My personal and professional objectives are to help people collaborate more effectively for increased productivity in our workplaces, our relationships and in our lives.
Overview
8
8
years of professional experience
Work History
Senior Billing Analyst
Twist Bioscience
05.2021 - 06.2024
AR, SOX compliance
Month end close reconciliations, prepare/communicate schedule, reconcile balance sheet accounts
Reviewed, investigated, and corrected errors & inconsistencies in financial entries, documents, and reporting
Utilized ERP system to facilitate/improve processes and maintain records Improved processes: credit, collections, tracking and aging report updates; collection to remittance Lead analyst: collecting data, preparing audit & tax information, internal control procedures & policies, and state sales tax report creation (state, local percentage tracking)
Improved and restructured credit memo process increasing accessibility company wide by 80%, reducing credit memo approval process by 6 weeks
Invoice discrepancies; liaising with sister teams for process improvements root cause analysis, and troubleshoot software enhancements
Primary liaison between AR and sales, VAT and science team for EMEA, APAC and AMER
Billing Analyst
Stripe
01.2019 - 01.2020
Partnered with internal systems, deal desk, sales, and accounting teams to build scalable processes for contract reviews and to anticipate and support changing business requirements Improved processes: created workflow of Billing Operations processes and design of controls, VAT calculation that reduced seasonal employee onboarding time by 2 weeks
Assisted external audit support Assisted billing cycles and reporting build financial contracts, pricing, implementation and monitoring.
Tax Specialist
Credit Karma
12.2016 - 08.2018
Certified in 13 states and federal tax preparer Provided software fixes and member support to tax related issues (VMWare) Drafted, wrote, edited and compiled over 30 tax support articles, trained 400 seasonal tax employees and reduced customer support complaints by 30% reducing employee response time to customer by 3 days Research tax related issues regarding software changes and tax accounting Advised front end software engineers improving user experience
AP/AR Specialist
SynBio
05.2016 - 12.2016
Full Cycle AP/AR, SAP, Quickbooks
End of month reporting and reconciliation, matched and Coded purchase orders
Utilized Accounting Software and Microsoft Office
Expensed and reconciliation of accounts with over $3 million balances
Tax Manager
H&R Block
12.2015 - 05.2016
Responsible for office administration, marketing planning and implementation processing 200 tax returns a week and meeting seasonal revenue of 1.4 million in tax return revenue
Managed staff of 15, including 2 EAs and 3 senior tax preparers
Budgeting, bookkeeping, project management, financial reporting and scheduling
Change management implementation through coaching and team meetings
Preparer 1040, Schedules A-S, Interests, Dividends, municipal bonds, trusts and estates
California Tax education Council registered tax preparer
Education
Masters of Science in Organizational Development -
New School University
New York, NY
05.2013
Bachelor of Arts in International Relations and Affairs -
William & Mary
Williamsburg, VA
05.2006
Skills
SAP
Salesforce
SAP 2000
Oracle
NetSuite
Advanced Excel
SFDC
SalesForce
Quickbooks
Timeline
Senior Billing Analyst
Twist Bioscience
05.2021 - 06.2024
Billing Analyst
Stripe
01.2019 - 01.2020
Tax Specialist
Credit Karma
12.2016 - 08.2018
AP/AR Specialist
SynBio
05.2016 - 12.2016
Tax Manager
H&R Block
12.2015 - 05.2016
Masters of Science in Organizational Development -
New School University
Bachelor of Arts in International Relations and Affairs -