Organized by Tracie

I am a dedicated CPA with twenty-five years of experience in public & private accounting. My core skill set is creating operational accounting efficiencies within the organization. I have managed all aspects of various business types including the monthly close cycle, accounts receivable, accounts payable, state and sales & use tax filings, liaison of audit & tax. I am also proficient in office management responsibilities consisting of payroll, contracts, business insurance, health benefits & 401k. I have advanced Excel skills and experience with MS Office, QuickBooks, SalesForce, Bill.com, Concur & Expensify. My ability to be analytical with handling financial reports, detail oriented with excellent organizational & communication skills has contributed to my career success. I also have experience interacting & collaborating with personnel across Finance, Legal, HR, Operations, Sales, Marketing, IT & Customer Support and to engage with the company’s external auditors, business advisors, customers & vendors. Some areas I excel in include performing cash to accrual basis conversions and vice-versa, creating and/or improving the COA, GL, files, folders, workpapers, month-end cycle & days to close as well as evaluating automation, integration, compliance, policies, procedures and segregation of duties if applicable.