Director of Operations at Idaho Diabetes Youth Programs dba Camp Hodia (2022-02 – Present)
Primary focus: Accounting, financial operations, and reporting
- Execute full-cycle accounting operations, including accounts payable, payroll, account reconciliations, and general ledger maintenance in QuickBooks Online
- Process and code transactions, ensuring accuracy and proper classification across multiple funds, grants, and program areas
- Perform monthly bank, credit card, and account reconciliations to maintain accurate and reliable financial records
- Support month-end and year-end close processes, including preparation of financial reports and review of account balances
- Manage grant revenue and restricted funds, including tracking, allocation, and compliance with donor and funding requirements
- Maintain organized financial documentation and support audit preparation and Form 990 reporting in partnership with external CPA
- Monitor cash flow and daily financial activity to ensure timely processing of revenues and expenses
- Maintain vendor records and support payment processing, including checks, ACH transactions, and expense tracking
- Prepare and present financial reports, including P&L, Balance Sheet, and Budget vs. Actual, to support leadership and board decision-making
- Strengthen financial clarity and operational effectiveness by improving reporting structures, streamlining processes, and increasing visibility into financial performance
- Partner cross-functionally with leadership, program staff, volunteers, and families to support program delivery, providing responsive, high-touch support and translating financial and operational processes into clear, approachable guidance
- Drive operational execution beyond accounting, including systems management, vendor coordination, and program logistics, while implementing process improvements to increase efficiency and ensure well-run programs
Hospitality & Operations Coordinator at Franklin Hospitality Group (2021-03 – 2022-10)
- Implemented and maintained accounting processes in QuickBooks, improving financial tracking and organization
- Managed payroll processing and handled sales and occupancy tax filings, ensuring timely and accurate compliance
- Maintained financial records, performed bank and account reconciliations, and supported accounts payable and day-to-day bookkeeping functions
- Coordinated vendor relationships, inventory, and operational logistics to support efficient business operations
- Supervised staff and supported daily operations in a fast-paced environment
Managing Director at Sales & Marketing Heuristics LLC (2017-10 – 2021-06)
- Supported business operations, including invoicing, expense tracking, and financial organization
- Maintained internal documentation and workflows to support accurate financial and operational reporting
- Coordinated client billing and tracked project-related expenses
- Managed cross-functional communication to ensure timely and organized service delivery
Executive Administrative Assistant at Wevorce (2014-08 – 2018-06)
- Supported executive leadership with high-level administrative and operational coordination, including scheduling, travel, and project management
- Assisted with fundraising and investor materials, including preparation of documentation and internal reporting support
- Coordinated events, recruiting, and cross-functional communication to support organizational initiatives and day-to-day operations
Tax and Administrative Assistant at Value Resources CPAs (2011-04 – 2014-07)
- Performed bookkeeping using QuickBooks and Excel for individual and small business clients
- Maintained financial records and documentation to support tax preparation and compliance
- Assisted with tax preparation and organized client financial data for CPA review
- Managed CRM system and supported administrative operations within a CPA firm
Tax Assistant at Beverly Hills Sports Council (2011-10 – 2014-02)
- Prepared and organized documentation for tax filings, ensuring accuracy and completeness.
- Supported client communication regarding tax obligations and financial documentation
- Maintained schedules and task tracking to support CPA workflow and deadlines
