Pam Hostler Email & Phone Number

United States

Greater Seattle Area

Prepare and record monthly cash transactions from multiple bank accounts.Prepare and record monthly journal entries for payroll, employee expense reports, and recurring budgetary expenses.Improved cash processing efficiency by 10-15 hours per month by automating the identification of recurring transactions within the bank statement through Excel.Prepare monthly analysis for revenue and expense accounts to quickly identify and correct errors before month-end close.Generate monthly Income Statement and Vendor reports for various departments and upper-level management.Reconcile multiple ledger accounts monthly.Update and automate multiple reporting templates maintained by the accounting team for distribution to upper-level management and outside vendors.Maintain the accounting details for our company-wide Political Action Committee (PAC): record contributions, make disbursements upon request, and file monthly compliance reports with the FEC.Updated PAC accounting method from cash-basis to accrual-basis to ensure compliance with the FEC.Collect necessary data from consolidation software and multiple business units to file required government surveys.Accounting team representative during the evaluation and implementation of a new Treasury Management System (TMS).Identify correct mapping rules within TMS for automated reports to upload daily cash transactions into the ledger system from all bank accounts. Verify all mapping rules are correct during implementation phase of TMS. Accounting team representative during implementation of new ledger software led by a business unit.Help to validate all migrated data into new ledger software is correct before scheduled go-live data in Q4 2021.

Managed team of 5 employees servicing 2 clientsVerified imported tax data matched original source data before return preparation beganReviewed, on average, 300 returns monthly and 500 returns quarterly for completion and accuracy before filingReleased average of $15m in tax payments per month for 2 clients and their entitiesCreated client-specific reports monthly to assist in tax validations and elevated reporting requirementsCommunicated with client on regular basis through email, reports, and weekly phone calls Performed various monthly reconciliationsReviewed multiple payment requests for ACH Credits and checks before being submitted for releaseReviewed ACH Debit payments and returns once filed and paid for accuracyCreated and maintained Excel worksheets to assist in review of sales tax returnsAddressed and resolved any tax-related issues and notices for assigned clientsPerformed work in several different accounting systems as needed, including TaxSolver and Microsoft Dynamics Helped to mentor assistants, analysts, and senior analysts in tax preparation and related tasks

Part of team of 6 responsible for preparing and filing an average of 20,000 returns annually with $1.3b in paymentsReviewed sales and use tax returns for 18 clients for accuracyHelped to review ACH Credit and check payments before submitting to treasury for release Created and maintained Excel worksheets to assist in review of sales tax returnsCommunicated with clients on a regular basisReviewed and audited final returns and payment confirmations before being published on client web portalAssisted in preparation of monthly client reportsPrepared sales and use tax returns as neededAddressed and resolved any tax-related issues and notices for assigned clientsPerformed work in several different accounting systems as needed, including TaxSolver and Microsoft Dynamics Helped to mentor assistants, analysts, and senior analysts in tax preparation and related tasks

Indianapolis, Indiana Area

Performed work in several different accounting systems as needed, including TaxSolver and Microsoft Dynamics Prepared up to 6,000 sales and use tax returns annually for assigned clientsCreated check requests and initiated ACH payments for all returns as neededProcessed ACH credit payments through client-owned bank accountCreated and maintained Excel worksheets to assist in preparation of sales tax returnsWorked with team manager and data team to improve quality of import files for assigned clientsAddressed and resolved any tax-related issues and notices for assigned clientsHelped to mentor assistants and analysts in tax preparation and related tasks Maintained updated process notes for return preparation for each clientAssisted manager with monthly review and auditing of documents before upload to client web portalTrained new hires and current employees in Excel as well as provided one-on-one help

Performed work in several different accounting systems as needed, including TaxSolver and Microsoft Dynamics Prepared up to 6,000 sales and use tax returns annually for assigned clientsCreated check requests and initiated ACH payments for all returns as neededProcessed ACH credit payments through client-owned bank accountCreated and maintained Excel worksheets to assist in preparation of sales tax returnsWorked with team manager and data team to improve quality of import files for assigned clientsAddressed and resolved any tax-related issues and notices for assigned clientsMaintained updated process notes for return preparation for each clientHelped to create generic Excel test for managers to use during hiring processCreated and taught an Excel training program to department of 75

Indianapolis, Indiana Area

Assisted in recording cash and recognizing revenue from all United Way partners nation-wideCreated and maintained weekly general ledger upload for United Way award letter revenue recognitionPart of weekly team calls to review award letters and determine revenue recognition processCreated ad-hoc reports from Oracle to help reconcile accounts for all Red Cross chaptersHelped to enter United Way donations received for all chapters dailyDetermined proper application of recurring donations between liability or revenue accountsHelped to create other Excel based reports as neededProcessed an estimated $130m in revenue annually

Indianapolis, Indiana Area

Filed yearly property and sales/use tax forms for 15-20 Indiana counties and helped resolve any issuesResearched and resolved client questions in a timely fashionUpdated and maintained database of over 1,300 customersCreated and maintained schedules to assist in daily processing and monthly reconciliationsCompiled and sent various reports to off-site agents to assist in daily receipt processing as neededHelped resolve discrepancies in general ledgerEntered cash deposits daily, applied payments to invoices and created invoices per billing requestsCreated daily import of activity to assist in up-to-date view of cash accountReconciled 5 bank accounts monthly

Created an easy to use system for accounting.Recorded previous years' transactions to update records and record new transactions when needed.

Community Impact TeamOversaw implementation of two projects working with high school and community members.

Campus representative for CPA and CFA exams.Provide students with information about the exams and review courses.

Tutor students at all levels in several business classes.

Trained and certified in tax preparation. Greet and build relationships with clients.Use proprietary software to prepare taxes. Ask probing questions to gather information for deductions and clearly explain fee structure.

Provided outstanding customer service to all who dined at the store.Interacted with customers in store.Displayed flexibility by helping other servers run food or covering shifts when needed.

Interact with the public creating an atmosphere of trust and comfort while assisting with tax preparation. Explain concepts clearly and answer questions in a way that people can understand.Able to elicit personal financial information needed to insure that clients receive all appropriate deductions.