Accounting Manager at Design-Build Institute of America (2025-05 – Present)
- Performed detailed monthly reconciliations of all primary cash accounts, ensuring data integrity and supporting accurate financial reporting.
- Developed and maintained critical month-end Excel spreadsheets, streamlining data aggregation and supporting efficient financial close processes
- Executed precise month-end journal entries for all revenue-related activities, ensuring proper accruals and deferrals to reflect accurate financial performance.
- Oversaw the creation and maintenance of monthly payment receipt reports, enhancing financial transparency and supporting efficient accounts receivable management.
- Partnered with the Human Resources Department to strategically create and refine the company's revenue collection policy, improving billing practices and cash flow
- Assisted external auditors with comprehensive data and documentation for billing and accounts payable inquiries, ensuring audit readiness and compliance.
- Managed the end-to-end process for corporate credit card reporting for senior leadership, encompassing reconciliation, compliance review, and the generation of accurate financial summaries.
Accounting Administrator at Design-Build Institute of America (2022-04 – 2025-05)
- Managed full-cycle accounts payable process for over 50 vendors using Bill.com, ensuring accurate coding and timely disbursements.
- Administered and reconciled employee expense reports and client payments, ensuring adherence to company policies and GAAP.
- Developed and managed a comprehensive financial document management system, improving data integrity and audit readiness.
- Managed and prioritized high-volume financial correspondence within the department Outlook inbox, accelerating response times and improving internal communication
- Authored and maintained a comprehensive departmental handbook and instruction manual, standardizing accounting procedures and facilitating efficient onboarding for new team members.
- Managed end-to-end customer invoicing for private education workshops, ensuring accurate billing and contributing to timely revenue recognition.
- Ensured consistent tax compliance by accurately preparing and submitting monthly Sales and Use Tax filings to DC Tax authorities.
Billing Specialist at Beveridge & Diamond PC (2020-08 – 2022-04)
- Oversaw full-cycle invoicing and appeals for insurance billing clients, ensuring accurate revenue recognition and maximizing collections.
- Managed comprehensive billing operations for multiple law firm partners, ensuring timely and accurate client invoicing in accordance with engagement terms. Processed over 100 bills monthly.
- Maintained meticulous oversight of multiple interest-earning IOLTA (Interest on Lawyers Trust Accounts) accounts, ensuring strict compliance with state bar regulations for client fund management.
- Monitored and audited firm-wide client time entries, identifying and resolving discrepancies to ensure accurate billing and compliance with client agreements.
- Enhanced and maintained the billing document management system for the Accounting Department, improving data accessibility and operational efficiency.
- Developed and distributed comprehensive monthly financial reports, for review by the management committee.
- Provided timely and accurate invoice cost details and analysis to attorneys and staff, facilitating transparent client communication and efficient billing inquiries.
- Executed complex e-billing operations through diverse platforms, streamlining the invoicing workflow and accelerating payment cycles.
- Oversaw the end-to-end e-billing process for a portfolio of select attorneys, from submission to collection, optimizing cash flow and minimizing rejections.
- Supported the CFO in the execution of various financial special projects, conducting research, preparing reports, and analyzing data to inform key decisions.
Accounts Receivable Clerk at Hemenway & Barnes LLP (2018-09 – 2020-08)
- Managed the comprehensive processing of all client payments (checks, ACH, wires), ensuring accurate and timely application to client accounts.
- Provided meticulous oversight of all corporate bank accounts, reconciling transactions daily/weekly to maintain accuracy and identify discrepancies.
- Managed all interest-earning ESCROW and IOLTA (Interest on Lawyers Trust Accounts) client accounts, ensuring strict adherence to state bar regulations and fiduciary duties.
- Managed all payments and disbursements for partner trustee accounts, ensuring accuracy, proper authorization, and compliance with trust agreements.
- Executed detailed reconciliations for all trustee-related general ledger accounts, ensuring data consistency and supporting audit readiness.
- Reconciled and resolved unapplied payments within the general ledger, proactively investigating variances to minimize aging and ensure accurate client billing.
- Generated and presented detailed reports on transactions and earnings for specific accounts to partners, providing critical financial transparency and supporting strategic decision-making.
- Managed the timely and accurate reporting of out-of-state revenue on a quarterly basis, supporting tax compliance and financial analysis.
- Spearheaded the development and ongoing maintenance of the finance department's procedural documentation, ensuring clarity and compliance with best practices.
Staff Accountant at Public Consulting Group (2017-07 – 2018-09)
- Managed daily processing of all client invoices, rigorously monitoring bank transactions to approve positive pay and ACH debit transactions.
- Executed comprehensive monthly reconciliations of bank accounts and credit card payments, proactively researching and resolving all discrepancies.
- Prepared and disseminated critical weekly and monthly financial reports for management review, providing actionable insights into company performance.
- Provided essential general ledger and reporting assistance to project managers and operations staff, significantly contributing to efficient monthly and fiscal year-end close processes.
- Performed meticulous monthly reconciliations of multiple complex accounts, including prepaid expenses and fixed assets, ensuring balance accuracy and compliance.
- Managed the accurate reconciliation and recording of cash receipts, both electronic and paper payments, meticulously applying all client payments to outstanding invoices. Processing payments roughly totaling $1 million a day.
- Streamlined incoming financial correspondence by developing an organized Outlook inbox system, ensuring timely assignment and resolution of accounting-related inquiries.
Administrative Assistant at Northwestern Mutual (2016-05 – 2017-06)
- Managed and maintained highly confidential client files, ensuring data security and strict adherence to privacy protocols.
- Led the successful migration of client files from a paper-based system to a secure cloud-based filing system, significantly enhancing accessibility and reducing physical storage needs.
- Drafted and prepared professional correspondence for clients, ensuring clear communication and accurate representation of information.
- Generated and distributed accurate monthly client insurance reports, providing essential data for compliance and client service.
Accounting Intern at Rodman CPAs (2016-01 – 2016-04)
- Ensured data integrity for client tax files by accurately updating annual tax information, supporting efficient and compliant tax preparation processes.
- Seamlessly uploaded financial statements from QuickBooks into a proprietary accounting system, ensuring data accuracy and integration for analysis and reporting.
- Prepared preliminary tax returns for S-Corporations, Partnerships, and Individuals, demonstrating foundational knowledge of diverse tax structures and compliance requirements.
- Managed the timely and accurate entry of tax extensions for S-Corporations and Partnerships, ensuring compliance with IRS deadlines and client filing requirements.
- Systematically reorganized and archived historical tax returns post-season, improving accessibility and maintaining a streamlined record-keeping system for future reference and audits.
