Terri Trickel Email & Phone Number

Continue doing the same type of consulting work, just with clients that have more complex setups and workflows.

Work with Project Based Firms (primarily Architecture and Engineering) to implement Ajera ERP software.Consult with firms wishing to change workflow procedures for things such as payroll, credit cards, adding a second company, etc. Update and create dashboards/widgets, inquiries, or reports to pull information out of Ajera.Help firms refine accounting processes and procedures.

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Worked with several AEC firms on all things accounting and Ajera to help improve processes and procedures to gain efficiencies and accuracy, meeting weekly with several clients.Reviewed financials monthly, entered journal entries for prepaids, accruals, depreciation, reclassifications, etc. as needed. Published financial package which included all supporting subledgers. Calculated and published KPI metrics for each company and presented full package to executives at assigned companies.Wrote process documents for team.

Columbia, Missouri

Created, analyzed and presented financial statements to the Principals and Staff; coordinated with accounting firm for tax filing.Reviewed project costs and met with project managers.Handled all daily and monthly accounting for the firm including A/R, A/P, Account Reconciliation, Project Profitabilty, and Payroll as well as net backlog and cash flow forecasting.Successfully implemented Deltek Ajera (formerly Axium) (ERP) software in 2014 including all financial, time and expense, and project management including schedule manage functions. Trained staff on time and expense and project management so that they had real time information on their projects. Created inquiries as needed to pull information from the system to export to Excel for analysis and record keeping including R&D Tax Development Credit, Professional Liability Information, and Project Profit and Loss. Continually improved the use and function of Ajera.Responsible for ensuring annual licenses and professional liability application were up to date as well as databases for government entities that we did business with.Handled all personnel items including paperwork for hiring and termination, insurance (and annual renewals), and 401k.Prior to Ajera, we used Deltek Vision.

Implemented Viewpoint ERP software with my focus in Equipment, Cash Management, Job Billing, Accounts Receivable, Purchase Orders, Work Orders and Inventory.Responsible for month end close for our steel fabrication division.Responsible for the billing of flights for our airplane division.Responsible for all Equipment related accounting activities with the exception of Fixed Assets and Depreciation including the setting up of work orders and purchase orders.Implemented and managed both the debit pay cards and company credit cards.Worked with the Sr Accountant to PreQualify the company with the Department of Transportation in approximately 20 states.

Columbia, Missouri

Supervised 2 associates in the plant foods accounting department. We were responsible for the billing of shipments large and small from the various locations around the state. We were also responsible for the barge shipments for a Joint Venture with Ameropa. Handled month end reconcilations.

Columbia, Missouri

Lead 9 employees who were responsible for all cash and credit card receipts for all the retail locations for BreakTime, Propane, and Bulk Plants as well as receipts for local Big O Tires.Helped with the implementation of ERP Software.Created a cross-training matrix and procedure documentation system that allowed OT to be eliminated.

Columbia, Missouri Area

Costed rubber slab stock and treated cord to be shipped to our sister plants to make belts and hoses.Responsible for PPV and Labor Variances and the setting of annual standard costs.Worked with other cost accountants and the home office to implement a new costing system.Responsible for Intercompany transfer accounting to our other plants.Started when Gates first opened in Columbia and helped determine our processes and procedures and set-up numerous spreadsheets to enable timely and accurate reporting.

Handled all aspects of day to day accounting at the Tiger Columns and Greenwood Gardens facility including payroll, accounts receivable, accounts payable, and produced reports for both the location and senior management.

St. Cloud, Minnesota

Responsible for setting standard costs for freezers.Attended bi-weekly variance meetings to determine impact on cost of goods and make recommendations.Responsible for the monthly inventory of plastic pellets.Worked closely with the Factory Accountant on other cost related issues.

St. Cloud, Minnesota Area

Started as general clerical and worked my way up to Loan Processing Manager.

Associate’S Degree, Accounting, Cum Laude

Obtained this degree while working full-time at PCI and part-time as a salesperson.

Higher Accounting Diploma, Accounting, Dean'S List

St. Cloud Campus

General

High School, Graduated In The Top 20% Of My Class.

Activities and Societies: Student Council - Junior Year