Megan Bigham, Cpa Email & Phone Number

San Jose, CA, US

* Prepare monthly investment account and bank account reconciliations * Perform inventory counts and reconciliations * Initiate transfers for endowment investments * Make sales tax prepayments and file returns * Prepare monthly and quarterly reports for leadership team and board of directors * Attend and take minutes at finance and audit committee.

* Prepare monthly revenue reconciliations using Excel, NetSuite, and financial reports from shelter database software, veterinary software, point of sale software, and CRM software* Present revenue for adoptions and pet store as a member of the Adoption Council * Record gains and losses related to stock donations * Prepare and send invoices for contract.

* Transitioned to remote work due to the pandemic* Assisted in transitioning from QuickBooks Enterprise to NetSuite* Assisted in integrating Salesforce NPSP with NetSuite* Tracked restricted gifts for release from net assets * Calculated and recorded NPV of pledges receivable

* Processed and review daily deposits for six operating departments and the development department * Trained and managed a team of up to seven finance volunteers* Prepared letters for donors indicating the fair market value of stock gifted to the organization

• Valued over 250 private businesses for estate and gift tax, ESOP, and 409A purposes
• Prepared engagement letters, representation letters, and reports in accordance with industry standards
• Briefed director prior to calls and site visits with clients and took notes
• Reviewed financial and formation documents provided by the client
• Entered historical financial statements into an Excel-based model for analysis
• Utilized databases for market information, as well as economic and industry outlooks

• Greeted clients and directed them to appropriate personnel or conference rooms
• Answered phone calls, handled mail, and prepared time-sensitive packages
• Entered invoices into Peachtree and processed expense reports

Sacramento, California

• Acquired and utilized knowledge of consumer and business banking products and services
• Provided operational and technical customer service support for current and potential high-value business banking clients, handling an average of 30 calls and 30 emails per day
• Audited previous days’ ACH and remote deposit transactions
• Monitored for fraud by placing daily verification phone calls to customers using high-risk services
• Received, verified, and entered high-dollar wire transfers for high-value business clients
• Prepared, reviewed, and uploaded new Cash Management contracts

• Greeted faculty, students, and visitors, and directed them to appropriate personnel
• Answered phone calls, sent emails and faxes, and handled mail and time-sensitive packages daily
• Matched invoices with purchase orders, and filed various documents related to research grants
• Handled confidential documents and corresponded with over 300 applicants during graduate admissions

Socialized cats to be adopted into their forever homes

Mentored a young boy with Asperger's SyndromePlayed games, made arts and crafts