Highline
Smart Bookkeeping ensures your success
Habilidades

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Portfólio
Experiência profissional
Principal/Owner
Highline Consulting and Bookkeeping • Autônomo
Mar 2018 - Present • 8 yrs 6 mos
• Manage full-cycle bookkeeping and accounting for a concurrent, multi-client portfolio across professional services, restaurants, salons, hospitality, law firms, and nonprofits, including chart of accounts management and remote client delivery in QuickBooks Online. • Own AR/AP end-to-end for clients by handling customer invoicing and collections, vendor bill entry, and payment scheduling while responding to client needs with clear, timely communication. • Perform monthly balance sheet account reconciliations, including bank and credit card reconciliations, to support accurate books and a consistent month-end close process. • Build and present Budget vs. Actual reporting and variance analysis for clients, translating results into plain-language recommendations for non-finance owners. • Build cash forecasting models and dashboards for clients to support operating decisions and anticipate cash needs. • Manage U.S. payroll accounting in QuickBooks Online, ensuring accurate postings, regulatory compliance, and efficient processing within client deadlines.
Director of Accounting
MSI • Período integral
Oct 2022 - Oct 2025 • 3 yrs
• Migrated old desktop accounting to QuickBooks Online, establishing accurate books and a reliable bookkeeping foundation for a nonprofit. • Built a Board-facing reporting template comparing Budget vs. Actual revenue and spending across time periods and programs, and presented the organization's first baseline budget to the Board of Directors. • Established monthly bank and credit card reconciliation processes as part of a formal month-end close, improving the accuracy and timeliness of financial reporting. • Designed and executed a vendor bill/payment process for 300+ 1099 contractors, cutting manual email payment requests by 90%. • Built a separate revenue and expense forecasting model for the organization's Travel program
Director of Finance/Formerly Nexus Systems
Bottomline Technologies • Período integral
Jun 2012 - Feb 2018 • 5 yrs 8 mos
• Directed financial planning, P&L, and a $6MM budget to support company growth, including Budget vs. Actual tracking. • Built pricing models, break-even analysis, and cash flow forecasts used for planning. • Scaled headcount from 11 to 27 through strategic resource and budget management.