Elizabeth Forsher
Prescott Valley,AZ
Summary
A finance professional is prepared for this role. Strong background in financial planning, analysis, and strategic decision-making. Focused on team collaboration and achieving results, adaptable to changing needs. Known for reliability, effective communication, and financial expertise.
Objective: Industry leader with demonstrated success leading financial systems and programs. Knowledgeable about regulatory requirements and successful strategies for maintaining optimal controls. Well-organized, proactive, and adaptable to changing markets.
Steadfast Director familiar with managing multimillion-dollar business operations. Successfully optimizes frameworks and cultivates cohesive teams to meet and exceed financial goals: excellent reporting, record keeping, and relationship-building abilities.
Proactive Director with a strong background in financial analysis, budgeting, and forecasting. Develops and implements financial plans and delivers strategic financial advice.
Results-driven with experience in financial statement review, auditing, and reporting. Well-versed in producing reports, evaluating department operations, and handling month- and year-end closings. Meticulous, conscientious, and methodical in approach.
Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with the swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Thorough team contributor with strong organizational capabilities. Experienced in handling numerous projects at once while ensuring accuracy. Effective at prioritizing tasks and meeting deadlines.
Overview
20
20
years of professional experience
2
2
Certification
Work History
Director of Finance & HR
CP North America LLC
07.2023 - Current
- Fully cycle Accounting Monthly, quarterly close, preparing financial packages for Board. JE, Cash Forecasting, Payroll w/ Paycheck, multistate compliance,401K implementation and oversight. Budgeting, mentoring, Full cycle HR, hiring onboarding, recruiting, Performance Reviews, Metrics, Audit compliance, Insurance compliance. GL review, ERP clean up with SAGE. Inventory control. Shopping for Company Insurances Policies and for Health Insurance yearly looking for Value. Special Adhoc reports as needed. Training Accounting staff, implementing accounting polices and procedures according to GAAP. Audit compliance.
- Provided insightful recommendations for process improvements, contributing to increased operational efficiency across the organization.
- Successfully managed multiple, concurrent projects by prioritizing tasks and allocating resources efficiently.
- Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
- Improved overall financial reporting by streamlining control processes and reporting structures.
- Analyzed business processes to identify cost savings and operational efficiencies.
- Established and checked coding procedures, monitored reports and updated internal files.
Senior Accountant Property Management RE (Remote)
CBRE / Robert Half (Contractor)
07.2022 - 07.2023
- Financial Report Package Preparation YARDI/MRI
- Month End/ Quarterly Close Responsibilities
- General Ledger Review / Accruals/ JE
- Variance Analysis and/ or commentary
- Balance Sheet Reconciliations
- Bank Reconciliations
- Property Management/ Review
- Audit Compliance
- Updated the general ledger with latest entries.
- Assisted in the monthly close.
Payroll Administrator / AR
Canyon Aeroconnect, Prescott, AZ
02.2022 - 07.2022
- Temp position using ADP Vantage Payroll for 165 Employees exporting into Oracle and applying JE into Oracle assisting in AR, approving new customer requests using the D & B Platform. Trained employees in payroll, and AR.
GM / Controller (Remote)
Resa Pte Ltd, Prescott, AZ
07.2020 - 01.2022
- Full cycle accounting for startup company with multiple companies two companies located outside the US, AP, AR, Billing, Payroll, Bank Reconciliation, Balance Sheet Reconciliation, Clean Up, Refinances, using QB Online. Online Marketing Campaigns using Mailchimp, taking orders thru Stripe & monthly reconciliation, relaunch of company. Working on BOM, inventory, fixed assets. Working with customers that come in, outside auditors, attorneys, CPA’s. Grant writing, Contract Negotiating. Zoom meetings, Google Platform, Drop Box, International Billing. HR functions onboarding. Restructuring of Companies. All HR Functions. Intercompany reconciliations SGD US. Grant reconciliation and auditing of records. TPT Sales Tax. Insurance review. PIIA & NDA agreements. Creating online platform.
