Highly motivated and achievement-driven professional with a BBA in Finance and Accounting. Proven ability to take data and implement innovative strategies to meet and exceed goals.
Overview
8
8
years of professional experience
Work History
Accounting Manager
Durham & Bates Agencies, Inc.
04.2024 - Current
Managed journal entries, collection efforts, reconciliations, and payroll processing.
Managed banking reconciliations and monthly balance sheet statements.
Managed relationships with external vendors, ensuring timely payments and accurate recording of expenses.
Completed bi-weekly payroll for company employees.
Tracked business revenue and expenditures and reconciled accounts to maintain high accuracy.
Generated monthly and quarterly financial statements for executive review.
Streamlined month-end closing procedures resulting in reduced processing time without compromising accuracy or completeness of the reports generated.
Worked directly with the CFO to enhance accounting procedures and streamline financial reporting.
Accounting Specialist
Durham and Bates Agencies, Inc.
09.2020 - 03.2024
Input financial data and produced reports using Applied Epic.
Supported month-end closing process by preparing journal entries, account reconciliations, and variance analysis reports.
Assisted auditors during annual audits, providing necessary documentation and addressing inquiries promptly.
Increased efficiency in accounts payable and receivable management, reducing processing time and minimizing errors.
Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
Improved financial accuracy by performing detailed account reconciliations and resolving discrepancies.
Coached, trained, and delegated tasks 3-4 team members to meet specific department goals.
ON-PREMISE BEER AND WINE SALES MARKET MANAGER
TEC Distributing of Idaho
12.2018 - 02.2020
Collaborated with the accounting team on a special project to improve invoicing, increasing accuracy in accounts receivable
Created and implemented sales plans based on past and current data analysis to assure the whole team met supplier goals
Ensured market and employee adherence to product life cycle regulations, making certain that all on-premise accounts were compliant for regional audits
Worked in partnership with the warehouse manager performing inventory audits to best serve our clients, reducing company writeoffs by $7,000
Oversaw and supported the daily activities of two full-time sales representatives in separate sales markets
ON-PREMISE BEER AND WINE SALES REPRESENTATIVE
TEC Distributing of Idaho
07.2018 - 12.2018
Maintained positive sales numbers each month, with an average of 10% increase each month
Met and exceeded all company promotional quotas and was recognized and awarded for achieving the most placements for four separate supplier promotions
Organized and executed special events each month at various client accounts increasing customer satisfaction and sales
Consistently developed and maintained strong relationships with 72 client accounts
DIVISION I SPECIAL TEAMS CAPTAIN
Idaho State University Varsity Football Team
08.2016 - 11.2018
Worked with a team of captains to organize community outreach opportunities
Played a vital role in bringing the team together in times of distress with positive and motivating words along with actions
Led team members and served as a liaison between the team and coaching staff
PRACTICUM IN SMALL BUSINESS DEVELOPMENT
Idaho State Small Business Development Center
01.2018 - 05.2018
Managed journal entries, collection efforts, reconciliations, and payroll processing.
Managed banking reconciliations and monthly balance sheet statements.
Managed relationships with external vendors, ensuring timely payments and accurate recording of expenses.
Completed bi-weekly payroll for company employees.
Tracked business revenue and expenditures and reconciled accounts to maintain high accuracy.
Generated monthly and quarterly financial statements for executive review.
Streamlined month-end closing procedures resulting in reduced processing time without compromising accuracy or completeness of the reports generated.
Enhanced financial accuracy by implementing streamlined accounting processes and procedures.
Education
Bachelor of Business Administration - Finance and Accounting
Idaho State University
01.2018
Skills
Project Management
Inventory Management
Client Portfolio Management
QuickBooks
Financial Modeling
Problem Solving
Accounts Payable/Receivable
B2B Sales
Microsoft Office/Excel
CRM Business Intelligence/VIP
SAS Business Intelligence/JMP
Market Research/Surveys/Focus Groups
Awards
Top Q3 Sales Representative, TEC Distributing of Idaho, Q3 2018
MillerCoors Regional On-Premise Team of the Year, MillerCoors, 2019
Special Teams Player of the Year, Idaho State Football, 11/30/18
Timeline
Accounting Manager
Durham & Bates Agencies, Inc.
04.2024 - Current
Accounting Specialist
Durham and Bates Agencies, Inc.
09.2020 - 03.2024
ON-PREMISE BEER AND WINE SALES MARKET MANAGER
TEC Distributing of Idaho
12.2018 - 02.2020
ON-PREMISE BEER AND WINE SALES REPRESENTATIVE
TEC Distributing of Idaho
07.2018 - 12.2018
PRACTICUM IN SMALL BUSINESS DEVELOPMENT
Idaho State Small Business Development Center
01.2018 - 05.2018
DIVISION I SPECIAL TEAMS CAPTAIN
Idaho State University Varsity Football Team
08.2016 - 11.2018
Bachelor of Business Administration - Finance and Accounting