicing process in order to more accurately and timely bill our clients to help improve our turnover ratio• Filled in for billable work with clients when applicable and needed

• Designed and implemented a budget forecasting and reconciliation process for a company experiencing significant growth• Prepared and audited monthly, quarterly, and annual financial statements and other financial reports required for investors and financing institutions • Managed all accounting activities: payables/receivables, client invoicing, AR aging, payroll, etc.• Created detailed financial models, budgets, cashflow projections and supported fundraising and investor relations• Provided strategic, operational, and financial guidance as part of the senior leadership team• Conducted quarterly financial readouts with senior leadership team and investors, interpreting key insights, answering questions, and providing clarification and follow-up as required• Prepare annual tax reports and worked with tax preparers and auditors to ensure accurate and timely filings• Review payroll tax filings quarterly and fixed discrepancies when necessary• Improved and expanded benefits offerings and saved the company 30% in annual costs• Integrated payroll processor with our HR software to improve accuracy and efficiency of payment process• Implemented a company-wide handbook initiative to ensure we are compliant in all states we have employees and follow all corresponding laws• Resolved multiple state filing issues and set up 14 new states to support rapid hiring / remote growth model

• Help with consolidating Keurig Hot side with Keurig Dr Pepper Cold side• Manage corporate accruals• Reconcile corporate accrual accounts• Process IT allocations• Helped close and liquidate UK and South Korea companies

• Managed all accounting responsibilities for Mexico, United Kingdom, and South Korean offices• Closed books each period• Reconciled balance sheet accounts for all entities• Helped perform audits and tax preparation with outside vendors• Maintained data for our joint venture in Mexico

• Processed weekly and express payment runs• Reconciled the AP contra account from PeopleSoft to SAP• Helped fix 3 way matching issues between PO, invoice, and receipt• Managed Accounts Payable department of 7 people• Reconciled and review payment trial registers between two ERP systems• Helped further implement SAP changes for our international expansion• Assisted multiple departments with account reconciliation• Assisted our internal audit department and external auditors in quarterly reviews• Processed 1099s for our vendors

• Processed weekly and express payment runs• Helped fix 3 way matching issues between PO, invoice, and receipt• Backed-up for AP Manager• Reconciled and review payment trial registers• Helped test system changes for upgrade from PeopleSoft 8.9 to SAP• Assisted in 1099 reconciliation and processing

• Entered invoices into PeopleSoft by following internal Sarbanes-Oxley procedures• Maintained intercompany transactions for Keurig Canada• Helped buyers clear match exceptions in PeopleSoft• Recorded and reconciled wire transactions • Provided backup for entries to the Daily bank transaction spreadsheets• Assisted vendors in cleaning up past due invoices• Trained new hires to be able to successfully enter invoices

• Maintained all payables for Choice Strategies• Entered fixed asset information into our software tracker• Organized and paid out broker commissions• Issued 1099s for brokers and vendors • Maintained all company associated bank accounts and American Express account• Processed all accounts receivables and payables for our second company, Choice COBRA• Cleared any ACH failures and helped with other accounts receivable collections• Processed abandon property for the state of Vermont