Supported social, emotional, and academic development while exploring opportunities in my field.

• 75% AR for Chicago office: reviewed contracts and POs for billing/payment requirements, credit card review for billable charges, complex progress billing (10-50 per month), collections, investigated misapplied funds, lien waivers, payment apps, report writing/analysis, financial review for month end.• 25% AP, timesheets, expense reports, and general office as the sole local administrative employee.

Stayed home during covid restrictions to help manage remote school day and when school opened up again, I kept busy volunteering at school whenever possible.

• Provided support and training to PTA leaders on the use of MemberHub’s software for nonprofits: member management, storefront, fundraising, communications, reporting/compliance.• Assisted and trained users to reconcile credit card charges/advanced reporting for Square and Stripe.• Managed Zendesk help site and ticket support system, live chat, and live training sessions (groups of 1-500); worked with State PTA leaders to streamline implementation; designed/facilitated 4-part virtual training series; created multi-part, state launch marketing series for social media and user emails.

Project Manager, Project/Marketing Manager, ERP Project Manager• Researched, tested, and implemented a new Windows-based ERP system (M1), including establishing the data tables, ETL, programming, documentation, user training, support, change requests, updates, Crystal Report form/report writing, routine and ad-hoc reports with complex SQL queries, dashboards, KPIs, shipping integration, and system improvements.• Eliminated reporting costs by learning complex IQ report writing for previous ERP (AIX/UNIX).• Provided internal IT support and training (hardware, software, printer, phone system).• Full cycle management of multimillion-dollar accounts, including provided custom quotes, tracked metrics and royalties, forecasted sales, managed inventory, and created custom packing slips and special invoicing.• Managed creation, proofing, printing, and mailing of flyers and three annual product catalogs.• Redesigned quote-to-cash process, including replacing handwritten forms with process for direct order entry into the ERP system, saving time and eliminating expense for custom-printed forms.• Reduced production order printing and paper expenses by over 30% by programming PDF versions to view in the appropriate production departments and print only where necessary.

Accounting Supervisor:• Performed and supervised accounting functions including AR/collections, AP, payroll, journal entries, general ledger and bank reconciliation, financial reports, taxes, and budgets. • Reviewed customer creditworthiness (e.g., D&B reports, reference checks) and extended terms or required prepayments, payment plans, or credit holds when appropriate.• Processed daily invoices based on shipments (average 200 per day for over 20,000 customers).• Implemented merchant processing agreement to accept credit card payments and automated invoice emailing, which reduced expenses and average days to pay invoices, especially for those with short terms or due upon receipt.• Called on outstanding invoices and maintained aging with over 90% less than 30 days.• Created custom billing procedures and invoice formats for large clients and programs that facilitated faster payments and less invoice disputes.• Created complex spreadsheets for fulfillment order submissions designed to display order entry details for correct production, shipping, and billing, including BOM configurations and line items for add-on fees, such as fulfillment and international shipping charges.• Maintained vendor files, negotiated discounts, 3-way matched and coded invoices, and processed timely AP payments.• Streamlined month-end close to reduce time by more than 50%.• Assisted with annual inventory preparation and reconciliation.• Continued to assist the accounting department through 2018 (e.g., training, reporting, ERP programming, process improvements), but focus shifted more towards complex reporting, company-wide process improvement, quoting and account management for large national programs, and the replacement of our ERP system.