COMPLIANCE SPECIALIST - American Legion Auxiliary
(2025-06)
- Communicate with Departments and Units through email and phone calls.
- Create and update Link Letters for Units and Departments under the National Group EIN.
- Check and review whether Units and Departments are in good standing with the IRS.
- Assist revoked Units and Departments with tax-exempt options and regain revocation.
- Monitor and answer compliance questions and concerns.
- Send out Determination letters to the IRS, as needed.
- Maintain inclusion requests to add Units and Departments under the National Group EIN.
- Send and maintain communication with the IRS.
ACCOUNTS COORDINATOR - American Legion Auxiliary
(2024-09)
- Review and manage bank activity for all bank accounts.
- Create journal entries and receipts using Financial Edge computer software to ensure accounting software matches bank information data and other date and payment information.
- Conduct monthly reports to analyze data information to complete bank reconciliation.
- Invoiced and billed departments and issued any payment on the department's behalf.
- Review reports and reconcile any payments and credits needed.
- Record all donations, sales, or royalties that are made on behalf of the non-profit.
- Resolve any questions that arise for invoices or donations made.
ACCOUNTS RECEIVABLE SPECIALIST - Valenti Real Estate Group
(2022-11 - 2024-07)
- Review and manage bank activity for multiple apartment properties.
- Create journal entries and receipts using Yardi software to ensure accounting software matches bank information and other date and payment information.
- Assisted property managers with any tenant ledger adjustments or requests.
- Conducted monthly reports to analyze data for multiple properties.
- Trained and supported property managers on check scanner setup and procedures and troubleshot any issues that arose.
- Collaborated and teamed on importing and processing vendor invoices.
- Reviewed ledgers and follow-ups to ensure collection of funds from internal and external clients.
BAKERY MANAGER - Landlocked Baking Company
(2021-10 - 2022-11)
- Managed production schedules and orders.
- Encouraged and led the team throughout daily tasks.
- Maintained communication with stores and upper management.
- Train and instruct staff on recipes and procedures.
MARKETING STRATEGY INTERN - Matchbook
(2019-06 - 2019-08)
- Conducted research and analysis on behalf of Matchbook.
- Advised on the development of marketing plans and strategies.
- Designed plans for client projects and campaigns.
- Collaborated in campaign development and creative planning.