Contract Position (Remote)
SBA – Small Business Administration – ODA EIDL Loans
05.2020 - 06.2020
- Reviewing open commercial loan applications up to $150k that were stuck in the system and calling and getting the correct information, and approving the small business EIDL Loans, working with a team of 15 remotely. This was a contract position to help get SBA Loans caught up for commercial businesses. This remote position with the Government providing me a laptop on the Microsoft Platform.
Controller
Resa Wearables Inc, Prescott, AZ
10.2017 - 04.2020
- Start Up Company, manufactures 3 D Printers for Kiosks that print Insoles, for Costco Road Show.
- Responsible for AR, AP, Payroll of 200 Employee’s thru QB Payroll and Paycheck, HR Onboarding, Grant Writing & Billing, JE, Expense Reports, Chart of Accounts, BOM, using QB Online for multiple companies, downloading banking information. Financials including Balance Sheet Trial Balance, PO’s. Costco Billing Vendor Portal set up Zoom meetings with CFO, CEO, processing CC Billing and collecting revenue. Worked with Custom Data Base called Dark Star for Resa Wearables Inc. processing Time & Attendance in. Open Time Clock, setting up employees and running reports, working in Google Docs, Drop Box. Inventory tracking, Fixed Assets, Journal Entries, Accruals, HR Reports. Multiple Business reconciliations. Working remotely with CFO in QB online with three different companies two of which are international.
- Handling Common Stock Purchases, Convertible Notes with investors. Payroll Tax reconciliation. Balance Sheet & P & L review. PIIA & NDA agreements.
- Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
- Prepared balance sheets, cash flow reports and income statements.
- Managed payroll data entry and processing for 20 employees to comply with predetermined company guidelines.
- Ensured compliance with tax regulations by managing the timely preparation and filing of all required returns.
Controller
Stivers Personnel Services, VSS Security (Temp Position)
07.2017 - 10.2017
- Responsible for paying all payroll taxes and reports for three companies in 3 states. Cleaning up general ledger, chart of accounts, balance sheet, trial balance, reconciling 12 bank accounts, preparing financials on Team software.
CFO/Talent Acquisition
Tipton International Search LLC
11.2015 - 07.2017
- Recruiting firm, reviewing sourcing resumes scheduling appointments, interviewing perspective candidates, from beginning to end, cold calling, for Higher Education, Faculty, Pharmaceutical, Manufacturing, Engineering, Finance, Viticulture, CRO Industries. Using Social Media LinkedIn, Big Biller, Facebook, Internet, Advertising. QB for Mac Billing, Accounting, AP, AR. Small Boutique Recruiting Business have been doing this PT for the past 4 years. Using Excel to create custom reports as needed, all Financial reports. This position was all done remotely.
Accounting Manager
Design Biz Blueprint / Terri Taylor Interior Design, Tucson, AZ
05.2013 - 11.2015
- Multiple Companies, Interior Design Firm, Consulting Firm, & Design Biz Blueprint an E Commerce company, setting up cloud-based solutions, working with QuickBooks Enterprise 2014 Edition, full AR, AP, Payroll, reconciliations, clean up. Set up Excel workbooks for Professional seminars.
- Cloud, Monthly Sales Tax Reporting, Payroll, Property Tax, migrating data of QuickBooks into excel for custom financials and job costing projects.
- Direct Pay Solutions for E Commerce business, setting up classifications in excel for more custom reporting of Seminars, Online orders.
- Purchase Orders, Estimates, Billing, Job Costing.
- Worked with Infusionsoft as a CRM software for online sales & marketing.
Senior Accountant (Special Project)
Vaco Financial, Tucson, AZ
05.2013 - 07.2013
- Using Vision and exporting information into Excel to build reports for Fixed Assets, reconciling line items within the balance sheet to keep a rolling report within Excel.
- Aerospace Company was assigned to a part of the Balance Sheet, reconciliations journal entry’s assisted in the month end closing, using Vision and primarily Excel & V Look Up
Corporate Sr. Staff Accountant
Faxitron Bioptics LLC, Tucson, AZ
10.2009 - 04.2013
- Start Up Company with over $35M in Revenue Bioptics manufactures digital mammography machines used for core & specimen breast imaging sold worldwide.
