Accountant/Development Associate at Star Island Corporation (2024-06 – Present)
- Track all incoming donations, including checks, cash, stock, credit and direct debit donations.
- Produce customer reports and queries for Fundraising Department including targeted mailing lists, LYBUNT reports, and monthly KPI tracking.
- Enter credit card transactions and invoices into accounting software and prepare monthly reconciliation statements.
- Handle all seasonal operational revenue, reconciling all forms of payments. Responsible for making weekly bank deposits during seasonal operations.
- Supervise seasonal assistant employees, providing training on payroll operations and procurement.
- Responsible for implementing online donation form as part of a fundraising effort that generated $110k.
- Switched credit card processor to Square, negotiated a lower rate saving company ~ $30,000 per year (30% decrease).
- Oversaw transitioning process to upgraded version of database.
Junior Accountant at CK2 Financials (2024-01 – 2024-04)
- Assisted in filing federal and state taxes for individuals and corporations via ProSeries.
- Oversaw several QuickBooks accounts for businesses, performing bank reconciliations, coding transactions, and creating P&L and balance sheet reports.
- Helped establish QuickBooks accounts for new clients, creating a customized chart of accounts, connecting bank accounts, walking through the layout and user experience.
Payroll Administrator/Procurement Officer (Seasonal Position) at Star Island Corporation (2022-06 – 2023-10)
- Oversaw payroll operations, reviewing and submitting employee hours, ensuring timely and accurate processing. Responsible for reconciling employee payroll and expense budget weekly.
- Managed procurement for operations, including purchase orders and inventory tracking and shipments.
- Managed workers compensation reporting and filing.
