Bookeeper/Business Analyst; Sales Admin Expert; Data Automation; Finance and Oper

Extensive experience utilizing QuickBooks for full-cycle back-office bookkeeping, accurate transaction categorization, bank transactions and credit card transactions reconciliations, and rigorous multi-location account auditing. Skilled in cleaning up P&L records and maintaining financial ledger accuracy for seamless corporate reporting.

Over 10 years of experience building advanced financial models, sales forecasting trackers, and automated reporting dashboards. Expert in utilizing complex formulas, pivot tables, macros, and Power Tools to streamline multi-location inventory data and clean financial transaction records.

Over 10 years of experience building automated Google Sheets trackers and interactive reporting dashboards. Expert in utilizing Macros, Power Tools, Google Apps Script, and custom AppSheet integrations to optimize workflows, streamline multi-location inventory data, and eliminate manual entry bottlenecks.

Over a decade of comprehensive experience managing Accounts Receivable (A/R), Accounts Payable (A/P), bank and credit card reconciliations, and payroll processing via Gusto. Proven track record of verifying supplier receipts and managing complex financial data integrity across corporate structures.

Deep proficiency in managing sales pipelines, auditing pricing scenarios, and maintaining precise customer account data across Zoho CRM, Pipedrive, Salesforce, and HubSpot to ensure flawless back-office operations.

Deep experience analyzing P&L statements, evaluating account profitability, tracking gross profit trends, and conducting variance and break-even analysis to support corporate management decisions.

Strong background collaborating with directors to develop monthly, quarterly, and seasonal sales forecasts using historical pipeline data, active order trends, and market conditions.

Highly organized in managing professional correspondence, handling inbound client inquiries, and coordinating between cross-functional teams to ensure a seamless operational workflow.

Expertise in managing high-volume billing, purchase orders, invoicing, and accounts receivable aging reports to ensure accurate multi-location data syncs and timely collections.