Sarah R.

Experience

• 

  Acryness, Inc.

  Aug 2011 - Feb 2013

  Accounting Clerk

  A/R, A/P, Invoicing, Sales & Use Return Prep, Customer Service, YE Closing

• 

  KPMG US

  Feb 2013 - Aug 2014

  Tax Technician

  Work performed in the Individual Tax department with executives on international assignments. Assisted with tax compliance processes and hypothetical computations, including the preparation of tax returns and equalizations for assignees.

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  Wheeler & Company CPA's PC

  Nov 2014 - Apr 2016

  Tax Accountant

  Prepare corporate, fiduciary, payroll & individual returns. Assist with quarterly tax planning for clients. Involved in marketing and community engagement. Specialist in variance analysis and fixed assets. Prepare month and year-end adjusting entries, amortizations and general ledger analysis. Respond to disputes with various taxing authorities and compilation of supporting documentation.

• 

  Civitas Media

  May 2016 - Nov 2017

  Finance Analyst

  Unfortunately Civitas Media went out of business in 2017. In addition to duties as staff accountant, I was hired to reconcile four fixed asset databases rolled into one company that had never been successfully reconciled. I balanced millions of dollars in fixed assets to the penny, writing off many unsubstantiated assets, ensuring remaining assets were correctly accounted for. Also handled routine tax issues in house leading to reduced expenses to the outside accounting firm. Other responsible included: month and year-end closing duties, balance sheet reconciliations, budget forecasts, ad hoc reporting to the field, upper management and C level executives. Analysis and interpretation of financials, creating lead schedules for external auditors, etc. Show less

• 

  Datum Restaurant Technologies

  Jan 2018 - Oct 2019

  Skilled in variance analysis, correction and minimization using balance sheet, income statement and cash flow analysis. Responsible for accrual calculations, allocations, journal entries, transaction imports, financial and trend analysis. Calculate deferred revenue, WIP and related accounts. Responsible for all client billings & collections. Backup for processing payroll and other HR related tasks. Assist with schedules and ad hoc reports for external auditors and tax advisors. Manage project queue, authorize jobs for scheduling, final billing and reconciliation of Show less

  • Acting Controller

    Aug 2019 - Oct 2019

  • Senior Accountant

    Jan 2018 - Aug 2019
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  Starwood Land Advisors

  Nov 2019 - Nov 2021

  Senior Staff Accountant

  Responsible for a wide variety of accounting functions across multiple clients. Main role focused on budgeting and forecasting, all journal entries and account reconciliations, generation of all internal and external financial reports, billing and collections, vendor accounts and credit management, payroll processing for 50 employees weekly, importing transactions into the accounting system, year-end audit procedures, internal control procedures. Streamlined vendor 1099 process across multiple clients by creating detailed guides for use with Yardi and QuickBooks. Lead transition to new payroll processing company including definition of all user roles, workflows, recruiting templates and new employee onboarding experiences based on role. Created vendor contract tracking file to ensure cost over-runs were quickly identified and reconciled to the live budget allowing project managers to address issues in real time. Show less

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  First Watch Restaurants

  Nov 2021 - now

  Oversee all aspects of the company's Treasury department including, debt compliance, cash flow forecasting, and treasury/banking services. Manage budgeting, forecasting and strategic analysis of the business including Long-Term Strategic Plan, Annual Operating Plan, routine Quarterly forecast and month-end reporting for G&A Departments and home office. Identify approaches to improve the company’s overall resource planning, forecasting, and reporting process to deliver actionable insights in a timely manner. Show less Responsible for providing analytical and financial support across all areas of the business. Hold key role in the company’s financial planning function as well as driving operational efficiency through reporting and analysis. Partner with leadership and senior managers to monitor key performance metrics, analyze the company’s financial results, identify business trends, provide ad hoc reports as requested by senior management. Lead ongoing analysis of business results, focused on variance versus expectations, understanding changes in trends in both company and category performance, and identifying and elevating potential issues. Serve as key member of teams working on executing core company initiatives and analysis of Sales and Gross Profit performance, including ad hoc analysis of Sales driving initiatives, product cost, and new product tests. Participate in monthly and quarterly, as well as annual and multi-year financial forecasts, typically working with broader organization to understand and test key forecast assumptions and run alternate scenarios. Show less

  • Treasury Manager

    May 2022 - now

  • Financial Analyst

    Nov 2021 - Apr 2022