Summary
Overview
Work History
Education
Skills
Timeline
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Sara Erickson

Fort Collins,CO

Summary

Knowledgeable accountant with over 9 years of multi-faceted experience. Expertise in cash management, budgeting, and financial analysis. Reliable team collaborator with strong communication and problem solving skills. Diligent, dependable, and committed to achieving organizational goals.

Overview

9
9
years of professional experience

Work History

Accountant

TST, Inc Consulting Engineers
12.2022 - Current
  • Prepared monthly journal entries and reconciliations.
  • Completed year-end closing processes.
  • Managed quarterly and annual tax filings for the company, ensuring timely submissions and compliance with regulations.
  • Audited timesheets and completed payroll processing.
  • Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
  • Prepared W-2s and 1099s.
  • Set up and managed project accounting systems using Deltek.
  • Reported and assessed project profitability to leadership.
  • Streamlined invoice processing for timely payments by implementing efficient organizational systems.
  • Managed accounts payable and receivable functions, ensuring prompt payment processing and accurate recordkeeping.

Accountant

Advanced Medical Imaging Consultants
10.2020 - 11.2022
  • Created annual budgets and quarterly forecasts.
  • Consolidated financial reporting databases.
  • Led communications with outsourced patient billing company.
  • Prepared monthly and year end financial reports.
  • Developed new bad debt processes.
  • Reviewed and approved accounts payable.
  • Built automation processes for data combining and report building in Excel.
  • Projected cash balance and revenue using prior trends.
  • Prepared W-2s and 1099s.

Licensed Agent

New York Life Insurance Co
06.2020 - 09.2020
  • Lead client financial meetings.
  • Expand client base.

Accountant I

SBS CyberSecurity
03.2016 - 05.2020
  • Prepared monthly budget versus actual comparison reports.
  • Verified and processed new client contracts.
  • Consolidated new company acquisitions/mergers.
  • Created annual budgets.
  • Reconciled unearned income/prepaid expense accounts.
  • Built year-end financial analysis spreadsheets.
  • Prepared 1099s.
  • Approved employee reimbursements.

Education

Bachelor of Science - Accounting And Finance

Dakota State University
Madison, SD
05-2018

Skills

  • Fast learner
  • Accounts Payable and Receivable
  • Cash Management/Bank Reconciliation
  • Payroll
  • Financial Analysis
  • 2 years of Deltek Vision
  • 4 years of Quickbooks
  • 4 years of Microsoft Dynamics
  • 2 years Sage Intacct accounting software
  • 2 years Imagine Intelligence/Imagine Reporting healthcare software
  • Extensive Microsoft Office Experience - Excel: report building and combing, data lookup, script/macro writing

Timeline

Accountant

TST, Inc Consulting Engineers
12.2022 - Current

Accountant

Advanced Medical Imaging Consultants
10.2020 - 11.2022

Licensed Agent

New York Life Insurance Co
06.2020 - 09.2020

Accountant I

SBS CyberSecurity
03.2016 - 05.2020

Bachelor of Science - Accounting And Finance

Dakota State University

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Sara Erickson