Jay Tanenbaum
Raleigh,NC
Summary
Accomplished accounting specialist with 20+ years of experience in financial operations and vendor management across various industries. Expertise in processing invoices, reconciling accounts, and ensuring compliance with company policies. Proven leadership in training teams and improving processes, resulting in enhanced operational efficiency. Skilled in SAP, Concur, and QuickBooks, with a strong focus on accuracy and detail in financial reporting.
Overview
25
25
years of professional experience
Work History
Disbursements Coordinator
Parker Hannifin Corp.
Cary, NC
03.2020 - Current
- Managed accounts payable process, ensuring accurate and timely processing of invoices and payments.
- Reviewed vendor invoices for accuracy, resolved discrepancies, and ensured proper coding and approval.
- Collaborated with purchasing to resolve PO issues or discrepancies.
- Generated financial reports related to accounts payable aging and GR-IR.
- Processed weekly check runs, wire transfers, ACH payments, and third party payments.
Bookkeeper
The Bookkeeper
Raleigh, NC
09.2019 - 12.2019
- Performed monthly bank reconciliations to verify the accuracy of financial data for over 20 companies.
- Prepared and analyzed financial statements, including balance sheets and income statements.
- Maintained general ledger entries for all company transactions in accordance with GAAP.
- Ensured compliance with local tax regulations by accurately calculating sales tax liabilities and submitting timely payments.
- Managed payroll processing for employees, including calculation of wages, deductions, and taxes withheld.
Staff Accountant
Rho Inc.
Research Triangle Park, NC
05.2014 - 09.2019
- Managed accounts payable process, ensuring accurate and timely processing of invoices and payments.
- Developed strong relationships with key vendors to facilitate efficient issue resolutions and maintain positive working partnerships.
- Reviewed vendor invoices for accuracy, resolved discrepancies, and ensured proper coding approval.
- Maintained vendor records in the accounting system, including contact information and payment terms.
Co-Owner
Gourmutt's Bakery
Raleigh, North Carolina
01.2000 - 04.2018
- Analyzed financial reports to identify areas of improvement in operations.
- Oversaw customer service activities to ensure quality standards were met or exceeded.
- Collaborated with other co-owners on strategic decisions related to the company's growth plan.
- Managed day-to-day business operations including staffing, inventory management, budgeting, accounting, and payroll processing.
Accounts Payable Specialist
Baxano Surgical
Raleigh, NC
02.2014 - 04.2014
- Processed and approved company expense reports for correct coding, company policies, and Sunshine Act compliance.
- Processed and matched vendor invoices to purchase orders for correct charges, sales tax, and freight.
- Re-wrote company expense report program, ensuring uniform policies and listing qualifying expenses and limits.
Accounts Payable Lead
Talecris Plasma Resources
Research Triangle Park, NC
06.2009 - 01.2014
- Reviewed vendor invoices for accuracy, resolved discrepancies, and ensured proper coding and approvals.
- Managed accounts payable process, ensuring accurate and timely processing of invoices and payments.
- Trained new employees on accounts payable procedures and systems usage.
- Maintained confidentiality of sensitive financial information while handling large volumes of vendor invoices.
Accounts Payable Specialist
ABB Inc
Cary, NC
01.2009 - 05.2009
- Processed and verified invoices, purchase orders, and expense reports for accuracy and compliance with company policies.
- Managed vendor relationships by resolving payment discrepancies, answering inquiries, and maintaining open lines of communication.
- Researched sales tax requirements for different states to ensure proper tax liabilities.
- Collaborated with procurement team to ensure timely receipt of goods/ services for three way matching of invoices to purchase orders.
Financial Analyst
Atlas Copco Tools And Assembly Systems
Raleigh, NC
04.2001 - 12.2008
- Managed accounts payable and receivable processes for timely recording of accurate financial transactions.
- Performed monthly bank reconciliations to verify financial data.
- Maintained general ledger entries for all company transactions in accordance with GAAP.
- Ensured compliance with local tax regulations by calculation sales tax liabilities and submitting timely payments.
- Leveraged advanced Excel skills including pivot tables, VLOOKUPs, macros, etc. to streamline data analysis process.
Education
Bachelor of Arts - Astronomy
Lycoming College
Williamsport, PA05-1991
Skills
- Microsoft Excel
- SAP
- Quickbooks Online
- Sage
- Concur
- Microsoft Word
- Microsoft SL
Timeline
Disbursements Coordinator
Parker Hannifin Corp.
03.2020 - Current
Bookkeeper
The Bookkeeper
09.2019 - 12.2019
Staff Accountant
Rho Inc.
05.2014 - 09.2019
Accounts Payable Specialist
Baxano Surgical
02.2014 - 04.2014
Accounts Payable Lead
Talecris Plasma Resources
06.2009 - 01.2014
Accounts Payable Specialist
ABB Inc
01.2009 - 05.2009
Financial Analyst
Atlas Copco Tools And Assembly Systems
04.2001 - 12.2008
Co-Owner
Gourmutt's Bakery
01.2000 - 04.2018
Bachelor of Arts - Astronomy
Lycoming College
Similar Profiles
Brandon DayBrandon Day
Aerospace Assembly Technician at Parker Hannifin Corp.Aerospace Assembly Technician at Parker Hannifin Corp.
John FrasierJohn Frasier
Endcutter/ Bobbin Repair at Parker Hannifin Corp.Endcutter/ Bobbin Repair at Parker Hannifin Corp.
Steven PATESteven PATE
Department Lead at Parker Hannifin Corp.Department Lead at Parker Hannifin Corp.
David LegoDavid Lego
Mechanical Design Engineer at Parker Hannifin Corp.Mechanical Design Engineer at Parker Hannifin Corp.
Jacob M HernandezJacob M Hernandez
Founder & Day Trading Educator at Self EmployedFounder & Day Trading Educator at Self Employed