Krystal Heald
Tacoma,WA
Summary
Talented financial leader well-versed in accounting principles and regulations. Motivated to keep company financial operations compliant, accurate and cost-effective. Ready to bring 20+ years of experience and take on challenging new role.
Overview
7
7
years of professional experience
Work History
Controller
CONSTRUCTION & DESIGN ASSOCIATES, LLC
2022.12 - Current
- Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
- Prepared balance sheets, cash flow reports and income statements.
- Managed budgets, assets, portfolios, accounts payable, and receivable and general financial reporting procedures.
- Supervised accurate, efficient, and compliant completion of monthly financial reporting packages.
- Provided treasury and cash management by overseeing reconciliation of banking activity, credit card processing, and sales tax returns.
- Managed payroll data entry and processing for 19 employees to comply with predetermined company guidelines.
- Created and distributed reports on internal and external finances, audits, and budgets.
- Reviewed documents and data to give accurate presentations and forecasts to upper management.
- Completed year-end close processes through effective supervision financial functions and regular treasury transactions.
- Prepared and filed tax returns and generated monthly reports in compliance with regulatory and organizational standards.
- Worked with both internal and external users to create detailed financial reports.
- Reviewed processes and procedures to guide program implementation and optimize auditing.
Controller
CUTTER ELECTRIC, LLC
2020.01 - Current
- Led organizational cash flow and cash flow forecasting initiatives.
- Collaborated with executive team in preparation of annual capital and operating budgets, forecasts and all financial reporting and analysis.
- Audit, record and maintain accuracy of depreciation schedule and items
- Responsible for all P&L, Balance Sheet, and personal financial report processing for both the company and owner’s personal taxes, Monthly processing and Filing of Excise B&O taxes
- Maintain compliance with Federal, State and Local agencies, managing all bank accounts (6 total) including all business loans and transfers, Pay and reconcile all credit card accounts (3 total with 10+ individual cards) Cash flow management and reporting directly with CEO, management of financial planning and budget reporting to owners and management, tracking of each department’s profit margins and KPI’s, full charge payroll processing and tax reporting and filing of payroll taxes and state programs
- Prepared accurate financial reports and monthly statements for accounts receivable.
- Full HR duties and maintenance of files and reporting
- Manage and process all shareholder distributions
- Prepare and process 401k contributions, manage 401k files quarterly annual notices and provide accurate census reporting, attend all business development and financial planning meetings
- Audit and manage all ESD unemployment and tax rate notices for accuracy and present disputes if necessary
- Manage and process all Prevailing Wage and certified payroll reports, along with management of apprenticeship program reporting and filing
- Management of all insurance policies and COI’s for all jobs, along with processing draw requests with all necessary waivers, leans, and G702 & G703 forms., Human Resources, Business Development
- Used Specftrum to identify and track fraudulent activities.
- Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
- Maintained company compliance with local, state, and federal laws, in addition to established organizational standards.
- Maintained human resources regulatory compliance with local, state and federal laws.
- Coordinated employee grievances and disputes in timely and professional manner by finding constructive solutions.
Controller
ALLRED HEATING, COOLING, ELECTRIC, LLC
2022.05 - 2022.12
- Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
- Prepared balance sheets, cash flow reports and income statements.
- Managed budgets, assets, portfolios, accounts payable, and receivable and general financial reporting procedures.
- Supervised accurate, efficient, and compliant completion of monthly financial reporting packages.
- Managed daily financial functions in collaboration with accounting and payroll personnel.
- Provided treasury and cash management by overseeing reconciliation of banking activity, credit card processing, and sales tax returns.
- Managed payroll data entry and processing for 60 employees to comply with predetermined company guidelines.
- Created and distributed reports on internal and external finances, audits, and budgets.
- Reviewed documents and data to give accurate presentations and forecasts to upper management.
- Completed year-end close processes through effective supervision financial functions and regular treasury transactions.
- Calculated salesperson commissions based on established parameters and disbursed payments.
- Followed up with delinquent accounts to obtain funds and reduce aging balances.
- Accurately completed financial statement audits and thoroughly reviewed results.
- Formulated strategic plans and supported tactical initiatives to execute cost-savings deliverables.
- Prepared and filed tax returns and generated monthly reports in compliance with regulatory and organizational standards.
- Managed outstanding balance amounts by evaluating reports and determining collection statuses.
- Mitigated risk by implementing internal controls and safeguards for revenues and expenditures.
- Worked with both internal and external users to create detailed financial reports.
- Projected monthly cash expenditures through efficient budgeting and detailed document reviews.
- Prepared corporate fiscal and business plans to help strategically direct business operations and strengthen controls.
- Worked with 10 executives to create annual budget and track actual expenses against projected expenses.
- Reviewed contracts financially impacting company and counseled executive leaders on impact contracts would have on company operations.
- Directed corporate decision-making and planning by monitoring and setting policies and procedures to optimize fiscal performance.
- Used Service Titan and QB to prepare external audit documentation and financial reports to assist management in operational planning and key decision making.
- Increased flow of financial information throughout company by improving communication strategies.
- Supported program managers in providing procedural training on finance and accounting.
- Reviewed processes and procedures to guide program implementation and optimize auditing.
Office Manager / Human Resources / Business Development Manager
THREE SIGMA MANUFACTURING, INC
2018.06 - 2022.05
- Generated new business with marketing initiatives and strategic plans.
- Established relationships with key decision-makers within customer's organization to promote growth and retention.
- Negotiated and closed long-term agreements with new clients in assigned territory.
- Represented company and promoted products at conferences and industry events.
