Responsible for leading the accounting, accounts payable, accounts receivable, collections, and closing teams.Worked with clients to identify needs and pain points, resulting in the creation of customized reports, forecasts, and financial literacy and budget training. Subject matter expert on accounting software and backup for software administrator. Created custom workflows in software related to billing, treasury, onboarding, and reconciliation processes. Develop and review policies and procedures to ensure internal controls are in place and being followed in all departments. Led monthly training with new hires, internal and external customers on all financial-related subjects, including accounting software.

Managed a team of 11 accountants responsible for the production of financial reports for 700+ homeowners associations.Led software implementation for accounting functions during the acquisition of two companies.Led implementation of new banking integration in addition to managing the banking change impacting 200+ clients. Developed and implemented processes to improve efficiency and ensure consistent quality of financials across the team. Documented and established department workflows related to tax preparation, reconciliations, and new client onboarding. Created and offered ongoing training on how to interpret financial information for other company employees as well as clients.

Issued monthly financial statements for a portfolio of clients. Reconciled balance sheet, income statement, investment accounts, credit cards, and POS transactions and filed sales taxes with SC. Prepared monthly variance reports. Trained new accountants on the financial review process and industry software Vantaca. Provided accounting software support for accounting, AP, and AR departments. This required an understanding of both the software and the underlying accounting principles that the features were based on.

Helped clients prepare projected cash flows, profit and losses statements, balance sheets and budgets. Performed product cost and financial performance analysis. Presented client with the information obtained and made suggestions for future course of action. Assisted clients gathering necessary information to better operate their businesses, including competitor’s information, salary information, and business plan preparation. Counseled clients on business loan application requirements and help them determine the best financing option for their needs.

Performed academic research on diverse marketing subjects.Assisted faculty with grading, data entry and other administrative tasks as needed.

Performed substantive test of various accounts including cash, account receivable, PP&E and employee compensation.Participated in yearly and quarter audits and reviews of governments, non-for profit, banking and employee benefit plans.

Reconciled credit card statements.Inputted reimbursement requests submission, and performed the daily reconciliation related to this process.Updated and improved Budget Office forms, allowing for faster and more efficient move within university departments. Provide support to parents and students relating the student’s account balance and activity, and the tax form 1098-T.

Opened new accounts that meet the member’s banking needs and financial goals.Evaluated and processed loan applications, and explained the borrower the requirements and conditions of the loan.Taught members how to improve their financial well-being. Processed everyday transactions promptly and accurately while providing exceptional customer service. Cross-sold accounts, loans and services.