Rachel L. Marti Email & Phone Number

Minneapolis, Mn, Us

Minneapolis, Minnesota, United States

Minneapolis, Minnesota, United States

Minneapolis, Minnesota, United States

Greater Minneapolis-St. Paul Area

Minneapolis, Mn

Minneapolis, Mn

- Developed easily understood customer-facing financial models that articulate both the cost and the ROI driven from marketing solutions we sell- Worked to expand margins through market-based and competitive pricing strategies that are clearly communicated within the organization and to clients.- Provided timely and market-facing estimates for opportunities and new products, competitive analysis, and sales function support including financial management of the sales cloud tool used by the organization- Maintained key metrics surrounding the estimating process, including days to estimate, wins and losses for new clients, and others- Maintained key metrics surrounding the sales funnel, including: days opportunity to quote, days quote to close, and number/value of quotes issued per period- Built relationships cross-functionally to foster collaboration with business partners

Greater Minneapolis-St. Paul Area

- Work with small business clients to assist in establishing accounting policy and process- Document and communicate business processes across the organization - Work with client partners to understand their financial statements and make recommendations for profitability - Install QuickBooks accounting software and train users to full functionality of the program - Complete monthly/quarterly close processes including Revenue, AP Aging, Bank Reconciliation, and publish financial statements - Assist in the preparation of annual support to be used in tax filing

Greater Minneapolis-St. Paul Area

- Completed lease checklist procedures for new and renewed lease agreements according to US GAAP accounting guidance- Monitored tax incentive contracts for compliance and completeness - Reviewed monthly actuals for capital lease, operating lease, and incentive tax accounts to explain variances to forecasted amounts

Greater Minneapolis-St. Paul Area

- Coordinate and prepare CEO/CFO executive results packet and manage multi-department results to prepare consolidated trend analysis - Prepare and draft the 10Q/10K SEC and XBRL filings for executive review- Forecast reserve requirements for Worker’s Compensation, Health, and Auto/General Liability accounts using actuarial analysis, actual past spending, and future spending models - Built and published a centralized internal process documentation library for the finance team- Non-executive lead on a process investigation and improvement team with senior management to streamline the month end close process

Woodbury

- Team leader for the S-1 filing of $10M net asset subsidiary; process owner for the financial statements, footnotes, and schedules- Worked with a team to prepare and consolidated statements, footnotes, MD&A, movement analysis, and reporting schedules for the 10Q and 10K SEC filings along with XBRL tagging and filing- Maintained collaboration network for the Corporate Reporting team and updated quarterly materials for Segment Reporting teams to use - Lead contact for internal GAAP reporting structure maintenance and facilitated modifications with segment financial reporting and technology teams - Participated in a short term rotation program to learn internal audit functions and assisted with investments SOX walkthrough and control testing

Plymouth, Minnesota

 Perform routine bookkeeping for 30+ franchise locations Developed numerous procedural presentations for new employees entering the role Complete monthly sales and accounts receivable integrity testing for accounting systems Import necessary accrual, prepaid, and reversal journal entries into bookkeeping system to close month Analyze expense spending and communicate results to franchisees for profit maximization  Construct complex pivot tables to analyze sales data to discover entry errors Make recommendations to franchisees to maximize profits while utilizing available resources

Eau Claire, Wisconsin Area

 Prepared year-end & month-end reports, track/analyze changes, and communicate to clients Completed biweekly payroll for midsize companies Entered transactions into accounting system to generate a trial balance and monthly bank reconciliations Prepared tax returns for individuals and small corporations  Completed all accounting transactions in accordance with US GAAP and Sarbanes Oxley

Master Of Business Administration - Mba, Organization Development & Transformational Change

Bachelor Of Business Administration, Accounting/Management/Business Communication

Activities and Societies: Beta Upsilon Sigma Minor in Management, Certificate in Advanced Business Communication, Academic Distinction.