Highly organized with an ability to work independently, Sarah Jo is an integration specialist with experience in both nonprofit and for-profit sectors. She is proficient in a wide range of industry-relevant software, including popular CRM and ERP applications.
Prior to joining Supporting Strategies, Sarah Jo was a Senior Audit Associate at a CPA firm, where her accounts included small community organizations as well as government-supported programs with funding in the millions. She specialized in auditing 403(b) retirement plans and in managing financial statements, payroll processing and tax preparation. In addition, she instituted an intern program.
Before that, Sarah Jo was a Staff Accountant/Credentialing Coordinator for a healthcare staffing firm. In her first position, Operations Manager at a wealth investment management firm, she researched and integrated cutting-edge, company-wide performance-reporting software through her own initiative.
Sarah Jo holds a Master of Accounting (concentration in Taxation) from Strayer University and a Bachelor of Business Administration from Midwestern State University.