Lisa Crouch
Financial Analyst
Keizer,OR
Overview
20
20
years of professional experience
Work History
Accountant
POWUR PBC
09.2022 - 08.2023
- Calculate complex journal entries
- Review work papers prepared by Staff Accountants
- Prepare variance and fluctuation analysis and write up explanations for assigned G/L accounts
- Ensure proposed month-end close transactions meet requirements
- Review revenue recognition and accounting processes for changes to customer contracts or any aspects in order-to-cash cycle
- Plan and test changes to billing and revenue systems currently impacting accounting team
- Document various accounting to communicate to team
- Special projects as needed.
- Handled day-to-day accounting processes to drive financial accuracy.
- Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
- Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
- Gathered financial information, prepared documents, and closed books.
- Reconciled accounts and reviewed expense data, net worth, and assets.
- Used advanced software to prepare documents, reports, and presentations.
- Maintained up-to-date knowledge on professional accounting standards to manage financial recordkeeping.
- Detected and corrected mistakes early on and implemented systems to avoid recurring issues.
- Evaluated and improved financial records to make important business decisions.
- Improved data collection, financial analysis and financial modeling to optimize practices and retain customers.
- Reviewed business operations and obligations to help organization function at acceptable level.
- Partnered with auditors to track errors and add contributions to maintain accuracy.
- Leveraged finance knowledge to strengthen controls and improve transparency.
- Modified comprehensive reporting to reflect changing financial structure.
- Provided journal entries and performed accounting on accrual basis.
- Maintained integrity of general ledger and chart of accounts.
- Collected and reported monthly expense variances and explanations.
- Compiled general ledger entries on short schedule with 100% accuracy.
- Reviewed accounts, resolved coding areas, and tracked recurring expenses for accrual entry.
- Cooperated with senior leaders to create operating budgets and initiate financial planning.
- Collaborated with accounting manager to comply with governing bodies and limit regulatory risks.
- Initiated comprehensive account assessments to check viability, stability, and profitability of business operations.
- Diminished outstanding debts by analyzing accounts for issues.
- Tracked funds, prepared deposits and reconciled accounts.
Financial Analyst/Project Accountant
AUTODESK, APAC
06.2022 - 08.2022
- Asia Pacific Region project reconciliation
- Quarter end close
- Project set-up Contract Analysis
- Manual Journal Entries
- Monthly meeting with Project Managers Forecasting
- Currency Conversion – Global/Document Currency
Accounting Specialist III
LENITY ARCHITECTURE, INC
04.2019 - 06.2022
- Project Reconciliation for architectural projects
- Monthly payroll including all benefits; 401K, S125, Medical & Dental
- Daily & monthly bank reconciliation
- Cash flow/Forecasting
- Onboarding assistance
- New hire file creation and maintenance
- Monthly P&L/Budget/Month end close - Journal Entries
- Responsible for maintaining two adjacent systems
- QB for accounting and BillQuick for accounts receivable
- E & O Annual reporting and submission
- Accounts receivable and bank deposits
- Accounting & reporting by GAAP Standards
- 5500 Testing/Reconciliation
Accountant
ALL AMERICAN CANOPIES
07.2016 - 09.2018
- Monthly financial reports; Profit & Loss, Balance Sheet
- Fiscal year-end reporting; includes coordination with CPA and delivery of all tax information
- Prepare fiscal reports and maintain separate stores
- SAIF (Workers Comp) reporting for rate analysis; includes gross wage reporting minus PTO and overtime premium
- Coordination and supervision of employees; Assigning and training of receivables; Invoicing and collection tasks
- Supervision of daily cash & check reporting for 6 retail stores
- Database & system analysis (point-of-sale system table maintenance)
- Quickbooks & Microsoft office: Advanced excel skills are crucial
- Ad Hoc reporting Excel to Quickbooks
- Responsible for ensuring the agency's accounting records conform with Generally Accepted Accounting Principles (GAAP); Ensure agency financial transactions and reports properly reflect 6 stores & Corporate operations
- Liaison for staff employees, customers & corporate staff
- Assign appropriate work & training to the accounting staff, monitor the workflow, review and approve execution & completion of financial documents related to payroll including elective deferral contributions, BOLI approved timekeeping & all record collection & maintenance.
Education
Bachelor of Arts - Accounting And Finance
UNIVERSITY OF PHOENIX ONLINE
OnlineAA - Business Administration
CHEMEKETA COMMUNITY COLLEGE
Economics & Engineering
PORTLAND STATE UNIVERSITY
Skills
- Construction, Manufacturing, Government, Engineering
- Cost Accounting & Project Accounting
- MS Office, WordPerfect Suite,
- PeopleSoft, QuickBooks, SAP, Power BI, Blackline, Oracle, NetSuite
- Account Reconciliation
- Payroll Liability and Deductions
- Data Research and Analysis
- Accounts Payable and Receivable
- Budgeting and Forecasting
- Payroll Processing
- Cash Flow and Reconciliation
- Confidential Document Control
- Cash Management
- Accruals and Provisions
- Payroll Auditing
Timeline
Accountant
POWUR PBC
09.2022 - 08.2023
Financial Analyst/Project Accountant
AUTODESK, APAC
06.2022 - 08.2022
Accounting Specialist III
LENITY ARCHITECTURE, INC
04.2019 - 06.2022
Accountant
ALL AMERICAN CANOPIES
07.2016 - 09.2018
Bachelor of Arts - Accounting And Finance
UNIVERSITY OF PHOENIX ONLINE
AA - Business Administration
CHEMEKETA COMMUNITY COLLEGE
Economics & Engineering
PORTLAND STATE UNIVERSITY
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
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