Jenny Aurelius

• Managed cash and balance sheet accounts including importing and classifying banking transactions, preparing journal entries and maintaining accurate bank records.
• Monitored accounts receivable, accounts payable and other account balances to track transactions, avoid discrepancies and maintain accuracy.
• Maintained general ledger accuracy through regular account reconciliations, journal entry adjustments, and transaction reviews.
• Maintained fixed asset records and depreciation schedules to establish accurate calculations.
• Reduced month-end closing time by optimizing journal entry and reconciliation procedures, using software tools, efficiently organizing workpapers and improving communication among team members.

• Onboarded new customers, helping to identify their financial concerns, merge their books with company standards, improve charts of accounts and streamline processes, while building strong customer relationships.
• Provided bookkeeping for all general ledger accounts including accounts payable, Accounts receivable, and payroll entries.
• Performed reconciliations of cash and balance sheet accounts, and organized and maintained the accompanying workpapers.
• Entered adjusting journal entries and maintained schedules for accruals, deferrals, prepaids, depreciation and amortization
• Prepared monthly financial reporting to support financial analysis and budgeting.
• Streamlined bookkeeping processes by implementing efficient software and organizational systems.
• Enhanced team productivity by training junior staff members on bookkeeping procedures and software usage.
• Developed strong relationships with our customers through communication, work product and working together on their financial priorities.
• Performed 1099 preparation and filing.

• Strong client management and communication skills
• Experienced in proposal and budget preparation, and reviewing these with clients
• Team lead experience including onboarding, mentoring and training.
• Provided comprehensive bookkeeping for 10-12 clients using QuickBooks Online
• Managed functions including chart of accounts development, reconciliations, A/P and bill payment, A/R and invoicing, timekeeping, payroll, financial statements, and sales tax.
• Expertise in bookkeeping, journal entries and reconciliations involving payment processors such as Stripe, Shopify and Square.
• Experience with financial tie-ins to various small business front-end software including Mangomint, Service Titan, Mighty Networks and Buildertrend
• Worked with accounting staff to prepare financial statements, budgets and forecasts

Managed HR, timekeeping and payroll, A/P, A/R and deposits, reconciliations, tax filings, financial statements and budgeting, and insurance coverage for this non-profit, using Quickbooks for Windows. Developed SOPs for bookkeeping policies and procedures, and attended board meetings and supported the Board of directors with budgeting, strategy and financial forecasting

Managed the personal finances and unique financial workflows for 10-15 clients, including accounts receivable and bill payments, deposits and reconciliations, budgeting, reporting and financial analysis. Daily communication with clients, care management teams, and vendors

Full-charge bookkeeping for this start-up non-profit. Established the chart of accounts and built their financial system using QuickBooks Online, worked with staff to develop bookkeeping policies and procedures. Provided A/R, A/P, account reconciliations, financial reporting, analysis and budgeting support.

Homeschool teacher to my elementary school children for four years while they attended a classical university-model (hybrid school/home) school.

• Team Lead, Training Developer and Instructor for supply chain management software suite
• Co-wrote course development and delivery plan, training tracks and training courses for programmers and technical users. Worked with various internal teams to identify target audiences, and to develop course objectives, training tracks and content. Taught the classes we developed.

• Extensive experience working with diverse teams toward solutions; developed and managed budgets, timelines and project goals, finding creative problem solutions as needed.
• Simultaneously managed several complex projects, meeting all pertinent milestones.
• Team lead with on-boarding, training, personnel management and review responsibilities
• Worked with cross-functional teams to develop and negotiate proposals, budgets and schedules
• Worked for government and industry clients collecting and using data to measure, analyze, track and manage potentially hazardous chemicals in soil and water
• Database design and information management to support remediation planning, sampling, quality control, chemical analysis, data reporting, visualization and decision making. Programming tools used included Oracle, SQL, HTML, Java Script, C++
• Additional experience areas with Radian included options analysis using probability statistics, developing graphical decision trees and Data Quality Objectives, and 3D area mapping and statistical analysis.