Experience

Waypoint
• United States
• Real Estate
• 1 - 100 Employee
• Implementation Manager

  • Mar 2019 - Present


Stripe

• United States
• Software Development
• 700 & Above Employee

• Systems/Data Analyst (Robert Half)

  • May 2017 - Mar 2019

  Developed and maintained custom Oracle reports built with SQL for supporting financial close, analyzing accruals and journal entry analysis. Built and tested invoice creation using google scripts and google sheets for billing operations, reducing overall turnaround time from a week to 2 days. Developed and maintained custom Oracle reports built with SQL for supporting financial close, analyzing accruals and journal entry analysis. Built and tested invoice creation using google scripts and google sheets for billing operations, reducing overall turnaround time from a week to 2 days.



Freelance Web Development

• Technology, Information and Internet
• 1 - 100 Employee

• Freelance Web Developer

  • Dec 2016 - May 2017

  Worked with remote clients on their web development needs, building websites to minimum viable products for web applications Worked with remote clients on their web development needs, building websites to minimum viable products for web applications



SolarCity

• Renewable Energy Semiconductor Manufacturing

• Accounts Payable Supervisor

  • Apr 2015 - Apr 2016

  Assisted manager with supervision of 12 accounts payable specialists on accomplishing financial close deadlines Initiated accounting system implementation from Microsoft Great Plains to Microsoft AX Handled escalation issues with processing of payment as well as issues that could hinder close of accounting books

• Accounts Payable Team Lead

  • May 2014 - Mar 2015

  Communicated important financial deadlines during month-end, quarter-end and year-end close and led team members to fulfill those deadlines Trained new team members on procedures and protocols of processing invoices within the accounts payable team Created reusable documentation to help facilitate uniform processing procedures Collaborated with other internal financial teams to assess flux of expenses by account codes

• Accounts Payable Specialist

  • Nov 2012 - Apr 2014

  Performed accurate and timely processing of at least 100 invoices per day, adhering to proper protocols and procedures regarding obtaining valid approvals and expense coding Assisted with various accounting needs during month-end financial close such as ensuring expenses were captured in the appropriate month, making manual accruals and generating financial statements to internal departments for record-keeping Reconciled invoice accounts among inventory, subcontracts, and overhead… Show more Performed accurate and timely processing of at least 100 invoices per day, adhering to proper protocols and procedures regarding obtaining valid approvals and expense coding Assisted with various accounting needs during month-end financial close such as ensuring expenses were captured in the appropriate month, making manual accruals and generating financial statements to internal departments for record-keeping Reconciled invoice accounts among inventory, subcontracts, and overhead expense categories utilizing internal and external resources



State Street

• United States
• Financial Services
• 700 & Above Employee

• Accounting/Pricing Specialist Associate I

  • Jul 2011 - Oct 2012

  Processed and verified dividends, foreign exchange trades, purchases or sells and corporate actions that could affect cash balances to ensure that the morning money market is spent correctly. Reconciled sub-ledger accounts of assets, expenses and capital accounts are consistent with the general ledger. Monitored shared positions of custodian versus accounting and escalated discrepancies older than a week old. Reviewed reconciliation reports prepared by external investment managers and… Show more Processed and verified dividends, foreign exchange trades, purchases or sells and corporate actions that could affect cash balances to ensure that the morning money market is spent correctly. Reconciled sub-ledger accounts of assets, expenses and capital accounts are consistent with the general ledger. Monitored shared positions of custodian versus accounting and escalated discrepancies older than a week old. Reviewed reconciliation reports prepared by external investment managers and collaborated with them to resolve discrepancies. Prepared audit packets for each fund for review and monitored any impacts in cash that could affect the NAV (Net Asset Value). Show less Processed and verified dividends, foreign exchange trades, purchases or sells and corporate actions that could affect cash balances to ensure that the morning money market is spent correctly. Reconciled sub-ledger accounts of assets, expenses and capital accounts are consistent with the general ledger. Monitored shared positions of custodian versus accounting and escalated discrepancies older than a week old. Reviewed reconciliation reports prepared by external investment managers and… Show more Processed and verified dividends, foreign exchange trades, purchases or sells and corporate actions that could affect cash balances to ensure that the morning money market is spent correctly. Reconciled sub-ledger accounts of assets, expenses and capital accounts are consistent with the general ledger. Monitored shared positions of custodian versus accounting and escalated discrepancies older than a week old. Reviewed reconciliation reports prepared by external investment managers and collaborated with them to resolve discrepancies. Prepared audit packets for each fund for review and monitored any impacts in cash that could affect the NAV (Net Asset Value). Show less



UC Davis

• United States
• Health, Wellness & Fitness
• 1 - 100 Employee

• Mabie Law Library Student Assistant II

  • Jul 2008 - Jun 2011

  Catalogued and organized book entries using Innovative Millennium software. Monitored growth of legal materials in the stacks and calculated additional space needed. Assembled orientation information packets for over 200 law students. Catalogued and organized book entries using Innovative Millennium software. Monitored growth of legal materials in the stacks and calculated additional space needed. Assembled orientation information packets for over 200 law students.



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Financial Training Program Intern

  • Oct 2010 - Dec 2010

  Participated in seminars conducted by the Vice President of the Morgan Stanley branch in Sacramento, CA and incorporated the skills and knowledge obtained from these seminars into classroom projects and assignments. Utilized investopedia to experiment with developing portfolios. Participated in seminars conducted by the Vice President of the Morgan Stanley branch in Sacramento, CA and incorporated the skills and knowledge obtained from these seminars into classroom projects and assignments. Utilized investopedia to experiment with developing portfolios.



Davis Dollars

• United States

• Community Outreach Intern

  • Mar 2010 - Jun 2010

  Helped organized outreach activities for Davis dollars community currency. Helped organized outreach activities for Davis dollars community currency.



California Head Start Association

• Family Support Services Intern, Early Head Start, Woodland

  • Oct 2009 - Mar 2010

  Assisted with maintenance of accurate record keeping in accordance with organizational regulations. Guided twenty children, ages 4-6 to develop critical thinking skills in structured activities. Assisted with maintenance of accurate record keeping in accordance with organizational regulations. Guided twenty children, ages 4-6 to develop critical thinking skills in structured activities.