Julia Leach Email & Phone Number

Hill Afb Ut

Clearfield, Utah, United States

Provide project manager support for contract management team.

Utah

• Work as a contracted employee for Survice Engineer Co in accordance with contract guidelines in support of West Desert Training Center (WDTC), a DoD Agency under the Army Test and Evaluation Command (ATEC).• Monitor and record commitments, obligations, expenditures and disbursement of funds for assigned programs using various reports and files for current and past two FY.• Track obligation of funds for assigned programs for current year and compare planned versus actual. • Provide support in the formation of budget requests by gathering, extracting, reviewing and consolidating various information sources and statistical date for assigned programs.• Work with Divisions to create and update spend plans in accordance with planned program procurement schedules and requirement delivery schedules.• Provide support on creating analytical spreadsheets in support of WDTC financial and procurement activities.• Use the General Fund Enterprise Business System (GFEBS) to pull reports to update numbers in spreadsheets.• Analyze under-executing assigned programs and report findings to government POC. Make recommendations for solutions. • Audit current year procurement packages for assigned programs.• Assist government POC in tracking and documenting the Recurring Service Contract Approval (RSCA) signature process.• Index and maintain awarded contracts library for Technology Management Branch (TMB).• Assist with Division training for changes in Dugway Requirements Database (DRD) tracking and procurement requirements.• Communicate via email, instant message and phone with various people to obtain information for trackers.• Participate in year-end closing/reconciliation of execution for funded programs.• Provide meeting support for TMB conducted meetings.• Provide support as needed for WDTC Project Management Specialist and TMB.• Obtain and maintain secret security clearance.

Cottonwood Heights, Ut

• Ensure that proper audit protocols are met for Maintenance Contracts and credit memos before entering into Oracle.• Reconcile Maintenance Contract new and lost Maintenance Contracts information for End of Month Balancing Report for 32 branch offices.• Enter and make changes to Maintenance Contracts using Oracle and Overlay for assigned branches.• Create and submit daily deposit for customer checks received.• Verify and enter credit memos into Oracle for Repairs, Extra’s and Maintenance Invoices.• Show others how to use MS Office more effectively.• Use SLA as basis to make certain that credit memos, new contracts and other time sensitive information are entered within given time frames.

Lehi

Work as an entry to mid-level accountant to fill in holes with various clients as needed.

Midvale, Utah

• Enter bills into Quick Books and Accounts Payable Log.• Go through Receivables Reports with each store manager.• Conduct quarterly inventory reconciliation between on hand counts and WinCDS (POS system) for 6 store locations and Warehouse.• Create and manage inventory SKUs for company chain.• Ensure the accuracy of the company POS System.• Be available to step in as Sales Rep, acting Warehouse Manager, or Bookkeeper.• Create and implement invoicing controls.• Prepare Sales Trend Analysis using data from POS System.• File invoices using three-way matching of PO, Package List/Delivery Order and Invoice.• Receive and verify incoming Inventory purchases.• Create purchase orders using reports created from inventory levels and sales patterns and make sure that they are turned into the Vendors in a timely manner.• Use MS Office to create reports, keep track of sales, inventory work/spreadsheets for reconciliations & publishing inventory sales labels.• Print and prepare sales report for review for sales commission.• Go through weekly deposit for each location and enter into WinCDS and Books.• Print out and enter into spreadsheets Bank Account Balances to prepare for Weekly Deposit.• Enter into spreadsheets expense information for each store location and inventory transactions.• Manage and track sales returns and warranty exchanges.

Greater Salt Lake City Area

Attend classes, work as a team member in various group projects, turn in completed assignments on time, participate in in different group studies

Draper

• Enter data for clients into company database.• Become an expert in the use of the company’s software system, Gorilla CRM™ versions 2.3, 3.0, and 4.0.• Operate in a multi-task environment.• Import and Export Mass Contacts into database.• Prepare spreadsheets for importing into database.• Create and keep logs of work completed for clients and make reports if needed.• Use MS Word, Excel, Outlook, and Access to create mass mail merges, keep track of client correspondence & enter data.• Coordinate with Client to print and/or run marketing campaigns using the CRM software so that mailings were post marked on time.

Greater Salt Lake City Area

Attend classes, work as a team member in various group projects, turn in completed assignments on time

Riverton, Ut

• Attend continuing education classes on different tax topics.• Prepare and file form 1040 EZ, A, and long form with accompanying schedules as needed for clients.• Prepare and file schedule A with accompanying forms and schedules.• Prepare and file schedule C with accompanying forms and schedules.• Prepare and file Earned Income Credit with accompanying schedules.• Use and knowledge of TPS™ income tax software.• Act as bank agent for HSBC Bank and H&R Block Bank.

Riverton, Ut

Prepare and file form 1040 with accompanying schedules for clients

Bachelor'S Degree, Accounting

Master'S Degree, Accounting

Associate Of Science (A.S.), Business, 3.21