PartsTech is an automotive parts ordering platform developed to connect auto repair shops with parts and tire suppliers through its innovative e-commerce procurement solution. Revenue streams include SaaS and transaction fee.Software Used: QuickBooks, Stripe, Ramp, Anrok, Sigma, Paylocity

Naviga is an international SaaS based company specializing in media/advertising software and is owned by a Private Equity Firm that is growth minded, adding 6 companies in 4 years to the Naviga portfolio through acquisition. Revenue streams include recurring maintenance/subscriptions, license, and professional services.Working in SaaS most of my career, I undertook the revenue recognition transition of ASC 605 to 606. I was heavily involved in M&A and the integration of acquired companies at a pace of one per quarter over my time at Naviga. While managing the corporate accounting team I was responsible for the monthly close cycle, treasury management, financial statement preparation, and annual statutory audits.Software Used: Sage Intacct (admin), Stampli (admin), Cadency (admin), NetSuite OpenAir, Adaptive Insights, Salesforce, QuickBooks

Fishbowl Solutions is a SaaS based company with revenue streams from subscription, license, search appliance, and professional services.Daily responsibilities included preparing financial reports for cash management, budget tracking, revenue forecasting, project margin, and profitability. As the only accountant for the company, I was responsible for performing all accounts receivable, accounts payable, payroll, and tax related duties.In my time with Fishbowl, I accomplished many endeavors to enhance the finance structure. I won Rookie of the Year my first year with the company, reduced past due accounts by more than 60% by establishing invoicing and collections procedures, implemented a multi-department general ledger with inter-departmental expense allocations, automated the leadership dashboard to show real-time reliable data, standardized compensation plans on a company-wide level, and became the NetSuite OpenAir Administrator to establish controls on the services invoicing system.Software Used: AccountEdge Pro, NetSuite OpenAir, ADP Run, Microsoft Dynamics CRM

MIWRC is a non-profit social services company specializing in housing, family stabilization, and mental health. The primary clients included Native American Women and their families.In a team of four, I supervised accounts receivable and accounts payable supporting staff, ensuring accurate general ledger entry. In conjunction with the Finance Director, I prepared monthly financial statements and planned the yearly audit schedule. Managing over a dozen program budgets, performing monthly account reconciliations, developing processes and reports for department improvements, and coordinating payroll were the basis of my responsibilities.I was brought on to assist in the transition of accounting software. The successful switch from Peachtree to Blackbaud was made in the first year I was on board.Software Used: Blackbaud Financial Edge, Peachtree, Paychecks