Experience

Fluxergy

• United States
• Biotechnology Research
• 1 - 100 Employee

• Senior Accountant

  • Sep 2022 - Present



Artemis DNA

• United States
• Biotechnology Research
• 1 - 100 Employee

• Staff Accountant

  • Apr 2022 - Sep 2022

  Ensure compliance to GAAP and Artemis DNA accounting policy requirements Assist with month-end closings Assist with audits Support SOX key control operating effectiveness, compliance and documenting policies and procedures Prepare accounting entries, evaluate entries for completeness and assurance Provide local support and coordination with the Controller in respect of general ledger, accounts payable and accounts receivable, including issue resolution Prepare and provide support for financial statement and account reconciliations, including researching and correcting account discrepancies Prepare routine and adhoc reporting to support business management team Assist with inventory management as well as the cycle count process Assist various reporting request and support users as needed Assist ERP system projects or other financial system-related changes tasks as needed Perform research and prepare analysis on technical accounting matters assigned by the Controller Show less



United States District Court

• Law Practice
• 300 - 400 Employee

• Finance

  • Apr 2017 - Apr 2022

  •Maintain, reconcile, and analyze accounting records, consisting of cash receipts journal, registry fund, and deposit fund, as well as subsidiary ledgers for allotments and other fiscal records. •Review and perform accounts payable and accounts receivable duties. •Prepare, update, and analyze a variety of regular and non-standard reports by any court unit, Administrative Office, U.S. Attorney’s Office, Judges, U.S. Treasury, and financial institutions. •Maintain accounting records by inputting transactions, performing trial balances, and reconciling the accounts through the automated systems. Debit, credit, and total accounts on spreadsheets, database, and financial software used by the court unit. Show less



Illumina

• United States
• Biotechnology Research
• 700 & Above Employee

• Customer Support Coordinator

  • Jul 2015 - Mar 2017

  •Conduct research on business accounts within Salesforce to provide accurate data for purchase orders. •Creates and manages products returns, credit and debit memos in SAP. •Process and analyze reports in support of order fulfillment and service operations. •Handles product and order inquiries via email with internal customers and external customers to provide direction or solution. •Cross-reference opportunities and leads with quotes provided for service orders and contracts of reagent and other Illumina genomics products. •Interface with and support internal and external customers and distributors with reagent orders. •Process and analyze reports in support of order fulfillment and service operations. •Work directly with Salesforce and SAP ERP software and manage scheduling of orders through our databases. •Interpret requirements of purchase order details, quotes, and sales or customer inputs to create and maintain stock sales orders in SAP in accordance with contract guidelines and Illumina policies and procedures. •Partner with Finance and Sales operations management to discuss monthly results. Show less



LPL Financial

• United States
• Financial Services
• 700 & Above Employee

• Financial Analyst

  • Mar 2015 - Jul 2015

  •Organize and summarize data from multiple sources while validating the integrity of the data source.•Research commission statements to find errors of overpayments/underpayments for financial advisors.•Process CRM Salesforce requests. Manage direct billing, write offs, and advisor receivable checks for the department.•Utilize Oracle, Siebel and Citrix for back-end processing.•Prepare financial analysis of organization performance based on financial and operational data.•Financial planning and reconciliation of checks. Show less

• Operations Specialist in Client Compensation

  • Oct 2014 - Mar 2015

  •Process commissions and fees from both external and internal customers and entering check information into Oracle, coding and preparing statements.•Process onboarding requests for Non-Licensed Assistants within service-level agreement time.•Process CRM Salesforce requests. •Commissions upload via Oracle to pay advisors.•Process requests for eMoney software, Albridge Wealth Reporting and Redtail CRM.



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Senior Bank Teller

  • May 2009 - Oct 2014

  •Interact with customers on a daily basis and through excellent customer experience have been able to develop a long lasting relationships •Profound ability to recognize customers’ financial needs and cross sell to meet those needs •Perform administrative task such as answer phones, faxes, make copies, organize files, and processing any incoming or outgoing mail. •Work closely with coworkers and the management team to assist with daily operations and goals •Comply to all of banking regulations (BSA, AML, FDIC), security, police and procedures, and operations •Protect and secure customers’ privacy and complete suspicious activity reports when needed. •Adhere to all reconciliations and balancing procedures. On a weekly basis, act as ATM Custodian; duties included balancing ATM, processing ATM transactions weekly. Show less



SeaWorld San Diego

• United States
• Entertainment Providers
• 400 - 500 Employee

• Guest Relations Representative

  • Apr 2007 - Apr 2009

  Resolved guest issues and problems •Conducted guest satisfaction surveys •Processed tickets in Will Call and Group Sales •Made reservations for animal encounters and interactions •Answered phones and assisted guests with questions •Handled significant amounts of cash in a fast-paced setting •In charge of writing the schedule and quarterly reviews/yearly reviews to employees in the department. Promoted to lead of Dolphin Show. Resolved guest issues and problems •Conducted guest satisfaction surveys •Processed tickets in Will Call and Group Sales •Made reservations for animal encounters and interactions •Answered phones and assisted guests with questions •Handled significant amounts of cash in a fast-paced setting •In charge of writing the schedule and quarterly reviews/yearly reviews to employees in the department. Promoted to lead of Dolphin Show.