CPA/Accountant

Julia E. Strachan, CPA

*****************@*****.***

704-***-**** (cell)

Experience:

Senior Staff Accountant (Contract), Philadelphia Corporation for Aging, January 2025

Working with the Fiscal department staff and other outside contractors to overhaul the month-end close schedule and processes, managing and supervising the general ledger accounting staff, spearheading the creation and updating of the department’s standard operating procedures, assisting with clean-up of the financial reports, owning the weekly department meeting agenda and minutes and assisting with running the meeting as needed, assisting with SAGE Intacct implementation, Microsoft Teams training for the department staff, other duties as assigned by the Chief Financial Officer

Accountant, Spring Point Partners LLC, August 2023 – November 2024

Managing and executing accounts payable for an organization dispersing millions of dollars in grants and investments annually, overseeing and administering the employee purchasing card program, monthly reconciliation of purchasing card program transactions, collecting and processing all employee expense reimbursements, tracking and reporting on cash balances of checking and investments accounts, managing vendor records and creating new vendors as required, working with internal event coordinators to track budget spending for special events, working with the finance department and outside contractors to build and implement new ERP software, backup for processing grant paperwork with internal and external parties, posting general ledger journal entries, working on the planning committee for the annual staff retreat, serving as a company liaison at events with external parties, other financial duties as requested by the Director of Finance

Corporate Accountant, Asplundh Tree Expert, October 2022 – August 2023

Financial reporting for a multinational corporation, updating and maintaining operating lease information in Virtual Lease, tracking and reconciling monthly financial information for multiple business units, creating and entering journal entries in the general ledger, coordinating with inside and outside business contacts to obtain and confirm updated financial information, generating financial reporting required for tax and regulatory paperwork, editing and maintaining internal and external tracking spreadsheets, working with the Director of Financial Reporting and other financial reporting staff members on other projects as needed

Accountant, IOA Re, July 2020 – October 2022

Handling accounts payable for five business entities, performing bank reconciliations for four business entities with dozens of bank accounts, training and supervising an outside contractor, processing and sending monthly commissions and override payments, pulling lockbox and ACH transactions from multiple bank websites and updating the accounting database and cashbooks, assisting with commission calculations, creating invoices, coordinating with executives and outside contractors to design and implement new accounting software applications, corresponding with vendors and clients via phone and email, coordinating with the Controller and CFO on other projects as needed

Accounting Temporary Employee, Accountemps, March 2020 – September 2020

Processing invoices for payment, sorting and distributing payables mail, customer services for vendors and suppliers via phone and email, end-of-month reconciliation, mailing out checks as necessary

Accounts Payable Clerk, CAMCO, August 2018 – January 2020

Processing invoices for payment, coordinating with property managers, printing and mailing checks, preparing and scanning check backup records for accounting reference, updating system records to maintain accurate payables information

Administrative/Data Entry Temporary Employee, Atrium Staffing, November 2017 – July 2018

High volume data entry for a local pharmaceutical samples company. Administrative and database work for a university financial aid company.

Administrative/Clerical Temporary Employee, Keepers, July 2015 – February 2016

Working a variety of temporary assignments, answering phones, accepting packages, restocking office supplies, researching, data entry, creating and editing spreadsheets, and other duties as assigned.

Development Associate (temporary), Land Trust Alliance, May – July 2015

Assisting with annual report mailings, gift acknowledgement mailings, and other mailings as needed; updating database records to reflect changes in members’ boards of directors, researching current and prospective donors, pulling database information by request, assisting with other duties as needed.

Governance and Executive Assistant (temporary), The Obesity Society, Jan – Apr 2015

Managing the grants and awards programs, acting as staff liaison for the Council and Executive Committee, participating in conference calls and taking minutes for several committee conference calls per month, putting together credit card expense reports for the Executive Director, managing office supply orders, assisting the Executive Director with other duties as needed.

Education Customer Service Representative (temporary), Mortgage Bankers Association, Aug – Dec 2014

Providing customer service via phone and email to people interacting with the MBA's educational offerings; solely responsible for all incoming education phone calls and two education-related email inboxes; processing financial transactions and batches; assisting with Corporate Training program duties as needed.

Membership Coordinator, Association for Professionals in Infection Control & Epidemiology (APIC), Jan 2013-Jun 2014

Financial processing, applying payments to membership accounts, customer service via phone and email, moderating online member community, processing refund requests, membership record data integrity

Administrative/Clerical Temporary Employee, Keepers, Inc. Aug 2012 – Mar 2013

Various administrative and clerical temporary assignments as assigned.

Program Coordinator, The Academy for Classical Acting – Shakespeare Theatre Company, Jun 2009 – July 2012

Acting as primary liaison between the students and the university; coordinating check requests, purchase orders, and payment for all faculty and guest artists; generating contracts for faculty and guest artists; writing/proofreading copy for STC programs and online newsletters; booking audition venues and arranging travel and lodging for audition adjudicators; accepting application materials and scheduling auditions; generating financial aid paperwork; taking reservations, running box office, creating the program, and coordinating opening night parties for the ACA summer repertory productions; maintaining the ACA’s social media presence; collecting/compiling alumni updates into a biannual alumni newsletter; coordinating all printing and mailings; answering all questions from prospective applicants/students; other duties as assigned

Computer Skills: Microsoft Word, Excel, Outlook, PowerPoint, Publisher, Dynamics 365, Dynamics AX, Dynamics GP, Concur, SalesForce, DocLink, PeopleSoft (Oracle), Virtual Lease, iMIS, CMS, BPCS, Banner, Tessitura, Raiser’s Edge, ProVenue, VectorWorks, and basic web design. Familiar with Windows and Apple operating systems.

Certifications/Special Skills: Licensed Certified Public Accountant in the state of Pennsylvania, excellent writing and proofreading skills, very organized, experienced at public speaking, has valid driver’s license

Education:

Southern New Hampshire University, M.S. in Accounting (September 2020) GPA: 3.608;

University of North Carolina School of the Arts, M.F.A. in Performing Arts Management (May 2009) GPA: 3.973;

University of North Carolina at Wilmington, B.A. in Theatre (December 2004) GPA: 3.76

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