Experience

Catholic Charities of the Diocese of Santa Rosa

• United States
• Non-profit Organization Management
• 1 - 100 Employee

• Controller

  • Mar 2023 - Present



San Francisco University High School

• United States
• Primary and Secondary Education
• 1 - 100 Employee

• Controller

  • Jul 2019 - Feb 2023

  • Successfully manage two employees, providing mentorship, leadership, and growth opportunities • Transitioned payroll functions and management from Human Resources to Business Office, improving process time while implementing additional controls • Implemented online enrollment via Blackbaud Enrollment Management, streamlining enrollment process • Managed creation of Business Office Policy and Procedures manual • Manage multi-million-dollar budget and endowment • Plan… Show more • Successfully manage two employees, providing mentorship, leadership, and growth opportunities • Transitioned payroll functions and management from Human Resources to Business Office, improving process time while implementing additional controls • Implemented online enrollment via Blackbaud Enrollment Management, streamlining enrollment process • Managed creation of Business Office Policy and Procedures manual • Manage multi-million-dollar budget and endowment • Plan, coordinate, and participate in the annual financial audit • Fiduciary management of retirement plans • Lead monthly close processes and reconciliations • Fiscal budgeting and forecasting using complex business model Show less • Successfully manage two employees, providing mentorship, leadership, and growth opportunities • Transitioned payroll functions and management from Human Resources to Business Office, improving process time while implementing additional controls • Implemented online enrollment via Blackbaud Enrollment Management, streamlining enrollment process • Managed creation of Business Office Policy and Procedures manual • Manage multi-million-dollar budget and endowment • Plan… Show more • Successfully manage two employees, providing mentorship, leadership, and growth opportunities • Transitioned payroll functions and management from Human Resources to Business Office, improving process time while implementing additional controls • Implemented online enrollment via Blackbaud Enrollment Management, streamlining enrollment process • Managed creation of Business Office Policy and Procedures manual • Manage multi-million-dollar budget and endowment • Plan, coordinate, and participate in the annual financial audit • Fiduciary management of retirement plans • Lead monthly close processes and reconciliations • Fiscal budgeting and forecasting using complex business model Show less



Sonoma Academy

• United States
• Education Administration Programs
• 1 - 100 Employee

• Controller

  • May 2010 - Jun 2019

  • Accountable for adherence to GAAP across accounting functions • Provide accurate, timely reporting and analysis of financial position • Responsible for effective, well-coordinated nonprofit accounting processes • On-board and maintain competent, efficient and motivated accounting and Business Office staff • Ensure accurate and appropriate coding and/or approval of all revenue, expenditure and journal transactions to their appropriate accounts, including unrestricted, temporarily… Show more • Accountable for adherence to GAAP across accounting functions • Provide accurate, timely reporting and analysis of financial position • Responsible for effective, well-coordinated nonprofit accounting processes • On-board and maintain competent, efficient and motivated accounting and Business Office staff • Ensure accurate and appropriate coding and/or approval of all revenue, expenditure and journal transactions to their appropriate accounts, including unrestricted, temporarily restricted and permanently restricted funds. • Plan, coordinate, and participate in the annual financial audit and worker’s compensation audit. • Prepare, post, and reconcile all investment activity and related accounting entries, and prepare all associated spreadsheets and analyses. • Prepare all periodic surveys and compliance reports for various school industry organizations, as well as other internal and external information requests for financial data. • Forecast and analyze trends in private school industry and activities for profitability and effectiveness. • Supervise and assist accounts payable, payroll, HR, accounts receivable, and other accounting personnel in the Business Office. Show less • Accountable for adherence to GAAP across accounting functions • Provide accurate, timely reporting and analysis of financial position • Responsible for effective, well-coordinated nonprofit accounting processes • On-board and maintain competent, efficient and motivated accounting and Business Office staff • Ensure accurate and appropriate coding and/or approval of all revenue, expenditure and journal transactions to their appropriate accounts, including unrestricted, temporarily… Show more • Accountable for adherence to GAAP across accounting functions • Provide accurate, timely reporting and analysis of financial position • Responsible for effective, well-coordinated nonprofit accounting processes • On-board and maintain competent, efficient and motivated accounting and Business Office staff • Ensure accurate and appropriate coding and/or approval of all revenue, expenditure and journal transactions to their appropriate accounts, including unrestricted, temporarily restricted and permanently restricted funds. • Plan, coordinate, and participate in the annual financial audit and worker’s compensation audit. • Prepare, post, and reconcile all investment activity and related accounting entries, and prepare all associated spreadsheets and analyses. • Prepare all periodic surveys and compliance reports for various school industry organizations, as well as other internal and external information requests for financial data. • Forecast and analyze trends in private school industry and activities for profitability and effectiveness. • Supervise and assist accounts payable, payroll, HR, accounts receivable, and other accounting personnel in the Business Office. Show less



