Aaron Klein Email & Phone Number

Port Orchard, Wa, Us

Boulder, Colorado, Us

• Oversee all aspects of the general ledger, including JE’s, reconciliations, and month-end/year-end closing processes• Ensure accurate and timely financial reporting in compliance with GAAP• Supervise and manage all AP transactions• Manage vendor relationships• Develop, implement and manage budgeting process• Monitor budget performance and provide variance analysis and actionable insight, including collaboration with departments on budget management• Forecast short-term and long-term cash flow needs• Manage banking relationships and optimize all cash balances• Prepare financial forecasts and models to support business planning and decision making• Analyze financial results and trends to provide strategic recommendations• Conduct profitability analysis by channel• Design, implement and maintain effective internal controls to ensure accuracy and reliability of financial data

San Diego, Ca, Us

- Collaborate closely with the accounting team to analyze financial results, ensuring accurate and compliant financial reporting.- Monitor and control department expenses, including inventory, conducting comprehensive variance analysis to drive cost efficiency improvements.- Provide strategic direction and guidance on financial matters, including demand planning projects and cost optimization.- Championed the development and growth of a high-performing operations team, emphasizing cross-functional collaboration.- Implement strategies and process improvements to maximize revenue generated per employee, identifying cost reduction opportunities.- Serve as reviewer for Finance Controller of monthly COGS calculation and inventory valuation during the month-end closing processes.- Manage various accounting activities related to payroll, including variance analysis, budgeting, and cost analysis, ensuring accurate financial reporting and compliance.- Drive recruiting efforts and develop best practices for hiring and talent management, resulting in a highly capable workforce.- Facilitate and manage the Employee Retention Tax Credit (ERTC) process, resulting in a positive cash impact of $1.8 million.- Collaborate with senior leadership to align staffing, recruiting, and retention strategies with Organifi's overarching goals and objectives.

San Diego, Ca, Us

- Develop and implement inventory and COGS systems, optimizing cost improvements across the supply chain and finance functions.- Conduct monthly variance analysis, comparing financial performance against budgeted targets, and effectively communicate findings to key stakeholders.- Act as the primary Audit Liaison for external audit firm Moss Adams, successfully managing inventory and supply chain testing and substantiation requests.- Generate ad-hoc reports and perform comprehensive analysis of sales, expenses, COGS, and product portfolios to support data-driven decision-making.- Play a pivotal role in tracking inventory movement and ensuring accurate financial reporting during transitional periods.- Utilize Smartsheet to streamline cross-departmental collaboration and improve internal controls, resulting in increased operational efficiency.

Olympia, Wa, Us

• Conducted extensive testing of accounts payable and analyzed financial conditions of audited entities to assess internal controls and adherence to GAAP.• Served as a liaison between audit clients and senior audit staff, ensuring effective communication and timely resolution of issues.• Managed multiple audits concurrently, adapting to demanding deadlines and shifting priorities.

Exam quarterly, monthly and annual excise tax returns for errors.Address excise tax reporting questions and help taxpayers assign category of work to proper tax classifications.Assist taxpayers with Washington State's electronic filing system. Research Washington State Administrative Codes and Revised Codes of Washington to address correct reporting.

• Responsible for quarterly taxes and end of year taxes• Responsible for projecting month-over-month inventory• Analysis of operating expense ratio • Analysis of profit margin• General ledger entry into Excel • Reconcile bank statements with Excel ledgers• Building spreadsheets for end of year finances• Building strong customer relations• Create sales marketing to build clientele • Contributed to a strong and positive work environment in order to give a continued reputable name to the

Master'S Degree, Accounting

Bachelor'S Degree, Accounting

Associate Of Business, Business Administration And Management, General