Elena Jones
Texas Sinus & Snoring
Houston,TX
9
years of professional experience
Self-motivated accounting professional seeking to channel 9 years of professional experience, process documentation, systems implementation, and strong understanding of financial systems into a Sr. Accountant position.
Work History
Accountant (Hybrid)
8 Months- Spearheaded a multi-entity general ledger cleanup across 5 separate QuickBooks profiles, correcting historical classification errors and establishing robust data hygiene.
- Cleaned up $350K+ worth of outstanding payables across 5 business entities and brought down the payables to a 30-day lead time.
- Managed full-cycle Accounts Payable operations, optimizing cash flow and processing monthly vendor payments in a timely manner.
- Categorized daily bank / credit card transactions and set up automated workflows for recurring monthly transactions.
- Performed monthly reconciliations for 6 bank accounts and 3 credit cards across all business entities.
- Generated monthly financial statements (P&L, Balance Sheet, Cash Flow) for the key stakeholders.
Accountant (Onsite)
1 Year 3 Months- Created 10+ standard operating procedures for all accounting processes (AR, AP, Payroll, Collections).
- Reconciled closed sales opportunities between ERP system and Salesforce, and provided various sales reports (weekly, monthly, quarterly, annually) to key stakeholders.
- Performed monthly bank and credit card reconciliations for month end close.
- Reviewed the list of outstanding / uncashed checks, and contacted vendors to resolve payment issues.
- Directly administered $500K+ in monthly Accounts Payable transactions across dual-market (Houston & Dallas) regional operations.
- Partnered with field operations and technicians to enforce receipt compliance, successfully aligning credit card coding with specific project-level job costing.
- Consolidated & streamlined the AP functions for the Houston & Dallas offices and trained 2–3 new employees in strategic preparation for full AP system automation.
Staff Accountant (Remote)
1 Year 10 Months- Used analytical skills to allocate approximately $1.5 million in payroll COGS for 22 departments into the correct GL accounts on a bi-weekly basis.
- Performed balance sheet reconciliations for various GL accounts (i.e. payroll liabilities, employee deductions, fixed assets, security deposits, etc.).
- Reconciled and post $1.3M - $2.5M in cash receipts from several bank accounts into billing system to reduce A/R balance.
- Created master spreadsheets of invoice data for site level billing process for major real estate portfolios (CBRE, JLL, PGIM, etc.), and uploaded CSV templates into billing system to create 100+ invoices.
- Recorded fixed assets, dispose of old assets, and run/post depreciation for close.
- Used Salesforce to build reports to show all close won opportunities for the quarter to calculate commissions.
- Used XLOOKUP formulas to gather invoice data together, upload it into commissions calculating software & ensure the accuracy of each payout amount.
- Reviewed and approve the amortization schedule for commissions payouts.
- Used SUMIF formulas to determine the amounts to be recorded for the monthly deferred commissions journal entry.
- Pulled together multiple A/R data sets for billing system implementation & tested the data in the new ERP system to ensure data accuracy between the 2 systems.
Staff Accountant II (Onsite)
1 Year- Generated $4-5 million in monthly revenue through organ recovery invoices.
- Reduced the # of AR collectible invoices from one our primary tissue processors from $1.5 million to $900K on average.
- Researched, review, and code billable charges on up to 10 physician bills/day.
- Posted various monthly journal entries into the general ledger.
- Performed account reconciliations receivables and payables accounts.
- Helped facilitate the month end close process in a timely manner.
- Reviewed and submit weekly expenses for 15-20 employees on average.
- Entered various indirect AP bills and 70-100 AMEX expenses on a daily basis.
- Supported implementation of a fixed asset module within Sage Intacct by assisting with system configuration, workflow alignment, and documentation of asset management processes.
Branch Admin / Billing Supervisor (Onsite)
4 Years 1 Month- Processed 100+ invoices totaling $2 million/mo. in revenue to Pacific Gas & Electric (PG&E) in San Francisco Bay Area.
- Coded billable charges for all labor, equipment, and supplies to designated customer accounts.
- Assisted with all budget/month-end/year-end close processes needed to report timely and accurate financial statements, forecasts, and budgets.
- Analyzed 300+ 3rd party invoices/mo. to calculate a 50% profit margin billable to customers.
- Collaborated with project managers and A/P to investigate billing issues.
- Generated 15+ detailed invoice summaries/mo. using pivot tables in MS Excel.
- Reduced 3rd party vendor invoice accruals to 45 days from 60 days’ lead time.
- Delivered invoices to clients via digital and traditional mail services.
- Generated monthly and quarterly reports for managers’ approval.
- Delegated duties when necessary to subordinate staff.
- Sent delinquent accounts to collections.
- Managed invoice statuses on customers’ accounts.
- Managed and track incoming payments and process credits/debits when necessary.
- Participated in User Acceptance Testing (UAT) for new systems, developed Standard Operating Procedures (SOPs), and delivered post-implementation training to support user adoption and process consistency.
Education
Post-Degree Certificate - Accounting
Bachelor of Science - Retailing & Consumer Science
Skills
Salesforce (CRM)
NetSuite / Oracle (ERP)
Sage Intacct (ERP)
QuickBooks (ERP)
SharePoint Experience
GAAP & General Ledgers Knowledge
ERP System Implementation & Integration
Advanced Excel Skills (Pivot Tables
XLOOKUPS
VLOOKUPS
SUMIFS)
Microsoft Office
Google Suite
SOP Documentation
Timeline
Accountant (Hybrid)
Texas Sinus & Snoring
07.2025 - 03.2026Read More
Accountant (Onsite)
Air Texas Mechanical
04.2024 - 07.2025Read More
Staff Accountant (Remote)
Measurabl, Inc.
04.2022 - 02.2024Read More
Staff Accountant II (Onsite)
Donor Network West
04.2021 - 04.2022Read More
Branch Admin / Billing Supervisor (Onsite)
HPC Industrial
03.2017 - 04.2021Read More
University of California, Berkeley - Extension
Post-Degree Certificate from Accounting
Read More
University of Houston – Main Campus
Bachelor of Science from Retailing & Consumer Science
Read More