Dynamic Accounting Manager with a proven track record at Lumio Dental, excelling in financial reporting and team leadership. Expert in GAAP compliance and process improvements, enhancing month-end closing efficiency by optimizing reconciliation procedures. Adept at fostering collaboration and mentoring staff, driving accuracy and accountability in financial operations.
Overview
17
17
years of professional experience
Work History
Accounting Manager
Lumio Dental
01.2025 - Current
Supervise and mentor the accounting team, fostering a culture of accuracy, collaboration, accountability, and compliance with company policies and GAAP
Manage accounting activities for parent and subsidiary companies, including bank reconciliations, inventory, and fixed asset management
Reduced month-end closing time by optimizing reconciliation procedures and improving communication among team members.
Maintain accurate records and documentation to support financial reporting and compliance
Develop and Implement process improvements to enhance accuracy and efficiency
Train new employees on accounting principles and company procedures
Staff Accountant
Lumio Dental
08.2024 - 12.2024
Maintained general ledger accuracy through regular account reconciliations, journal entry adjustments, and transaction reviews.
Prepared and processed journal entries to record in general ledger and maintain consistent documentation.
Maintained fixed asset records and depreciation schedules to establish accurate calculations.
Supported management decision-making by providing detailed financial analysis and recommendations backed by data-driven insights
Developed customized financial reports for various stakeholders to support strategic decision-making processes.
Director of Grant Accounting
Mental Health Association Oklahoma
07.2023 - 08.2024
Created and Managed budgets effectively to ensure optimal use of resources while maintaining financial stability.
Strengthened internal controls by reviewing existing policies and procedures, ensuring compliance with federal, state, and local regulatory requirements.
Facilitated cross-functional collaboration for improved decision-making processes within the organization.
Proactively identified potential risks and implemented mitigation strategies to minimize negative impacts on grant funded projects
Ensured payroll and expense coding were accurate for all departments
Maintained strong relationships with funders through prompt responses to inquiries, sharing relevant project updates, and submitting required reports on time consistently.
Facilitated smooth audits by maintaining organized documentation of all grant-related transactions and correspondence.
Supported long-term planning efforts with comprehensive analyses of past grant performance data, highlighting areas for improvement or increased investment.
Grant Accountant
Mental Health Association Oklahoma
01.2022 - 06.2023
Facilitated smooth audits by maintaining organized documentation of all grant-related transactions and correspondence.
Maximized use of available funds by identifying opportunities for cost savings within existing budgets and reallocating resources accordingly.
Collaborated cross-functionally with colleagues from various departments to ensure seamless integration of new funding streams into existing programs or initiatives.
Provided timely support to colleagues seeking assistance with grant budget development or interpretation, fostering a collaborative work environment.
Ensured timely submission of grant applications by collaborating closely with program teams and senior management.
Safeguarded compliance with federal regulations by staying up-to-date on changing guidelines and applying them to financial management practices.
Contributed to the development of high-quality proposals by providing accurate budget projections for potential funders.
Minimized risk exposure related to non-compliance issues through diligent review of contractual obligations tied to each grant award received.
Enhanced communication between departments with regular financial updates and insights related to grant-funded projects.
Improved accuracy of grant financial data through regular monitoring, analysis, and adjustment of budgets as needed.
Maintained strong relationships with funders through prompt responses to inquiries, sharing relevant project updates, and submitting required reports on time consistently.
Detected and corrected mistakes early on and implemented systems to avoid recurring issues.
Cooperated with senior leaders to create operating budgets and initiate financial planning.
Accounts Payable Clerk
Aaon
02.2021 - 12.2021
Reviewed vendor invoices for appropriate documentation and validity prior to payments
Collaborated with other departments to resolve discrepancies in invoices or purchase orders, promoting smooth business operations.
Improved vendor relationships through diligent communication and prompt issue resolution.
Reviewed employee expense reports against company policies and verifying supporting documentation, safeguarding corporate funds from misuse.
Matched purchase orders with invoices and recorded necessary information.
Supported management by processing invoices and documents with consistent on-time delivery.
Accounting Associate
Accounting Principles
11.2019 - 02.2021
Addressed and resolved complex and unexpected variances.
Maintained a high level of confidentiality and professionalism when handling sensitive financial information, promoting trust among clients and colleagues.
Ensured adherence to GAAP standards by maintaining proper documentation supporting all financial transactions recorded in the general ledger.
Streamlined invoice processing, significantly reducing errors by meticulously reviewing and reconciling financial documents.
Supported management by processing invoices and documents with consistent on-time delivery.
Administrative Assistant
Purview Life
05.2016 - 03.2019
Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
Ensured accurate record-keeping with diligent data entry and database management for vital company information.
Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
Supported executive staff through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.
General Bookkeeping, AP/AR, account reconciliations, and payroll processing support
High School Science Teacher
Tulsa School of Arts and Sciences
11.2007 - 05.2015
Integrated real-life examples into lessons, demonstrating the practical applications of scientific concepts.
Participated in parent-teacher conferences, collaborating with parents to support student success both inside and outside the classroom.
Enhanced student understanding by utilizing diverse teaching methods and strategies tailored to individual learning styles.
Mentored struggling students, offering additional support and resources to improve their academic performance.
Conducted ongoing assessments of student progress, adjusting instructional strategies as needed to enhance learning outcomes.
Education
Bachelor Of Science - Biology
Oklahoma City University
Oklahoma City, OK
05.2006
Skills
Journal entries
Payroll processing
Bookkeeping
Financial reporting
Account reconciliation
GAAP understanding
Audits
General ledger accounting
Invoicing
AR Aging
Bank account reconciliations
Payment collection
Netsuite
Quickbooks
Fixed asset management
Inventory Management
Financial data analysis
Closing procedures
Month-end reporting
Staff training and development
Budget development
Budget projections
Timeline
Accounting Manager
Lumio Dental
01.2025 - Current
Staff Accountant
Lumio Dental
08.2024 - 12.2024
Director of Grant Accounting
Mental Health Association Oklahoma
07.2023 - 08.2024
Grant Accountant
Mental Health Association Oklahoma
01.2022 - 06.2023
Accounts Payable Clerk
Aaon
02.2021 - 12.2021
Accounting Associate
Accounting Principles
11.2019 - 02.2021
Administrative Assistant
Purview Life
05.2016 - 03.2019
High School Science Teacher
Tulsa School of Arts and Sciences
11.2007 - 05.2015
Bachelor Of Science - Biology
Oklahoma City University
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