Sally Erickson Email & Phone Number

- 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

Schenectady, 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

- 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

Seattle, 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

Richfield, Minnesota, Us

- Provided an organized and structured environment for a young teen with Asperger's Syndrome(Worked periodically during time span)

Bachelor Of Business Administration (Bba), Accounting & Information Systems

Associate Of Science, Individualized Studies With An Emphasis In Accounting