Experienced professional with proven work experience in accounting and administration. Seeking opportunities with a firm to further work experience and begin meeting work requirements toward the CPA certification. Long term employment goal is to work in construction accounting and auditing.
Overview
9
9
years of professional experience
Work History
Accounting and Administration
Deep Roots Craftsmen
08.2024 - Current
Prepared cash and accrual-based interim and annual financial statements and reports for management and CPA review, supporting financial decision-making for $4 million historic preservation construction company.
Compiled monthly WIP reports, tracked costs for 30-50 active projects, and created journal entries for the record of over/under billings.
Prepared biweekly payroll for 18-26 employees and maintained all associated files and journal entries to reclassify reimbursements to projects and wages to COS accounts.
Reconciled 6-12 accounts and categorized/posted 500+ transactions monthly.
Managed the build out and company wide launch of JobTread construction ERM software.
Managed subcontractor onboarding process, including Certificate of Insurance collection, accounts payable, and contract generation, ensuring compliance and timely project execution.
Shop Manager
Knaack of It Automotive/Phoenix Distribution
11.2017 - 01.2025
Managed all monthly reporting and accounting processes for an automotive service and supply distribution company.
Worked with technicians to accurately generate repair estimates and sell needed repairs to customers.
Consistently met or exceeded monthly sales targets by upselling relevant products/services when appropriate.
Responsible for annual state and local compliance and licensing.
Filed monthly sales tax returns in 6 jurisdictions.
Managed inventory and ordering for the distribution and auto repair channels.
Direct manager of 7 people in differing roles.
Finance Advisory Board Member
Town Of Wellington
06.2022 - 06.2024
Founding member of the Town of Wellington Finance Advisory Board.
Collaborated with board members to establish bylaws and operating procedures that guided the Finance Advisory Board's activities.
Reviewed monthly financial statements, discussed audit results, and helped assess practices to ensure the town followed standards set forth by the GASB.
Served in an advisory and oversight capacity for the Board of Trustees.
Education
Bachelor of Science - Business Administration - Accounting
University of Northern Colorado
Greeley, CO
05-2028
Associate of Arts - Business - Accounting
Front Range Community College
Fort Collins, CO
08-2024
Skills
Excel and MS Office
Quickbooks ProAdvisor
Dext/Receipt Bank accounting software
AI and Automation tools
ERM Software
Microsoft Exchange Account Administration
Timeline
Accounting and Administration
Deep Roots Craftsmen
08.2024 - Current
Finance Advisory Board Member
Town Of Wellington
06.2022 - 06.2024
Shop Manager
Knaack of It Automotive/Phoenix Distribution
11.2017 - 01.2025
Bachelor of Science - Business Administration - Accounting
Accounting & Administration Manager at Tokyo International Company for General TradingAccounting & Administration Manager at Tokyo International Company for General Trading
Manager-Lease Accounting, Administration&Analysis at Alexandria Real Estate Equities, Inc. (NYSE:ARE)Manager-Lease Accounting, Administration&Analysis at Alexandria Real Estate Equities, Inc. (NYSE:ARE)