michelle wenner: Owner in San Diego, CA

On the Operational side, I am able to assess an organization's existing structure and make recommendations for implementing and changing procedures and processes to create a cohesive and logical flow. This includes establishing accounting, sales, order fulfillment, and inventory tracking systems, as well as implementation of a variety of ERP systems. In the Finance realm, I can evaluate the existing financials, clean them up and implement structure and processes in accordance with GAAP, and allow for proper reporting to tax agencies, company management and stakeholders. I have background in creating and maintaining budgets as well.

Business systems: Manage installation, set up and implementation of Full Circle and MAS200 ERP systems, manage on-going upgrades and customization of these systems to maximize system efficiency General Accounting: oversee all accounting functions including 6 person general accounting staff, maintain General Ledger, coordinate periodic audits Budgeting: create and implement company-wide budgets based on historical statistical data and forecasted goals Financials: prepare monthly financial statements and quarterly consolidated financials for 5 related domestic & international entities for submission to investors & bank Business development: prepare all financial information for Due Diligence and CPA reviews required by potential corporate investors; prepare all financial information for Due Diligence and CPA reviews to receive new Line of Credit; oversee annual insurance renewals, including analysis of liability, property, auto and Workman’s Comp coverage needs

General Accounting: oversee all accounting functions with strict adherence to IRS Non-Profit Guidelines. Implement and maintain sound fiscal policies, financial procedures and operational guidelines. Perform annual internal audit. Budgeting: Create budget template and procedure. Oversee budget process. Track and enforce annual budget. Human Resources: Process payroll. Implement benefits packages including medical, dental and time off. IT: Manage and maintain servers, Cloud Email system and set up, implement and train staff on Donor Database on SalesForce platform. Business Development: Create and update procedures for recording and tracking expenditures and income that are in line with IRS Non-Profit Guidelines. Train staff on procedures. Work with cause merchandise licensee to implement and help set up merchandise company. Create and enforce new reporting, ordering, recording and spending procedures to work with new merchandise company set up.