My experience spans more than 20 years in various accounting roles. In all positions, I continue to demonstrate attention to detail; organizational, analytical, and computational skills; and strengths in financial reporting. I've most enjoyed my work in small organization payroll and helping organizations remain compliant with laws and regulations. I will sit for the CPP exam on April 6th and am currently enrolled in a Learning Canadian Payroll course through Global Payroll.
Overview
16
16
years of professional experience
Work History
Staff Accountant
The Denver Foundation - Contract Work
05.2023 - 03.2024
Processed bi-weekly payroll using Paychex, created journal entries, accruals, reconciled HSA, 401K and GL entries
Applied knowledge of regulations, employment laws and tax codes to keep the company in compliance with applicable standards
Prepared month-end financial statements with variance analysis
Prepared departmental budget to actual variance analysis
Quarterly investment admin fee analysis
Reviewed investment reconciliations
Prepared fieldwork and working papers with GAAP adjustments for annual audit
Researched and reviewed ERTC application submitted to the IRS
Researched and drafted Procurement Policy for Federal Grants.
Accounts Payable
The Shane Company -Contract Work
12.2022 - 04.2023
High volume A/P duties for 20 stores, utilizing three-way match
Autonomous in obtaining invoices from online sources, working directly with vendors, troubleshoot by finding my way around the SAP system
Quickly picked up new skills and was continually given additional responsibilities.
Full Charge Bookkeeper
KCF Properties LLC, DK Management LLC, Advanced Business Services Inc.
01.2008 - 12.2022
Full cycle A/P, working directly with vendors, keeping track of credits, sales tax and reconciling to conform accuracy
Month-end closing process including balancing/analysis/reconciliations of all accounts
Provided external financial statements and related disclosures to lenders
Appealed both IRS and Colorado Department of Revenue tax decisions and both were reversed
Caught bank errors and worked with bank to correct them
Discovered title work errors and worked with DORA to negotiate the solution in company’s favor
Discovered amortization error on lender loan and was able to get the lender to correct their statement
Filed all monthly and quarterly tax filings and provided a concise set of books for tax accountant at year end
Managed construction related insurance policies, including builder’s risk, general liability, and workman’s comp
Prepared financials for insurance audits
Managed contracts with subcontractors and made sure all their general liability and workman’s comp certificates were up to date.
Education
Masters in Finance -
Regis University
BS in Finance -
University of Colorado at Denver
Skills
QuickBooks
C-Suite
Paychex
SAP
Microsoft Excel
PowerPoint
Word
Adobe Pro
Industry Lines
Nonprofit
Public Accounting
Real Estate
Property Management
Construction
Areas Of Practice
Financial Statement Preparation
General Ledger
Month End Close
Year End Close
Account Reconciliation
Compilations
Budgeting
Accounts Payable
Accounts Receivable
Payroll/Payroll Accounting
Payroll Tax Filing
Fixed Assets
Sales Tax/Property Tax
Timeline
Staff Accountant
The Denver Foundation - Contract Work
05.2023 - 03.2024
Accounts Payable
The Shane Company -Contract Work
12.2022 - 04.2023
Full Charge Bookkeeper
KCF Properties LLC, DK Management LLC, Advanced Business Services Inc.