Sumner Lehman
About Sumner Lehman
Sumner Lehman is a Staff Accountant with a strong educational background in Accounting and Economics. He has experience in financial reporting, account reconciliation, and collaboration with various departments across multiple organizations.
Work at Honest Medical Group
Sumner Lehman currently serves as a Staff Accountant at Honest Medical Group, a position he has held since 2022. He operates in a hybrid work environment located in the Nashville Metropolitan Area. In this role, he prepares daily, weekly, and monthly transaction reports for leadership teams, ensuring accurate financial tracking and reporting.
Education and Expertise
Sumner Lehman has a solid educational background in accounting and economics. He earned a Bachelor of Science in Accounting from the University of San Francisco, completing his studies from 2020 to 2022. Prior to that, he obtained an Associate's degree in Economics from Diablo Valley College, studying from 2017 to 2019. His foundational education includes a High School Diploma from Oakland Technical High School, where he studied from 2013 to 2017.
Background
Before joining Honest Medical Group, Sumner Lehman gained diverse experience in various accounting roles. He worked as an Assistant Accountant and Host at A16 Rockridge in Oakland, California, from 2021 to 2022. Additionally, he served as a Barista at Starbucks from 2017 to 2019 in Lafayette, CA. He also held the position of Media Manager at Able Screening Services LLC for one year in the San Francisco Bay Area.
Accounting Responsibilities and Skills
In his accounting roles, Sumner Lehman has developed a range of skills and responsibilities. He has reconciled over 40 cash accounts monthly, managing more than 500 cash activities each month. His duties include handling monthly accruals, prepaids, fixed assets, and depreciation for month-end close processes. He collaborates with various departments, including HR, Legal, and Clinical Operations, to prepare spend summaries and accounts payable reports.
Vendor Management and Reporting
Sumner Lehman has experience in vendor management and reporting. He has handled the entire invoice process, which includes obtaining signed contracts and vendor approvals, as well as preparing weekly accounts payable runs. He also collaborated with an internal team to send 1099s to over 150 vendors, showcasing his ability to manage financial documentation and compliance.