Joshua Needham
San Francisco,CA
Summary
Detail-oriented Corporate Finance professional with experience in full-cycle accounts payable, PO-to-invoice matching, audit support, and financial documentation. Proficient in Sage ERP, QuickBooks Online (Level 1 Certified), and Microsoft Excel. Experienced in high-volume invoice processing, internal controls, and discrepancy resolution. Currently pursuing a B.S. in Business Finance at San Francisco State University.
Overview
1
1
Certification
2027
2027
years of professional experience
Work History
Accounts Payable Clerk
Petwise
12.2025 - 04.2026
- Execute 3-way matching and invoice processing in Sage.
- Support audits, reconciliations, and month-end closing.
- Maintain vendor compliance and internal controls.
- Process 500+ invoices weekly using Sage ERP.
- Monitored account statements and followed up on outstanding invoices proactively.
- Assisted in month-end closing procedures, ensuring all invoices were processed on time to reflect accurate financial statements.
Supervisor
Starwest Botanicals
- Oversaw daily production operations and developed schedules to optimize efficiency.
- Managed accounting and clerical tasks, including reporting and data entry.
- Ensured compliance with HACCP and OSHA safety standards.
- Supervised and trained employees to maintain food safety and productivity standards.
- Implemented training programs that enhanced employee skills and improved overall performance.
- Developed standard operating procedures that increased consistency in product quality and service delivery.
Data Entry Lead
Superfine Kitchen
05.2026 - Current
- Supervised data entry team, ensuring accuracy and efficiency in all entries.
- Developed training materials to enhance productivity and onboarding processes for new staff.
- Implemented quality control measures to minimize errors in data processing tasks.
- Streamlined workflow processes, significantly reducing turnaround times for data entry requests.
- Analyzed data trends to provide insights that support operational decision-making and strategy development.
Education
College Degree - Business Finance
San Francisco State University
San Francisco, CA07.2026
Skills
- Sage ERP
- QuickBooks Online (Level 1 Certified)
- Microsoft Excel (PivotTables, XLOOKUP, Data Analysis)
- Accounts Payable & 3-Way Matching
- Invoice Processing & Audit Support
- Financial Reporting
- Internal Controls
- Data entry
- Invoice processing
- Purchase order management
- New hire training
- Account analysis
- Auditing proficiency
- Accounts payable
- Vendor invoice processing
- Professionalism and ethics
Certification
Certified QuickBooks Level 1 ProAdvisor
Timeline
Data Entry Lead
Superfine Kitchen
05.2026 - Current
Accounts Payable Clerk
Petwise
12.2025 - 04.2026
Supervisor
Starwest Botanicals
College Degree - Business Finance
San Francisco State University