Brandy R.

Experience

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  Alvin J. Callais, CPA, LLC

  Aug 1995 - Dec 2010

  * Evaluate, advise management and implement proposed changes on financial objectives, organizational policies, procedures and recordkeeping systems, making use of current computer technology * Receive, record, and prepare accounts payable and accounts receivable activity * Prepare and examine journal entries, financial statements, and engagement papers to assess accuracy, completeness, conformance to reporting and procedural standards, and identify areas where improvement is needed * Prepare 135+ personal and 25+ business tax returns, related schedules, reports and records for final review * Supervise, train, direct work activities, prepare forms and manuals for employee performing payroll and bookkeeping duties * Compute, withhold, and account for all payroll deductions for 90+ employees from 10 clients, including ACH transmission for 25+ employees from one client * Prepare and review quarterly and annual forms for 200+ employees and 80+ contract workers from 30+ clients * Review and respond to client, agency and authority correspondence Show less

  • Accountant

    Jan 2002 - Dec 2010

  • Accounting Clerk/Receptionist

    Aug 1995 - Dec 2001
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  Continental Kennel Club, Inc.

  Dec 2010 - May 2024

  • Responsible for oversight of preparation financial statements, accounts payable, accounts receivable, payroll, payroll taxes and sales taxes. • Develop and review financial and operational reports and dashboards from Intacct and Excel/custom point of sale system. • Complete financial applications and respond to regulatory compliance requests.• Plan and oversee credit card merchant processor change, including all security configurations, user management and coordination with technical team. Re-establish payment gateway service so it was no longer married to payment processor.• Schedule and review contracts at upcoming renewal or at onset of new services and equipment; negotiate lower fees by comparing options; follow-up on.• Select and implement cloud-based accounting program, Intacct, with 10 years of summarized journal entries for monthly comparisons• Work with external consulting team on implementation for company’s environment.• Work through process changes and improvements• Anticipate upcoming needs for with pending rip and replacement of other new operating systems• Work with internal team and developer on Intacct interfacing requirements for new custom .NET canine registration point of sale system, content management system, and document management system; serve as project manager for a period.• Review and approve purchase orders and bills; review and sign checks. Show less • Plan, direct and coordinate various other administrative services, like general insurance renewal, and IT administrative support• In constant pursuit of streamlining redundances to make more rewarding and skilled work accessible for all roles.• Steward of all sensitive corporate information, financial assets and human capital.• Establish, monitor and improve internal controls for administrative functions.• Research, recommend or implement new systems, procedures, organizational or software changes• Analyze business and other data processing problems to develop and implement solutions to system administration issues on commercially available software. • Perform systems management and integration functions, improve existing computer systems, and review computer system capabilities and workflow. • Define and simplify authority and groupings for job titles and credential throughout software programs for segregated access and permissions. • Work extensively on a rip and replace project of major programs for a modern, integrated ecosystem from accounting and project management roles.• General software configurations for improvements, automation; troubleshooting and setup and follow-up on support tickets• Measure space, purchase new furniture, coordinate installations for betterment of work.• Coordinate business continuity solutions between departments and vendors due to disruptive events. Show less • Plan, direct, or coordinate human resources activities and policies related to performance management, compensation and benefits, payroll and bonuses, time & attendance, recruitment and onboarding, terminations, reporting & analytics.• Plan and direct build out of O*Net database to create custom blended job descriptions linked to prevailing wage rates updated annually.• Implement and administer Human Resource Management System, ADP Workforce Now• During pandemic, facilitate establishing operations for call center employees needing to work remotely, stay plugged into sanctioned education for new human resource regulations, promptly update and communicate changes to employees regarding policies that came from management and governing bodies.• Extensively use project management system to recall, summarize and otherwise keep track of my tasks to the projects of others, from the view of the individuals, managers, departments and CEO; setup reports and dashboard to track work; setup procedures for tracking time and reconciling to weekly timecards at point of approval. Conduct collaborative team meetings using these tools with attachments and notes.• Facilitate cost and feature comparisons of printing, postage, scanning and document equipment• Create branded documents and images from HR, bundle as templates• Find ways to train and delegate tasks to the lowest employment or security level that made sense for the role, department and company. Show less • Responsible for preparation financial statements, accounts payable, accounts receivable, payroll, sales taxes and human resourcesAccomplishments:• Corrected sales tax rates vendors charged to reduce taxes paid.• Removed obsolete items from assets for accuracy and tax reduction.• Eliminate need for outsourced CPA for weekly payroll and monthly financial statement preparation; established ahead of schedule paperless pay stubs and weekly digital reports for management. • Digitized accounts payable and established highly detailed billing data for granular reporting.• Identified and restructured chart of accounts to pull Cost of Goods sold out of period expenses.• Recaptured project costs to apply for Research and Development tax credits.• Setup use of classes for financial reporting in profit centers; allocate and spread overhead over classes.• Formalized processes to control spending, such as purchase order system, credit cards with individual spend limits, budget preparation for events and sponsorships• Connected all downloadable content to Quickbooks to streamline transaction processing for credit card, checking and merchant accounts. 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  • Administrative Manager - Accounting & Finance

    Feb 2012 - May 2024

  • Administrative Manager - General Administration

    Feb 2012 - May 2024

  • Administrative Manager - Human Resources

    Feb 2012 - May 2024

  • Accounting & Information Manager

    Dec 2010 - Feb 2012