G&A Intern
Summer 2016
Junna Gazmen
University
of Portland
B.B.A Finance &
Marketing
Hometown:
Lahaina,
Hawaii
Danced
hula for
13 years
Enjoy reading,
watching Netflix,
and going on
adventures
Junna Gazmen
Can be found
eating candy
Internship Rotation
Refine research
and reporting
skills within legal
context.
LEGAL
Better understand
the role of HR
and the employee
lifecycle.
PEOPLE
Apply finance
education in real-
life workplace
setting.
FINANCE
Apply accounting
education in real-
life workplace
setting.
ACCOUNTING
• Registering as a foreign entity
• Potential software company partners
• Protective nature of Spamhaus
• Form 5500 with a wrap document
• Review agreement forms
• Develop Legal Page
• Oktopost Conference Call
Legal Projects
• Safety Committee
• Benefits Space
• Act For Good
• Manager’s Space
• New Birthday Email
• Work Anniversary Gifts
People Projects
Pub Spaces
• Reconcile Bank Statement with NetSuite
• USD
• GBP
• EURO
• Tie out checks and ACH numbers
• Tie out prepaid expense summary
• Add adjusting J/Es to UK’s Trial Balance
• Update legal vendor contact list
• Pull outstanding checks and bank reconciliation
summaries
• Compile Fixed Asset Support in Box
• Verify ACH information
• Shadow AP Specialists
Accounting
Projects
• Review Q1 & Q2 Financial Summary
• Summarize Q1 & Q2 SDR Performance
• Update quota credits on Salesforce (July & August)
• Assist in updating ARR Roll Forward
• Consolidate renewal data
• Q2 SDR Attainment Report
• Q2 Commissions Report (New Comp Plan vs Old Comp Plan)
• Q3 SDR Comp Plan
• July SDR Comp Report
• Attainment Report 2016
• Reconcile sales headcount
• Update renewal data
• Update Strategic Consulting Partner Payments
• Recreate the Marketing Budget Tracker
• Create a manual on how to build the Marketing Budget Tracker
• Net Billings Summary (Licenses, Pro Services, All Accounts)
Finance Projects
Finance Reports
Road to Act-On and Future Goals
Goals
• Graduate
• Get a job
• Work in a place that makes me happy
• Be a Finance Manager
Internship
required to
graduate
Emerging
Leaders
Internship
Program
Randomly
introduce
myself to
Dawn
Interview
with the
managers
Job offer Here I am!

Internship Presentation

  • 1.
  • 2.
  • 3.
    University of Portland B.B.A Finance& Marketing Hometown: Lahaina, Hawaii Danced hula for 13 years Enjoy reading, watching Netflix, and going on adventures Junna Gazmen Can be found eating candy
  • 4.
    Internship Rotation Refine research andreporting skills within legal context. LEGAL Better understand the role of HR and the employee lifecycle. PEOPLE Apply finance education in real- life workplace setting. FINANCE Apply accounting education in real- life workplace setting. ACCOUNTING
  • 5.
    • Registering asa foreign entity • Potential software company partners • Protective nature of Spamhaus • Form 5500 with a wrap document • Review agreement forms • Develop Legal Page • Oktopost Conference Call Legal Projects
  • 6.
    • Safety Committee •Benefits Space • Act For Good • Manager’s Space • New Birthday Email • Work Anniversary Gifts People Projects
  • 7.
  • 8.
    • Reconcile BankStatement with NetSuite • USD • GBP • EURO • Tie out checks and ACH numbers • Tie out prepaid expense summary • Add adjusting J/Es to UK’s Trial Balance • Update legal vendor contact list • Pull outstanding checks and bank reconciliation summaries • Compile Fixed Asset Support in Box • Verify ACH information • Shadow AP Specialists Accounting Projects
  • 9.
    • Review Q1& Q2 Financial Summary • Summarize Q1 & Q2 SDR Performance • Update quota credits on Salesforce (July & August) • Assist in updating ARR Roll Forward • Consolidate renewal data • Q2 SDR Attainment Report • Q2 Commissions Report (New Comp Plan vs Old Comp Plan) • Q3 SDR Comp Plan • July SDR Comp Report • Attainment Report 2016 • Reconcile sales headcount • Update renewal data • Update Strategic Consulting Partner Payments • Recreate the Marketing Budget Tracker • Create a manual on how to build the Marketing Budget Tracker • Net Billings Summary (Licenses, Pro Services, All Accounts) Finance Projects
  • 10.
  • 11.
    Road to Act-Onand Future Goals Goals • Graduate • Get a job • Work in a place that makes me happy • Be a Finance Manager Internship required to graduate Emerging Leaders Internship Program Randomly introduce myself to Dawn Interview with the managers Job offer Here I am!