Qualifications Summary

Accomplished Controller, Bookkeeper and Office Manager offering over ten years of administrative experience reporting to senior level executive members. Talented professional dedicated to facilitating the success of a demanding management team and office dynamics. Serves as an effective gatekeeper; prepares well-researched and accurate documents; manages busy calendars; and efficiently handles daily office tasks.

Skills

Exemplary verbal and written communication. Able to handle multiple tasks and meet deadlines with detail. Self-reliant, independent, honest, discrete, flexible, sharp, passionate, able to collaborate with others and extremely motivated and dedicated. Possess a strong sense of urgency with integrity and a positive, fun, can-do attitude, handling stressful situations with professionalism and ease. Proficiency in MS Office, SAP, SQL, CRM, ADP/Paychex, revenue recognition, various social media applications, and I.T. troubleshooting. Superior knowledge in QuickBooks, Excel, Adobe Creative Suite, SharePoint, Google Apps, and several portable electronic devices, phone systems, networks and printers. Sound computer ability with a strong foundation of GAAP accounting and ERP management systems. Equally effective on either Windows or Mac based operating systems. Strong organizational skills: able to design, implement and maintain existing operational systems, policies and improve them.

Experience

Leaph, Auburn, WA Chief Financial Officer 2015 – 2017

One of the initial hires of a startup company tasked with creating and implementing all accounting systems in compliance with 280E tax code and GAAP

Run sales reports, track spending, review contracts and lease agreements, maintain capitalization tables, manage investor relations and investment finances

Ensure compliance with Washington State Liquor and Cannabis Board as well as SEC regulations and other regulatory bodies in state and local agencies

Research, create and design marketing materials and packaging components for the launch of new products with Adobe Creative Suite

Effectively oversee all accounting for a licensed Tier III Producer/Processor in Washington State able to produce $18 million in revenue per year

Work with Co-founders to make high-level decisions regarding the company’s overall scope and direction

Update and maintain elaborate business models, analytics, forecasting, dashboards, and Pro forma

Cost of Goods analysis and sales projects for the launch of new products

Created a pre-roll department on pace to generate over $550K in the first year of production

Maintain vender relationships, payment processing, purchasing, receivables, payroll and all other accounting related activities including financial statements, P&L, Balance Sheet, bank deposits, reconciliations, credit cards, cash management, month-end close, 1099s, and journal entries

Attend Board of Directors Meetings and manage an administrative assistant

Realogics Sotheby’s International Realty, Seattle, WA Controller 2014 – 2015

Effectively managed the financials of the centralized accounting department for a $20 million real estate firm and marketing company with approximately 120+ brokers and 20 staff members for four office locations in Western Washington

Broker Management: Processed and oversaw all broker commissions and payments, commission schedules, and maintained broker files

Business Analytics: Developed methods and designed financial models for projections based on current market trends and revenue growth

Supervised the Commission Accountant and worked with the Chief Financial Officer on several accounting projects including, financial budgets and models, year-end tax preparation, 1099s, W2s, and financial statements

Performed daily bank deposits, invoiced brokers and clients for marketing materials, collected receivables and processed payments for vendors

Processed biweekly payroll and payroll taxes, and quarterly excise taxes in compliance State and city requirements

Tracked reconciliation of multiple bank accounts and credit cards

Researched new software for real estate commission processing

Treasurer on the Board of Directors for the Homeowner’s Association for the office/residential building at Avenue One

Evergreen Herbal, Seattle, WA Full Charge Bookkeeper/Office Manager/Controller 2013 – 2014

Responsible for acquiring all assets and oversaw the initial capital of $1.6 million to lease a warehouse/office space including the build-out of a 10,000 square-foot facility with scalable expansion of manufacturing equipment and distribution in Washington State for the recreational cannabis industry

Effectively managed daily operations with a focus on accounting in a startup environment to manufacture edibles and extractions

Handled all office management related activities including, but not limited to: bookkeeping, human resources, purchasing, legal, Washington State compliance, permitting, build-out, and expansion of additional facilities

Exposed to all aspects of the company and held a position with enormous responsibility, integrity, and confidentiality

Oregon State Public Interest Research Group Environment Oregon, Portland, OR Administrative Director 2010 – 2012

Fiscal budget creation, accounts payable and receivable, general journal entries, grant spending reports and tracking

Oversaw the collection of funds and reconciliation of bank accounts and investments

Processed payroll, filed payroll taxes, administered healthcare and benefits, and managed an array of other payroll related responsibilities

Prepared financial statements in accordance with GAAP

Worked with CPA to complete seven fiscal year-end audit reports for five 501(c)(3) organizations and two 501(c)(4) political organizations

Prepared and evaluated financial reports and made proposals/recommendations to the Executive Director, Senior Staff, and the Board of Directors for improvements and adjustments

Complied with legal reporting requirements for the Internal Revenue Service, Secretary of State, Department of Justice, Ethics Commission, and all other Oregon State and Federal regulations and compliance

Recruited and interviewed prospective candidates for positions with USPIRG, Environment America, and The Fund for the Public Interest nationally

Project managed a $1 million office renovation and remodel of the office building

Coordinated building maintenance and repairs, office security, equipment upgrades, and all Information Technology related issues

Aquent, Portland, OR Office Manager/Sales and Client Shared Services Manager 2008 – 2009

Processed weekly payroll, calculated fees and expenses, and recorded invoices through the company’s ERP management software

Managed healthcare and benefits and conflict resolution of human resources related issues

Assisted staff account managers and director to ensure timely processing of all contracts, documents, correspondence, financial reports, new hire paperwork, skill assessments, orientation process and technology related issues

Performed resume review, wrote marketing descriptions and uploaded image files on the ERP management system

Maintained and organized staff calendar and directory

Performed live presentations and training in person, on the phone, by computer and through national video conferencing equipment

Responsible for all legal compliance for State and Federal regulations

Transferred and organized national sales documents and materials from various ERP systems and consolidated them to a GoogleDocs platform and created a GoogleSite with an elaborate index for searching the organization’s sales materials

Administered skill assessment tests and tabulated results for the acquisition of new talent

Created targeted digital monthly client newsletters and analysis

Education/Certification

University of California at Santa Cruz, Santa Cruz, CA BA in Film and Digital Media, Economics Minor 2004

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