Shelley Thomas Email & Phone Number

San Francisco, CA, US

San Francisco, California, US

• Ensured accurate and up-to-date treasury documents and related items for bank account operations, including opening, closure, and transfer, to meet audit requirements.
• Conducted thorough review of the Accounts Receivable Report during weekly meetings, actively collaborating with finance and doc ops teams to drive follow-up and collection of funds.
• Established and managed letters of credits and bonds for all necessary DMV dealer licenses.
• Performed daily auditing and maintenance of the Flooring Balance, ensuring compliance with established procedures.
• Assumed responsibility for reporting all new insurance claims while also maintaining records of previous claims, coordinating document collections across teams and insurance representatives.

Chicago, Illinois, US

• Processed consultant invoices and resolved a two-month backlog, ensuring the firm's financial records are up to date.
• Established regular monthly meetings with project leaders and utilized markups and edits on monthly financial reports to create accurate invoices

San Francisco, CA, US

• Successfully reconciled and accrued open international purchase orders (POs), partner commissions, incentive compensation, and payroll taxes for multiple international entities, ensuring accuracy and compliance.
• Expertly prepared journal entries for month-end processes and implemented standardized reconciliation files for all entities, streamlining processes and incorporating uniform formats, while also incorporating currency.

San Francisco, CA, US

• Assisted in the successful implementation of a new time entry and resource allocation system, including data migration and comprehensive training for both existing and new employees on timesheet usage, dashboard.
• Collaborated with leadership to develop 2016 budgets and rolling quarterly projections for outside CFO service.
• Maintained contract log for existing and new clients, including monthly budgets and termination dates and new business impact on the pipeline to the CEO.
• Prepared weekly reports on revenue and hours spent compared to budget, explaining any overages to the CEO and coordinating with account leads for forecast adjustments.
• Monitored accounts receivable aging and proactively followed up with 70 clients to ensure timely payments and managing the full billing cycle and client account monitoring

• Initiated agency's first formal monthly meetings with client strategists, resulting in smoother revenue recognition and developed the organization's first-ever budget and revenue forecast for 2015
• Created and generated key reports, including:
• Tracked actual hours-to-date and forecasted hours to monitor client hours for revenue recognition
• Developed project pricing based on scoped hours and employee rates to determine project viability and track employee utilization to identity underutilized staff
• Monthly and YTD Expenses and Net Revenue Versus Previous Year: Managed overall performance by monitoring 2014 expenses and revenue compared to 2013
• Top 10 Project Review: Analyzed top 10 agency fee jobs and production jobs to evaluate the progress of highest-earning clients

San Francisco, CA, US

• Created and maintained a time entry report that tracked time entered after billing was finalized, which resulted in recovery of $100,000 in revenue over 2 years
• Created an overtime report for HR and Management, which resulted in a 50% reduction of hours saving the company $10,000 monthly
• Partnered with digital and design team to track revenue and show growth outside the traditional public relations revenue to report to parent company as part of new growth initiative
• Responsible for month end close which included full client billing cycle using QuickBooks, revenue tracking, expense billing, reconciliations including pre-billed revenue and fixed assets
• Led weekly executive staff meeting to review current month budgets and new business proposals
• Completed three successful audits resulting in zero revenue process recommendations

Redwood City, CA, US

• Electronic Arts – Redwood City, California 2006-2008Financial Planning and Analysis (FP&A) Analyst
• Primary FP&A liaison for 18 management-level staff including CFO, EVP of Legal and Business Affairs and all Accounting Department Managers
• Drove month-end meetings with the Corporate Accounting team to identify issues and develop solutions related to the monthly results
• Developed and implemented a process to update business partners on actual results versus their forecast
• Created an integration budget process to monitor the timing and actual spend of each acquisition
• Addressed numerous ad hoc requests and analyses from the various business partners

• Maintained weekly sales forecast for Executive Vice President of Global Sales to present at staff update with the president
• Assisted with creation of information cubes in Hyperion Essebase for data loads from MS Excel for forecasting, expenses and market share to be used in Hyperion Analyzer by senior executives, to remain current on.

US

• Led and/or assisted in the preparation of reports and schedules for cash flow analysis, audit schedules and budget as necessary
• Assisted with month end close on bank and account reconciliations and necessary related journal entries
• Executed accounts payable duties, including processing of invoices in accounting software; weekly check runs; communicated with vendors to resolve outstanding payment issues
• Assisted Director of Accounting with payroll submission and the processing all related journal entries for general ledger
• Coordinated Annual Open Enrollment for all benefits with staff and vendors. Processed HR information (new hires, change of status, termination) and communicated changes and updates to benefit vendors and for later.
• Reorganized accounting and HR sections of the remodeled intranet; responsible for creating and adding related articles, learning the process of the intranet and working closely with the IT department for training

• Tracked and released routine information to departmental personnel on the preparation of budgetary documents and financial reports
• Responsible for collection and submittal of accounts regarding the Bureau of Fire Prevention and forwarded a comprehensive report to the Accounting department
• Re-engineered new in-depth reports after audit to track effect of salary and fee increases for the fee schedule charged to public for permits
• Assisted with annual audit by creating spreadsheets showing breakdown of departmental allocation within different departments and how personnel placement would affect budgetary needs

B.S.C, Finance

Bachelor Of Arts, Spanish