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Work Background
Studio McGeeStaff Accountant
Feb. 2022 - Jun. 2023● Responsible for monthly close tasks including reconciling multiple bank accounts, prepaids, WIPs
and Fixed Assets, liabilities; managing external recons, and reconciling various components of AP.
● Managed and processed all expense reports and implemented new expense reimbursement
software companywide.
● Recorded high volume of intercompany transactions across several subsidiaries.
● Directed and recorded complex payments with their schedules on a weekly basis.
● Assisted FP&A as needed with various complicated projects and reconciliations.
● Communicated accounting policies internally, as well as assist internal team members and external vendors with ongoing accounting needs.
Spex AccountingFounder and Operator of Spex Accounting
Dec. 2021Utah, United StatesWe are a premier customer-oriented accounting services provider. Serving others is our mission - the method we use is providing accounting services with heart. What others stress about, we thrive on doing. We handle all the admin, accounting, tax filing tasks so that you don't have to! With over twenty years of experience in accounting and finance across a broad range of industries, including non-profit accounting, public accounting, we are a great fit for any business needing accounting support. We specialize in clean-up projects (and who doesn't have any of those?) and freeing up business owner's time for what they enjoy or want to focus on instead of the accounting tasks of the business!
Idaho Conservation LeagueAccounting Manager
Jul. 2018 - Mar. 2021Boise, Idaho, United States● Similar non-profit accounting tasks as my duties at Idaho Botanical Garden, working closely with the
Executive Director to fulfill the demanding accounting and financial needs of the organization.
● Worked independently on all tasks as this job was completely remote.
AncestryVendor Management Analyst
Dec. 2016 - Jun. 2018Lehi, Utah, United StatesMaintained accurate and compliant master vendor files for approximately 3,000 active suppliers
worldwide.
● Managed the Purchasing team, overseeing other employees’ work and leading the team.
● Implemented and documented new initiatives, published manuals, and communicated the
procure-to-pay process internally and externally.
● Developed and documented processes for an acquisition to comply with current AP standards within
the company.
● Facilitated requisition training, and managed creation of all purchase orders.
● Worked with different departments company-wide on collaborative initiatives and projects for
continual improvement.
Idaho Botanical GardenStaff Accountant
Apr. 2012 - Nov. 2016Boise, IDUsed online systems and software to support all accounting needs of the organization while working
out-of-state.
● Managed in-kind transactions, departmental budgets, and complex deposit entries.
● Processed and recorded payroll bi-weekly for thirty full-time employees through Paychex.
● Managed monthly close transactions, including deferred revenue entries and state sales tax.
● Prepared monthly financial statements for the Board of Directors’ review.
● Assisted with financial tracking/reporting for various private and federal grant reporting
requirements.
● Prepared and recorded all year-end entries, audit work papers, and financial statements for auditor’s
annual review.
JitasaAccounting Associate
Oct. 2009 - Oct. 2011Boise, Idaho, United States● Facilitated initial contact with new clients and guided the onboarding process.
● Completed reconciliations using various online systems (PayPal, Paychex, NetSuite, etc.).
● Assisted clients (all non-profit) with various grant reporting requirements, as well as external audits.
● Compiled financial statements per client (monthly, quarterly, and annually).
● Processed year-end tax forms such as 1099s and W2s.
Sharp Executive Associates, Inc.Executive and Tax Assistant
Jan. 2008 - Oct. 2009Nampa, Idaho, United States● Supported accountants with preparation and formatting of SEC filings.
● Prepared expense reports, maintained all staff time sheets and prepared company-wide invoicing.
● Answered phones effectively, scheduled appointments, maintained executive schedules.
● Prepared personal, S corp, partnership tax returns with corresponding work papers for CPA review.
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