Wendy Fee
Longview,WA
Summary
Financial professional with over 10 years of expertise in accounting, budgeting, and financial forecasting using cloud-based systems. Demonstrated ability to develop long-term financial strategies and build strong interdepartmental relationships. Proficient in GAAP, financial reporting, and managing multi-departmental financial operations. Detail-oriented Accounting Assistant with a strong track record in accounts payable and receivable, payroll, and error correction for enhanced accuracy.
Overview
8
8
years of professional experience
Work History
Accounting Assistant
Robert Half
Vancouver, USA
07.2024 - Current
- Preperation and monitoring of budget plans and support long-term financial planning goals
- Trained staff on budget management processes and procedures.
- Collaborated with other departments to maximize resources across the organization.
- Maintained up-to-date records of all transactions related to budget process.
- Advised management regarding potential risks associated with certain decisions.
- Determined and tracked budget expenses with accuracy and transparency.
- Submitted budget estimates
- Reconciled several accounts for the year 2024 and 2023 if necessary
- Audit preparation for 2024 audit during 2025
- Nonprofit community organization
Senior Accountant
Craft3
, Remote
09.2023 - 07.2024
- Generated reports providing insights into financial performance and aid decision-making.
- Conducted thorough reconciliations to ensure accuracy and integrity of financial data.
- Managed disbursement of funds, adhering to established procedures and regulations.
- Maintained accounting records in compliance with industry standards and regulatory standard.
- Implemented fiscal control measures and procedures to safeguard organizational assets.
- Executed internal audit procedures to evaluate financial processes and ensure compliance with policies and regulations.
- Nonprofit loans
Project Accountant
Express Contract
, Remote
09.2022 - 08.2023
- Conducted thorough reconciliations to ensure accuracy and integrity of financial data
- Maintained comprehensive accounting records in compliance with industry standards
- Implemented process improvements to streamline financial workflows and increase efficiency
- Provided support to audit companies during internal and external audits
Analyst/Project Accountant
Insulet
, Remote
04.2022 - 09.2022
- Presented financial analysis and budget updates to senior management, project managers, and external partners, fostering strong relationships and ensuring transparency in financial reporting
- Analyzed invoices and processes to enhance time tracking, documentation, and efficiency
- Implemented new project tracking system migration from Excel to Microsoft Project
- Reconciled wireless program forecasts from multiple sources
- Successfully resolved old payroll invoices (12+ months’ worth)
- Processed invoices and purchase orders for IT department resources
- Tracked project expenses, identifying cost-saving opportunities, and improving financial performance
- Diabetic insulin device manufacturer
Project Accountant
BGIS @ PayPal
, Remote
10.2018 - 03.2022
- Directed the preparation and monitoring of comprehensive budget plans, utilizing forecasting techniques to predict financial outcomes and support long-term financial planning
- Oversaw $12 million budgets for four managers, ensuring efficient resource allocation and timely project completion with 1% or less variance over four years
- Processed invoices related to capital expenses, ensuring timely and accurate payments and proper documentation per GAAP principals
- Managed budgets CAPEX & OPEX using Excel/SAP and transitioned to cloud-based Oracle/ERP system for reporting measures, providing input for process efficiency and budgeting requirements
- Developed strong working relationships with PayPal management, Project Managers and those on the floors delivering successful project budgets and efficient communication.
- Trained counterparts in China on invoice processing and approvals
- Worked and communicated with sustainability team for goal setting and statements; achieving energy efficiency renewal for PayPal
- Prepared journal entries, reconciliations, accruals and analysis of various accounts
- Online payments
Accounting Assistant
Colliers International
Utah, USA
09.2017 - 10.2018
- Provided leadership, guidance, and support to team members, promoting growth and achieving business objectives
- Handled accounts receivable invoices, resolved disputes, maintaining positive relationships with property managers, vendors and internally through a company transition.
- Maintained up-to-date vendor information and established best practices
- Implemented processes to improve accuracy and ensure compliance, transitioning from paper to online and other streamlining practices improving communications
- Led the transition to new accounting system with minimal disruptions to daily operations
- Reconciled accounts and prepared month-end journal entries
- Property management company
Education
Bachelors - Marketing
Colorado State University Global
01.2022
Skills
- Cloud Accounting
- Budget Management
- MS Office: Teams
- MS Office: Excel
- MS Office: Word
- MS Office: Outlook
- MS Office: PowerPoint
- SharePoint
- SAP
- ERP
- Oracle
- Intaact
- QuickBooks
- Service Now
- SNOW
- Forecasting
- Revenue Recognition
- Accruals & Cash
- GAAP
- Reconciliation
- Monthly Reporting
- CAPEX
- OPEX
- Relationship Management
- Process/System Improvements
- Efficiency
- Budget management
- Account reconciliation
- Process improvement
- Data accuracy
- Effective communication
- GL reconciliation
- Relationship building
- Discrepancy research
- Expense account management
- Month-end closing
- Accounts payable and receivable
- Data entry
- MS office
- GL accuracy
- ERP system experience
- Bank reconciliation
- Cash flow analysis
- Payroll processing
- Expense reports
- Accounts payable management
- Year-end closing
- Attention to detail
- Expense tracking
- Data analysis
- General ledger entries
- Budgetary governance
- Revenue recognition
- Administrative support
- Balance sheet reconciliation
- Invoice balancing
- Financial management
- Intercompany transactions
- Accruals and prepayments
- Auditing procedures
- Cost accounting
- Bookkeeping principles
- General ledger maintenance
- Payment processing
- Staff management
- Problem solving
Timeline
Accounting Assistant
Robert Half
07.2024 - Current
Senior Accountant
Craft3
09.2023 - 07.2024
Project Accountant
Express Contract
09.2022 - 08.2023
Analyst/Project Accountant
Insulet
04.2022 - 09.2022
Project Accountant
BGIS @ PayPal
10.2018 - 03.2022
Accounting Assistant
Colliers International
09.2017 - 10.2018
Bachelors - Marketing
Colorado State University Global