Lisa Peterson
Edmonds,Washington
Summary
Detail-oriented Accounting professional with 16 years of hands-on experience in full charge accounting operations, performing month-end reconciliations, multi state payroll, accounts payable and accounts receivable.
Overview
16
16
years of professional experience
Work History
Accountant
Almcoe Refrigeration
12.2023 - Current
- I am seeking new opportunities as my current position is being moved to another state.
- Oversee multi-state payroll & tax processing ensuring compliance with federal, state, and local laws
- Accounts Payable, Accounts Receivable
- Bank reconciliations
- Credit Card reconciliations
- Prepare and review journal entries and monthly reconciliations of balance sheet accounts, ensuring that general ledger accounts are reconciled with resolution to reconciling items and contain appropriate supporting documentation within established month-end close timeframes
- Support the Corporate Controller with special projects
- Software: Build Ops, Sage Intact, ADP Workforce now, Employee navigator, Paychex and Quickbooks
Accountant
RJT Door & Service Inc
03.2023 - 08.2023
- Temp Position - project completed
- Manage and organize general ledger accountants, accounts payable, and purchasing while enhancing staff effectiveness through coaching and development
- File sales tax reporting
- Manage onboarding and company benefits
- Payroll - Quickbooks
- Manage health benefits
- Manage the month-end, quarter-end and year-end closing, including preparation of journal entries, account/variance analysis, and coordination of audits
- AIA Pay applications
- Software: Quickbooks, Excel, Word, Google Business
Accountant
Southland RV
12.2021 - 03.2023
- Gave 4-week notice - moved to Dallas to be near family and then worked on contract for 5 weeks to help the transition go smoothly and train replacement
- Accounts Payable, Accounts Receivable, Purchase orders, Journal entries
- Payroll
- Managed the month-end, quarter-end and year-end closing, including preparation of journal entries, account/variance analysis, and coordination of audits
- Filed sales tax reporting
- Managed all aspects of payroll, onboarding and company benefits
- Optimized internal controls by introducing new business processes and accounting policies
- Recruited top talent to structure strong teams, resulting in 58% growth
- Reconciled accounts and reviewed expense data, net worth, and assets.
- Software: Quickbooks, CDK Global, Excel, Word, Google Business, ADP and THREAD
Accountant
beMatrix USA
01.2019 - 12.2021
- Gave 3 weeks notice and worked as a 1099 to help transition for 8 more weeks
- Managed full financials for 80 million dollar per year company
- Managed all aspects of payroll, onboarding and company benefits
- Managed Health and 401k benefits
- Managed month-end close process, including financial international reporting to corporate office in Belgium and variance analysis
- Filed monthly sales tax
- Recruiting resulted in 30% decrease in overtime hours
- Software: Quickbooks, Filemaker, Paycor payroll
Accountant
Crossroads Hospice
06.2018 - 01.2019
- Temp Position for someone on FMLA
- Performed core Accountant duties including Bank Reconciliations, Medical Claims billing and accounts receivable
- Responsible for monthly financial analysis reports, developing and maintaining department budgets and generating cost reports
- Processed payroll and calculated deductions by accurately using in-house QBOS accounting system
Accounting Manager
TIP TOP ROOFERS
01.2013 - 06.2018
- Owner retired and the business closed
- Company Overview: Commercial Roofing
- Accounts Payable, Accounts Receivable and Purchase order reconciliation
- Filed monthly sales tax
- Processed Payroll and Health benefits coordination
- Managed month-end close process
- Software: Maxwell, Quickbooks, Google business
- Commercial Roofing
Education
Accounting Bachelor's Degree -
Skills
- Accounting and Bookkeeping
- Accounts payable and receivable
- Bank reconciliation
- Sales tax reporting
- Multi-state payroll processing
- Benefits coordinator
- Quick Books Certified
Cover Letter
Dear hiring manager,
I have over 15 years of full charge accounting, payroll and month end closing.
I work well alone and with a team.
I am looking due to my position moving to an in office position in another state.
I do hope to be considered for an interview.
Keywords
- Quickbooks certified
- Sage
- Build Ops
- Paycor
- Paychex
- ADP
- Workday
- Month End Reconciliation
- Account Payable/Account Receivable
- Payroll Processing/1099
- AIA Pay Applications
- Sales tax
Timeline
Accountant
Almcoe Refrigeration
12.2023 - Current
Accountant
RJT Door & Service Inc
03.2023 - 08.2023
Accountant
Southland RV
12.2021 - 03.2023
Accountant
beMatrix USA
01.2019 - 12.2021
Accountant
Crossroads Hospice
06.2018 - 01.2019
Accounting Manager
TIP TOP ROOFERS
01.2013 - 06.2018
Accounting Bachelor's Degree -
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