Renee Stapleton Email & Phone Number

Minneapolis, Minnesota, Us

Responsible for accounting activities, including Accounts Payable, Billing, Accounts Receivable, General Ledger, Fixed Assets, Payroll, Account Reconciliations, Multi-State Sales/Use Taxes, Income Tax Workpapers, and Audit Workpapers. Use NetSuite, Bill.com, FloQast and Excel for accounting, reporting and analysis activities.

Perform consulting and accounting activities for small businesses with a focus on improving efficiencies and helping them achieve their goals. Projects include setup of GAAP compliant financial processes and reporting, cleanup of financial records, investor reporting, general accounting, maintaining IOLTA trust accounts, setup sales and use tax reporting systems, data review and preparation for tax returns and accounting for manufacturing and retail inventory systems.

Edina, Minnesota, Us

Performed and supervised accounting activities, including Accounts Payable, Billing, Accounts Receivable, General Ledger, Fixed Assets, Payroll, Account Reconciliations, Cash Flow Management, Risk Management, PCI Compliance, Multi-State Sales/Use Taxes, Income Tax Workpapers, Forecasting, Budgeting, and Capital Requests Procedures. Used Tabs3 and Excel for accounting, reporting and analysis activities. Performed financial reporting and financial analysis functions, including:• Daily and Weekly Cash Reports• Attorney Billable Hours Pacing with Month-End Forecast • Attorney and Practice Area Profitability Analysis• Monthly Financial Statement Package• Bank Reports for Covenant Compliance and Loan Applications and Renewals• Spending Analysis with Cost Saving Recommendations• Quarterly Forecasts• Annual Tax Package• Annual Report• Ad Hoc Reports Achievements included:o Established and documented policies, procedures and internal controls that safeguarded assets.o Increased accuracy and efficiency of accounting activities with database queries and downloads. o Streamlined financial reporting procedures, decreasing time to close from six days to four days.o Saved $40k on professional liability insurance for the 2016-2017 policy year.o Researched online options for client payments, selected program and supervised creation and implementation of payment portal.

Performed and supervised accounting activities of up to six team members, including Journal Entries, General Ledger, Account Reconciliations, Accounts Payable, Billing, Accounts Receivable, Payroll, Budgeting, Fixed Assets System and Film Inventory System. Used JDE, Hyperion, Upstream and Excel for accounting, reporting and analysis activities. Financial reporting and analysis activities included:• Various weekly, monthly and quarterly revenue analysis reports• Monthly Cash Flow, P&L, Consolidation, Forecast and Budget Variance Reports• Quarterly SEC Footnote Package• Quarterly Analytical Package• Annual Tax Package• Program Acquisition Profitability Studies• Reports for Auditors• Sarbanes-Oxley Compliance Reporting Achievements included:o Quickly learned Upstream and Hyperion Financial Management software. Trained and assisted local users when we submitted financial reports to parent company for SEC reporting.o Implemented automation of financial reporting, forecasting and budgeting through the use of JDE downloads, customized database queries and linked spreadsheet files, which improved efficiency by eliminating duplicate data entry efforts.o Converted film inventory and accounts receivable systems to Enterprise system, established procedures and forms for maintaining data, wrote detailed instruction manual and trained several employees in the procedures.o Trained staff of acquired companies in Fox accounting policies, finance systems and procedures.o Analyzed and reconciled opening balance sheet items to ensure correct valuation and classification of purchased entity.

Mba (Completed 9 Classes Before Relocating To Florida For Work)

Bsb, Accounting