Experience

GI Alliance

• United States
• Hospitals and Health Care
• 300 - 400 Employee

• Senior Staff Accountant

  • May 2022 - Present



Petroleum Marketing Equipment

• United States
• Oil and Gas
• 1 - 100 Employee

• Staff Accountant

  • Dec 2018 - Jan 2022

  • Maintained General Ledger and Financial Statements for company's seven branches across four states. • Investigated and resolved all issues affecting GL accounts (created all adjusting entries). • Updated management on current issues and bottlenecks (usually related to taxes or insurance). • Reviewed and responded to government notices (payroll tax, sales tax, etc.). • Assembled reports and applications - such as the 2020 Payroll Protection Program application. • Maintained General Ledger and Financial Statements for company's seven branches across four states. • Investigated and resolved all issues affecting GL accounts (created all adjusting entries). • Updated management on current issues and bottlenecks (usually related to taxes or insurance). • Reviewed and responded to government notices (payroll tax, sales tax, etc.). • Assembled reports and applications - such as the 2020 Payroll Protection Program application.



Brand Ingenuity Group

• United States
• Advertising Services
• 1 - 100 Employee

• Staff Accountant

  • Nov 2016 - Aug 2018

  • Streamlined monthly bookkeeping process, reducing time spent company-wide by over 50%. • Maintained General Ledger and Financial Statements for five business entities in QuickBooks. • Updated and reconciled transactions from over one hundred bank accounts monthly. • Communicated with investors on a regular basis – providing reports, performing ad hoc analysis, and investigating issues. • Reconciled activity for hundreds of merchant accounts on a weekly basis – investigating, following up on, and resolving all discovered issues. Show less



Orange County Transportation Authority

• United States
• Transportation/Trucking/Railroad
• 500 - 600 Employee

• Office Specialist

  • Feb 2016 - Jun 2016

  • Completed three-month project to convert over 300,000 physical pages to PDF format with a small group of contractors. • Collaborated with group to develop additional procedures, ensuring higher quality. • Completed three-month project to convert over 300,000 physical pages to PDF format with a small group of contractors. • Collaborated with group to develop additional procedures, ensuring higher quality.



Vinas & Associates

• Fullerton, CA

• Junior Accountant

  • Aug 2015 - Dec 2015

  • Updated client books and compiled financial statements for CPA review. • Corresponded with clients for clarification/missing documents. • Created Excel template to calculate fees based on services provided - streamlining the engagement/billing process. • Updated client books and compiled financial statements for CPA review. • Corresponded with clients for clarification/missing documents. • Created Excel template to calculate fees based on services provided - streamlining the engagement/billing process.



Helton Law Group, APC

• 7711 Center Avenue Suite 350, Huntington Beach, CA 92647

• Accounting Assistant

  • Mar 2013 - Mar 2015

  • Developed and implemented Excel formulas and macros to streamline monthly reporting; reducing a process previously requiring days to complete to less than an hour each month. • Went beyond assigned duties to develop an additional monthly reconciliation. This reconciliation has identified thousands in reimbursable expenses – which had previously fallen through the cracks. • Before departing, proposed and presented an hour-long training session for Excel in order to assist with the transition. Created additional step-by-step instruction for advanced features not covered. Show less



Robert Half

• United States
• Staffing and Recruiting
• 700 & Above Employee

• Excel Specialist

  • Jan 2013 - Jan 2013

  • Two-week project focused on constructing and modifying report-tracking Excel spreadsheets. • Automated data entry and analytical features in spreadsheets, using conditional formatting and advanced formulas such as vlookup and hlookup. • Two-week project focused on constructing and modifying report-tracking Excel spreadsheets. • Automated data entry and analytical features in spreadsheets, using conditional formatting and advanced formulas such as vlookup and hlookup.



Yost Theater

• 307 N. Spurgeon Street, Santa Ana CA 92701

• Accounting/Office Assistant

  • Jan 2012 - Mar 2012

  • Organized and maintained the physical filing system in place, as well as scanning and documenting over 90% of the files, taking file recovery from minutes to seconds. • Researched IRS publications and identified relevant tax issues – even discovering an applicable sales tax the CPA had overlooked. • Organized and maintained the physical filing system in place, as well as scanning and documenting over 90% of the files, taking file recovery from minutes to seconds. • Researched IRS publications and identified relevant tax issues – even discovering an applicable sales tax the CPA had overlooked.



Accounting Principals

• United States
• Staffing and Recruiting
• 700 & Above Employee

• Daty Entry

  • Nov 2011 - Jan 2012

  • As a temporary employee, performed data entry with several types of proprietary software. Became so knowledgeable in using the systems, that was continuously trained to perform more involved tasks. • As a temporary employee, performed data entry with several types of proprietary software. Became so knowledgeable in using the systems, that was continuously trained to perform more involved tasks.



Assemblyman Allan Mansoor

• 1503 South Coast Dr. #205

• Office Intern

  • Feb 2011 - Jun 2011

  • As this office's very first intern, played a key role in defining the position. As an example, the first assignment was creating a database containing the contact information of family doctor, dentist, and chiropractor offices in the 68th district for involvement in healthcare issues. The initial list contained many redundant and outdated entries. These invalid entries were tracked down and using online resources, the total number of contacts previously identified were doubled. • Sole intern managing the public email account using Outlook. The Assemblyman received as many as 300 emails per day. The processing of these emails from the initial backlog of thousands was taken from days to hours and eventually to less than an hour. • The primary intern using LCMS, a tool used by legislators to track cases and manage constituent contact information. Through continual use of LCMS and frequent consultations with the Assembly's technical support in Sacramento, became the in-office expert on the system. • By own initiative, created and tested training manuals and PowerPoint walkthroughs to guide current and future interns through tasks which few in the office were able to teach. Show less