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Work Background
TogetherworkAccount Manager
Dec. 2024 - May. 2025- Provide accurate and timely monthly financial reporting including balance sheets and profit and loss statements. - Assist clients with budgeting, expense tracking, and monthly contributions management. - Working closely with internal AP and AR team members to oversee accurate bank reconciliations ensure precision.
- Manage year-end 1099 preparation for vendors and collaborate with Accounts Payable Manager. - Maintain client-specific documentation, standardize bookkeeping for new clients, and track and complete custom projects.
Lurie, LLP now EisnerAmperSenior Accountant
Oct. 2020 - Jul. 2021- Completed account reconciliations and recorded transactions. All facets of monthly, quarterly, and annual adjusting and closing process.
- Prepared and independently reviewed client financial statements, balance sheets, income statements, and general ledger. - Prepared and reviewed financial and statistical reports, analyzing unusual items on financial reports and notifying the Accounting Manager when necessary.
PAYOUT PRO INCOwner | Forensic Accountant
Jan. 2020I have extensive experience in full-cycle accounting including monthly financial statement preparation, book cleanup, A/R, A/P and all facets of payroll. My background is in a variety of industries including construction, e-commerce, retail, insurance, non-profits, grocery stores, hotels, restaurants, resorts and staffing agencies. Skill Highlights: ✅ Cleanup and catch-up of accounting files
✅ Monthly accounting
✅ Accounts Payable & Accounts Receivable
✅ Construction cost accounting
✅ E-commerce accounting
✅ Sales Tax, Use Tax, and Franchise Tax Returns
✅ Full payroll processing
✅ Financial Reporting preparation & review Credentials: ✅ BS degree in Accounting & Finance
✅ Certified QBO ProAdvisor
✅ Certified Bill.com Guru
✅ PTIN
✅ EFIN Software Expertise:
✅ Quickbooks Online ProAdvisor - Platinum Tier
✅ Quickbooks Desktop
✅ Dexter & Chaney (Spectrum)
✅ Amazon Seller Central
✅ Cashflow Frog
✅ Google Sheets
✅ Shopify
✅ Webgility
✅ Expensify
✅ Dropbox
✅ Gusto
✅ Bill.com
✅ Tallie
✅ IOP
General MillsFinancial Analyst, Bonds/Intl E/TAA
Apr. 2015 - Jun. 2017Minneapolis, MN- Managed monthly performance reporting for pension plans using complex financial modeling in Excel.
- Evaluated and executed transactions within pension plans, including liquidity management, rebalancing, and fee payments.
- Conducted performance measurement activities, analyzing actual returns, benchmark returns, and relative returns.
- Performed forecast and variance analysis of annual expected/actual investment management fees, providing insights for financial planning.
Green Tree Servicing (now Ditech Financial LLC)Financial Analyst
Nov. 2012 - Apr. 2015St. Paul
Oak Grove CapitalPortfolio Analyst
Aug. 2010 - Oct. 2012St. Paul, MN
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