Collaborative leader with dedication to partnering with coworkers to promote engaged, empowering work culture. Diligent worker, planning and organizational skills built during a successful career. Smoothly equip employees to independently handle daily functions and meet company and customer needs.
Overview
13
13
years of professional experience
Work History
Manager, Revenue Accounting
Medcor, Inc.
10.2022 - Current
Managed and motivated Accounts Receivable team to be productive and engaged in work.
Accomplished multiple tasks within established timeframes; month-end and year-end processes.
Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
Maximized performance by monitoring daily activities and mentoring team members.
Cross-trained existing employees to maximize team agility and performance.
Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
Restructured collections processes with more automation and revamped monthly executive collections meetings.
Built high-performing teams through effective recruitment, onboarding and training.
Planned and aided in budgeted process to provide business with resources needed to operate smoothly.
Staff Accountant
Medcor, Inc.
06.2021 - 10.2022
Maintained general ledger accuracy through regular account reconciliations, journal entry adjustments, and transaction reviews.
Monitored accounts receivable, accounts payable and other account balances to track transactions, avoid discrepancies and maintain accuracy.
Prepared and processed journal entries to record in general ledger and maintain consistent documentation.
Helped with preparation of year-end and statutory accounts to compare past reports and evaluate financial health of company.
Collaborated with external auditors to provide information for audit process.
Reduced month-end closing time by optimizing reconciliation procedures and improving communication among team members.
Aided in preparing budgets and forecasting expenses and costs to make informed decisions regarding future financial performance.
Maintained integrity of general ledger and chart of accounts.
Accounting & Tax Associate
Apex CPAs & Consultants Inc.
04.2020 - 05.2021
Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
Maintained detailed records of client interactions and transactions, ensuring highest level of accuracy and confidentiality.
Prepared accurate tax returns for individuals, partnerships, corporations, and non-profit organizations, maximizing deductions and credits.
Participated in continuing education courses to maintain professional knowledge and certifications as Tax Associate.
Developed strong relationships with clients through consistent communication regarding their unique needs and goals related to taxation matters.
Completed and filed returns with tax departments at local, state, and federal levels.
Contributed to overall team success by consistently meeting or exceeding performance metrics for quality, productivity, and client satisfaction.
Bookkeeper/Owner
Fox Valley Bookkeeping
11.2019 - 04.2020
Maintained and processed invoices, deposits, and money logs.
Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices.
Prepared monthly bank reconciliations to ensure accurate representation of company''s financial position.
Maintained accurate records of all transactions, ensuring compliance with company policies and applicable regulations.
Accounts Payable Specialist
The Rabine Group
03.2012 - 12.2015
Ensured timely payments for all invoices, maintaining strong relationships with vendors and suppliers.
Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
Reduced invoice processing time with accurate data entry and timely vendor communication.
Reached out to vendors and customers to verify information and follow up on client issues.
Contributed to year-end closing process by ensuring all outstanding payables were accurately recorded and settled promptly.
Accounts Receivable Associate
The Rabine Group
06.2013 - 12.2013
Assisted in annual audits by providing organized documentation and clear explanations of accounting records as needed.
Monitored credit limits to minimize exposure to potential bad debt risks, safeguarding company assets.
Reduced outstanding receivables for increased financial stability by effectively managing accounts and pursuing collections.
Improved cash flow by promptly processing invoices and diligently following up on overdue payments.
Resolved invoice disputes professionally and efficiently by working closely with both internal departments and external clients.
Accounting Intern
Emerging Solutions
08.2011 - 11.2011
Assisted with month-end closing and reporting duties.
Gained hands-on experience with various accounting software programs such as Microsoft Great Plains, Excel, and enhancing overall efficiency in daily tasks.
Compiled monthly journal entries into general ledger system.
Demonstrated strong attention to detail when reviewing financial statements for errors or inconsistencies before submission to management.
Participated in special projects as needed, providing valuable input based on acquired skills and expertise in accounting principles.
Medical Administrator/Occupational Health Technician (per diem currently) at MedcorMedical Administrator/Occupational Health Technician (per diem currently) at Medcor