Sarah Morgan Leibold
Cary
Summary
Finance and Operations professional with a strong track record in optimizing financial processes and ensuring compliance. Expertise in account reconciliation, financial analysis, and project oversight leading to significant process improvements. Detail-oriented collaborator delivering precise reporting and supporting audit functions to enhance financial performance.
Overview
6
6
years of professional experience
Work History
Client Accountant
McKinney Ventures, LLC
Durham
02.2021 - Current
- Manage client financial operations: Coordinate billing processes, issue invoices, secure POs, monitor A/R, handle A/P, reconcile cash receipts, and ensure compliance with contract terms and billing policies.
- Maintain project and documentation accuracy: Review open projects, adjust or close jobs, reconcile media orders, audit project records, ensure all SOWs/estimates/invoices are properly filed, and run required time and project reports.
- Provide financial analysis and support: Perform ad hoc reporting, assist auditors, support Finance Leadership with special projects (utilization reports, expense analysis, research), and resolve system/reporting issues.
- Support operational continuity: Communicate effectively with internal teams, back up key accounting functions (client accountants, payroll, A/P, credit card processing), and carry out additional duties assigned by the Controller.
Finance Intern
Syneos Health
06.2021 - 08.2021
- Exposure to CRO and pharmaceutical industry
- Performed deep dive analysis into the sales opportunity pipeline to identify any key trends in gross award activity
- Triaged Payment Schedule email requests, performed initial A/R reconciliation for Change Order Payment Schedules, and produced FSP Rate Requests
- Looked into deal strategy and development process, reviewed contracting language implications, reviewed business structure for commercial, and shadowed a deal proposal for a potential client
Finance Intern
McKinney Ventures, LLC
06.2020 - 08.2020
- Developed financial models for performance and trend analysis generating alternatives for process improvements
- Produced and analyzed various budgets and preformed financial statement analysis
- Worked with other interns on a pitch for clients
Education
Bachelor of Science in Business Administration - Concentration in Finance, Minor in Statistics
East Carolina University College of Business
Greenville, NC12.2021
Skills
- Account reconciliation
- Billing management
- Audit support
- Financial reporting
- Financial analysis
- Expense tracking
- Team collaboration
- Financial statement preparation
- General ledger maintenance
- Data analysis
- Financial statements
- Accounts payable
- Budget forecasting
- Bank reconciliation
- Excel
- Oracle Netsuite
- Advantage Software
- Workamajig
Accomplishments
• Dean’s List at East Carolina University, 06/01/16 - 06/30/17
• The National Society of Leadership and Success, 2017 - 2021
• The National Society of Leadership and Success, 2017 - 2021
Projects
MIS Capstone Project on an Excel Spreadsheet, Fall 2019. Made modifications in design techniques and strategies to accommodate different contingencies in Excel. Discussed the different functional activities required of a successful project team and the role of the project manager. Examined the value of experience in the successful application of systems tools and techniques.
Affiliations
Delta Zeta Fraternity, Zeta Lambda Chapter Member, January 2019-December 2021
East Carolina University Club Swim Team Member, August 2017- May 2018
Captain of the Swim Team, Cary High School, June 2016-June 2017
East Carolina University Club Swim Team Member, August 2017- May 2018
Captain of the Swim Team, Cary High School, June 2016-June 2017
Timeline
Finance Intern
Syneos Health
06.2021 - 08.2021
Client Accountant
McKinney Ventures, LLC
02.2021 - Current
Finance Intern
McKinney Ventures, LLC
06.2020 - 08.2020
Bachelor of Science in Business Administration - Concentration in Finance, Minor in Statistics
East Carolina University College of Business