Alma Victoria

Associate Principal, Controller at Circlepoint
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Contact Information
us****@****om
(386) 825-5501
Location
San Francisco Bay Area

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5.0

/5.0
/ Based on 2 ratings
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Bill Raney

Alma helped us build a company from the ground up and lead our accounting and finance practice but also HR, payroll and all critical office management functions. She is smart, caring and most of all, a wonderful person to work with who can make any business better.

Neill Sullivan

I co-owned and ran Seville Marketing. Alma was the head of our accounting department. I currently own and run large investment funds. I can honestly say Alma is one of the best employees that I have ever managed. Her work ethic was unparalleled. Her loyalty was second to none. Her can-do attitude and resourcefulness were attributes that we highly valued. The entire staff liked her. I tried to rehire her several times but when she commits to a job and a company, she is loyal. I admire, respect and highly recommend Alma.

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Experience

    • United States
    • Environmental Services
    • 1 - 100 Employee
    • Associate Principal, Controller
      • Apr 2021 - Present

      • Oversee the Accounting operations to promote a "customer service" oriented culture. • Responsible for the month end close and that result in accurate financial statements. • Provide guidance on cost proposal development and assistance with RFPs, bill rates, forms etc. • Partner with the Executive Management Team, Principals and PMs to provide a sound Project Financial Management infrastructure and processes in the following areas: Project Accounting, Consultant Payables, WIP Management, Collection and Project-Close-Out. • Provide cash status reports/projections and manage bank balances between accounts. • Manage the information of the accounting department. • Responsible for Compliance and Business Taxes/Registration/Certifications. • Manage Year End Close Processes. • Generate Accurate Financial Reporting. • Accounting Team Development. • System Development/Management. • Assist the CFO in the following areas: Office Leases, Equipment Leases & Financing, Bank Renewals, Insurance Policy Renewals, Medical Insurance Renewals, Incentive Compensation Plan, Tax Management, Billing Rate Analysis and Adjustments, Backlog and Staffing Projections and Expense Management. • Perform other duties as direct by the CEO or CFO. Show less

    • United States
    • Civil Engineering
    • 1 - 100 Employee
    • Finance / Accounting Manager
      • Jul 2013 - Mar 2021

      Supervise accounts payable and receivable, payroll, benefit, and audit processes. Work in tandem with leaders of BD & Marketing, Project Management, Research & Development, HR, and Executive groups in budget, efficiency, and growth planning. Head quarterly financial and process meetings with firm leaders and managers. Monitor and conduct functions of AR & AP cycles. • Improved effectiveness and profitability from corporate to project levels by devising business intelligence reporting templates and budget tracking system for each BD & Marketing, Project Management, HR, and Executive departments to track KPIs and perform bench markings. • Over 10-year experience in project control, budget, billing, collection, KPI reporting and contract processes from small to million-dollar revenue projects.• Over 10-year experience collaborating and supporting project management and team members in reaching their project profitability and efficiency goals. Show less

    • Accounting Office Manager
      • Jul 2009 - Jul 2013

      Managed and performed the daily operations and processes of accounting department. Monitored and analyzed data and produced financial, project profitability and KPI reports.Implemented ERP software (Deltek Vision) and integrated CRM with it.

    • Office Manager
      • Jul 2007 - Jul 2009

      Coordinated and monitored office operations. Performed AP and AR job functions. Managed IT, PEO and other companies vendors. Coordinated on-boarding and off-boarding of employees. Managed and oversee document control process. Ensured the efficient operation of all office equipment. Maintained the office supply inventory.

    • United States
    • Renewable Energy Semiconductor Manufacturing
    • Accounting/Office Manager
      • Jul 2005 - Jul 2007

      Monitored hiring and training processes of employees and outside consultants (loan officers and processors). Retained employees’ and outside consultants' accounts for computer, email, credit services, voicemail, and other services. Initiated AP, AR, and GL functions while handling financial analyses and reconciliation for 8 banks and credit accounts. Accurately processed payroll of employees and commission payments of loan officers and processors. • Completed following special projects: formation of new company, mortgage licensing for 35 states, installation and implementation of commission calculation system, power rating reports, and outsourcing payroll services. • Fueled continuous quality improvement by engineering and establishing system to determine P&L of teams and individual loan officers and processors. Show less

    • Accounting/Office Manager
      • Jul 1997 - Jul 2005

      Initiated HR functions, including interviewing, hiring, training, compliance, and termination. Arranged reports for CPA, including sales, expenses, income, and taxes. Administered POS terminals, 15 computers, network, and PBX equipment as well as payroll, purchasing, record control, and project and budget accounting operations. Developed and preserved effectiveness of company websites. • Finalized following special projects: upgrading POS systems and equipment from Mac to PC platform, migration of POS system to packet switching technology, office and warehouse relocation, and production/distribution of company monthly newsletter. Show less

    • Philippines
    • Higher Education
    • 1 - 100 Employee
    • Engineering Mathematics Teacher
      • 1990 - 1997

      Taught Physics Theory and Lab, Chemistry Theory and Lab, Algebra, Trigonometry and Analytic Geometry to Engineering Students. Taught Physics Theory and Lab, Chemistry Theory and Lab, Algebra, Trigonometry and Analytic Geometry to Engineering Students.

    • Sales and Project Engineer
      • 1992 - 1995

      Provided water treatment services and products for drinking, cooling and heating, and geothermal systems to Hospitals, Power Plants, Food and Drugs Manufacturing Plants. Provided water treatment services and products for drinking, cooling and heating, and geothermal systems to Hospitals, Power Plants, Food and Drugs Manufacturing Plants.

Education

  • University of Phoenix
    BS in Information Technology
    2001 - 2004
  • Far Eastern University
    Bachelor of Science - BS, Chemical Engineering
    1992 - 1998

Community

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