- Worked closely with CFO, changing over Quick Books into Epicor ERP Manufacturing software system, Chart of Accounts, BOM, PO’s vendors, clients, back end and then transitioning into Mass 200 ERP Software.
- Responsible building of BOMs for the engineers, setting up chart of accounts, cost accounting for a rolling cost, budgeting reports, analysis, AP, AR, JE as needed, inventory, sales orders, setting up vendor’s customers.
- Purchased all materials for R & D and Production such as PCI cards and specialized electronic circuit boards for the different systems compiling the information into excel for custom work sheets within the office network.
- Maintained Financial Models for Cost Analysis using excel v look up and financial software.
- Pricing of BOMs and inventory with Vendors to ensure accurate pricing using excel.
- Assisted with financial Balance Sheet, P & L, and Aging Reports exporting raw data into excel.
- Monthly Tax Reports including TPT, Sales Tax, 1099’s reports compiled custom report utilizing excel.
- Special projects as needed using raw data compiling reports using Excel.
- Assisted with merger of Faxitron X-ray setting up MAS 200 with Financial Controller.as well as working with CRM software and SOX Compliance.
Accounting Manager
Rideau Vineyard, Solvang, CA
01.2005 - 03.2009
- Worked closely with owner in regard to various budgets, winery, vineyard, bottling, tasting room, and office expenses.
- Using Excel to compile custom reports, & graphs.
- Prepared annual reports for forecasting sales, expense, budgets exporting data into excel.
- Historical data to determine market vs overhead cost and profit.
- Meeting budget goals vs sales. Financial modeling, rolling budgets, WIP, Cost of goods using Excel.
- Ability to Identify, Analyze, Plan, Manage the budget to increased bottom line.
- Responsible for Payroll of 20 to 25, daily accounting functions working with a POS system integrating into QuickBooks. Daily Sales, monitoring inventory via reports executed thru excel using GAAP standards.
- Maintained Financial Models for Cost Analysis in excel, assisted in set up of Wine Direct Software to POS.
- Designed various reports using Excel, for presentation of Forecasting, Budgeting, of Grape Harvest and Purchase Reports, Bottling, and Sales.
- Cost of Goods reports and WIP reports AP, AR, Banking, Month End Closing, & Tax Reports, assisting in set up of New POS system (Wine Direct), preparation of P & L, Balance Sheets, Financials.
- Payroll Tax Reports, Sales Tax. Working with Auditors as needed.
- Preparation of Excise Tax reports, BATF Sales Tax reports, inventory of wine, Sales & Compliance.
- Managed operations as needed.
Office Manager Accounting
Lenvik & Minor Architects, a CA Corp, Santa Barbara, CA
05.1998 - 12.2004
- Responsible for daily accounting functions utilizing SEMA 4 Deltek accounting software using the Accrual Basis Method and GAAP standards, billing for T & M, Service and contract, using excel for various monitoring of reports.
- Responsible for billing of all ongoing projects, commercial, residential, putting together bid packages for prospective contractors with custom financial & AIA software.
- Uploaded and prepared payroll, paying of all taxes online.
- Responsible for all A/P, A/R, Computerized Billing, Payroll & All State & Fed Taxes and deferred income.
- Maintained projects, tracking, and reviewing of contracts, as well as preparing of project reports in excel.
- Responsible for the accounting of two additional companies using QuickBooks Pro 7.0.
- Prepared reports such as Financial Statements, Balance Sheets, Trial Balance, & P L Statements.
Corporate Office Manager Accountant
MZ Lameer, Orthopedic Surgeon
05.1991 - 05.1998
- Implemented new business marketing plan for Orthopedic Surgeon with Sales of over 2 MM, HR hired and trained new employees. Scheduling & Billing. Worked closely with Doctor.
- Analyzed, evaluated asset acquisitions providing comparisons for reviews.
