Resourceful Accounting professional with 6 years of experience in revenue recognition, financial reporting, and leading all month-end close procedures.
Overview
15
15
years of professional experience
Work History
Senior Accountant
Focus IP, Inc. Dba Tracer
06.2018 - Current
Manage all aspects of revenue and revenue recognition while maintaining compliance with ASC 606. This includes ensuring all revenue is properly accounted for during each month-end close process.
Collaborate closely with cross-functional teams, specifically Sales and Customer Support, to ensure accurate revenue forecasting across all customer accounts.
Support company growth by managing complex customer contracts and accurately recording revenue transactions.
Continually evaluate revenue flow to identify and correct revenue leakage.
Oversee all aspects of accounts receivable processes, from invoice generation to cash collection, optimizing the AR cycle to enhance cash flow and minimize bad debt exposure.
Closely monitor deferred revenue accounts to ensure accurate recognition of earned income over time.
Lead and optimize month-end close processes, ensuring accurate and timely financial reporting, crucial for strategic decision-making and operational efficiency.
Direct annual audits, serving as the primary liaison between the company and external auditors. Navigate complex audit requirements to ensure compliance and transparency in all financial reporting.
Implemented and became the in-house expert on the NetSuite ERP software. Lead the transition process from Quickbooks to NetSuite. Continuously improving system utilization for enhanced financial operations and reporting accuracy.
Act as the go-to resource for all NetSuite-related queries, offering solutions and process improvements that significantly enhance departmental efficiency and reporting reliability.
Utilize advanced Excel functions to create comprehensive financial reports that inform decision-making at the executive level, specifically for the CFO and Controller.
Tax Accountant
Eide Bailly LLP
07.2017 - 06.2018
Accurately prepare tax returns for S-Corporations, Partnerships, and Individuals.
Prepare federal and state estimated tax payments.
Accounting for client business’ including preparation of trial balances and journal entries.
Prepare and review amended returns.
Campus recruiter for the tax department on behalf of the Boise office.
Senior Brand Protection Analyst
MarkMonitor
07.2012 - 07.2017
Lead a team of ten analysts to solve complex intellectual property law and compliance issues.
Responsible for pioneering new industry leading technology which successfully rolled-out to clients and employees companywide during the third quarter of 2016.
Maintained the largest client account worth $1,500,000 in yearly sales revenue.
Developed custom reporting formats to provide valuable and actionable data to meet client objectives.
Company resource for London and Shanghai teams to help identify client business problems and build effective and robust solutions.
Created a 90–day pilot project to solve a complex intellectual property issue that was successful and is now a standard business product for clients. The product generates in excess of $2,000,000 in yearly sales revenue.
Executive Team Leader
Target
10.2008 - 07.2012
Managed the day-to-day operations of the logistics department.
Managed all sales and payroll forecasting on a weekly basis.
In charge of the stores fourth quarter financial planning and reporting.
Ranked number one logistics operation regarding productivity, payroll forecasting and budgeting among approximately 1,800 stores.
Managed two team leaders and a team of 40 subordinates on a daily basis.
Education
BBA - Accounting
Boise State University
Boise, ID
05.2017
BBA - Entrepreneurial Management
Boise State University
Boise, ID
05.2008
Skills
GAAP and ASC 606 proficiency and compliance
Revenue recognition and forecasting
Proficient with ERP systems, specifically NetSuite
Leadership and relationship building skills proven through work experience in interfacing directly with executive level management
Advanced in MS Excel including: VLOOKUP, XLOOKUP, SUMIFS, INDEX MATCH, SUMPRODUCT, PivotTables, Conditional Formatting, and Advanced Charting to name a few
Strong written and oral communication skills proven with over ten years of experience writing and editing technical documents, white papers, delivering presentations to clients and senior management, and producing monthly, quarterly, and annual financial reports