Charlotte, North Carolina, United States
Responsible for leading the Professional Services team in providing implementation and best practice consulting services around the entire suite of our Corptax products to our customers. I am responsible for working with Lead Engagement Managers on understanding customer business needs and providing and implementing the most appropriate solutions to address those needs.
Manage range of accounting functions, including full cycle accounts payable and receivable, bank reconciliations, and payroll for 75+ employees. Prepare multi-state sales and corporate payroll tax returns, including 1099s and W-2s. Review invoices and resolve discrepancies. Coordinate collection calls on past-due accounts. Prepare reports for Executive Director and managing member. Manage warehouse functions, including purchasing, inventory control, and supply distribution; negotiate pricing with vendors. Advise area Managers on procedures relating to daily accounting / finance operations. Implement policies and ensure compliance to promote positive customer service. Complete job applicant prescreening. Conduct yearly audits for insurance companies. - Increased efficiency by developing procedures for reporting sales and operational information. - Produced 50% above expectations by proactively assuming additional responsibilities. - Successfully managed wide-ranging responsibilities to consistently complete projects ahead of schedule. - Negotiated delayed payments as required, maintaining all vendors while maximizing cash reserves.