Sarah Pollock, CPA

Built, oversee and mentor team of six providing customer service for consolidation, tax, forecast and budget systems. Promote cross-functional collaboration across business. Standardize admin processes, preserve SODs and reinforce internal controls. • Project manager for reimplementation of consolidation and planning software • Tax partner to adopt dynamic applications; eliminate manual Excel updates • Executed accelerated 2-month datacenter migration. Setup 8 SQL servers; 15 production, test and archived database instances; evading $200K in fees • Created, transitioned and trained operating companies on improved GL import function to heighten system controls and user experience

Supervised and trained analyst. Supported system design of standardized balance sheet reconciliation software; onboarded over 200 entities in one year. Implemented Longview Tax provisional software. Administered and developed onsite training. • Architect constant dollar and flux analysis reporting • Developed acquisition workbook application & write-up automation calculation • Automated data transfers; Oracle ERP GL, cost center, inter-company upload • Streamlined quarterly SOX user access security review process approvals

System month-end close support to 700 users for a global industrial conglomerate. Initiate process improvements and change management, development, testing, validation and audit approvals. Produced user trainings and quiz. • Revised legacy code resulting in 90% drop in KPI calculation process time • Automated forecast actualization; ramped up data visibility for fast analytics • Designed repartitioning strategy; cut maintenance down time by 50% • Upgraded multi-dimensional database environment; UAT, validations, go-live

Contribute to the management of a portfolio of 640 individual, corporate, partnership, and tax-exempt clients. Expertise in various industries: restaurant and hospitality, retail, real estate, health care (doctors, dentists, physical therapists), professional services, not for profit, contractors, photographers, landscapers, and software/web developers. Prepare monthly, quarterly, and annual corporate work papers; weekly performance reports; financial statements; income, sales and payroll tax returns. Tax law and regulation research. Interact with clients on a daily basis regarding tax and bookkeeping services. Provide biweekly independent onsite bookkeeping services for a worldwide recognized non-profit organization. Interface with regulators, IRS, and government agencies on behalf of clients; respond to requests and provide backup documentation as part of audits. Key Achievements: Managed monthly accounting for corporate clients; recorded month-end close journal entries, tracked and maintained accruals, reconciled accounts, examined accounts for indiscretions, and evaluated consistency. Supervised and trained new hires and interns in all aspects of accounting and taxes; mentored on best practices and protocols. Documented procedures and created Excel templates to streamline and standardize operations, which improved efficiency and accuracy. Developed an Excel tool to determine client's eligibility to participate in a newly instituted healthcare credit. Analyzed and generated pro forma budgets for clients applying for business loans.

Participated in office administration for a small consulting firm. Maintained data integrity of client files and financial records; prepared and documented correspondence. Reconciled accounts and updated QuickBooks.

School of Business is accredited by AACSB International

Minor in Computer Science.