Sara Halverson Email & Phone Number

Orting, Washington, United States

• Review and evaluate inventory and margin reports, conduct research, and provide cost analysis and profitability.• Prepare monthly financial reporting package, to include analysis of all major variances.• Meet monthly with Budget Supervisors to review spending and discuss adjustments. • Assist Controller with annual budget, long range plan, and monthly outlook preparation.• Interface with internal and external auditors as needed. Interface with Food Equipment Group accounting and finance personnel as needed.• Support and assist internal department reporting requirements such as audit schedules, tax schedules and others.• Prepare and report weekly, monthly, quarterly margin analysis by product, customer, and sales channel.• Work alongside the Finance Department to prepare month-end closing, inventory evaluation, and inventory standard cost roll.• Analyze bill of materials and work with engineers to address standard costing issues.• Evaluate cost accounting data and assist with cycle count inventories.• Prepare and submit all required monthly, quarterly, and annual reports.• Maintain internal controls documentation and test internal controls.

Tacoma, Washington, United States

• Managed all aspects of finance, revenue, and human resources.• Acted as COO and worked closely with CFO and Interim Executive Director/Strategic Advisor to the Board of Directors.• Responsible percentage of the CEO/HOS role as a member of the Administrative Leadership Team.• Supervised finance office staff including Business & Finance Manager and Finance Assistant, among others.• Met weekly with the Administrative Team pertaining to all aspects of the school operation. • Followed up on delinquent accounts and worked with families to bring accounts current.• Met deadlines and provide accountability of funds.• Managed the hiring processes and established appropriate salaries/wages and prepared employment contracts.• Oversaw annual employee benefit renewals: tuition remission, medical insurance, and retirement. • Developed and implemented faculty compensation matrix.• Produced and processed annual employee contracts.• Maintained personnel files and confidential information.• Oversaw and approved monthly payroll.• Participated in signature school events: Back to School, End of Year, Annual Auction, Breakfast of SCA Champions, etc.

Federal Way, Washington, United States

• Responsible for all accounting functions and sound financial management. • Helped build, manage, and track annual budget, $3.5 million. • Responsible for audit preparation and performance. • Coordinate, manage and maintain employee benefits. • Prepared financial reports for monthly review meetings with department heads. • Provided accurate year-end giving statements to all donors. • Managed efficient cash flow reporting and resolved any issues. • Managed the onboarding process, ensuring that all pre-employment processes and forms were completed accurately.• Prepared and filed quarterly state tax returns. • Processed payroll and filed W-2s.• Prepared and presented financial packets for the monthly business council meeting.

Federal Way, Washington, United States

• Answered central telephone system and directed calls accordingly. • Managed multiple tasks and met time-sensitive deadlines. • Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance. • Restocked office supplies and maintained adequate stock levels. • Kept the reception area clean and neat to give visitors a positive first impression. • Provided clerical support to company employees by copying, faxing, and filing documents.

Kirkland, Washington, United States

• Helped students understand billing charges, answer payment questions, and provide cost estimates. • Built relationships with students and parents through good customer service and correspondence. • Answered phone and e-mails in a timely manner and returned any voicemails by the end of day. • Made collection calls to current and previous students with past due balances. • Offered coverage to the University Cashier. • Maintained Perkins Loan documents, account files and collections.

Kirkland, Washington, United States

• Maintained billing, payment, and adjustments on student and employee accounts.• Calculated and created weekly student refund vouchers for check run.• Correspond and built good rapport with other Northwest University departments.• Balanced accounts to General Ledger. • Generated and disbursed monthly statements.• Maintained student and employee confidentiality.

Fife, Washington, United States

Bachelor Of Arts - Ba, Business Administration

Associate Of Arts - Aa, General Studies