GINA SHOTTS
Santa Rosa,CA
Summary
Accomplished Accounting Manager with a proven track record at Vintage Wine Estates, adept in leveraging General Ledger Accounting Software and fostering team collaboration. Spearheaded financial reporting enhancements, achieving streamlined processes and improved decision-making accuracy. Expert in financial reconciliations and fostering a culture of continuous improvement, significantly enhancing operational efficiency.
Overview
16
16
years of professional experience
Work History
Accounting Manager
Vintage Wine Estates
Santa Rosa, CA
05.2023 - 12.2024
- Oversaw accounting department closing calendar and verified timely completion of financial reporting activities.
- Conducted reviews and audits of check and wire payments to verify AP invoice approval.
- Evaluated internal control systems to ensure adherence to corporate policies and procedures.
- Collaborated with finance and accounting departments to deliver comprehensive financial information to facilitate decision making for management, stakeholders and parent company.
- Managed accounts payable and receivable, ensuring timely processing and collection.
- Participated in meetings with stakeholders to discuss company's financial performance.
- Reconciled complex accounts and resolved discrepancies to maintain accurate financial records.
- Supervised, trained, and mentored accounting staff, promoting a culture of high performance and continuous improvement.
- Maintained regular performance appraisals for subordinates through verbal, written and on-going review programs.
- Created and updated financial reports on frequent basis to present information to leadership teams.
Chief Administrative Officer
RRW Family Vineyards
Sebastopol, CA
07.2022 - 04.2023
- Oversaw all accounting functions and processes.
- Collaborated with compliance specialists on state filings.
- Maintained AMS database throughout month-end closing process.
- Identified training needs among employees; organized seminars or workshops as required.
- Developed and implemented policies, procedures, and practices to ensure efficient operations of the organization.
- Ensured that organizational goals were met by setting deadlines, monitoring progress towards objectives, and providing feedback to stakeholders.
- Created an environment that fosters collaboration among team members while promoting a culture of accountability.
- Monitored collection, compilation and analysis of divisional financial reporting, approving expenditures pursuant to budgetary parameters and eliminating unnecessary expenses.
Full Charge Bookkeeper
NW Remarketing
Salem, OR
03.2020 - 06.2022
- Lead comprehensive project management processes for multi-company accounts.
- Conduct ad-hoc general ledger account analysis providing executive team full visibility on business performance.
- Oversaw widespread sale of surplus and IT equipment.
- Offered comprehensive administrative support to CEO in a dynamic setting.
- Prepared quarterly financial statements for management review.
- Reconciled inter-company transactions between multiple entities.
- Assisted in the preparation of annual audits with external auditors.
- Ensured accurate inventory tracking through periodic physical counts.
- Reviewed and reconciled bank accounts, credit cards, and other general ledger accounts.
- Performed monthly closing procedures including journal entries and reconciliations of balance sheet accounts.
- Generated weekly cash flow reports for use in forecasting future needs.
- Completed sales tax returns accurately and timely each quarter.
- Prepared bank reconciliations
- Processed expense reports, including verification of receipts and compliance with policies.
- Monitored cash flow, preparing reports to inform management of financial status.
- Matched orders with invoices and recorded required information.
Operations Manager
International Distribution Sales
Santa Rosa, CA
01.2009 - 02.2020
- Managed functional areas related to finance, business office, IT, inventory and management.
- Coordinated optimization for accounts and fostered customer relationships.
- Coordinated cross-functional teams to ensure timely delivery of products and services.
- Implemented innovative strategies that reduced operating costs while maintaining high levels of customer satisfaction.
- Maintained accurate inventory records to track stock levels and minimize costs.
- Analyzed data from daily reports to identify trends in production performance metrics.
- Resolved customer complaints in a timely manner while ensuring customer satisfaction remains at optimal levels.
- Produced SOPs to document workplace procedures and optimize productivity through standardization.
- Negotiated contracts with vendors and service providers, securing favorable terms.
- Connected with clients and developed strategies to achieve sales and customer service goals.
Education
Certificate in Management Accounting - Analysis and Interpretation, Commercial Business, and Business Law 1
McGill University
Montreal, CanadaSkills
- General ledger management
- Profit and loss monitoring
- Financial reporting, reconciliations, and variance analysis
- Project management
- AP and AR management
- Audit coordination
- Foreign currency expertise
- Cash Flow Analysis
- Bank account reconciliations
- Closing procedures
- Intercompany transactions
- Inventory discrepancy resolution
- Process improvements
- Staff training and development
- Knowledge of ADP, Kronos, and Paycom payroll systems
- Proficiency in AMS, QuickBooks, Concur, and AppFolio
- Experience with multiple ERP systems, database applications, and general ledger accounting software
- Excel, Word, and Outlook on PC and Mac platforms
- Microsoft Teams
Professional Development
- CM Association - Management skills and techniques.
- Dynacast - Effective quality auditing, SPC training program (Statistical Process Control) charting.
- IMB - Internal Auditor QS 9000 Norms, QS 9000 third edition. International Quality standards that defines minimum requirements for a company's quality management systems.
- Nouvelle Generation Information - Network administration, Novell 3.11
- Padgett-Thompson - Employee performance evaluations, physical inventories and cycle counts.
Timeline
Accounting Manager
Vintage Wine Estates
05.2023 - 12.2024
Chief Administrative Officer
RRW Family Vineyards
07.2022 - 04.2023
Full Charge Bookkeeper
NW Remarketing
03.2020 - 06.2022
Operations Manager
International Distribution Sales
01.2009 - 02.2020
Certificate in Management Accounting - Analysis and Interpretation, Commercial Business, and Business Law 1
McGill University
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