Kristi Saunders Email & Phone Number

Salt Lake City, Ut, Us

Draper, Utah, United States

• Oversees finance team coordination through month end close process• Prepare journal entries, account reconciliations and bank reconciliations• Facilitate revenue recognition for all subsidiaries• Conduct accounting team meetings; mentor accounting staff as needed• Establish, revise and document accounting and analytical procedures to reach financial objectives and improve efficiency• Prepare schedules for audit support• Review accounts payable transactions for accuracy and completeness• Create customer invoices• Establish and maintain appropriate accounting controls• Process check run as needed• Research and resolve accounting issues• Ad hoc reports and projects, as requested

South Jordan, Utah, United States

• Oversees billing process and coordinates with other managers to implement new processes and the billing of new products• Maintain and reconcile over 30 spreadsheets used in billing API and analytics• Work closely with the VP of Finance and CFO to prepare and ensure accuracy monthly financial reports• Provide MD & A reports, MRR analysis, margin reports and data analytics for CEO and top-level management to analyze key performance metrics• Project Management: Successfully progress on strategic initiatives and projects for the CFO and VP of Finance• Oversee more than 17,000 time entries monthly to ensure accurate coding and billing• Manage, mentor, and evaluate performance of accounting staff

South Jordan, Utah

• Primarily responsible for billing millions in revenue monthly for company with multiple locations.• Utilized pivot tables, VLOOKUP, and nested formulas for billing data import and ad hoc reporting• Coordinated with client consultants, management from various departments and fellow finance team members to implement projects and design workflow • Knowledge and proficiency of Finance, Accounting, Budgeting, and Cost Control Principles including Generally Accepted Accounting Principles• Navigated multiple billing portals for billing information and reconciliation• Created and maintained service agreements with clients through ConnectWise• Reconciled time entries to provide support to Client Success Managers and Team Leads as needed

Salt Lake City, Utah

• Sales order processing, customer setup/customer relations, implemented EDI processing system, invoicing, accounts receivable, journal entries, accounts payable, payroll, bank account reconciliation, claim resolution, inventory management, sales tracking, broker commission statements, 1099 management, check deposits, human resources, trade show coordination, customs documentation preparation.• Perform accounting and banking reconciliations as a part of monthly accounting close and other periodic reviews• Prepare accurate and timely sales tax and use tax returns

Greater Salt Lake City Area

• Institutional invoicing & accounts receivable, journal entries, accounts payable, bank & credit card reconciliation, expense reimbursement, bank account management, cash reports, cash forecasting, contract dispute resolutions, insurance refunds.

Salt Lake City, Ut

Informed private schools of the new scholarship providing state funds for the education of children with special needs. Assisted over schools with their applications and approval process. Helped parents find schools to meet their child’s specific needs and apply for the scholarship.