Patricia Shepherd Email & Phone Number

Patricia Shepherd Skills

• 401(k) Fiduciary Oversight & Compliance
• AP/AR/Payroll
• ASC 606
• ASC 606 Revenue Recognition
• ASC 606 Revenue Recognition (Time & Material, Fixed Fee, Milestone, Subscription)
• ASC 606 Revenue Recognition (multiple product lines)
• ASC 606 Revenue Recognition (time & materials, fixed fee, subscription)
• ASC 606 Software Implementation, Subscriptions, Maintenance
• Accounting
• Accounts Payable (AP)/Accounts Receivable (AR)/Collections
• Accounts Payable/Accounts Reeivable/Collections
• Artificial Intelligence (AI)
• Audit Preparation
• Audit Preparation & Documentation
• Audit Preparation & Documentation (mid-year & year-end)
• Benefit Reconciliation & Vendor Management
• Budgeting & Forecasting
• CRM/ERP Overhaul & Financial Systems Optimization
• Cash Flow Management
• Cash Flow Modeling & Scenario Planning
• ChatGPT
• Client Contract Review & Risk Assessment
• Client Invoicing
• Client-Level Gross Margin Analysis
• Contract Review
• Corporate Finance
• Cost Variance Analysis
• Cross-Functional Collaboration (Finance, Sales, Operations)
• ERP Revenue Systems (Deltek)
• ERP System Management
• Employee Benefits Administration (Health, Dental, Vision, Life, Disability)
• Employee Offboarding & Exit Processing
• Employee Recordkeeping & Compliance
• Enterprise Resource Planning (ERP)
• Executive & Founder Advisory
• Executive Management
• Expense Management & Contractor Payments
• Finance Operations Leadership
• Financial Dashboard & KPI Development (executive-level reporting)
• Financial Forecasting
• Financial Leadership
• Financial Modeling
• Financial Performance Management
• Financial Planning and Analysis (FP&A)
• Financial Reporting
• Financial Reporting & Analysis
• Financial Systems Optimization
• Full Cycle Accounting
• GAAP Compliance
• GAAP Compliance & Revenue Accounting
• General Ledgers
• Generally Accepted Accounting Principles (GAAP)
• Generally Accepted Accounting Principles (GAAP) Compliance
• HR Policy Development
• HR Policy Development Support
• In-Kind Contributions
• Internal Controls
• Internal Controls & Audit Readiness
• Internal Controls & Risk Management
• KPI Dashboard Development
• KPI Reporting
• Long-Term Financial Planning
• M&A Readiness & Due Diligence Prep
• Mergers & Acquisitions (M&A)
• Microsoft Copilot
• Microsoft Excel
• Month-End & Year-End Close Management
• Month-End Close Process
• Multi-state Payroll Processing
• New Hire Onboarding & Orientation
• Non-profit Management
• OpenAir
• P&L Management & Reporting
• P&L Ownership (Balance Sheet, P&L, Cash Flow)
• PTO & Leave Tracking (compliance with multi-state regs)
• Payroll & Benefit Reconciliation Oversight
• Payroll & Benefits Reconciliation
• Payroll Processing
• Payroll Tax Compliance & Filing (multi-state)
• Performance Tracking & HR Reporting
• Post-M&A Financial Integration
• Pricing Model Alignment
• Process Automation
• Process Improvement
• Profitability Analysis (by client/project)
• QuickBooks
• Recruiting & Hiring (all staff and contractors)
• Revenue Accounting & Contract Review
• Revenue Forecasting & Variance Analysis
• Revenue Recognition
• Scenario Modeling & Cash Flow Planning
• Software as a Service (SaaS)
• Strategic Finance & Leadership
• Strategic Financial Management
• Tax Compliance
• Tax Compliance, Preparation & Support
• Tax Preparation and Support
• Time Tracking & Client Invoicing
• Vendor Contract Review & Cost Management
• Leadership
• Strategic Planning
• Management
• Financial Analysis
• Operations Management
• Strategy
• Forecasting
• Proposal Writing
• Negotiation
• Business Development
• Project Planning
• Program Management
• Business Planning
• Sales
• Contract Negotiation
• Event Management
• Non-profits
• Fundraising
• Change Management
• Nonprofits
• Analysis
• Business Strategy
• Business Analysis
• CRM
• Finance
• Financial Accounting
• MBA
• Human Resources
• Payroll
• Employee Benefits
• Budgets
• Budgeting
• Customer Relationship Management (CRM)
• Business Process Improvement
• Customer Relationship Management Crm
• Abak Software
• Microsoft Dynamics GP
• Oracle Open Air
• Non Profits
• Benefits Administration
• Financial And Operational Modeling
• Office 365
• Spreadsheets
• Productivity Metrics Analysis
• Strategic Finanial Planning
• Management Accounting
• Profit Forecasing
• Mergers And Acquisitions M&A
• Cash Flow Forecasting
• Microsoft Office
• Cost Containment
• Executive Leadership
• Modeling And Planning
• Human Resource Management
• 401K Fiduciary
• Key Performance Indicators Kpis
• Budgetary Planning
• Creative Problem Solving
• Customer Relationship Management
• Key Performance Indicators