Melissa Patterson
Greer,SC
Summary
To obtain a position in operations/financial management within a well-established company focused on customer and employee success.
Overview
18
18
years of professional experience
Work History
Controller
AFF Group, Inc.
01.2020 - Current
- Enhanced financial reporting accuracy by streamlining accounting processes and implementing internal controls.
- Reduced month-end closing time by optimizing reconciliation procedures and improving collaboration between departments.
- Increased cash flow by diligently managing accounts receivable and implementing effective collection strategies.
- Ensured timely financial statement preparation, allowing for better decision-making and strategic planning.
- Implemented new company department structure for accurate analysis within the company
- Assisted with transition of Logistics Dept to new entity formation
- Assisted with all benefit and insurance renewals
- Developed comprehensive financial models to support management in forecasting and scenario analysis.
- Implemented cost-saving measures, identifying inefficiencies and reallocating resources to achieve optimal results.
- Provided insightful financial analysis to support executive team in making informed business decisions.
- Ensured compliance with tax regulations by managing the timely preparation and filing of all required returns.
- 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.
- Managed payroll data entry and processing for over 50 employees to comply with predetermined company guidelines.
- Followed up with delinquent accounts to obtain funds and reduce aging balances.
- Implemented new overall financial statement structure to assist executive team with details of department comparison of actual vs budget
- Assisted with annual budget planning for entire company
- Implemented new forecasting software for financial preparation and analysis
Controller
ONPOINT CFO AND CONTROLLER SERVICES
09.2016 - Current
- Controller over multiple companies ranging from start ups to multi million in annual revenue in multiple industries (both nonprofit and for profit)
- Managed daily financial functions in collaboration with accounting and payroll personnel both internally with OnPoint team and with client accounting department
- Organized and maintained clients budget and financial administration
- Increased flow of information throughout the company by improving communication strategies and implementing internal procedures
- Reviewed contracts financially impacting company
- Completed journal entries, reconciliations and account analysis to prepare financial documents and general account management
- Managed the quality of financial information by overseeing revenue collection systems
- Maximized year-end tax benefits by efficiently managing cash flows
- Supervised accounting team on each client engagement
- Implemented internal technologies and organizational tools to increase communication and work flows
- Assisted in upper-level decision making by creating comprehensive financial reports and collaborating with the finance and accounting departments
- Oversaw daily financial functions, including accounting, payroll, and financial reporting
- Performed and/or managed payroll functions for multiple clients and record supporting journal entries
- Followed up with delinquent accounts to obtain funds
- Worked with both internal and external users to create detailed financial reports
- Supported the completion of monthly financial reporting packages
- Oversaw daily financial functions, including accounting, payroll and financial reporting
- Oversaw accounts payable and receivable operations
- Introduced internal controls to monitor critical areas of financial control and devised corrective actions to address risks or deficiencies
- Assisted CEO, CFO and/or executive leadership in financial and managerial statements monthly advising of any changes/improvements
- Organized and over all onboarding procedures for client accounting team and OnPoint internal team
Financial Manager/Operations Leader
SERVOSITY
08.2011 - 08.2016
- Reported directly to CEO and involved with all management decisions
- Assisted CEO in raising venture funds for company, involved with all due diligence
- Thrived in very high growth environment with 100% per year revenue growth and over 400% headcount growth
- Lead finance, HR, culture, and recruiting for entire company
- Responsible for all financial processes including month end reconciliation for all bank accounts, budgeting, sales, forecasting and financial statement preparation
- Involved in recruiting for multiple positions within the company Lead company meetings for financial reporting and company wide updates
- Developed processes to increase productivity, refine culture, and improve happiness Helped build recruiting process to compete and win talent
- Directly responsible for billing of all partners - created detailed reporting methods to send with invoices
- Assisted partner success team in sales and technical training for all partners on products
- Responsible for all HR responsibilities including payroll, benefits, retirement accounts, and H-1B filing
- Worked directly with all vendors to assist with payment terms and positively impact cash flow
- Involved with all company decisions for cash flow, culture, and forecasting
- Worked directly with outsourced CFO in implementing and updating pro forma, develop formal month end process, and implement financial projections before and after fund raising
- Instrumental in simultaneous launch of new products, website, and marketing automation system
- Saleforce.com administrator - customize fields and screens, built reports and dashboards, cleaned massive amounts of business critical data within the system
- Implemented dashboard to review and track all KPI's by department
Staff Accountant
JAMES H. STUCKEY, JR., P.C
01.2008 - 08.2011
- Corporate and individual tax preparation
- Prepared monthly reconciliation reports for a variety of companies
- Assisted clients with internal accounting functions
- Prepared weekly, quarterly, and annual payroll reports
- Performed payroll functions
- Assisted with annual audits
- Met with multiple clients to review financial documentation
- Implemented accounting systems for clients
Accounting Manager
DINING FOR WOMEN
01.2009 - 01.2011
- Managed all donations from chapters for each months sponsored program
- Managed all inquiries from chapter leaders, office admin, and members
- Created and managed all member information within Salesforce CRM and Quickbooks
- Assisted with preparation of marketing to all members
Staff Accountant
SHELLY S. BUTTERFIELD, CPA, PA
01.2006 - 01.2008
- Corporate and individual tax preparation
- Directly reported to owner with monthly reconciliation and financial reports
- Prepared weekly, quarterly, and annual payroll reports
- Assisted clients with internal accounting functions
Education
Bachelor - Accounting and Business
FURMAN UNIVERSITY
Travelers Rest, SC2009
Skills
- Quickbooks (online and desktop) accounting software
- Peachtree accounting software
- Blackbaud accounting software
- Salesforce CRM system
- Base CRM system
- Accelo CRM system
- Acumatica ERP
- Planguru Forecasting system
- Microsoft Excel
- Microsoft Word
- Microsoft Powerpoint
- Cash Flow forecasting
- Budgeting
- Financial Analysis
- Human Resource
- Month-End Close
- Nonprofit Financial Reporting
- Federal/State tax preparation
- Microsoft Dynamics - Business Central
- Recruiting
- Process implementation
- Team leadership
References
REFERENCESAvailable upon request
Timeline
Controller
AFF Group, Inc.
01.2020 - Current
Controller
ONPOINT CFO AND CONTROLLER SERVICES
09.2016 - Current
Financial Manager/Operations Leader
SERVOSITY
08.2011 - 08.2016
Accounting Manager
DINING FOR WOMEN
01.2009 - 01.2011
Staff Accountant
JAMES H. STUCKEY, JR., P.C
01.2008 - 08.2011
Staff Accountant
SHELLY S. BUTTERFIELD, CPA, PA
01.2006 - 01.2008
Bachelor - Accounting and Business
FURMAN UNIVERSITY
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