Summary
Overview
Work History
Education
Skills
Licensureandcertificate
Internationalexperience
Timeline
Generic

Aaron Fehr

Lone Tree

Summary

Results-driven accounting and office administration professional with 10+ years of experience. Proven track record of process improvement, team management, and client satisfaction. Handles detail-oriented work in methodical and organized fashion. Leverages field expertise, resourcefulness and diligence to make positive impact on business operations. Adept at managing budgets, payroll, invoicing and general accounting functions. Instrumental in keeping business operations fully compliant and working within budgetary guidelines.

Overview

14
14
years of professional experience

Work History

Accountant and Office Administrator

Singing Hills Landscape, Inc.
03.2021 - Current
  • Revamped financial systems, including Use Tax, and payroll worksheets
  • Successfully navigated pandemic-era challenges, including Employee Retention Credit filing and receipt
  • Developed and implemented Overhead budget, and compiled company budget
  • Designed and implemented new asset tracking software, and Fleet DVIR program
  • Maintained key relationships with banks, insurance providers, and bonding underwriters
  • Team includes HR Director, Fleet Manager, and A/P Clerk

Contract Administrator

Singing Hills Landscape, Inc.
08.2018 - 03.2021
  • Administered installation division, including invoicing, permitting processes, and Work-in-progress reports
  • Monitored incoming contracts and service agreements for correct pricing and information
  • Conducted jobsite reviews for commercial projects

Staff Accountant

Design Lines
02.2018 - 08.2018
  • Managed financial reporting for interior design and installation firm

Property Accountant

Escalante Golf, Inc.
09.2016 - 02.2018
  • Oversaw financial reporting for luxury golf property ownership and management firm
  • Implemented new processes after internal audits and reconciliations
  • Created procedure manuals for each entity
  • Communicated with corporate officers, property management, vendors, state and local governments, third party payroll processor, and customer members

Distribution / Compliance

Pensco Trust Company
10.2015 - 09.2016
  • Tracked and managed delinquent populations for Fee Account Receivables – 50% retention rate increase
  • Analyzed data trends on accounts that were involuntarily closing – collaborated on strategies to maximize client account retention – experienced 15% increase in retention

Investment Review Specialist

Pensco Trust Company
01.2013 - 10.2015
  • Corresponded with clients, asset sponsors, and title companies to timely process documents related to purchase and sale transactions, and account / asset maintenance, in accordance with IRS Publication 590-A
  • Performed quality control procedures in cooperation with team(s) to streamline workflows

Lead Branch Teller

West Bank
01.2011 - 08.2011
  • Accurately processed cash and transactions to maintain cash vault balance
  • Trained new tellers on transaction processing, bank procedures, and governing regulations

Education

Bachelor of Science in Business Administration: Accounting -

DRAKE UNIVERSITY
Des Moines, IA

Associate Degree in Applied Science: Accounting -

AIB COLLEGE OF BUSINESS
Des Moines, IA

Skills

  • Funds Management
  • Financial Reporting
  • Budget Analysis
  • Payroll Administration
  • GAAP Accounting
  • Internal Controls
  • Critical thinking and analysis
  • Communication and presentation

Licensureandcertificate

  • CERTIFIED PUBLIC ACCOUNTANT, CPA Exams completed 2011
  • RETIREMENT INDUSTRY TRUST ASSOCIATION (RITA) IRA Institute Successful completion - 2016

Internationalexperience

  • English Teacher, Hebei Normal University, Shijiazhuang, Hebei, People's Republic of China, 08/2011, 06/2012
  • Intern, HSBC Bank - Securities Services - Finance, London, England, United Kingdom, Summer 2009

Timeline

Accountant and Office Administrator

Singing Hills Landscape, Inc.
03.2021 - Current

Contract Administrator

Singing Hills Landscape, Inc.
08.2018 - 03.2021

Staff Accountant

Design Lines
02.2018 - 08.2018

Property Accountant

Escalante Golf, Inc.
09.2016 - 02.2018

Distribution / Compliance

Pensco Trust Company
10.2015 - 09.2016

Investment Review Specialist

Pensco Trust Company
01.2013 - 10.2015

Lead Branch Teller

West Bank
01.2011 - 08.2011

Bachelor of Science in Business Administration: Accounting -

DRAKE UNIVERSITY

Associate Degree in Applied Science: Accounting -

AIB COLLEGE OF BUSINESS
Aaron Fehr