decision making, communication, management, cpa, cash management, clients, cash, general ledger, accounting, reports, quickbooks, and accounting, financial reports, analysis
Cherry Creek High School
Led the integration of the Finance and accounting software from QuickBooks to Salesforce. Managed the implementation of a new CRM system.
Managed all aspects of Finance operations including sales, billing, and customer service, analysis, reporting, and training.
Created a new ERP system for the sales and marketing departments, which improved the visibility of the company's financial performance and to provide management with a snapshot of the key metrics.
Responsible for the creation of the PeopleSoft financials and Cognos Finance system for the billing department and Human resources. Also, created and maintained a new process for tracking the compensation of the company.
Responsible for the creation of the Finance organization’s budget and forecast using Microsoft Excel, Access, and SharePoint.
Developed a new MS Excel database to track and analyze the company's sales, customer service, and administrative expenses.
San Diego Union Tribune
Responsible for the preparation of financial reports for management, including cash flow analysis, and other ad hoc projects as requested by clients.
Analyzed and reconciled general ledger accounts and prepared financial and accounting schedules for the organization. Assisted in the preparation of the company's annual and quarterly financial statement.
Created and implemented a new accounting system for the company’s internal control and revenue recognition process. This included the development of a new chart of accounts and the creation of a financial statement template.