Accounting Specialist - Building Solutions LLC
(2025-06)
AP processing for a lumber and material supplier business – framing lumber/trusses/windows and doors/decking and siding.
- Full AP cycle – match invoices to PO's and track discrepancies in pricing and receiving
- Process vendor returns – follow up on missing credits and pay accordingly to take discounts
- Process payroll and manage time clocks for employees
- GL reconciliation for month end
- Manage vendor relationships for payables and set up for new vendors
- Process invoices through ERP system for mismatches in EDI transactions
Managing Member - Pinewood Bookkeeping LLC
(2024-12)
Owner/operator – Bookkeeping services for small businesses
- Reconcile bookkeeping software to bank statements. Data entry as necessary.
Cashier - ACE Hardware – Camp Abbot
(2025-04 - 2026-01)
Front end customer service for retail hardware store
- Assisted customers checking out and processing returns
- Directed retail customers to store locations for items needed
Compliance Manager - Interior Logic Group Property Services
(2020-02 - 2024-08)
This position was outsourced to Shared Services in Texas – eliminated in Oregon
- Reconcile sales tax G/L account and file sales and use taxes in all US states/jurisdictions
- Review contracts, licenses, insurance and W-9's for setting up new independent contractors for flooring installation. Prepare and administer 1099-NEC's.
- Determine which jurisdictions require sales and contractor licenses as new projects start across the US
- Renew licenses and sales tax certificates as necessary
- File B&O taxes, personal property taxes
- Track and document all leases for 28 locations in the US
- Set up new vendors, prepare credit applications
Sales and Use Tax Manager - Stash Tea Company
(2016-06 - 2020-02)
- Reconcile sales tax G/L account and file sales and use taxes in all US states/jurisdictions
- Pull reports from Avalara tax software and Amazon Seller Central to reconcile to the G/L
- Conduct tax research and attend tax webinars to stay updated on all legislative changes
Accountant - Creative Financial Staffing
(2016-01 - 2016-06)
Temp to hire position assisting a contract CFO to bring in receivables for the business growth. Assessed accounts receivable and reduced Days Outstanding.
- Customer service driven company with customer satisfaction as the #1 goal
- Brought in to assist with collections, reconciliations and to improve standard operating procedures.
Staff Accountant - FLIR Surveillance, Inc.
(2014-07 - 2015-08)
International A/R Department – liaison with sales ops in reviewing contracts, creating shipping and payment documents to Int'l Gov't and Commercial Aviation companies
- Handled invoicing, customer inquiries and sales tax credits
- FCPA - Commission payment processing for Int'l and Domestic Reps and Consultants. Reconciled cash payments to confirm due dates for Reps in AP following ITAR Regulations (Int'l Terrorist regulations).
- Sales and Use tax compliance and credits – contacted customers to correctly invoice transactions for resale taxes for all states
Bookkeeper/Operations - Discovery Technical Sales, Inc.
(2011-11 - 2014-06)
High tech product management for inside sales/operations for two sales offices – OR/WA
- Tier 1 account management – Amazon/Microsoft/Intel
- Managed logistics/pricing/tracking on optic transceivers for the Datacenter market
- CRM maintenance for multiple principals and salespeople
- Full cycle bookkeeping – Payroll, AR, AP, bank reconciliation, commission forecasting, 401K, established a profit-sharing program
- Completed a Corporate name change/new share agreement at the Federal/State levels and all contracts
Owner/Operator - Laurel's Sweet Treats, Inc.
(2000-03 - 2011-11)
Owned and operated this start-up specialty baking/food manufacturing business
- Designed product line from ingredients to packaging/marketing/internet/retail space
- Licensed by OR Dept of Agriculture and FDA
- Marketed /sold products in Whole Foods/New Seasons/Thriftway & 20+ specialty stores.
- Full cycle bookkeeping and payroll - completed all tax returns for the S-Corp. Maintained online website/blog and shopping cart.
International Credit Manager, A/R - Stash Tea Company
(2008-04 - 2011-11)
- Analyzed credit capabilities for new customers and reviewed reporting risk on existing customers
- Maintained receivables, posted cash payments and collections for national grocers, distributors and direct companies (Safeway, Costco, Target, Walmart, KeHe, UNFI, United Grocers, Smart Foodservice)
- D&B and NACM reporting – input and pulled reports for review, chair for the OR Food Processors Group
- Completed continuing education through NACM and CFDD
Mortgage/Inside Sales - Centurion Mortgage/Foundation Mortgage
(2001-04 - 2007-06)
- Originated and processed loans for mortgage transactions
- Liaison between title and insurance companies to complete mortgage transactions
