Vickie Wheeler Email & Phone Number

Black Hawk, Co, Us

Lakewood, Colorado, United States

• Orchestrated the successful implementation and efficient administration of a corporate expense platform.• Crafted and documented a comprehensive travel and expense policy for the organization, ensuring compliance and consistency.• Assisted with innovating an expense management training program (Fyle), empowering staff to efficiently navigate and manage expenses.• Provided strategic oversight and management of the expense payment platform, Bill.com, ensuring seamless vendor financial operations.• Developed, meticulously documented, and executed process for sales tax verification and use tax accruals, streamlining city and county compliance.• Spearheaded the assessment and execution of a property tax valuation process, optimizing tax management and financial planning.• Demonstrated adeptness in managing contract cancellations and fund reimbursement through Salesforce uploads and conducted comprehensive audits for financial accuracy.• Key role in company transition from QuickBooks Desktop to QuickBooks Online, assuring financial integrity.• Served as primary point of contact for vendor inquiries and requests, fostering strong vendor relationships.• Assumed responsibility for a diverse range of critical month-end processes, including reconciliations, complex journal entries and pre-paid allocations.• Efficiently managed contract claims payments and their uploading processes, ensuring timely and accurate fund disbursement.• Executed intercompany transfer entries and systematically balanced financials across 9 entities, ensuring precision in financial records.

Remote

HR Management Responsibilities• Conducted thorough audits of HR compliance areas, including FMLA, FLSA, USERRA, payroll tax reporting, management processes and overall payroll processing.• Documented Procedures (SOPs) for various processes including onboarding, training, performance reviews and offboarding/termination processes. • Successfully tripled employee 401K enrollment through educational initiatives.• Created a compliant, updated and user-friendly Employee Handbook • Managed end-to-end HR Functions, including recruiting, hiring, onboarding, employee contracts, personnel file organization, exit interviews, issue resolution, management training, budget creation, and selection of HRIS software providers, • Effectively managed bi-weekly payroll for exempt, non-exempt, commissioned, and contractor positions in a multi-state remote environment, including the highly detailed journal entries to the financial software.• Implemented a PTO Accrual and entry process.• Analyzed and provided recommendations regarding foreign contractor management.Accounting Responsibilities• Oversaw implementation of new GL Setup and transition of external data, assuring financial integrity• Managed Full-Cycle Accounting processes.• Conducted month-end and year-end closings include adjusting entries, accruals.• Created and presented financial reports to owner in easily understandable format, complete with footnotes and verbal analysis.• Expertly handled extensive bank and credit card imports, balancing and reconciliations involving high-volume transactions totally $50-60 million.• Conducted general Ledger analysis, corrections and allocations, including accruals and manual payroll entries.• Conducted flux-analysis utilizing various industry specific software. • Implementation of proper revenue recognition and accrual processes to be in line with Generally Accepted Accounting Principles (GAAP). • Provided valuable guidance to the owner on business and financial needs.

Aurora, Colorado

(Federally funded and regulated non-profit subsidiary to the Denver Veteran’s Health Administration) • Created GL and grant coding segmentation along with Director of Finance• Documented accouting procedures to align with Federal Funding Regulations' (FFR) requirements• Month-end close entries and GL Analysis• Accounts payable, receivable, Cash applications, expense report approvals, credit card reconciliations, audit prep and assistance• Brought HR and Payroll "In House", creating all manuals and processes for both employees and their VA employed supervisors. • Fronted a complete overhaul and implementation of regulatory guidelines and processes to become state and federal compliant. • Full payroll 55-75 employees, including benefits implementation, analyzing and open enrollment. • Payroll and Accounting software conversions• Full control and creation of all aspects of HR • Created internal onboarding processes, benefits packages, recruitment and other guides for both our investigators and our employees. • Spearheaded implementation of payroll / HRIS software and processing partnership • Conducted employee surveys and subsequently made process changes which included a complete benefits package overhaul.• Digitization of personnel files and HR Records along with document retention policy• Conducted salary analysis and created unified job descriptions across studies for investigator guidance in filling research staff positions. • Management training on issues such as FMLA, USERRA, Performance Improvement plans and other compliance areas where they had a role.• Performed investigations and created processes to avoid further incidents related to issues such as harassment. • Developed HR and Payroll processes to maintain Grant or Study allocations • Assist Finance Director on ad hoc items such as grant submissions and guidance as needed, financial auditory preparations, purchasing for Researchers and balancing and allocations,

Centennial, Co

• Single point of contact for this company (of up to 125 employees and $2.5 million in sales) for customers, vendors and employees • Full Charge bookkeeper including month end, general ledger entries, balancing, financial reporting, inventory, job costing, and profit and margin analysis for divisions and individual projects.• Created and implemented work orders processes to ensure fluency from service order through billing. • Entered payables, maintaining inventory and job costing. • Realigned GL accounts to follow GAAP standards. • Full HR responsibilities – Recruiting, Onboarding, form creation, personnel file maintenance, entry and verification of tax and I-9 forms, filing new hires with state, termination processes, contractor recruitment as needed.• Develop and standardize filing system for employees and project records maintenance. • Create, edit, distribute, verify, log and maintain contracts for both commercial and residential customers.• All levels of business insurance and their nuances (i.e., Workers’ compensation, liability, vehicle, owners and officers.) • Maintained fixed asset list and GL entries to GAAP standards. • Full Payroll processing for up to 125 employees. • Quarterly and annual Tax filing – including audit and retroactive filing of funds previously withheld for compliance. • Monthly financial report writing and owner education sessions.