Experience

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  Bitwave

  • San Diego, California, United States

  • Consultant, Product Solutions

    • Feb 2023 - Present
    • San Diego, California, United States

    • Digital Asset Fintech Consulting: Implementing solutions to solve the accounting challenges of managing complex token vesting schedules, SAFTs, tracking wallet level inventory lots and mark-to-market adoption for miners, VCs, Custodians and other Web3 enterprises.• Project & Resource Management: Demonstrated success in managing offshore resources and working within product development schedules to deliver budgeted solutions that ensure accurate reporting and compliance and streamline financial processes.• Customer Success Owner: Building relationships with stakeholders (customers, business partners, investors) to address concerns and drive successful collaborations that enable businesses to optimize financial operations through effective software solutions and accounting procedures.• Data Analysis & Compliance: Conducting in-depth analysis to derive actionable insights that streamline accounting procedures, ensure compliance with regulations and execute on financial strategy.

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  Equation Technologies, Inc.

  • Encinitas, California

  • Business Applications Consultant

    • Sep 2013 - Feb 2023
    • Encinitas, California

    • Architected business systems for digital transformation to meet unique and changing needs of human capital, operations, and financial management for companies across various industries, including nonprofits, healthcare, education, distribution, retail, financial, and professional services.• Defined and documented system requirements with stakeholders, delivering integrated enterprise solutions using Sage 300, Intacct, HRMS-Payroll, CRM, FAS, Time & Attendance, and Alerts.• Led collaboration with stakeholders to achieve consensus on scope, budget, design, and development, planning and executing user acceptance testing and communicating project updates, milestones, and go-live expectations for successful change management.• Advised staff on remaining compliant by providing up-to-date information on the software treatment and effect of new and existing accounting standards, tax rules, and labor law.• Managed resources assigned to support tickets and tasks to prioritize backlog of new implementation, upgrade, and development projects with new requests using ConnectWise.• Provided continuing guidance, oversight, and follow-up to maximize the value of solutions, plan and strategize for enterprise growth, and leverage EDI, AP automation, document management, payment processing, merchant services, BI, FP&A, web store front, SaaS cloud access, and AWS hosting.

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  nfpAccounting Technologies, Inc.

  • San Diego

  • Fund Accounting Software Consultant

    • Sep 2011 - Sep 2013
    • San Diego

    • Managed full life cycle ERP and HR system implementations for NGOs and government agencies in the US, using systems such as MS Dynamics GP, MIP, Blackbaud Fund Accounting, and Abra HR for purchase order, sales order, payroll, fixed asset, AP, AR, and GL.• Partnered with clients to facilitate growth, change, and success with appropriate software solutions, scoping system and customization requirements, and collaborating with stakeholders to achieve their goals.• Ensured compliance with relevant regulations and industry standards, advising clients on internal control and application security best practices.• Optimized system performance by analyzing workflows and documenting business processes, developing custom reports and macros, and reviewing API documentation and data dictionaries.• Prioritized project resources and communicated status and delivery estimates, ensuring timely delivery of quality results.• Contributed to a collaborative and effective team environment by providing operational support and training to new team members on various software processes.

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  Pollo Campero

  • Los Angeles

  • Payroll/WC Risk Analyst

    • Nov 2010 - Aug 2011
    • Los Angeles

    • Managed the new hire process, payroll, and workers compensation claims for a restaurant master franchiser with thirteen restaurants employing over 500+ restaurant workers and corporate staff, using ADP ProBusiness, Menulink time keeping, and Microsoft Dynamics GP.• Provided management with reports and analysis on wages, deductions, hours worked, and benefits, resulting in a significant reduction in the time to record payroll to the GL from three days to one.• Analyzed and reported payments for litigation, treatment, and benefits using excel pivot tables and dashboards to reduce injury reporting lag time from an average of ten days to two, significantly minimizing the cost per worker's compensation claim.• Collaborated with management, attorneys, and insurers to provide internal investigative support and lien reduction strategies, contributing to a collaborative and effective team environment.

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  Liberty Tax Services

  • Los Angeles

  • Tax Preparer

    • Oct 2010 - Jun 2011
    • Los Angeles

    • Prepared and issued documents and forms related to personal income taxation for a new franchise providing tax preparation and accounting services, using LibTax software.• Provided tax consulting services, including planning and form preparation, to help clients meet their financial goals and obligations.• Coordinated marketing events for the first-year office by cultivating relationships with local businesses, contributing to a collaborative and effective team environment.

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  Seattle Microfinance Organization

  • Non Profit Volunteer Consultant

    • May 2010 - Aug 2010

    • Provided consulting services for a nonprofit organization that connects and educates individuals interested in microfinance, contributing to the growth and success of the organization.• Worked with a graduate student team to create a business plan for the organization, helping to define its objectives and strategies.• Identified international market opportunities for online subscription services matching volunteers, helping to expand the reach and impact of the organization.• Designed and implemented a marketing plan using MS Project, increasing awareness and engagement with the organization's mission and services.• Designed an online human capital portal that matches microfinance institutes with volunteers, creating a streamlined and efficient process for connecting individuals and organizations.• Provided analysis to forecasted future revenue streams from events, services, and subscriptions, helping the organization to plan for its future and make informed decisions.

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  Middlebury Institute of International Studies at Monterey

  • Salinas, California Area

  • HR Graduate Assistant

    • Aug 2009 - Aug 2010
    • Salinas, California Area

    • Supported the Human Resources team at the graduate school of Middlebury College in the on-boarding of student employees and adjunct faculty, ensuring a smooth and efficient hiring process.• Reconciled invoices for health insurance and other employee benefits, ensuring accurate and timely payments and minimizing financial discrepancies.• Supported year-end wages and tax reporting by tracking and managing records for foreign national tax treaties, ensuring compliance with tax regulations and minimizing the risk of errors or penalties.• Communicated filing requirements to eligible parties, providing clear and concise guidance on the necessary steps to complete the process accurately and on time.

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  Hutco, Inc - Marine and Shipyard Staffing

  • Mobile, Alabama Area

  • Bilingual (Spanish) H2B Guest Worker Program Coordinator

    • Jul 2008 - Mar 2009
    • Mobile, Alabama Area

    • Managed opening of a new branch office for a staffing company with 1,500 employees recruited domestically and internationally• Led recruitment and business development efforts, implemented targeted online strategy for local candidate outreach• Analyzed and reported on labor metrics using Excel Macros and pivot tables to forecast production labor orders to be filled with H2B guest workers or local candidates

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  Bender Shipbuilding and Repair Inc

  • Mobile, Alabama Area

  • Bilingual (Spanish) H2B Guest Worker Program Coordinator

    • Jan 2007 - Jun 2008
    • Mobile, Alabama Area

    • Managed the H2B guest worker program for a shipbuilding and repair company employing over 1,000 shipyard tradesmen and professionals in two states and two countries generating over $100M of revenue yearly• Led a team across departments and sites in six full life cycle recruitments, covering over 400+ employees• Analyzed and reported on turnover, compensation, hours worked, and benefits using SQL server and Excel macros• Performed cost analysis, capital budgeting and planning for the acquisition of employee housing and alternative methods of transportation to decrease labor cost

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  University of South Alabama

  • Mobile, Alabama Area

  • Event and Media Technician

    • Sep 2003 - May 2006
    • Mobile, Alabama Area

    Supervised a team of up to five operators of audio/video/lighting equipment in over 50 live events using V-Play video editor, Videoonics video mixer and Mackie CFX20 sound mixer at a multipurpose entertainment venue on the campus of the University of South Alabama.