Design and implement Customer Onboarding process. This included establishing a Customer Master Data Team, working with Tax to ensure flow to eliminate reactive cleanup in SAPDesign process for Unclaimed Property tracking, as well as ongoing efforts to limit Unclaimed Property filings for the future.Worked with legal to create corporate agreements. Internally created a tracking system at the customer level to track all agreements received were up to date and maintained. Leader in efforts to clean up Master Data to better provide more accurate reporting and streamline process. Including: unclaimed credits, online ordering internal process and end user certificates.

My job is to help people organize their money in a way to get the most traction on their money goals. Whether you need help with debt payoff, saving for a large purchase or creating the perfect household budget, I am here to help you work through the stresses of all things money.

Spearhead the financial planning and integration of processes, systems, and procedures to support C-Suite leadership and drive predictive analytics to deliver on organizational goals and drive profitability.► Financial Operations: Synthesize complex data into easy-to-understand ideas, procedures, and process flows for large managed services and recurring revenue engagements. Translate accounting policies and business requirements into accounting system requirements. Direct financial and accounting integration of business units.► Financial Planning & Analysis: Partner in monthly forecasting and the annual budgeting exercise.► Month-End Close: Execute accounting month-end close process, including journal entries, reconciliations, and financial analysis.► Subject Matter Expert: Leverage expertise and experience to provide thought leadership across consolidations, foreign currency translation, and new accounting pronouncements such as revenue recognition.

Delivered optimized business and financial performance by streamlining processes and systems, uncovering valued solutions, and executing operations improvement initiatives driven by research and analytics. ► Financial Operations: Established seamless customer onboarding, sales commissions payouts, and master data management processes. Validated accurate data entry into all systems by running reconciliations across multiple systems.► Sales Commissions Payouts: Drove accurate calculation of bi-monthly sales commissions and prepared payment requests. Reconciled SAP commissions payable reports to accrued commissions sub-ledger accounts. Verified and facilitated commission rate changes in collaboration with HR, accounting, and sales teams. Responded to inquiries from sales staff and expeditiously worked to resolve concerns. ► Financial Reporting: Generated comprehensive commissions and accounting financial reports to support executive leadership and sales account managers in informed decision-making. ► Change Leadership & Process Improvement: Strengthened workflow efficiency by identifying process gaps and reducing system limitations through developing value-added process enhancements.► Master Data Management: Performed data compilation, preparation, cleansing, analysis, and manipulation to support customer service and supply chain initiatives. Conducted research and analysis to make data-driven recommendations for best practice data identification and structuring to resolve issues and support business initiatives. Headed mass data maintenance initiatives; provided direction and support to users that ensured data continuity and accuracy.

Led setup and implementation of all accounting and financial operations processes for a new entity associated with the parent company.► Accounting Processes: Built accounting setup for new entity to easily integrate with the parent company; custom-fit process to enable new clients’ flexibility in obtaining new products.► Billing: Constructed a billing system to allow credit card payments in partnership with Marketing teams.► Month-End Close: Produced income statements/month-end financial documents presented to executive leadership.► Process Improvement: Maximized automation from an accounting perspective to conserve headcount expenditures.Produced Income Statements/Month-End financial documents monthly and presented to ExecutivesStreamlined automation, from an accounting perspective, to conserve headcount expendatures

Analyze monthly/yearly financial statements and report information monthly to company DirectorsVerify project costs and profitability on all projects Verify project margins/profit and calculate commissions/incentives for sales team as well as project managers and engineers Work directly with sales team and project managers to resolve any issues with projects or invoicesAudit all large projects during the duration of the project to ensure project profitability Process all journal entries for service divisions (accruals, payroll, revenue transfers, etc.)

Processed all incoming invoices from vendors - collected, coded, and paid invoices in a timely manner; processed all accounts receivables - collected, coded, and deposited; reviewed and approved all employee timesheets weekly. ► Oversaw account management; processed information and created billings for 500-800 client invoices per month.► Evaluated project progress and budgets at every month's end to ensure profitability.► Collection on outstanding client invoices.► Processed all employee expense reports monthly and ensured all receipts are accounted for auditing purposes.► Complied with all state tax regulations and processed taxes yearly.► General ledger reconciliation.

Processed all incoming invoices from vendors, including all accounts receivables.► Reviewed and approved all employee timesheets weekly, and collected on outstanding client invoices.► Processed all out of in state and out of state taxes including payments and tracking for union workers► Responsible for monthly account reconciliation.