Three Ring Records

• Founder / Partner

  • Apr 2003 - Dec 2014

  • Business owner responsible for all business functions for San Francisco Independent Record Label, including: accounting, contract negotiation, business development, event coordination, booking agent, recording/mixing and producing, and manufacturing products. • Design, implement, and maintain website, web stores, and marketing materials. • Supervise and train interns and partners to perform essential job duties. • Business owner responsible for all business functions for San Francisco Independent Record Label, including: accounting, contract negotiation, business development, event coordination, booking agent, recording/mixing and producing, and manufacturing products. • Design, implement, and maintain website, web stores, and marketing materials. • Supervise and train interns and partners to perform essential job duties.



Resmex Group / Farmacia Remedios

• Accounting Manager

  • Nov 2006 - Sep 2008

  • Produced daily sales, bi-monthly payroll, cash projections, and monthly financial reports for $20 million annual revenue Pharmacy and Restaurant company. • Maintained relationships for over 150 vendors. • Responsible for payroll processing for over 600 employees including timesheets, payroll reports, and set up for new employees on the Paychex payroll system. • Supervised and trained Staff Accountants to perform essential job duties. • Produced daily sales, bi-monthly payroll, cash projections, and monthly financial reports for $20 million annual revenue Pharmacy and Restaurant company. • Maintained relationships for over 150 vendors. • Responsible for payroll processing for over 600 employees including timesheets, payroll reports, and set up for new employees on the Paychex payroll system. • Supervised and trained Staff Accountants to perform essential job duties.



Jeremiah's Pick Coffee Company

• Accounting Manager

  • Jan 2002 - Nov 2006

  • Provided analytical accounting details for wholesale coffee company. • Performed bank reconciliations, generated cash flow reports, created and filed 1099s/1096, posted to the general ledger, generated G/L reports, balance sheets, and Excel spreadsheets and managed payroll. • Effectively led Administrative Support Staff for task-oriented jobs. Sustained bank relations for growth and opportunity. • Provided analytical accounting details for wholesale coffee company. • Performed bank reconciliations, generated cash flow reports, created and filed 1099s/1096, posted to the general ledger, generated G/L reports, balance sheets, and Excel spreadsheets and managed payroll. • Effectively led Administrative Support Staff for task-oriented jobs. Sustained bank relations for growth and opportunity.



Pacific Catch

• United States
• Restaurants
• 1 - 100 Employee

• Contract Bookkeeper

  • Feb 2003 - Feb 2005

  • Maintained the books for a start-up restaurant from time of inception. • Initiated processes and implemented systems related to Sales reporting, Accounts Payable, and Payroll • Recorded monthly inventory adjustments and posted entries to the general ledger. • Maintained the books for a start-up restaurant from time of inception. • Initiated processes and implemented systems related to Sales reporting, Accounts Payable, and Payroll • Recorded monthly inventory adjustments and posted entries to the general ledger.



The Culinary Edge

• United States
• Food and Beverage Services
• 1 - 100 Employee

• Contract Bookkeeper

  • Feb 2003 - Feb 2005

  • Recorded expenses and payroll on a monthly basis • Billed customers for consulting and re-billed for job specific expenses incurred • Reconciled Bank and Credit Card statements. • Recorded expenses and payroll on a monthly basis • Billed customers for consulting and re-billed for job specific expenses incurred • Reconciled Bank and Credit Card statements.



VitalLink Business Systems

• Accounting Manager

  • Jan 2001 - Jan 2002

  • Responsible for daily management of finances, year end adjustments/entries • Accounts Payable and Receivable • Upgraded system from QuickBooks to Great Plains Dynamics • Responsible for daily management of finances, year end adjustments/entries • Accounts Payable and Receivable • Upgraded system from QuickBooks to Great Plains Dynamics



World Wrapps

• United States
• Restaurants
• 1 - 100 Employee

• Staff Accountant

  • Jan 1997 - Aug 2000

  • In charge of daily sales, G/L entries, Board relations, and payroll for 300+ employees • Supervised and trained Accounting Assistant to perform appropriate job duties • Enforced accounting procedures in order to maintain cash flow projections. • Assisted with yearly audits by Deloitte & Touche by updating files, reconciling G/L accounts, and researching audit inquiries. • In charge of daily sales, G/L entries, Board relations, and payroll for 300+ employees • Supervised and trained Accounting Assistant to perform appropriate job duties • Enforced accounting procedures in order to maintain cash flow projections. • Assisted with yearly audits by Deloitte & Touche by updating files, reconciling G/L accounts, and researching audit inquiries.