Summary
Overview
Work History
Education
Skills
Systems Experience
References
Timeline
Generic

Lindsay Wilcox

Summary

Results-oriented professional with over 9 years of experience in finance and accounting, seeking a challenging position as a Purchasing Manager. Adept at managing all aspects of financial processes, demonstrating proficiency in iVUE ABS modules, and possessing strong analytical skills to identify and solve problems.

Overview

10
10
years of professional experience

Work History

Co-Owner and Operations Manager

Gray Fox Prep
07.2022 - Current
  • Co-Owner and Operations Manager at Gray Fox Prep, I am actively engaged in managing a spectrum of responsibilities related to efficient operations
  • Managed day-to-day business operations including staffing, inventory management, budgeting, accounting, and payroll processing.
  • Formed and sustained strategic relationships with clients.
  • Implemented new technologies to streamline processes and improve efficiency.
  • Collaborated with other co-owners on strategic decisions related to the company's growth plan.
  • Provided leadership and guidance to employees while fostering a collaborative environment.
  • Reviewed employee performance evaluations regularly for accuracy and fairness.
  • Ensured that all safety protocols were followed at all times within the workplace.

General Accountant

Mountain View Electric Association
09.2021 - 02.2023
  • Managed payroll processes, including entering new employee information, updating exemptions, and processing pay rate changes
  • Verified total hours worked by employees before running payroll and transmitted payroll taxes and contributions
  • Processed payroll month-end and secondary distribution, verified employees' vacation, sick leave, and holiday balances
  • Paid monthly balances for insurance and retirement plans and filed timely monthly and quarterly sales tax reports
  • Provided audit information for annual, RUS, and workers' compensation audits
  • Filed yearly reports, including System Award Management, Public Utility Commission Annual Report, and Colorado Secretary of State Periodic Report.

Accounting Specialist I

Mountain View Electric Association
04.2019 - 09.2021
  • Ensured material inventory and uninvoiced materials balanced with the General Ledger before month-end closing
  • Processed monthly clearing of deposits and charges to all bank accounts, prepared monthly bank reconciliations, and handled monthly use and sales tax forms
  • Organized Operation Round-Up grant requests and issued payments through QuickBooks
  • Prepared monthly fixed and miscellaneous journal entries.

Accounts Payable Specialist

Mountain View Electric Association
07.2014 - 04.2019
uninvoicedution
  • Compiled annual property tax payables statement, verified sales tax, and assisted in monthly balancing of Material Inventory
  • Managed vehicle history in Fleet Management module, processed Special Fuel Tax refunds, and maintained Special Revocable Permits
  • Prepared and transmitted annual IRS form 1099s, tracked Directors' and attorney compensation, and reconciled company credit card transactions
  • Responsible for the monthly reconciliation of the Wex fuel card account.
  • Wex

    Education

    Skills

    • IVUE
    • Analytical skills
    • Microsoft Office proficiency
    • Compliance and safety standards adherence
    • Vendor Relationship Management
    • Ledger Management
    • Entry Recording
    • Report Preparation
    • Process Improvement
    • Vendor Relations
    • Payroll Processing
    • Financial Reporting
    • Statement Review
    • Financial Research
    • Transaction Reviewing
    • Payment Processing
    • Payroll Administration
    • Data Entry
    • Sales Tax Reporting
    • Invoice Processing
    • Account Reviewing
    • Transaction Verification

    Systems Experience

    • iVUE
    • Microsoft Office 360
    • QuickBooks
    • Airtable

    References

    References available upon request.

    Timeline

    Co-Owner and Operations Manager

    Gray Fox Prep
    07.2022 - Current

    General Accountant

    Mountain View Electric Association
    09.2021 - 02.2023

    Accounting Specialist I

    Mountain View Electric Association
    04.2019 - 09.2021

    Accounts Payable Specialist

    Mountain View Electric Association
    07.2014 - 04.2019

    Lindsay Wilcox