Forrest Spaits

E

—Senior Revenue Analyst

Everly Health

Mar 2022 - Mar 2024 (2 years 1 month)

• Collaborated with the Retail Marketing team to optimize Retail processes, ensuring consistent and accurate data • Initiated automation of reporting out of Netsuite, enabling real-time accessibility for finance, accounting, and marketing teams simultaneously • Overhauled chargeback procedures, resulting in the recovery of nearly $2 million from key retail partners • Reconciled multiple retail channels across accounting, supply chain, and analytics to confirm precise deferred revenue and inventory levels • Supported GL accounting operations and generated journal entries for depreciation, accruals, and revenue recognition • Executed SQL queries using Redash Analytics software to extract extensive data sets of kit information • Leverag

C

—Staff Accountant

Common House

Feb 2021 - Mar 2022 (1 year 2 months)

• Orchestrated payroll schedules, calculated bonus/commissions, and booked according payroll entries in Quickbooks • Managed finances for Common House's Richmond location, Birdie's Café, and Holding Company including AP, AR, reconciliations, intercompany transactions, and more • Automated AP processes using Craftable to streamline inventory counts for the Food/Beverage team • Trained onboarding staff accountants and communicated with new employees financial procedures such as expense reimbursements and disbursements policies • Analyzed revenue streams for membership, restaurant operations, and event sales to facilitate forecasting, presenting weekly & end of month financial reporting to key stakeholders • Provided detailed Profit & Lo

N

—Staff Accountant/Accounts Payable Manager

Need Supply & Totokaelo,

Mar 2019 - Jul 2020 (1 year 5 months)

• Directed all AP reporting and aided CFO in weekly cash flow management • Implemented Microsoft Dynamics ERP system, facilitating all payment processing including reimbursements, Paypal, checks,and international wire transfers • Executed various Month End activities such as inventory, credit card, accrued expense reconciliations, etc. • Maintained daily communication with vendors, reviewing payments, terms, and addressing inventory issues promptly

N

Accounts Payable Coordinator

Need Supply & Totokaelo,

Aug 2017 - Mar 2019 (1 year 8 months)

• Directed all AP reporting and aided CFO in weekly cash flow management Implemented Microsoft Dynamics ERP system, facilitating all payment processing including reimbursements, Paypal, checks, and international wire transfers Executed various Month End activities such as inventory, credit card, accrued expense reconciliations, etc. Maintained daily communication with vendors, reviewing payments, terms, and addressing inventory issues promptly

C

Bookkeeper

Common House

. Orchestrated payroll schedules, calculated bonus/commissions, and booked according payroll entries in Quickbooks Managed finances for Common House's Richmond location, Birdie's Café, and Holding Company including AP, AR, reconciliations, intercompany transactions, and more Automated AP processes using Craftable to streamline inventory counts for the Food/Beverage team Trained onboarding staff accountants and communicated with new employees financial procedures such as expense reimbursements and disbursements policies Analyzed revenue streams for membership, restaurant operations, and event sales to facilitate forecasting, presenting weekly & end of month financial reporting to key stakeholders Provided detailed Profit & Loss and Balance S

Forrest Spaits

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