Joshua Shook
Austin,Texas
Summary
Experienced Accounting Manager with a demonstrated history of managing accounting operations across multiple industries, including project management, software, manufacturing, and nutraceutical wellness. Expertise in financial oversight, budgeting, ERP implementation, cost reduction, and team leadership. Proven ability to optimize workflows, improve operational efficiency, and drive financial performance. Seeking a challenging role to leverage my accounting expertise and leadership skills.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Accounting Manager
Intiva Health, Gummi World, and Nova Vita
Austin, TX
02.2023 - Current
- Managed the financial health of three companies, providing monthly and annual financial reports, ensuring accuracy and compliance with accounting standards
- Developed monthly budgets, cutting operational costs by 10% through strategic analysis and process improvements
- Conducted pricing analyses and successfully negotiated substantial price reductions with vendors, extending payment terms, negotiated contract terms, and optimized margins
- Fostered and managed positive relationships with investors, handled investor paperwork, reconciled various investment vehicles (promissory notes, convertible notes, and offering memorandums), and managed investor reporting
- Led the 8-month implementation of Netsuite ERP system across our manufacturing entity, streamlining accounting operations and ensuring seamless transition
- Implemented and consolidated payroll systems (Paychex and Rippling) across all companies, standardizing insurance, PTO, and time tracking systems
- Managed tax filings, including 1099s, W-2s, ERC application, R&D credits, and ensured timely financial reporting for tax returns
- Established procedures for product releases, inventory controls, audits, and quality management
- Set key performance indicators (KPIs) by working closely with department heads to drive performance toward company-wide goals including OTIF delivery of POs, cost reductions and budgets by department, and inventory and quality control deliverables
- Regularly created cash flow charts and performed in-depth monthly financial analysis to guide company strategy
Staff Accountant
TruNorthe
Austin, TX
08.2021 - 02.2023
- Oversaw and automated accounts receivable and payable processes, ensuring timely and accurate payments and invoicing
- Created weekly AR/AP reports, ensuring all outstanding charges and overdue invoices were tracked
- Managed month-end closing processes including bank and credit card reconciliations
- Enhanced efficiency by automating invoicing and payment processing using QuickBooks and EDI, reducing manual work and improving accuracy
- Developed and tracked KPIs by analyzing financial data, helping to align business strategies with company goals
- Developed a business plan that led to a 10x expansion of the client base and increased revenue through new service areas such as drone operations and electric fueling
- Organized team meetings, fostering an environment of innovation and collaboration within the accounting department
- Initiated a system to pursue government contracts, expanding business opportunities and improving revenue streams
Education
Bachelor of Science - Accounting
University of Illinois
Champaign, IL12.2019
Certificate - Chinese Language
Nanjing University
Nanjing, China05.2016
Skills
- QuickBooks
- Netsuite
- Microsoft Excel
- Budgeting
- Financial reporting
- AR/AP management
- Tax preparation
- Netsuite implementation
- Process improvement
- Paychex
- Rippling
- Payroll journal entries
- Employee onboarding
- Negotiation
- Contract management
- Pricing strategies
Accomplishments
- Consolidated payroll and benefits administration across multiple companies, reducing administrative overhead and improving efficiency.
- Ensured timely and accurate preparation of financial reports, tax filings, and compliance documents, minimizing the risk of errors or penalties.
- Reduced company expenses by 10% through effective budgeting and cost optimization strategies.
- Played a key role in the successful implementation of the Netsuite ERP system, improving accuracy and efficiency.
- Led negotiations with vendors to secure cost savings and extended payment terms.
- Developed and executed a business plan that grew TruNorthe’s client base by 10x and expanded into new markets.
Certification
- Chinese State Administration of Foreign Experts' Affairs: Teaching Certificate
- Life and Health Insurance Producer License
Timeline
Accounting Manager
Intiva Health, Gummi World, and Nova Vita
02.2023 - Current
Staff Accountant
TruNorthe
08.2021 - 02.2023
- Chinese State Administration of Foreign Experts' Affairs: Teaching Certificate
- Life and Health Insurance Producer License
Bachelor of Science - Accounting
University of Illinois
Certificate - Chinese Language
Nanjing University
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