As a Certified Management Accountant, I have demonstrated my ability to apply my accounting expertise to companies across numerous industries. I have held a variety of accounting roles at both large and small companies. After opening Insights Accounting Services, I have collaborated with businesses in the non-profit, manufacturing, construction, and service industries, establishing robust accounting policies and procedures. With a keen eye for process improvements, I ensure a seamless accounting process.Bookkeeping- Reconcile bank accounts in QuickBooks Online- Process and approve bi-weekly payroll- Accounts receivable/ billing- Accounts payable- Sales and Use tax filing- 1099 filingFractional Controller- Manage day-to-day accounting functions- Manage month-end close and prepare financial reporting package- Monitor KPIs- Implement and document accounting procedures- Establish internal controls and segregation of duties- Ad Hoc Reporting- Assist with the preparation of yearly budget- Train accounting staff

- Manage accounts receivable and collections process- Review and generate customer invoices daily- Prepare daily/weekly/monthly scorecards and other reports for management- Prepare monthly commission reports- Post cash receipts daily- Manage 4 direct reports- Handle escalated customer issues

- Participate in month end and year end close activities- Assist with external audits- Reconcile balance sheet and bank accounts monthly- Create and post monthly journal entries- Assist with special projects when needed- Prepare percentage of completion accruals for long term projects monthly- Analyze inventory trends and collaborate with operations team to improve results- Manage 1 direct report responsible for cash application- Main accounting contact for Water Heater division- Reworked cash application process, saving 12-15 hours per week- Created import templates for Accounts Payable and Accounts Receivable, significantly reducing the time it would take to individually enter thousands of transactions- Developed and implemented process improvements in bank reconciliation, inventory, and job costing responsibilities

- Supervised a team of 2 individuals that apply cash for the military and government division. - Developed KPI monitoring process that allows management to review and report monthly metrics on 6 FTEs- Assisted with implementation and support of outsourcing project- Developed, documented, and trained department processes to 10 individuals- Lead monthly meetings to review accounts receivable aging reports with finance department to ensure timely and accurate cash application- Assisted with internal and external audits

-Responsible for marketing fund accounting -Prepare revenue and volume incentive reports for Strategic Sourcing department -Contribute to month end close and trial balance review -Refined process for calculating and reconciling finder's fees for partners in India -Assist in the conversion from Oracle to Workday