● Accounting and financial services for clients typical of staff accountant and financial analyst roles.● AP & AR management for clients including paying vendors with ACH, credit card, or international wire transfers. Emphasis on cash flow management. ● Cash flow forecasting in excel with integrated banking transactions monthly to track real-time updates. ● Built books within NetSuite as a client transitioned from Quickbooks. ● Established financials within NetSuite including several months of transactions and journal entries. ● Bulk transaction entries in NetSuite for credit card transactions and monthly payroll journal entries● Manage AP & AR for Ouicruit and its daily bank and credit card transactions in Wave. ● Register client companies for state taxes with several different government entities. Covers each state where an employee works. ● Payroll implementations with Rippling software for clients and for Ouicruit.● Development of Google form surveys for prospective clients. ● HR, Payroll and IT services provided for clients including laptop repairs, policy updates, and payroll administration. ● Manage projects on Trello boards for several clients.● Capitalization table construction and design from legal documents in Dropbox.

Manage the P&L and finances for a venture capital funded real estate technology startup with subsidiaries in real estate brokerage, mortgage brokerage, and escrow. Implemented a new payroll system. Work with Access Health to administer healthcare benefits through United Healthcare plus 401k through Guideline. Administrator of capitalization of the company through Carta. Responsible for all accounting in Quickbooks, running payroll with Rippling, and assisting annual audits of the escrow business. Forecasts and presentations created using Google Sheets and Slides. Registered the company in multiple states for payroll tax purposes. Handle all HR related inquiries and required trainings. Experience acquiring multiple PPP and EIDL loans including applications for PPP loan forgiveness. Direct report to the CEO.

Forecasting in Google sheets. Accounting for multiple companies in Quickbooks. Managed capitalization of the company utilizing Carta. Assisting the CFO for a venture capital funded startup.

Investor relations management including quarterly updates of KPIs and being the direct point of contact for all investors. Implemented Carta, a software platform, for capitalization table management. Successfully launched in October 2019 - cap table was previously tracked in a GSheet. Perform all month end closing responsibilities such as bank reconciliation, payroll journal entries, and AR and AP review. Issued and tracked documents for the closing of $13.5 million Series A-1 funding round headlined by Signal Peak Ventures.

Sent invoices for Home Bay’s real estate services flat fee to escrow and title companies in 6 states. Bill entry and payment recognition using Quickbooks. Support the CEO, CFO, and VP of Operations in creating slide decks for board meetings and performance presentations. Gather data and create visuals such as tables and graphs to be included in the decks. Assisted the Senior Financial Analyst in closing the books monthly for accounting.

Report on and manage computer software allocations for North America and more. Handle true-ups and license agreements for Adobe, Microsoft, WebEx, etc. Work with team to improve ROI for services utilized by the company. Assist in creating and managing the budgets for the handful of US and Canada IT departments.

Analyze company data, researching key information, in order to clean it using Salesforce. Company data is cleaned once matched with an associated Dun & Bradstreet data file.

Worked with a team to efficiently manage tasks.Prepared bank drops daily for the previous business day’s earnings.

Manage one to three other valets during closing shifts.Interact with customers as well as team members of Seattle City Valet and The Metropolitan Grille to provide excellent customer service.