• Oversee user and license management, including access, profiles, permissions, sharing rules, security, new user setup and on-boarding.• Work with the CRM provider to execute an optimal upgrade schedule and to ensure Kallman Worldwide is using the platform to its fullest potential.• Resolve user support issues quickly, using clear communication supported by visual and written instructions. Follow-up, monitor and document issues with user-adoption.• Work with Project Coordinators to maintain information in database: merge customer accounts, update customer status, research bounced emails, make corrections to accounts, merge duplicates, etc.• Work with departments to create and establish routine of running reports for company and department needs.• Conduct on-going individual, departmental and company-wide demonstrations, and training to keep end-users up to date on features and enhancements.• Meet regularly with the end-users, the professional development team and management for user adoption feedback. Implement a training plan to bring the user-adoption to an optimal level.• Implement CRM configuration changes including (but not limited to): campaigns, communication templates, activity, workflow, process builder, fields, page layouts, record types, custom settings, floor plans, sales pipelines and sales goals, dashboards, and reports.

I am responsible for offering accounting support across significant financial areas, such as analyzing Accounts Payables, Accounts Receivables, General Ledger, and Daily P&L for companies like Neumann Gruppe USA, Atlas Coffee Importers, InterAmerican Coffee, and Rothfos Corporation. I work closely with my colleagues in the accounting department, ensuring the accuracy of all financial activities.- Daily reconciliation of bank statements for specific entities, such as Atlas Coffee Importers, ensuring accuracy and clarity in financial records.- Efficient processing and organization of invoices, ensuring timely payments through methods like checks, ACH payments, and wire transfers. Payments are accurately recorded in QuickBooks.- Regular reconciliation of daily inventory between Eximware system and QuickBooks.- Thorough review and verification of daily general ledger entries, statements, and balance sheets to guarantee their correctness.- Diligent maintenance of accounts, involving recording, identification, and verification of financial data. Summarizing information as needed for clear financial insights.- Creation of monthly financial reporting packages for comprehensive analysis and comparison between Atlas and NKG.- Closing journals, compiling daily MTM (Mark-to-Market) data, and providing end-of-day overviews for effective financial management.- Timely and accurate posting of all cash receipts, returns, and other charges to customer accounts, ensuring precise financial documentation.- Daily reconciliation of future brokers' accounts as applicable, ensuring accuracy in financial records.- Proactive recommendations and actions to prevent budget misuse and reduce financial losses, contributing to effective financial planning.- Adherence to internal accounting procedures and policies to maintain financial security and compliance.

- Generate daily revenue reports detailing open revenue, thereby driving revenue recognition within each accounting period.- Prepare concise snapshots of company financials to provide executives with comprehensive and actionable insights for effective decision-making.- Collaborate with factories, freight forwarders, and customs officials, ensuring smooth and on-time delivery.- Timely invoice customers in conjunction with logistics and supply chain teams, accommodating the special needs of each customer and order.- Review detailed vendor documents and generate corresponding commercial documents.- Manage inbound shipments, accurately capturing all landed costs including freight costs, tariffs, duties, and taxes upon receipt.- Perform specialized ad hoc tasks for company executives and department managers.

- Reviews sales contracts for accuracy and completes initial contract setups.- Gathers project data from Ungerboeck to create various charts/graphs for company officials and teams; includes visual comparisons of yearly profits and project-statuses. - Coordinates and updates a complete record of all financial transactions for the company through a detailed general ledger. Such as, reconciling trade–show service orders and invoices. - Processes Accounts Payables (AP) and Accounts Receivables (AR). - Invoices customers, monitors unpaid invoices, and sends past due invoice reminders.

• Contacted the student senate to receive funds for events• Set up and worked with other organizations to sponsor events• Ran bi-weekly meetings with the organization president