Accuracy first, then everything else
Robin believes accuracy is the foundation of understanding and managing finances well. Over three decades she has worked across health insurance, healthcare clinics, retail and distribution, manufacturing, and consulting, and she has supervised staff, payroll, and full accounting cycles.
She is a systems person at heart, and the work she is proudest of is systems implementations: a new G/L package for statutory reporting at Seton Health Plan, and integrated timekeeping and payroll systems at Doheny's. She is comfortable in PeopleSoft, SAP, JD Edwards, and QuickBooks alike, and she has worked remotely for years. Most recently she launched her own QuickBooks Online bookkeeping practice serving small businesses and a local CPA firm's clients. Outside of work, Robin is an avid reader and loves to travel.
Career history
Owner
- Launched a QuickBooks Online bookkeeping service for small and mid-sized businesses
- Provides bookkeeping, management reporting, and audit support for a local CPA firm's clients
- Clients include construction, auto supplies, e-commerce, and short-term rental businesses
Lead Financial Analyst
- Prepared journal entries, reconciliations, reporting, budgets, and forecasts in PeopleSoft and BlackLine
- Prepared complex quarterly statutory reporting filed with regulatory agencies; provided audit support
- Developed joint venture accounting processes
- Implemented a G/L package (EAS) for statutory reporting
- Led departmental cross-training and oversaw process documentation
Senior Accountant (Contract)
- Cleared clinic unapplied cash and other accounts receivable anomalies
- Prepared clinic financial statements
- Prepared high-volume journal entries and complex reconciliations in JD Edwards and Essbase
Interim Controller (Contract)
- Managed daily cash requirements
- Coordinated daily accounting, month-end close, and all required reporting
- Supervised payroll, accounts payable, and accounts receivable
Controller and Accounting Manager
Controller, 2012 to 2014
- Coordinated daily accounting and month-end close; prepared actual vs. budget variance analyses
- Supervised accounting and HR staff of 4, including hiring, training, and performance reviews
- Supervised payroll for up to 140 employees and administered the 401(k)
- Implemented integrated timekeeping and payroll systems, saving time and improving reporting
Accounting Manager, 2007 to 2012
- Managed daily cash, daily accounting, month-end close, and required reporting
- Supervised accounts payable and accounts receivable
- Filed sales tax returns accurately and on time
Pentair Water and IMC Global
- Pentair Water: Senior Staff Accountant and Manufacturing Operations Analyst (SAP)
- IMC Global: Accounting Manager, Accountant, and Tax and Accounting Assistant
What she brings
Accounting and finance
- GAAP accounting and reporting
- Month-end close
- Account reconciliations
- Statutory and regulatory reporting
- Audit support
- Budgeting and forecasting
- Variance analysis
- Joint venture accounting
- Cash management
- Payroll and 401(k)
- AP and AR
- Sales tax
Systems
- PeopleSoft
- BlackLine
- SAP
- JD Edwards
- Essbase
- EAS
- QuickBooks Online
- Advanced Excel
- Power BI
- Tableau
Leadership
- Team supervision
- Hiring and performance reviews
- Cross-training
- Process documentation
- System implementation
Credentials
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