• Developed and implemented new business processes at Iron Sheepdog to enhance efficiency and effectiveness.• Managed projects focused on process improvement, collaborating with stakeholders to gather requirements and ensure alignment with their needs.• Tested and validated new processes, monitoring their effectiveness and providing support to the customer service team.

Oversee general accounting functions and Staff Accountants. Responsible for financial statements, G/L and fixed assets and assists the Divisional Controller as needed. Assist in resolving account discrepancies by investigating documentation. Oversee revenue by verifying transaction information. Oversee general ledger integrity. Assist in preparation of account reconciliations. Assist with payroll and expense accruals. Supervise the collection of past due revenue by corresponding with clients to resolve delinquent accounts. Assist Accounts Payable department with General Ledger and Job Coding. Ensure accurate financial results by participating in the closing of the monthly and annual accounting cycles. Provide assistance for creating forecasts and budgets to managers by collecting, analyzing, and summarizing account information and trends. Track fixed assets including preparing property tax filings. Hire, train, retrain, coach, guide, direct and develop direct reports using company wide processes, tools and resources. Delegate work to others providing guidance direction and mentoring to indirect reports.

Manage A/R cash receipts entry and invoicing utilizing Sage 100 accounting software. Manage commissions and contracts. Complete ROI worksheets for each potential Blue Sky customer and program. Manage customer accounting relationships including outstanding invoices, payments, disputes, and contracts. Complete and submit month end management reports for accounts receivable and disputes. Process ROI requests for new and existing items.Monitor Progress of ROI's.Maintain pricing matrices by customer.Update product database with pricing. Organize and maintain ROI files for maximum efficiency in researching price.Track items throughout product life cycle.Review POS reports to ensure all product is priced appropriately. Maintain and improve ROI process by working with other departments.

Prepare financial statements and supporting schedulesPrepare monthly account reconciliationsAudit documents to substantiate financial transactions. Analyze and verify business records, transactions, and proceduresPrepare schedules for quarterly reviews and year-end audit for independent external auditors. Research issues, clarify information, and prepare supporting dataAssist with analyzing financial statements on a monthly basis and report on variancesAssist with financial audits. Coordinate, research and resolve transactions in question.Assist in documentation and monitoring of internal controlsProcess reports to ensure all transactions recorded properly prior to month end close.Provide training and guidance to subordinates regarding proper procedures and managing transactionsReconcile accounts receivableRecord depositsRecord cash receiptsG/L entry and reconciliation Process and record credit card transactionsRecord accrued expenses in the General LedgerRun accounts receivable aging report. Follow up with customer and sales rep regarding outstanding aged balances.Review, approve, and process expense reports. Work with RMA team to develop and implement procedures for increased efficiencyManage refused, miss-shipped or blind shipped returns.Manage consignment clients- billing, and inventory. Purchase order/ Purchases clearing.Maintain confidentialitySpecial projects as required.

Manage general ledger accountsPrepare and review profit and loss reportsPurchasingReview and report general and administrative expensesAuditing Manage accounts payable and receivableProcess billingPrepare and review aging reportsBank reconciliationBank depositsRMA processProvide training to subordinates and ongoing supportSupervise, mentor, and provide team leadership to a staff of three. Credit card transactionsCash receiptsPrepare sales tax reportsPayrollReview and process expense reports for payment.Assist with property tax filingsAudit reports for IRS filing and auditsAd hoc reports as neededSpecial projects as needed

Weekly bank reconciliationCash receipt entryBank depositsMonthly sales, aging and deposit reportsWrite offsProject management and quality assuranceCustomer supportComplex customer service issuesMonitor completion of tasksMaintain business relationsTrainingMarketing presentationsACH paymentsAccounts payableAd hoc reportsTime sensitive projectsRequest for proposalsMaintain confidentialityRecords managementPurchasingInventoryProcedure development and implementationContracts

Respond to customer inquiries via phone, fax email or web support channels (Vantive database), as they relate to products and/or operating environments. Maintain ability to work in a high call volume environment. Escalate any unresolved customer issues to appropriate resources. Responsible for continuous coverage of incoming call queues. Identify additional product or training needs the customer may have. Assist customers in gaining the most value from our products and services by discovering other needs and providing information to Sales team as appropriate. Document each customer incident in the call tracking system in a clear, concise, and understandable format. Provide complex reporting of issues or enhancement requests so that they can be interpreted by the technical team in order to complete a desired program build or fix. Contribute to the company's knowledge capital by creating and modifying reusable solutions. Contribute to the company's online knowledgebase (Primus eServer) to create reusable knowledge that may be developed as FAQ's, checklists and/or training materials. Participate in internal projects such as improvements to call flow processes, training development, capturing and maintaining knowledge capital, improving overall support skills, and improving customer service in the department. Maintain the ability to effectively communicate with internal customers in order to provide successful training to new hires and ongoing training of new processes. Maintain a positive, constructive attitude in the workplace which includes presenting challenges in a positive light, offering constructive approaches to overcoming difficulties, and treating all individuals with respect.Provide written documentation that effectively presents instruction to internal and external customers on new and existing programs. Maintain confidentiality of customer records.

