Jennifer Anderson
Carlotta,CA
Summary
Trend and flux analysis expertise
Balance sheet account reconciliation
Month end closing and Flash reporting processes
Experience with publicly traded companies
Big Four year end audit experience
Overview
8
8
years of professional experience
Work History
Senior Accountant
ECD Inc./River Tree Enterprises
Arcata, CA
09.2023 - Current
- Researched new ERP software for annual cost savings of $57,500
- Automated general ledger and workers' compensation reports, saving six to eight labor hours monthly
- Executed payroll implementation for the second location, improving processing and reporting efficiency
- Worked successfully with coworkers to accomplish goals and address issues related to our products and services
- Developed new schedules for executing monthly balance sheet account, bank, and credit card reconciliations
- Calculated commissions and royalties
- Executed payroll processing and managed employee expense reimbursements
- Prepared journal entries and accruals to support monthly general ledger closing activities
- Reviewed and analyzed financial statements to identify potential discrepancies
- Required filings, such as sales tax, monthly county business tax renewals, SOI, etc.
- Liaised with external auditors to complete annual audits
Enrolled Agent
Associated Tax & Financial Services
Napa, CA
01.2023 - 04.2025
- Utilize Lacerte tax software for preparation of individual and small business federal and state income tax returns
- Use appropriate adjustments, deductions and credits to keep clients' taxes to minimum
- Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns
- Provide bookkeeping services throughout the year for business clients
Senior Accountant
Wineshipping
Napa, CA
11.2021 - 09.2022
- Prepared journal entries and accruals to support monthly close activities
- Performed assigned month end balance sheet reconciliations
- End of month trend analysis on assigned accounts
- Posted daily bank activity and performed end of month bank reconciliations
- Managed projects/construction in process account
- Fixed asset additions and disposals
- Maintained fixed asset roll forward schedules
- Ran and reconciled depreciation reports
- Payroll posting, accruals, and related account reconciliations
- Posted prepaid journal entries and maintained schedules
- Reviewed for accuracy and post journal entries entered by staff
- Assisted in year end audit
Staff Accountant
Air Exchange, Inc./Plymovent
Fairfield, CA
05.2019 - 10.2021
- Post g/l, payroll, and accrual journal entries
- Reconcile sub-ledgers to general ledger
- Account Analysis
- Month/Year end closing processes
- Research budget to actual variances
- External year end audit
- Multi-jurisdiction sales tax reporting
- Business property tax filing for multiple locations
- Book intercompany activities
- Brought company into payroll tax reporting compliance
- Led payroll conversion from ADP to Foundation
- Prevailing wage and certified payroll reporting
- Improved reporting processes saving 10-15 labor hours per month
- Daily bank reconciliation and cash application
- Manage cash flow and maintain daily cash flow schedule
- Issue weekly payment proposal and prepare check runs
- Multi-jurisdiction Workers Comp payroll reporting
Accountant
Pacific Ozone/Evoqua Water Tech. (NYSE: AQUA)
Benicia, CA
04.2017 - 05.2019
- Provided Finance Directors with timely reports, EBITDA, booking/revenue and forecast outlook
- Delivered weekly/month end Flash reporting
- Month/year end closing processes
- Budget and forecast preparation
- Post journal and accrual entries
- Managed prepaid asset, fixed asset and depreciation schedules
- Prepared financial statements
- Balance sheet accounts, bank and credit card reconciliations
- Oversaw cash flow and generated daily cash flow reports
- Full cycle A/P including check run uploads to bank utilizing JPMorgan Access
- Multi-jurisdiction + Canadian Sales Tax reports
- Report Export-Import Bank shipments
- Calculated Sales Commissions
- Utilized Paychex payroll processing
- Adhere to GAAP standards and maintain SOX compliance
Tax Preparer
Liberty Tax Service
Vallejo, CA
01.2017 - 04.2017
- Interviewed clients to get a thorough picture of financial situation to identify potential tax credits and liabilities
- Ensured the proper credits, deductions, and tax liabilities are applied to tax returns
- Advised customers of their rights and responsibilities as taxpayers
- Maintained compliance with tax regulation by researching current regulations
- Maintained integrity and respect for confidentiality
Education
Associate of Arts - Accounting
Foothill College
2016
Skills
*ERP software: SAP, D365, Sage 100, Accumatica
*Expense management: Expensify, Concur
*QuickBooks Premier-Accountant
*Enrolled Agent Credential
*ADP/Foundation/Paychex payroll processing
*Microsoft Excel/Pivot tables, V-Lookup
Timeline
Senior Accountant
ECD Inc./River Tree Enterprises
09.2023 - Current
Enrolled Agent
Associated Tax & Financial Services
01.2023 - 04.2025
Senior Accountant
Wineshipping
11.2021 - 09.2022
Staff Accountant
Air Exchange, Inc./Plymovent
05.2019 - 10.2021
Accountant
Pacific Ozone/Evoqua Water Tech. (NYSE: AQUA)
04.2017 - 05.2019
Tax Preparer
Liberty Tax Service
01.2017 - 04.2017
Associate of Arts - Accounting
Foothill College
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