Accounting Experience

Senior Accounting Manager | Rx Savings Solutions | February 2022-Present |
Assistant Controller | Rx Savings Solutions | June 2019-February 2022 |

  • Enhance, develop, and automate departmental and company processes, such as accounts payable, revenue, financial reporting, expense reporting, payroll and vendor contracting to improve communications, data integrity and maximize efficiency.
    • With automating processes, I was able to reduce the time needed to close the books from 10 days to 3 days.
    • Using resources readily available to me by the company, I created an electronic form which when completed and submitted, notifies necessary departments with “to do” tickets for onboarding, offboarding and other employee changes.
    • Created various reconcilation worksheets to tie out balance sheet accounts.
  • Ensure the company is compliant with federal, state, and local taxes which includes registering for sales tax, withholding tax, and unemployment tax for states with nexus as well as responding to tax notices.
  • Prepare monthly financials statements.
  • Assist external firm with preparing tax incentive applications.
  • Create company branded monthly financial packet.
  • Manage external audit each year.
  • Train all company new hires on expense reporting, approval and contracting processes.
  • Train and manage summer interns and other finance new hires.

Freelancer | Dawn R Mosher | August 2019-Present |

  • Train owner-operators to use accounting software such as QBO to maintain accounting records.
  • Review and reconcile accounting files quarterly and make necessary adjusting entries.
  • Review and calculate earnings and tax projections quarterly to determine if estimated tax payments need to be adjusted.
  • File 1099s at year-end.
  • Prepare and file 1040s, 1040s plus Schedule Cs and small scale partnership returns.

Senior Accountant | The McFadden Group | June 2018-June 2019 |

  • Prepared 25+ live payrolls and payroll tax deposits per month in MAS90 and QuickBooks.
  • Processed 26+ Quarterly Payroll returns each quarter.
  • Processed 10+ live payrolls per month.
  • Prepared monthly and quarterly financial statements for 20+ business. Preparation of financial statements includes but is not limited to: bank and credit card reconciliations, maintaining accounts receivables, accounts payables and fixed assets.
  • Prepared accounts payable 5+ times per month.

Staff Accountant | Mize CPA | August 2015-May 2018 |

  • Prepared 100+ individuals’, corporations’, S-corps’ & partnerships’ federal, state, and local tax returns each tax seasons
  • Led two interns and four less experienced employees by teaching them about tax and accounting policies and company procedures
  • Performed tax projections for clients to prevent end of the year surprises when filing their taxes
  • Provided monthly accounting and compilation services to more than 20 clients using the clients’ choice of software (QuickBooks (QB), QuickBooks Online (QBO), Webtools & Green Screen/Dial).
  • Prepared quarterly payroll reports for 15+ clients
  • Reviewed and prepared 1099s and W2s at year end for 145+ client
  • Developed a process to maintain A/R for 15 co-ops with 1700+ stores using Excel, to automatically populate data from corporate reports, and a QBO app known as Transaction Pro Importer
  • Performed 30+ audits of GAAP and GAAP waiver school districts and cities in Kansas and Missouri.