Tobi Gresham
Midlothian,TX
Summary
Results-driven accounting and business professional with extensive experience in staff accounting, bookkeeping, financial reconciliation, and business operations. Proficient in using modern finance platforms such as QuickBooks Online, Bill.com, and Ramp to streamline accounts payable automation, enhance expense management, and oversee corporate card activities. Holds a Bachelor of Science in Business Management and an Associate in Business Administration. Recognized for exceptional attention to detail and a proactive approach to problem-solving. Committed to delivering financial accuracy and operational clarity to help clients and organizations achieve goals efficiently.
Overview
4
4
years of professional experience
Work History
Intern / Staff Accountant
DataGrail
San Francisco, CA
05.2024 - 03.2026
- Managed full-cycle accounts payable and accounts receivable in QuickBooks Online, ensuring accurate and timely processing of invoices, payments, and collections.
- Processed vendor bills, approvals, and electronic payments through Bill.com, streamlining the AP workflow and reducing manual data entry while maintaining clear audit trails.
- Administered corporate card and expense management in Ramp, including reviewing transactions, enforcing receipt and coding policies, syncing activity to QuickBooks Online, and supporting employee reimbursements.
- Performed monthly bank and credit card reconciliations across QuickBooks Online, Bill.com, and Ramp, identifying and resolving discrepancies to maintain clean, audit-ready financial records.
- Assisted in month-end and year-end close processes, including preparation of journal entries, accruals, and general ledger reviews.
- Maintained and updated the general ledger, ensuring proper classification of transactions in accordance with GAAP principles.
- Prepared and analyzed financial reports including income statements, balance sheets, and cash flow summaries for management review.
- Collaborated with cross-functional teams to support budget tracking, variance analysis, and expense reporting.
- Assisted in the preparation of documentation and schedules for tax filings and external audits.
- Leveraged QuickBooks Online, Bill.com, and Ramp integrations to streamline workflows, improve reporting accuracy, and maintain up-to-date financial data.
- Responded to vendor and client inquiries related to billing, payments, and account status with professionalism and timeliness.
- Remote
Student Worker – Business Division
College of the Sequoias
Visalia, CA
01.2022 - 01.2023
- Responded to incoming phone calls, directed inquiries to appropriate staff, and provided exceptional customer service to students and instructors.
- Managed mail distribution, facilitated office supply procurement, and maintained organized administrative records.
- Supervised students during examinations and guided them to appropriate classrooms and instructors.
- Executed precise instructions from the Work Experience Coordinator, consistently meeting task deadlines.
- Key Accomplishment: Consistently executed instructions from the Work Experience Coordinator with precision, earning recognition for reliability and follow-through.
- Additional Experience: Medical Billing Specialist at DaVita — managed patient billing records, processed insurance claims, and ensured compliance with billing regulations.
Education
Bachelor of Science - Business Management
Western Governors University
06.2025
Associate of Science - Business Administration
College of the Sequoias
Visalia, CA12.2023
Business Administration Coursework
Pierce Community College
Puyallup, WA01.2019
Skills
- Accounting & Bookkeeping
- Financial Reconciliation
- QuickBooks Online
- Billcom (AP Automation)
- Ramp (Expense & Card Management)
- Accounts Payable / Receivable
- General Ledger Management
- Month-End Close
- Cash Reconciliation
- Business Operations
- Client Relations
- Administrative Management
- Google Workspace
- Teamwork and collaboration
Timeline
Intern / Staff Accountant
DataGrail
05.2024 - 03.2026
Student Worker – Business Division
College of the Sequoias
01.2022 - 01.2023
Associate of Science - Business Administration
College of the Sequoias
Business Administration Coursework
Pierce Community College
Bachelor of Science - Business Management
Western Governors University