Isabella Tockman

· Implementing Quickbooks to modernize and streamline the company's financial processes.

· Transitioning accounts payable from manual spreadsheets to Quickbooks, ensuring accurate and efficient payment processing.

· Training and educating new employees in Quickbooks usage to maintain consistent financial procedures.

· Establishing and managing a collections department, improving cash flow and reducing outstanding receivables.

· Ensuring proper project invoicing by closely monitoring project progress and aligning invoices accordingly.

· Supervising accounts payable and accounts receivable activities, maintaining financial accuracy and timeliness.

· Implementing a system for matching bills with purchase orders to prevent errors and overpayments.

· Overseeing the allocation of expenses to appropriate chart of accounts, optimizing financial reporting.

· Managing the issuance of insurance policies for new projects, mitigating risk and ensuring compliance.

• Classified and tracked expenses to align with grant budgets and funding guidelines.
• Collaborated with finance and project teams to prepare, monitor, and update grant budgets.
• Ensured compliance with grant requirements and regulations.
• Generated financial reports for grant reporting and audits.
• Streamlined expense classification processes for greater efficiency.