Terri Kansler Email & Phone Number

San Diego, California, United States

Greater San Diego Area

• Day-to-day finance, human resource and office administration for government agency with $2 million in revenue
• Cash management, AR, AP, and payroll processing.
• Developed processes and policies for Tuition Reimbursement, PTO management and recording as well as an update to the Employee Handbook.
• Streamlined process for client billing to reduce errors.

• All finance, human resource and office administration for agency with $2 million in revenue
• Forecasting, cash management, AR, AP, and credit card reconciliations
• Accurate and timely month/year end closing financials, tax filings for corporate and sales taxes
• Executed two employee benefit open enrollments with no mistakes, no loss of coverage and very little stress on the employees
• Successfully initiated and deployed new processes for budgeting, reporting and project/time… Show more
• Successfully initiated and deployed new processes for budgeting, reporting and project/time management Show less

• Managed financials for agency with more than 20 clients projects each month
• Forecasting, cash management, AR, AP, cash and credit card reconciliations
• Accurate and timely month/year end closing financials, tax filings for corporate and sales taxes
• Weekly/monthly financial reports and recommendations to upper management and ownership
• Assisted with HR and benefits administration
• Handling of sensitive, confidential material including owners and executives’ payroll and… Show more

San Diego

i.d.e.a. is an integrated marketing company that moves people, products and culture through its core disciplines: advertising, branding, public relations, social media, design, experiential, digital, mobile and media strategy. i.d.e.a. makes brands matter by creating right-sized ideas that live in all the places consumers play.Learn more at.

• Managed financials for agency with more than 20 clients projects each month
• Forecasting, cash management, AR, AP, cash and credit card reconciliations
• Accurate and timely month/year end closing financials, tax filings for corporate and sales taxes
• Weekly/monthly financial reports and recommendations to upper management and ownership
• Assisted with HR and benefits administration
• Handling of sensitive, confidential material including owners and executives’ payroll and… Show more

• Managed financials for various clients, including multi million-dollar marketing agency Bailey-Gardner
• Assisted various clients and business with A/P, A/R, payroll, and general cleanup and maintenance of bookkeeping and accounting
• Utilized QuickBooks (on PC and Mac), Quicken, Clients & Profits, Workamajig, and Creative Manager Pro.

• Administrative support to firm’s corporate and individual clients
• Tax preparation for individuals, partnerships and corporations
• Data entry, journal entry adjustments, and bank reconciliations to compile financial statements
• Assisted clients on-location with A/P, A/R, payroll, and general cleanup and ongoing with day-to-day accounting and bookkeeping projects