• Ensured the accuracy and completeness of all A/R and A/P transactions• Prepared various journal entries for prepaid amortizations, expense accruals, and inter-company transactions• Performed month-end, quarter-end, year-end, and inter-company closings and account reconciliations• Prepared monthly and ad hoc financial reports for upper management• Oversaw the implementation and troubleshooting of SAP Concur for invoice and expense• Participated in system review, analysis, and budgeting for evaluation of a new ERP system• Maintained correspondence with the purchasing department, regional directors, VPs, vendors, and suppliers

• Oversaw the accounting department in the areas of payroll, accounts receivable, and accounts payable • Maintained, drafted, and kept accurate records including bookkeeping, billing, and collections • Reviewed files, records, invoices, expenses, and other documents to obtain information and respond to requests • Performed financial statement audits and assessed financial records to ensure data integrity, accuracy, and efficiency • Identified department needs, confirmed information, researched issues, and provided solutions based on fact-finding• Generated monthly expense reports for corporate purchases and travel costs • Reviewed balances, outstanding balances, discrepancies, and general ledgers including state and federal tax filings• Determined compliance with all liabilities to confirm accuracy, and report audit findings • Recommended improvements designed to manage risk and promote cost-effective controls

•Operations: recruited to organize the entire office and operations; establish and implement office protocols and procedures; research, recommend, and implement new systems; establish company health and safety manual; participate in budget reviews; update and maintain business insurance and workers’ comp insurance; coordinate lease signings and contract agreements; •Records and Data Management: create and maintain vendor and customer record systems; establish electronic records system; maintain all records and files•Accounting: responsible for all A/P and A/R functions, customer invoicing, account reconciliation, expense reports, budgeting and cash flow forecast; provide monthly sales, expense, and cash flow statements to upper management; reduce and monitor company expenses •Human Resources: setup and maintain employee sign-up packages and benefits; distribute payroll vouchers, W2, and 1099 tax information; implement Employee Handbook; work with HR Business Partner to maintain compliance; comply with E-Verify employment eligibility checks; submit employee insurance plan setup forms•Contract Coordination: compile and send all MNDAs, License Agreements, License Addendums, and Trail License Agreements; issue all software license files•Marketing: setup email campaign templates; put together and send out marketing campaigns; track marketing campaign statistics; create email advertisements and tradeshow collateral•Significant Accomplishments: significantly reduced company expenses; eliminated the need for an outside accountant; lowered CPA costs; redesigned marketing campaigns and made then more targeted, thereby increasing the open rate

•Operations: recruited to organize the entire office and operations for a start-up company; establish and implement office protocols and procedures; establish company health and safety manual; participate in budget reviews and product pricing models; supervise Administrative Assistant•Project Management: establish a consistent marketing look across all marketing channels; coordinate the production, manufacturing, and distribution of all client materials with all departments to ensure total client satisfaction, including datasheets, website, operating manuals, installation manuals, and calibration manuals; maintain ongoing contact with clients to receive feedback regarding all aspects of the work flow such as shipment dates, special needs, product updates, feasible improvements, and problems; prepare business forecasts, strategies, and plans•Sales Management: conduct all contract discussions and ensure execution; create live PDF forms using Adobe LiveCycle to capture all necessary information in one location: sales orders, beta tests, loan equipment agreements, business trip requests, new employee information; correct backend XML code for alignment, calculations, and errors; establish and implement all sales order, beta test, or loan equipment processes and procedures; review sales forecasts for assigned product lines; review and compare inventory levels to sales projections to ensure product availability•Accounting: responsible for all A/P and A/R functions; calculate and commit bi-weekly payroll; track all inventory assemblies and inventory parts through the manufacturing process•Human Resources: develop and maintain an effective company through the selection, training, termination, review, compensation, and motivation of personnel; establish a full benefits package for the company to offer including health, dental, vision, life insurance, and 401K

•Provide finance & accounting support to small to mid-size businesses•Financial Reporting: provide management and stockholder’s with all necessary financial reports•Financial Consulting: analyze client financials, understand client financial goals, help client implement processes and procedures to achieve their financial goals•Accounts Receivable: receive and enter all bills into accounting system; prioritize payments; receive and enter all customer payments into accounting system•Accounts Payable: monitor, prioritize, and pay all bills and invoices•Accounting: monitor and enter daily transactions; transfer funds between accounts as needed; monitor cash balance; reconcile accounts monthly; delete unnecessary accounts; re-number & re-organize chart of accounts; add additional bank accounts•Database Management: file and organize all paperwork and records dating back to inception both electronic and hard copy

•Accounting: accounts receivable, accounts payable, customer invoicing, account reconciliation, expense reports, budgeting and cash flow forecast•Implementation of NetSuite, online accounting and CRM system, and the MaxHire recruiting system: upload data from QuickBooks; import and add customer and vendor profiles; establish all user accounts; train myself, the staff, and management to fully utilize tool•Time Entries: send daily time entry reminders to consultants across the country; review time entries for approval or rejection•Human Resources: setup and maintain employee sign-up packages and benefits; calculate and commit bi-weekly payroll; distribute payroll vouchers and W2 & 1099 tax information; organize Intranet and create a seamless on-boarding and training process•Contract Coordination: write and send all MSAs, MNDAs, employment offers, and contractor agreements; maintain all records and files•Database Management: write on-boarding and training material and post to Intranet•NetSuite training videos: teach myself, create brief 5 minute training videos, post training videos to the Intranet for employee use•Legal: apply for and maintain Visa filings (H1B & E-2); apply for and maintain liability insurance; update and maintain workers comp insurance; coordinate lease signings and contract agreements; initiate and run background checks for new hires; research and develop employee manuals; develop corporate business plan•Marketing campaigns: setup email campaign templates; put together and send out marketing campaigns

•Team Management: manage, oversee, and motivate all loan officers; train all new employees on proprietary software•Financial Analysis: analyze client financials and goals; help client into the right mortgage vehicle