Rita Larson Email & Phone Number

Menlo Park, Ca, Us

Menlo Park, Ca, Us

Helping companies with finance and accounting processes.Current Project: Revenue reconciliation in software industry.

- Provided full-cycle accounting services and created and documented processes that insures financial reporting within 5 days; closed 6 months of financials in 3 months- Created reports that improved efficiency, accuracy, and timeliness of financial analysis- Processed payroll in ADP /EzLabor for 70 employees- Created daily cash management process that facilitated effective management review- Implemented Accounts Receivable processes that created on-going internal control; facilitated collection of $500K outstanding receivables and forecasts cash receipts- Created Accounts Payable processes that provide cash flow visibility and insured accurate, timely payments to vendors- Facilitated cross-functional group to improve Purchasing – Receiving – Voucher cycle; cleared aged PO’s so reports reflected legitimate information; balanced Received not Voucher Report to GL and corrected miscoded AP transactions.- Trained others in Great Plains functionalityGreat Plains Software - GL, Sales, Purchasing, Smartlist Development

Minnesota , Mn, Us

- Improved billing month-end cut off by 15 days through pro-active problem solving and cross-functional collaboration Automated International Pricing – Savings 8 hours per month; improved pricing accuracy Optimized transactional pricing routine – Savings 40 hours per month Leveraged ad-hoc reporting capabilities – Savings 8 hours per month Automated I-9 invoicing – Savings 24 hours per month Increased strategic client satisfaction by improving on-time consistent delivering complete/accurate invoices #1 client – 100% on-time delivery #2 client – improved delivery/completeness by 10 days- Implemented billing process improvements by defining software changes and SOP documentation Automated Customer Master Maintenance – 16 hour per month savings Increased pro-active billing preparations – 72 hours per month savings Eliminated 3rd party vendor paperwork processing – 16 hours per month savings- Created and reported Billing Department Key Performance Indicator Dash Board Reconciled Revenue; recovered +$175K in unbilled revenue Improved aged unprocessed authorized client billing adjustment by 120 days Analyzed unbilled transactions, increased accrual accuracy by $50K; recovered $5K in revenue; improved client pricing to ensure future billing of transactions- Leveraged Lean Project Management skills to effectively implement new systems Led team through process change to integrate Oracle general ledger system with billing system Defined business requirements to integrate Verifications Inc. and First Advantage systems Created Test Scripts and tested existing functionality during Great Plains software upgrade- Managed and provided vision to multi-site team of 6 employees Hired new staff member; set expectations and monitored employee performance Assigned projects appropriately and coached employees to develop their business and technical skills

Eden Prairie, Mn, Us

- Published accurate P&L, Balance Sheet, & Cash Flow within five day of month end close Analyzed financial statement budget to actual variances to clearly communicate health of businessAnalyzed material purchase price/usage, labor rate/usage, and overhead variances Eliminated year-end adjustments that impacted net income with timely account reconciliationsResearched GAAP requirements and resolved accounting issues Consulted with management on correct accounting ensuring data integrity and operational efficiency- Coordinated Profit & Loss and Capital Purchases Budgeting/Forecasting process Increased accuracy of budget with detail models of strategic cost drivers Engaged business leaders to capture business/strategy changes affecting trendsProvided financial analysis for management evaluation of business strategy profitabilityProjected pro-forma financials to support business re-organization measurement- Coordinated external financial, sales tax, and non-finance audits Improved audit schedule preparedness leading to 3 yr contract extension with no fee increaseMinimized sales tax audit risks with pro-active vendor setup and collection of tax certificates Prepared tax schedules for external tax accountant reconciling book to tax differences- Identified and implemented process improvements and created standard proceduresImplemented corporate credit cards program; $30K annual savingsDeveloped process to simplify complex Cash Reconciliation that resulted in minimal un-reconciled differences Defined business requirements, evaluated, and implemented new financial reporting software Developed, implemented, and maintained JDE accounting system including Chart of Accounts, organizational structure, and G/L transactional postings from subsidiary systems Participated as corporate member of JDE ERP software upgrades \- Managed Finance, Accounts Payable, Fixed Assets, and Payroll staff- Awarded Support Services Employee of the Year

Us

- Submitted inventory invoices, audited costing, and reconciled inventory with off-site warehouse transactions- Prepared journal entries and reconciled asset, sales, cost of sales, and expense accounts- Assisted with period close variance analysis of balance sheet and income statement accounts

Bachelor Of Science, Accounting

Bachelor Of Science, Marketing