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.

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.

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.

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