Golden Gate University

UC Berkeley Extension

San Francisco State University

Accounting Manager, Clinical Trials at Quantum Leap Healthcare Collaborative

Skills: Consulting · Month-End Close Process · Supervisory Skills

Launch Finance

Senior Accounting Manager

•Review flux reports to identify inconsistencies & trends ensuring precise records and reporting
•Specialization of consolidations of more than two entities, including international consolidations
•Lead accounting staff in the preparation of the general ledger account reconciliations, accurate reporting, and data verification
•Prepare payroll timely and accurately for clients
•Work with the accounting staff to maintain the revenue recognition schedules and ensure timely billing and collections
•Review all subledger transitions to ensure correct coding and allocations; perform first level approval of transactions
•Work in conjunction with SVPs, CFOs on monthly budget to actual spend and prepare monthly analysis report
•Prepare and post monthly labor allocation report and payroll reconciliations
•Prepare special financial reports as requested by the client CFOs & VPs
•In collaboration with the CFOs & VPs, manage the audit open items and deliverables. Manage accounting staff in the preparation of the audit workpapers
•Prepare financial forecasts, analytics, and budgets

Accounting Manager

•	Compile financials and budget models on a monthly basis providing financial visibility to CEOs and VPs
•	Complete reconciliation workbooks and fluctuation analysis in effort to produce GAAP financial statements enabling startups to obtain loans and investments
•	Create procedures and process for startups by setting up Bill.com, Expensify, PEOs, and accounting software
•	Lead audit process, including preparing PBCs and supporting documents for annual audits resulting in startups ability to produce audited financials to investors and lenders
•	Manage accountants on AP processing, bill approval and reconciliation workbooks for clients
•	Lead M&A process for clients being acquired
•	Prepare financial statements, budget models, cash burn reports & other ad hoc reporting, including reporting supporting collection of a $35M settlement
•	Work with VPs, CFOs and Senior Management in obtaining bank loans
•	File local and state taxes consisting of 571L, Delaware Franchise Tax, Sales & Use ensuring timely filing to remain in compliance
•	Prepare client request list for external tax accountants for state and federal tax filings, allowing taxes to be filed on time

kranz

Skills: Financial Analysis · Month-End Close Process

Independent Consultant

Independent Accounting Consultant

•Prepare management company financial statements and reconciliations of all accounts
•Assist in capital call process & maintain investor’s capital accounts
•Managing investor capital activity 
•Oversee all other routine correspondence related to accounting matters
•Maintaining the general ledger, payables and receivables for the management company and funds
•Lead the annual budgeting process for the management company
•Coordinate cash on hand analysis and other ad hoc analyses as needed
•Preparation of annual tax returns, including K-1s
•Serve as the day-to-day contact point for auditors
•Ensure the monthly and quarterly Bank Compliance activities are performed in a timely and accurate manner
•Work with the Chief Financial Officer to implement best practices within the finance and accounting organization

O'Reilly AlphaTech Ventures

Accounting Support
•Coordinated and conducted billing and collection procedures for all National Accounts
•Designed systems and processes to avoid delinquent payments
•Work directly with premier accounts (Saks, Apple, Cartier, Tiffany and Co, Cheesecake Factory) to evaluate needs based on budgets, billing and payment needs
•Design and implement ERP software and CRM system through creating modifications that best fit the business practices of the company 
•Provided sales budget reporting on $26 million, hospitality spend, and ad hoc reporting on volume, margins and markets enabling company to be preferred vendor with hotel chains and other large accounts
•Managed revenue and profit margin reporting for SVP and Sales Directors by channel, customer, market and product/service to assess opportunities for growth and areas of targeted interest 
•Developed and execute strategies and initiatives through sales forecasting and local market data analysis
•Developed, managed and assessed marketing and advertising budget for 22 offices and corporate consistently meeting budget spend goals annually

Marketing 
•Guide and oversee ad agencies and marketing firms in all stages of brand development to a deliver consistent and solid brand in 22 national offices
•Manage and maintain an up to date and competitive company website, focusing on search engine optimization, content control, and customer inquiries, helping to generate leads 
•Source, organize and attend tradeshows, creating industry buzz and increased booth traffic through use of press releases, media kits and coordination of onsite media interviews 
•Manage all aspects of events from budget planning, guest lists, invitations, menus, site logistics, follow-up, and more
•Create sales training presentations, schedule and oversee sales training for new product rollout, yielding business expansion into new channels 
•Coordinate copy and design to create sales tools, marketing collateral and product labels nationally

Stuart Dean Company

Operational Accounting Manager

•Coordinated large project’s billing and close out procedures to include: certified payroll, contractor specific requirements, AIA pay applications and schedule of values for projects as large as $1,000,000 billing/month
•Managed accounts payable/receivables through NAV and Excel reporting lowering average A/R balance from $300,000 to less than $70,000 providing a more solid cash flow for company
•Oversaw Office Administrative Assistant and Scheduling Coordinator delegating tasks as necessary
•Negotiated printing and design costs and ad campaigns lowering costs by 60% 
•Oversaw all office financials to include: monthly manager’s report, various budgeting reports, monthly projections and month end closure 
•Worked with 3rd parties to design, develop and conceptualize new website, successfully launching and employing SEO capabilities

Senior Accountant

•Managed premier buildings scheduling function and coordinated services ensuring customer satisfaction
•Worked closely with property managers and engineers to coordinate building services, billing and account renewals
•Oversaw operations, sales, and administrative departments functions through weekly meetings, creating cohesive and efficiently functioning local operation
•Performed job costing duties to ensure contracts met target profit margin
•Ordered supplies and maintained inventory efficiently to ensure contracts were profitable
•Assisted International market development including: working with lawyers to obtain Visas for Canadian entry, coordinate travel and entry for Apple jobs in Australia and Southeast Asia enabling company to expand business globally

Paige Buss