Summary
Overview
Work History
Education
Skills
Timeline
Volunteer
Tessa Imel

Tessa Imel

Westminster,CO

Summary

Partnering with companies, clients, individuals that focus on the objective of growth that includes but isn't limited to the balance sheet has been my area of focus for the last 15 years. Creating or improving culture, efficiencies and processes will help the business and its individuals thrive in this new economic culture.

Overview

23
23
years of professional experience

Work History

Managing Partner

Reliabledger
01.2024 - Current
  • Negotiated high-value contracts with clients, securing profitable partnerships for the company.
  • Established and implemented business procedures and process improvements.
  • Mentored junior staff members, resulting in a more cohesive team and increased overall performance.
  • Spearheaded successful client engagements resulting in repeat business and positive referrals from satisfied clients.
  • Oversaw financial management of the firm, including budgeting, forecasting, and analysis, ensuring fiscal responsibility and profitability.
  • Increased client base by implementing effective marketing strategies and fostering long-term relationships.
  • Collaborated with cross-functional teams to drive organizational improvements and meet strategic objectives.
  • Developed comprehensive business plans that led to significant revenue growth and expansion opportunities.
  • Evaluated market trends to identify new business opportunities and develop targeted growth strategies accordingly.
  • Cultivated a culture of continuous improvement by encouraging staff development through training programs and workshops.
  • Streamlined internal processes for improved efficiency and productivity within the firm.
  • Drove innovation initiatives that resulted in unique service offerings for clients while differentiating our firm from competitors in the industry.
  • Collaborated in rebranding initiative, revitalizing company image and market positioning with innovative marketing strategies.

Accounts Payable Manager

MSI, LLC
06.2001 - Current
  • Managed accurate and timely processing of over 5000 invoices/20 million in payable invoices per month within the department.
  • Streamlined payable processes to increase payment turnaround from net 30-45 to net 7-10 days.
  • Coordinated accounts payable functions and improved workflow for 13 staff members.
  • Improved vendor relationships through timely payments and clear communication of company policies.
  • Closely monitored accounts to post timely payments and resolve billing discrepancies.
  • Managed a team of accounting staff, providing guidance and support to ensure accurate financial reporting.
  • Developed comprehensive training programs to onboard new employees effectively and mentor existing team members.
  • Monitoring investments to accurately track unrealized and realized gain/loss.
  • Positively interacted with all partners, employees and customers using exemplary communication and interpersonal talents.
  • Training and managing virtual employees in India to support department A/P processing.
  • Managing remote employees (US based)
  • Meeting with boards and managers to resolve service, contract, or other department issues.
  • Training boards and community managers on understanding and utilizing financial statements
  • Assisting in budgeting for associations.
  • Organizing and managing the audit and tax services and schedule for all clients.
  • Communicating with the IRS and State to resolve tax issues and make payments
  • Monthly accounting meeting trainings including accounting training, customer service training and personal development.
  • Creating and heading a Wellness Committee organizing and implementing wellness culture and practices, saving the company over $12K annually in insurance premiums.
  • Conducting annual employee reviews focusing on contributions, personal and professional growth and effectiveness.
  • Partnered with finance team to complete month-end accruals and account reconciliations.
  • Input all relevant transactions and supervised properly within accounting system.
  • Built strong relationships with vendors to enhance cost offerings and accomplish favored customer status.
  • Developed reports for senior management to outline expenditures and forecasting.
  • Interviewing and hiring manager.
  • Aligned workload and reduced head count without service interruption.
  • Reduced staff and eliminated overtime by realigning workload in order to meet budgetary restrictions.

Therapist

Trance-form.me
10.2020 - Current
  • Assessed clients' mental health needs, developed treatment plans and monitored progress.
  • Documented client information, treatment plans, and patient responses.
  • Delivered brief interventions to help clients/employees develop healthy coping skills.
  • Counseled individuals and groups to bring awareness of problems, deal with situations, teach and implement tools and develop action plans.
  • Facilitated group therapy sessions, promoting a supportive environment for shared learning and growth.
  • Continuously updated professional knowledge through ongoing research, training, and participation in industry conferences and workshops.
  • Coached clients on effective coping strategies, empowering them to manage symptoms independently outside of therapy sessions.
  • Utilized motivational interviewing techniques to help clients recognize personal barriers to change and identify actionable steps towards improvement.
  • Maintained client confidentiality to protect patient privacy.
  • Facilitated support groups, supporting safe and collaborative environments for clients.

Education

Bachelor of Arts - Psychology

Fort Lewis College
Durango, CO

Bachelor of Arts -

University of Colorado At Denver
Denver, CO

Skills

  • Financial reporting understanding
  • Strategic Planning
  • Business Development
  • Industry Networking
  • Ethical Leadership
  • Organizational Development
  • Leadership and People Development
  • Relationship and Team Building
  • Goal Setting
  • Account Management
  • Bank Reconciliation
  • Accounts Receivable
  • Accounts Payable
  • Invoice Processing
  • Cash Flow Management
  • Expense Tracking
  • Accounting and bookkeeping
  • Customer Relations
  • General Ledger Entries
  • Accounts payable specialist
  • General Ledger Management
  • Account Reconciliation
  • Financial Reporting
  • Attention to Detail
  • Problem-solving abilities
  • Critical Thinking
  • Organizational Skills
  • Staff Management
  • Staff Training
  • Written Communication

Timeline

Managing Partner

Reliabledger
01.2024 - Current

Therapist

Trance-form.me
10.2020 - Current

Accounts Payable Manager

MSI, LLC
06.2001 - Current

Bachelor of Arts - Psychology

Fort Lewis College

Bachelor of Arts -

University of Colorado At Denver

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Tessa Imel