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Work Background
Ambitious BookkeeperFounder
Oct. 2019Dedicated to elevating the Bookkeeping profession through mentoring, education, and inspiration. Listen to The Ambitious Bookkeeper Podcast for weekly free content.
Of Course BookkeepingOwner
Jan. 2017Prescott, Arizona, United StatesWe serve online experts and course creators
Progenity, Inc.Controller
Mar. 2015 - Jun. 2016San Diego, CaliforniaProgenity is a CLIA-licensed laboratory and is accredited by the College of American Pathologists (CAP). We operate throughout the US. We provide highly complex molecular and specialized testing services to physicians and their patients. While at Progenity, I played a crucial role in building the accounting team and streamlining processes in a fast paced growing company, also adhering to GAAP standards. Some responsibilities include:
-managed the hiring, mentoring, goal setting and annual review process of accounting team: AP, GL, Payroll
-developed procedures for and oversaw Accounts Payable Function
-developed month end close process and provided oversight, management and review of the GL team
-managed communication with outside audit and tax firm and delegation of tasks associated with both
-assisted with integration of multiple acquisitions, providing daily support to the acquired company's accounting team
Progenity, Inc.Senior Accountant - Accounting Manager
Jun. 2013 - Mar. 2015Greater San Diego AreaSkills: Supervisory Skills · Accruals
Henry Schein - Dental Specialties & Emergency Compliance Products GroupsStaff Accountant
Dec. 2011 - May. 2013California & WashingtonFor Dental Specialties Group:
• Month-end close process
• Balance sheet account reconciliations
• SOX
• Footnotes
• Sales tax compliance for multiple states • Complex reserve calculations
• Various other projects and support for accounting managers
• Compiled Policies & Procedures for the Staff Accountant role For six months I oversaw this role while providing interim finance and accounting support to the Emergency Compliance Products Group as the team transitioned to a new Controller: • Reviewed balance sheet reconciliations
• Made internal control recommendations
• Process oversight and improvement - related to A/P, A/R and General Ledger integrity, month-end close
• Provided team management, cohesiveness, and direction
Calvert & Ivester, PLLCStaff Accountant
Dec. 2010 - Nov. 2011Tucson, AZ• Prepared Income Tax Basis Financial Compilations and related bookkeeping for monthly, quarterly and annual engagements in accordance with standards of reporting for OCBOA
• Performed monthly bank reconciliations at client locations
• Prepared monthly sales tax and quarterly and annual payroll and other (1099s) reports for clients
• Prepared tax returns for Individuals (including Schedule C), Partnerships, S-Corporations, and C-Corporations
Silver City Food Co-opFinance Manager
Jul. 2007 - May. 2010Silver City, NM• Maintained all accounting records and payroll files, oversaw the cash receipts, cash disbursements, and payroll process, and implemented appropriate internal controls
• Maintained sufficient audit trail, reconciled all bank accounts, monitored cash flow, and performed fixed assets tracking
• Prepared and filed all monthly, quarterly and annual state and federal payroll and sales tax reports
• Coordinated, calculated and reconciled quarterly physical inventories
• Monitored all employee benefits (including SIMPLE IRAs, Medical Reimbursement, and Paid Vacation)
• Maintained all personnel files, ensuring that they were complete, accurate, and secure at all times
• Assisted independent auditing firm during annual audits
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