Work Experience

Online Trading Academy Kansas City Oct 2012-Jan 2024

Accounting Manager

Promoted within 2 years for superior performance and commitment to the company.

Maintained a cloud-based bookkeeping system, streamlining data entry and reducing processing time by 15%.

Coordinated with instructors and academy managers to track revenue from courses and workshops, ensuring all fees were accurately recorded and invoiced.

Managed accounts receivables of over 3 million dollars with 3rd party finance companies for over 10 years.

Implemented a delinquent report and protocol to aid the sales department, reducing write offs for the company.

Prepare, Present, and interpret financial reports to the owner and government agencies.

Verify, Allocate, and Post details of business transactions to subsidiary accounts in journals.

Handled all Payroll thru HRIS and Commission calculation and payments.

- Managed end-to-end payroll processing for employees and contractors, ensuring timely and accurate salary disbursements and compliance with tax regulations.

Collaborated with HR and administration to track and report employee benefits, deductions, and reimbursements, minimizing errors and ensuring adherence to policies.

Assisted in the preparation of year-end tax documents, liaising with external auditors, and ensuring all records were compliant with local tax regulations Reconciled monthly financial statements, bank accounts, and credit card transactions to ensure complete accuracy in the academy's financial records.

Complete the cash and sales reports monthly, as well as submit royalty reports.

Koch Fertilizer, Wichita, Kansas 2011-2012

Contract Accounting Associate

Daily invoicing for multiple entities within the department while procuring appropriate approvals for various print selection and prepays.

Assisted department in sending out aging and making collection calls for overdue accounts.

Special projects for the AR team.

Created and used spreadsheets to help organize accounts to assist clients and team members.

Helped in quality control for accounting documents of Koch Fertilizer AP, making corrections and flagging errors.

Counting current invoices for Accounts Payable prior to being sent to scanning for audit purposes.

Alabama Adventures Theme Park, Bessemer, Alabama 2011

Seasonal Finance Assistant

Organization of financial files and documentation of open accounts.

Complete assigned special project auditing all consignment accounts verifying correct documentation.

Holding the responsibility of monthly billing to all consignment groups and updating spreadsheets.

Worked directly with the Finance Coordinator and Director of Finance to learn the essential operations of accounting within the theme park.

Aided the account executives.

Updated various spreadsheets and reconciliation documents.

Assist within Cash Control Department.

Performed various other duties as assigned. Daily management of current work orders, receivables, purchase orders and accounts payable.

IMA of Kansas, Wichita, Kansas 2010-2011

Risk Management Account Manager

Assisting the department in special projects and tasks.

Train and learn SICA Division in Risk Master and ImageRight software.

Assessed and paid the approved Work comp bills sent into each specific company managed by that Department.

Code and separate the incoming mail.

New invoices submitted by medical professionals to be approved are sent to our 3rd party processing company following the correlating account code displayed appropriately on each invoice.

Letters, legal, and other pertinent information pertaining to a specific claim are sent to scanning to be filed through ImageRight.

The end of month consists of billing each company IMA manages after balancing with accounting department.

In addition, specific clients request additional information for claims that were paid during that month.

Checks to the medical professionals which submitted their bills are printed 3 times a week including the claimants lost time checks. This is a very important time management and task-oriented job. Work in QuickBooks with client WADSIF.

Southwestern Association, Kansas City, Missouri 2008-2010

Association Management Accounting Clerk

Assist Executive Director in all AP and AR for HAGCSA, Electric League, EERA, Investment Recovery, KCDMA, The Alliance, Mid-America Green Industry Council.

Efficiently compiling and recording all insurance forms for exhibitors at the annual Western Farm Show.

Coordinating and managing all aspects of exhibitor packets for the Western Farm Show including collecting and printing name badges and parking permits.

Cooperate with a team to execute an outbound call initiative to all SouthWestern members to extend our gratitude and appreciation for their continued membership, meeting periodically with a consultant to assess results.

Oversee KCDMA monthly luncheons and processing registrations – know and inform regarding questions about, registrations, and payments.

Preparing badges for each event, planning and making arrangements for speakers.

Oversee and create KCDMA registration forms online;

Respond to all incoming questions from the website’s email account and support services for member service needs.

The National Golf Club of KC, Parkville, Missouri 2007

Accounting Clerk

Keep track of all the daily receipts from the three main clubs and pass them on to the payroll clerk and then file away.

Post club payment receipts.

Update and manage club member accounts, print monthly invoices, receive payments

File and organize the daily deposits.

Post invoices for the lodges as received to prepare for check runs.

Education

Master of Accountancy, Emporia State University, Expected 2026

Bachelor of Science, Major: Accounting, University of Kansas; Lawrence, KS Spring 2013

Bachelor of Science, Major: Business Admin. Emphasis in International Business, University of Kansas; Lawrence, KS 2007

Study Abroad, Institute of American Universities, Aix-en Provence, France, Spring 2006

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