Daily sales reports, and Month to date reports. Process sales taxes, research and resolve sales tax issues. Monthly bonus run and create bonus check register.Process refunds. Send unresolved non-delivery complaints to collections. Process account receivable reports. Cash receipts entry. Assist consultants with financial or sales tax questions in regards to their business. Monitor and process unshipped report. Assist CSR's with financial issues or complaints received from Consultants. Review and approve/deny check requests for Non-Delivery complaints. Close out at month end. Liaison between Canada and US for Bonus check register in Canada. Daily resolve of financial issues regarding accounts receivable.Assist with financial projects as needed.Manage and coordinate activities required to ensure an accurate accounts receivable system. Oversee accounts receivable activities involving tracing sources of error, correcting billing records, processing final billings, reconciling errors, accuracy of charges on customer's bills, investigating, granting, and controlling credit, collecting accounts due, and adjustment of customer claims. Review accounts receivable records, including claims and overdue invoices. Establish and implement collection procedures. Prepare report on the status of credit and collections and other operating statements. Participate in bankruptcy actions. Investigate credit standing of new customers and follow up on collection of accounts.Aid customers in obtaining financial assistance. Work with independent consultants and customers to investigate credit and collection matters and foster good credit relationships between customer and company.Compute state or federal taxes on sales transactions and keep record of amount due and paid. Affix revenue stamps to tax reports to cover amount of tax due.

Knowledge of ICD-9 codes in order to open new client charts for children with behavioral problems due to abuse and/or neglect. Assist clinicians with scheduling client appointments and researching past history with DCFS (Division of Child and Family Services) via UNITY program within the state of Nevada. Assist clients via phone with questions and referred them to the correct department. Data entry into shared computer system files for billing purposes, while maintaining a computer system and hard file for the department. Act as safety representative for the department, reporting any safety issues or concerns at the monthly safety committee meeting. Maintain monthly meeting minutes for clinician meetings. Create edit and forward completed minute notes to clinicians. Participate in developing a guide for parents to enhance relationship between children and parents/guardians. Assist teachers in the Day treatment program when needed. Assist supervisor and clinicians with other small projects as needed.Maintain confidentiality of client charts in order to adhere to HIPAA regulations.Support executive staff by coordinating office services. Study management methods in order to improve workflow, simplify reporting procedures, and implement cost reductions. Provide reports including conclusions and recommendations for solution of administrative problems. Compile data based on research techniques and on statistical compilations involving an understanding of operating programs, policies, and procedures. Issue and interpret operating policies. Study methods of improving work measurements or performance standards. Coordinate collection and preparation of operating reports. Review and answer correspondence.Perform secretarial duties utilizing specific knowledge of medical terminology and clinic procedures. Schedule appointments, billing patients, and compiling and recording medical charts, reports, and correspondence.

Payment arrangements with customers via phone and public contact. Manage, document, & maintain confidential records. Document account activity and log information in the computer, data processing. Take payments from customers over phone and in the office. Issue receipts. Create budgets for customers to follow based on their income and expenses. Search for customers who have abandoned their debt. Verify employment status of potential borrowers' and current debtors. Stand in as manager when Supervisor not present. Managed employee questions regarding requests for leave and specific duties. Attempt to collect debts from customers three to six month's delinquent. Contact customers via phone or letters. Document confidential information in computer. Report account status to the credit bureaus. Handle disputes and assigned accounts to outside collection agencies.

Payment arrangements with customers via phone and public contact. Manage, document, & maintain confidential records. Document account activity and log information in the computer, data processing. Take payments from customers over phone and in the office. Issue receipts. Create budgets for customers to follow based on their income and expenses. Search for customers who have abandoned their debt utilizing credit reports, references and skip tracing methods. Verify employment status of potential borrowers’ and current debtors. Stand in as manager when Supervisor not present. Manage employee questions regarding requests for leave and specific duties. Attempt to collect debts from customers six months or more delinquent. Contact customers via phone or letters regarding past due balances. Document confidential information in computer system. Report account status to the credit bureaus. Handle disputes and assigned accounts to outside collection agencies.

As Office Assistant at the District Attorney's office:research data to locate absentee parents responsible for child support. File paperwork and reports. Mail letters to absentee parents requesting participation of child support payments. Teletype.Financial Resources Division:Prepare contracts for clients. Receive payments from clients in office and via mail. Post payments to customer account via cash receipts entry. Reconcile daily payment activity and report to the correct department. Prepare daily bank deposits. Prepare and keep financial and business transaction data up-to-date, applying accepted procedures, and prepare reports to ensure accurate accounting records. Perform complex clerical and entry-level accounting activities. Compile and check source documents, such as vouchers, invoices, purchase orders, and cash receipts, for completeness and accuracy, and prepare reports. Verify and post details of business transactions to appropriate ledgers and journals, and totals accounts. Compute and record charges. Receive and count cash; maintain cash book. Prepare computer input forms for processing of transaction data. Compare print-outs against source documents and journal entries to verify accuracy, and prepare input forms to reconcile errors. Periodically review records and subsequent computer printouts to balance accounts. File and maintain clerical records, and report pertinent information to accounting and bookkeeping or technical operations. Prepare and mail statements. Perform other duties as may be assigned. Assist in balancing accounts by running tapes, proofreading, etc. Prepare other reports as requested for supervisor's use in preparing financial statements. Make a monthly summary or recap of reports as needed. Type invoices, account statements, reports, and other records. Audit and proof accounting or other reports for clerical accuracy and conformance to county procedures.