Sam Wheelock Email & Phone Number

New Orleans, La, Us

Austin, Texas, Us

“The leading provider of online training for skilled trades, utilizing Virtual Reality and 3D simulations.”- Reconcile all deals from all different types of markets (Enterprise, Small Businesses, and Education) each month in spreadsheets- Ensure all deals are integrated properly from Hubspot into Netsuite- Manage company expense tracking via Bill.com- Oversee the time tracking of hourly employees and contractors through Excel spreadsheets- Edit, reactivate, and cancel subscriptions based on customer preferences through Chargebee and Netsuite

West Lebanon, New Hampshire, Us

-Upon execution of a contract, responsible for maintaining all accounting administrative and general responsibilities related to revenue recognition, accounts receivable, including customer set up, sales orders, invoicing, credit memos, collections and maintenance of various reporting requirements-Establish and maintain positive communication with all sales, operations, and legal personnel to ensure current information is communicated regarding account status and accuracy of contracts-Accurate recording of revenue and sales in accordance with ASC606 revenue requirements-Maintain accurate tax data in Avalara based on various states, monthly reconciliation of tax data to tax payments for each state-Coordinate with sales to assist in the management of accounts receivable and billing processes to ensure adherence to policies and procedures-Invoicing in accordance with contract terms and conditions to generate billing revenue-Create and maintain processes and reporting around NetSuite for revenue, product and A/R, including the preparation and timely issuance of periodic financial reporting as required-Managing customer relationships with a positive attitude and professionalism to ensure accurate billing and timely payments-Prepare monthly balance sheet account reconciliations and journal entries and contribute to the month end close process-Managing customer payments, including set up of ACH & credit card recurring payments-Assisting with executing annual audit in conjunction with outside auditors-Seek continuous process improvements to maximize work efficiency and ensure accuracy-Participating in proactive team efforts to achieve departmental and company goals

Nationwide, U.S., Us

• Responsible for oversight of all incoming receivables for the firm for all offices in the firm• Direct, supervise and train collection analysts and an accounts receivable specialist in recording and collecting all forms of payment to the firm around $8 million to $12 million monthly.• Ensuring accuracy and timely postings to accounts receivable in a fast-paced high-volume law industry via ACH payments, credit cards, checks, wires, and all other forms of payment• Review invoice reversal requests from billing specialists for bills that need to be edited• Coordinate with attorneys on proper billing and correct invoicing procedure for their clients• Confirm refund requests with insurance companies and clients and approving them on a case by case basis• Run accounts receivable reports to close on month end and year end• Run monthly statements of accounts for all client matters and divide up among the collection analysts to send out

Los Angeles, California, Us

• Responsible for all accounting related inquiries and tasks for accounts receivable and accounts payable from management of all estimates in the system, processing invoices, reconciling client accounts, processing purchase orders and managing cash flow on a daily basis• Calculate commission for every pay period for sales representatives each pay period ranging from $500-$5,000 twice a month• Responsible for recording of sales team expenses due to travel via Expensify• Filed quarterly sales with the franchise tax board and year to year ranging from $6 million to $15 million• Generate yearly progress reports on our factories in China based on timeliness of production and delivery

Los Angeles, California, Us

• Generate all packing slips to clients with correct shipping information and ETAs from forwarders as well as correct quantity and item descriptions• Assist Accounts Payable with payment schedules for vendors and purchase order management.• Assist in office related administrative work

Santa Monica, California, Us

• Responsible for accounts receivable tasks for the office from all customers; $20,000- $50,000 daily• Re-established, improved and currently manage the subscription program offered for all customers• Coordinate, operate, and simplified the online ordering process for customers• Responsible for all customer product returns• Sell an average of $50,000 of company products monthly.

London, England, Gb

- Record detailed stats for NFL and College Football games- Produce individual statistics for NFL and College football- Responsible for producing New Orleans Saints game statistics at a high speed- Prepared area of work before and after games in press box at the Mercedes-Benz Superdome

- Assist guests with luggage and any other hospitality needs- Responsible for parking of valet vehicles for guests - In charge of shuttle service for all guests to and from the Baton Rouge Metropolitan Airport.

Baton Rouge, La, Us

• Assist all administrative duties such as roster management, eligibility, recruiting database entry.• Prepared and managed over 50 visiting team rosters for LSU home college track and field meets and over 200 schools for Louisiana High School track and field meets • Process paid and unpaid accounts, varying from $15- $500, of teams visiting for track and field meets• Update and maintain the LSU Track and Field Official’s Association database with over 150 registered officials throughout southern Louisiana• Filing, answering phone calls, and other clerical tasks

- Record statistics of athletes competing in track and field events- Update the list of competitors for specific events- Keep track of the order of athletes competing in a track and field event

-Organize venue for events by maintaining proper seating and assuring the event proceeds as scheduled -Ensure patrons are comfortable with locations of exits, restrooms, seats and information about the current event-Manage publicity of event notification to patrons

Organized registrations of all players, coaches and teams for their respective leaguesMaintained upkeep of fieldsPrinted, filed, and classified team rosters for leagues ranging youths to adults, recreational to competitive

Accounting Specialist Certificate, Business Administration And Management, General

Master'S Degree, Sport Management

Bachelor'S Degree, Business Administration, Sport And Fitness Administration/Management