Highly tech-savvy individual who digests training quickly while bringing a positive and can-do attitude to every challenge. 20+ years work experience in accounting, ecommerce, B2B sales development, and stellar customer service.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Accounting & Payroll Specialist
Christianson CPAs & Consultants
12.2022 - Current
Performs payrolls, quarterly and year-end reporting accurately and timely to meet client expectations and tax deadlines.
Prepares quarterly trial balance reviews and annual clean-up projects in QuickBooks Desktop Enterprise and QuickBooks Online.
Payroll and accounting services for wide range of client industries including agriculture, construction, service based, hospitality, legal, trucking, and healthcare.
Cross-departmental duties in business advisory for USDA Higher Blends Infrastructure Incentive Program and related state-level grants opportunities.
Member and contributor of company DEI Committee and Sherpa Committee (Microsoft 365 adoption among departments.)
Bookkeeper
Profit Matters
04.2022 - 08.2022
Provide consistently precise monthly bookkeeping services for various clients in varying scopes in QuickBooks Online and QuickBooks Desktop.
Accounts payable, accounts receivable, payroll, sales tax, journal entries, inventory, and specific projects.
Gained knowledge and experience of specific bookkeeping practices for construction entities and other Projects-related clients.
Contributed to company-wide mission of process documentation and improvement.
Director of Business Development
Franny's Farmacy
01.2020 - 04.2020
B2B sales and marketing departmental layoff due to COVID-19.
Established, initiated and optimized business development strategies based on company targets, product specifications, market data and budget factors.
Negotiated, prepared and signed contracts with clients.
Email marketing efforts via HubSpot to my assigned channels at over 500 emails/week.
Data Analyst & Regional Sales
Buchi Kombucha / FedUp Foods
01.2019 - 01.2020
Regional sales of branded kombucha to chain grocery and independents in the Southeast, Mid-Atlantic, and Florida.
Managed the brand's annual promo calendar, in-store demo program, and regional team of Brand Ambassadors. Liaised with marketing staff to align efforts.
Implemented and administered CRM systems to support the needs of the branded sales team.
Produced weekly, monthly, quarterly, and annual reports using advanced Excel spreadsheet functions and Tableau visualizations.
Human Resources & Inside Sales
Buchi Kombucha / FedUp Foods
01.2018 - 01.2019
Researched, presented, and implemented comprehensive HRIS system that is still in place today.
Streamlined HR efficiencies, coordinated new hire orientations and provided onboarding and training for new employees, growing the full-time team from 15 to 60.
Acted as backup Bookkeeper and took on special finance projects related to business loans, seeking capital, and North Carolina grant programs.
Structured compensation and benefits according to market conditions and budget demands. Oversaw hiring, staffing, and labor law compliance.
Bookkeeper & Inside Sales
Buchi Kombucha / FedUp Foods
01.2016 - 01.2018
Established QuickBooks Online accounting system to reflect accurate financials in a cloud-based system.
Managed Accounts Receivable for national and regional food & beverage distributors.
Managed Accounts Payable with narrow deadline finesse and vendor communications.
Completed SBA loan applications and other funding opportunities.
Acted as "basecamp" for the sales department with tech support and information for outside reps in the Mid-Atlantic, Midwest, and New England regions.
Office & Marketing Manager
Golden Apple Organics
09.2011 - 04.2015
Oversaw ecommerce warehouse/office functions for a mom-and-pop website selling roughly 600 vitamin and supplement products nationwide.
Rebranding - conceptualized brand identity and developed unique accompanying graphic style and tone for use in communications.
Prepared and administered annual digital marketing budget of $15,000 including conceptualizing creative marketing methods to reduce costs.
Monitored online advertising and social media campaigns to assess success of different strategies.
Motivated sales and fulfillment team to continuous improvement in promoting and selling target products.
Bookkeeper
Greenworks Recycling
07.2009 - 08.2010
Reviewed and filed financial documents, coded accounting entries for data processing and posted daily receipts and payments in accordance with all corporate protocols.
Calculated deductions and processed payroll for employees.
Assisted company controller in sister company of multiple landscaping supply stores.
Planned and organized daily truck driver delivery routes and provided customer service to call-ins and walk-ins.
Bookkeeper, Finance Office
St. Alban's Parish
04.1998 - 02.2005
Applied proper codes to invoices, files and receipts to keep records organized and easily searchable.
Took ownership of managing and reconciling Rector's Discretionary Fund.
Counted, verified and handled large weekly cash bank deposits and booked to various outreach campaigns accordingly.
Prepared and ran monthly payroll and performed weekly accounts payable in custom Shelby Systems accounting software.
Participated in annual internal audits and consistently audited historical paper accounting files for compliance.
Education
Associate of Arts - Business Administration
Asheville-Buncombe Technical College
Asheville, NC
12.2023
Skills
Google Suite, Microsoft 365 (Excel, Word, Outlook, OneNote, SharePoint)