- Set up new software for monthly billing, reconciliation, AP, AR using Medi Medi
- Prepared payroll for staff of 8 with ADP and organized audits with IRS.
- Called on Hospitals for new business IPO, HMO, PPO’s, WC and Hospitals affiliations.
- Setup expansion of a new satellite office.
- Prepared monthly operating and financial reports as requested.
- Worked closely with CPA.
Assistant Vice President Consumer/Commercial Loans
Security Pacific National Bank
05.1979 - 05.1991
- Worked my way up from a batch operator, to a branch specialist learning every position within the operations of banking, continuing thru to new accounts representative moving to consumer loan officer to AVP Lending in consumer, real estate & commercial lending. Analyzing and pulled credit reports, reviewing tax returns analyzing financial debit ratios for consumers, analyzing complex tax returns for commercial properties & credit line for Approvals. Experience with Reals Estate Loans and disclosures on properties, and 2nd mortgages. Worked closely with our Escrow company to disclose loan packages. Met quotas for sales campaigns and exceed customer service to my customers.
Education
Bachelor's - Business Administration
University of Idaho
Idaho Falls, ID01.2005
Master of Science - Accounting
University of Idaho
Idaho Falls, ID01.2007
Skills
- Forecasting Modeling, Microsoft Great Plains 2013, MAS 200 & 90, MS Office, Excel, SEMA 4, Deltek ERP System, Microsoft Nav Experience, Microsoft Dynamics, Mac & Desktop, POS system set up V Look Up, Net Suite Various other software’s Zoom meetings, use of Google Sheets on Google Platform, Docs Drop Box Slack, What’s App and other various computer applications Stripe, Grasshopper, Expense wire
- Proficient in Intuit, ADP, Paychex, and other payroll platforms
- Skilled in using QuickBooks Desktop for Mac applications
- Cash flow analysis and planning
- Audit execution
- Internal control management
- GAAP adherence
- Financial general ledger management and reporting
- Workflow improvement
- Financial account reconciliation and budget planning
- Detailed general ledger management
- Internal controls development and management
- Proficient in financial statement analysis
- Proficient in handling multiple tasks
- Adaptability and flexibility
- Relationship building and management
- Client relationship management
- Candidate evaluation and onboarding
- Staff management and training
- Continuous improvement
- Adaptability
Certification
Notary License State of Arizona
Timeline
Director of Finance & HR
CP North America LLC
07.2023 - Current
Senior Accountant Property Management RE (Remote)
CBRE / Robert Half (Contractor)
07.2022 - 07.2023
Payroll Administrator / AR
Canyon Aeroconnect, Prescott, AZ
02.2022 - 07.2022
GM / Controller (Remote)
Resa Pte Ltd, Prescott, AZ
07.2020 - 01.2022
Contract Position (Remote)
SBA – Small Business Administration – ODA EIDL Loans
05.2020 - 06.2020
Controller
Resa Wearables Inc, Prescott, AZ
10.2017 - 04.2020
Controller
Stivers Personnel Services, VSS Security (Temp Position)
07.2017 - 10.2017
CFO/Talent Acquisition
Tipton International Search LLC
11.2015 - 07.2017
Accounting Manager
Design Biz Blueprint / Terri Taylor Interior Design, Tucson, AZ
05.2013 - 11.2015
Senior Accountant (Special Project)
Vaco Financial, Tucson, AZ
05.2013 - 07.2013
Corporate Sr. Staff Accountant
Faxitron Bioptics LLC, Tucson, AZ
10.2009 - 04.2013
Accounting Manager
Rideau Vineyard, Solvang, CA
01.2005 - 03.2009
Office Manager Accounting
Lenvik & Minor Architects, a CA Corp, Santa Barbara, CA
05.1998 - 12.2004
Corporate Office Manager Accountant
MZ Lameer, Orthopedic Surgeon
05.1991 - 05.1998
Assistant Vice President Consumer/Commercial Loans
Security Pacific National Bank
05.1979 - 05.1991
Bachelor's - Business Administration
University of Idaho
Master of Science - Accounting
University of Idaho
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