Summary
Overview
Work History
Education
Skills
Affiliations
Certification
Work Availability
Software Internet
Work Preference
References
Accomplishments
Volunteer Experience
Quote
Software Internet
Software
References
Websites
Receptionist
Julia Robertson

Julia Robertson

Renton,WA

Summary

Accomplished Finance Manager with a proven track record at Advanced BusinessLink, adept in financial oversight and strategic accounting management. Excelled in enhancing cash flow through innovative license distribution methods and streamlined financial processes, ensuring compliance and efficiency. Skilled in contract negotiation and verbal communication, I drive financial accuracy and operational improvements, leveraging expertise in Excel and accounting software. Strategic Finance Manager known for productivity and efficiency in task completion. Skilled in financial analysis, budget management, and risk assessment to drive growth and sustainability. Excel in communication, leadership, and problem-solving to navigate complex financial landscapes and achieve organizational objectives.

Overview

20
20
years of professional experience
1
1
Certificate

Work History

Finance Manager

Advanced BusinessLink
11.2006 - 12.2024
  • Led personnel and administered entire accounting lifecycle.
  • Managed general ledger, payroll operations, tax compliance, and asset tracking.
  • Designed and deployed an upgraded method for distributing license keys, boosting cash flow.
  • Successfully negotiated favorable terms with vendors and customers.
  • Guided integration process for brand acquisitions at Wynne Systems.
  • Directed deferral processing and streamlined collections processes to enhance financial accuracy.
  • Modernized workflow through strategic updates to accounting processes.

Finance/Senior Accounting Manager

Pharmax N.A
Bellevue, WA, WA
12.2004 - 12.2006
  • Maintained precise and prompt adherence to tax filing deadlines.
  • Generated and reviewed financial statements to guide executive insights.
  • Identified cost-saving opportunities via process enhancements.
  • Prepared and revised financial reports regularly to provide insights for leadership teams.
  • Finalized month-end and year-end financial closings.
  • Collaborated on creating internal controls safeguarding company assets.
  • Oversaw daily operations involving staffing, inventory control, budgeting, and financial recordkeeping.

Education

Assoc. of Arts - Accounting/Business

BCTI
01.1991

High School Diploma -

Sturgis SD High School
Sturgis, SD

Skills

  • Financial Oversight
  • Accounting Management
  • Human Resources Operations
  • Receivables Management
  • Financial Record Management
  • Revenue Recognition Compliance
  • Asset Management
  • Deferral Management
  • Financial Ledger Management
  • Payroll Processing Expertise
  • Third-Party Payroll Management
  • Payroll Tax Management
  • Sales Tax Compliance
  • Analytical Reporting
  • Accounting for Multiple Currencies
  • Proficient in Contract Negotiation
  • Business forecasting
  • Mergers and acquisitions
  • Verbal and written communication
  • Financial audits
  • Proficient in Excel, MS Office and many Accounting softares

Affiliations

  • Church
  • Nextdoor.com
  • DYCF
  • Nextdoor.com
  • Accounting Today

Certification

  • Mental Health 1st Aide Certificate
  • Organization Skills Certificate
  • AWB Business Tax Certificate
  • JD Edwards Financial Management Certificate
  • L&I Recordkeeping Certificate
  • 1099 Reporting Certificate - ongoing
  • Leadership Mindset McBroom Certificate
  • Wages/Pay/HR Certificate

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse

Software Internet

  • Xero, Quickbooks, Peachtree, Lawson
  • MS Office, Proficient in Excel
  • Windows PC, iMac, MS office for iMac
  • ADP Payroll, Gusto Payroll
  • Google Workspace, Google Docs, Dropbox, Zoom, Teams
  • Evernote, ToDoList
  • Ariba
  • Outlook, Cloud
  • Custom International software
  • Custom license key software - Centra
  • Secure Access government portal

Work Preference

Work Type

Full TimeContract Work

Work Location

RemoteHybrid

Important To Me

Career advancementWork-life balanceCompany CulturePersonal development programsHealthcare benefitsWork from home optionPaid time offTeam Building / Company RetreatsPaid sick leave401k match

References

References available upon request.

Accomplishments

  • Supervised team of 5 staff members.
  • Used Microsoft Excel to develop Cash Flow reporting for other managers and owners for ease of understanding the companies current and future needs.
  • Solved delinquent customer pays by removing unlimited licenses to annually renewable. Customers pay before their annual licenses expire to ensure they can still conduct business.
  • Collaborated with a team of 15 to sell 2 brands to another company though acquisition

Volunteer Experience

  • Co-Chair Renton Homeless Task Force, in this position for a year Co-Leading city and community involvement strategies
  • DCYF Rulemaking review team, review WAC and give improvement suggestions
  • Count Us In volunteer, counted homeless in the community
  • Foster Parent Volunteer with teens
  • Nextdoor.com Content review
  • Volunteer at Chuch in various committees (Marketing/Communication - Homeless Outreach - Substitute Jr teacher - Kitchen breakfast help when needed)

Quote

There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins

Software Internet

  • Accounting Software: Xero, Quickbooks, Peachtree, Lawson, turbotax, taxbandits, iCloud based software use
  • MS Office, Proficient in Excel, Windows PC, iMac, Windows for Mac
  • Payroll Software: ADP Payroll, Gusto, Paychex, Cloud based version and desktop
  • Google Workspace, Google Docs, Dropbox, Zoom, Teams, Outlook, Cloud,
  • Evernote, ToDoList
  • Ariba
  • Custom International software
  • Custom license key software - Centra
  • Secure Access government portal

Software

MS Office, Windows, Mac and Mac for Window

Expert in Excel, Word, Adobe,

Gusto, ADP, Xero, Lawson, Quickbooks, Peachtree

References

References available upon request.

Similar Profiles

CREATE PROFILE
Julia Robertson