Sally Erickson Email and Phone Number
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Dedicated, hard working professional with experience in accounting, information systems, and customer resource management.
Pacific West Land
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Investor Relations And Marketing ManagerPacific West Land Nov 2016 - Present- Directed the timely execution of all quarterly distributions and annual tax reporting for 4 funds/pools and 16 deals since 2017- Maintained accurate investment valuations; reported quarterly- Collaborated with a cross-functional team to deliver over 330 timely and accurate quarterly reports to investment partners- Planned 20+ investor events; involved coordination with internal and external participants and all event logistics - Supported 38 investor change requests due to estate planning (20), death (10), divorce (5), and marriage (3)- Managed a team to procure holiday gifts for 475+ investors and staff to include ideation, design, costing, and review for the last 6 years- Led the deployment of a new ACH system to facilitate faster electronic distributions to investors; >90% of investors onboarded - Ghost-wrote and provided content for the President’s monthly updates; proofread final version before issuance- Researched, vetted, and supported the deployment of a new CRM system; included other departments in process to ensure support- Created an automated letter customization database to provide more accurate and relevant information to investors about distributions- Championed the effort to revamp PWL’s ancient website; now readily provides pool/fund and updated company information to investors
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Finance AnalystContec Holdings Aug 2015 - Dec 2016Schenectady, Ny, Us- Significantly improved finance department processes- Prepared individual and consolidated financials statements- Performed monthly and annual financial close processes; preparation of adjusting journal entries, account reconciliation- Moved to New York due to spouse's military orders -
Accountant & Crm Assistant ManagerPacific West Land Jun 2013 - Mar 2015- Organized and maintained physical and digital records/invoices for more than 60 business entities- Managed accounts payable for 60 plus entities- Charged with addressing vendor concerns and questions through regular contact- Performed general accounting- Assisted the VP of Finance with audit preparations- Performed inter-company account reconciliations- Created time saving Excel templates for easy, consistent credit card and expense report expense allocation- Charged with closing/concluding business with obsolete entities and ensured company compliance when closing these entities in multiple states- Prepared bank deposits- Extensively used MS Office products such as Excel, Word, and Outlook- Utilized MS Great Plains for accounting- Developed and implemented naming systems for both vendors and invoices to increase information usefulness and ensure integrity between the accounting system, server, and CRM records- Ensured all information was accurate between CRM and accounting system (MS Great Plains)- Utilized MS CRM for investor relations
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Undergraduate AssistantUniversity Of Washington - Michael G. Foster School Of Business Sep 2012 - Aug 2013Seattle, Wa, Us- Approached by professor to assist with Intermediate Accounting course; to analyze and assess more than 55 students' coursework on behalf of the professor and to provide constructive feedback- Developed and implemented an effective new digitalized coursework process- Used profieciency in MS Excel to improve efficiency and accuracy of students' performance database -
Personal Care AttendantLifeworks Services, Inc. Jun 2005 - Apr 2012Richfield, Minnesota, Us- Provided an organized and structured environment for a young teen with Asperger's Syndrome(Worked periodically during time span)
Sally Erickson Skills
Sally Erickson Education Details
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Uw Foster School Of BusinessAccounting & Information Systems -
Minnesota State College SoutheastIndividualized Studies With An Emphasis In Accounting
Frequently Asked Questions about Sally Erickson
What company does Sally Erickson work for?
Sally Erickson works for Pacific West Land
What is Sally Erickson's role at the current company?
Sally Erickson's current role is Investor Relations Manager | Leader | Dedicated | Team Player | Continuous Improver | Real Estate Investor.
What is Sally Erickson's email address?
Sally Erickson's email address is se****@****tec.com
What schools did Sally Erickson attend?
Sally Erickson attended Uw Foster School Of Business, Minnesota State College Southeast.
What are some of Sally Erickson's interests?
Sally Erickson has interest in Cooking, Gardening, Rock Climbing, Ballroom Dancing, Sewing, Poverty Alleviation, Hiking, Dog Training.
What skills is Sally Erickson known for?
Sally Erickson has skills like Microsoft Word, Microsoft Excel, Microsoft Office, Powerpoint, Python, Access, Quickbooks, Leadership, Public Speaking, Microsoft Sql Server, C#, Sql.
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