Rachel Merrill

• Directed financial reporting for nonprofit focused on individuals with disabilities.
• Established comprehensive financial reports for all microbusinesses.
• Oversaw budgeting processes to align resources with organizational objectives.
• Implemented accounting policies to ensure compliance with regulatory standards.
• Managed daily functions of accounting team, enhancing productivity and accountability.
• Analyzed financial data to support strategic decision-making initiatives.
• Facilitated audits, ensuring transparency and effective communication with external auditors.
• Led data migration from QuickBooks Enterprise to Sage Intacct, training staff on new software.
• Expertise in database management.
• Implemented automated processes.

• Oversaw accounting department operations, ensuring accuracy and regulatory compliance.
• Developed and maintained accounting policies, procedures, and internal controls to boost operational efficiency.
• Executed budget preparation and monitoring, aligning expenditures with organizational goals.
• Conducted regular audits of financial transactions to maintain integrity and accuracy.
• Negotiated vendor terms to optimize costs while maintaining quality services.
• Provided leadership in financial planning, aligning departmental objectives with organizational strategy.
• Approved cash disbursements and ledger entries by verifying transactions against documentation.
• Collaborated with external auditors during year-end audits to facilitate accurate tax filings.
• Vetted financial software options for implementation.

Fostered positive work environment as initial employee of start-up company while instituting financial management and record-keeping systems.

• Managed daily bookkeeping functions with attention to accounts receivable, accounts payable, banking reconciliation, and disbursements, as directed by the CFO.