- Developed new proposals, contracts and procedures to draw in more clients and streamline work operations.
- Kept meticulous client notes and updated account information in company databases.
- Managed accounts to retain existing relationships and grow share of business.
- Prepared sales presentations for clients showing success and credibility of products.
- Collaborated with upper management to implement continuous improvements and exceed team goals.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
- Managed budgets, assets, portfolios, accounts payable, and receivable and general financial reporting procedures.
- Managed daily financial functions in collaboration with accounting and payroll personnel.
- Provided treasury and cash management by overseeing reconciliation of banking activity, credit card processing, and sales tax returns.
- Managed payroll data entry and processing for 35-50 employees to comply with predetermined company guidelines.
- Reviewed documents and data to give accurate presentations and forecasts to upper management.
- Created and distributed reports on internal and external finances, audits, and budgets.
- Worked with both internal and external users to create detailed financial reports.
- Oversaw accounts payable and receivable operations for Aerospace & Firearms business with forecasting and monitoring monthly expenses.
- Worked with 6 executives to create annual budget and track actual expenses against projected expenses.
- Reviewed contracts financially impacting company and counseled executive leaders on impact contracts would have on company operations.
- Directed corporate decision-making and planning by monitoring and setting policies and procedures to optimize fiscal performance.
- Used ProShop and QB to prepare external audit documentation and financial reports to assist management in operational planning and key decision making.
- Supported program managers in providing procedural training on finance and accounting.
- Increased flow of financial information throughout company by improving communication strategies.
- Maintained human resources regulatory compliance with local, state and federal laws.
- Coordinated employee grievances and disputes in timely and professional manner by finding constructive solutions.
- Maintained payroll and benefits for employees in various locations, minimizing financial discrepancies through detailed program management.
- Motivated employees through special events, incentive programs, and constructive feedback.
- Facilitated onboarding sessions and on-the-job training for new hires, bolstering employee job position knowledge and skillset.
- Organized and led staff orientation programs and training to promote collaboration.
- Instructed senior leaders on appropriate employee corrective steps.
- Fostered positive work environment through comprehensive employee relations program.
- Utilized compliance tools, corrective actions and identification of deficiencies to mitigate audit risks.
- Reduced process gaps while supervising employees to achieve optimal productivity.
- Collaborated with legal and compliance teams to review paperwork, obtain feedback, and procure available information for new training processes.
Accounting Manager
NORTHWEST HAIR RESTORATION
2017.02 - 2018.06
- Also, responsible for all HR duties such as payroll & 401k management and submissions, business and medical license renewals, new employment contracts and negotiations, maintaining an up-to-date employee handbook and policies, providing disciplinary actions, resolution guidance, and time management training
- Managed banking reconciliations and monthly balance sheet statements.
- Collaborated with other departments to achieve accurate and prompt financial reporting.
- Managed journal entries, collection efforts, reconciliations, and payroll processing.
- Completed bi-weekly payroll for company employees.
- Generated monthly and quarterly financial statements for executive review.
- Developed and implemented various procedures to improve accounting process.
- Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
- Tracked business revenue and expenditures and reconciled accounts to maintain high accuracy.
- Investigated daily variances and corrected errors to resolve discrepancies.
- Analyzed and reported on financial data to support business decisions.
- Monitored budget allocation and expenditures to enforce compliance with company policies.
- Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
- Utilized financial software to prepare consolidated financial statements.
- Developed strategic plans for day-to-day financial operations.
- Analyzed business processes to identify cost savings and operational efficiencies.
- Improved overall financial reporting by streamlining control processes and reporting structures.
- In charge of working with our website company to build a highly functional website, creating an office TV loop, and strategic planning and marketing for upcoming quarterly events
- Deployed a paperless office approach by integrating iPads into patient care and implementing a new cloud-based software for photos, treatment presentation, and patient consents
- I implemented process improvements and concepts for the office that lead to a 23.8% increase in revenue and production in the first 10 months being employed.
Education
Certified Dental Assistant - Dental Assistant
Bryman College
Federal Way, WA07.1999
Skills
- AP/AR Invoicing
- Data Tracking
- Health Information Policy and Procedure Development
- Profit and Loss Management
- Payment Disbursement
- Commission Calculation
- Pricing and Costing
- Payroll Processing
- Account and Ledger Reconciliations
- Budget Administration
- Team Oversight
- Operation and Control
- Audit Management
- Fiscal Reporting
- Closing Process Management
- Regulatory Compliance
- Accounts Payable and Receivable Auditing
- General Ledger Accounting
- Financial Controls Implementation
- Risk Management
- Office Workflow Improvements
- Project Management
- Finance
- Financial Statement Review
- Staff Management
- Budget Preparation
- Cash Flow Management
- Oversee Financial Reporting
- Account Reconciliation
- Collections Understanding
- Strategic Planning
- Month-End and Year-End Closings
- Controls Development
- Internal Control Management
- Bookkeeping
- Corrective Actions
- Purchase Tracking
Timeline
Controller
CONSTRUCTION & DESIGN ASSOCIATES, LLC
2022.12 - Current
Controller
ALLRED HEATING, COOLING, ELECTRIC, LLC
2022.05 - 2022.12
Controller
CUTTER ELECTRIC, LLC
2020.01 - Current
Office Manager / Human Resources / Business Development Manager
THREE SIGMA MANUFACTURING, INC
2018.06 - 2022.05
Accounting Manager
NORTHWEST HAIR RESTORATION
2017.02 - 2018.06
Certified Dental Assistant - Dental Assistant
Bryman College
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