Experience

Accountability Plus, Inc.

• United States
• Accounting
• 1 - 100 Employee

• Bookkeeper II and Client Onboarding Liaison

  • Sep 2021 - Present

  As a lead bookkeeper of my accounts, I make every effort to deliver superb financial management to a diverse portfolio of clients that span upward of 14 million in revenue each year. My fundamental and ethical accounting and customer relation principals equip me with the ability to tailor personalized services and support that promote an effective relationship built on honesty and quality results. Services range per each client's scope of service agreements yet I remain flexible to provide assistance the "plus" way, going over and beyond. I perform scheduled controller services throughout the year to maintain a clean data file and to readily deliver accurate reporting upon request. These practices are efficient and imperative with year-end financials that are furnished to CPAs for tax purposes. As a whole, we consistently train and evolve with the latest features and apps compatible with QuickBooks Online and QuickBooks Desktop. I lend support and educational sessions to clients so that they too may become efficient within their data file as needed. Within seven months of starting my career at Accountability Plus, I was promoted to serve on the Business Development Committee as a client onboarding liaison, in addition to my other responsibilities, where I facilitate data file analysis of prospect client accounts as well as onboarding procedures. A newly appointed role this summer was joining the Marketing Committee which I plan to help elevate. I enjoy being part of the Culture Committee where we plan activities to engage our team given the majority of the team remains remote. This can range from community beautification efforts, in-person and virtual social hour, year-end celebrations, recipe swaps, and more.



Jodi House Brain Injury Support Center

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Finance and Administrative Consultant

  • Jan 2017 - Present

  Primary role throughout the years is to provide full bookkeeping services to non-profit brain injury center. As of late, my contract evolved to temporally serve as a financial and administrative consultant, as the executive director is on leave. Primary role throughout the years is to provide full bookkeeping services to non-profit brain injury center. As of late, my contract evolved to temporally serve as a financial and administrative consultant, as the executive director is on leave.



Visit Santa Barbara

• United States
• Travel Arrangements
• 1 - 100 Employee

• Administrative Manager/ Operations Manager/ Bookkeeper

  • Dec 2016 - Apr 2020

  My career with VSB began as a part-time bookkeeper. I was quickly offered a position that was specifically created for me to manage operations and the administrative team, which included the fulfillment as the executive assistant role while retaining my responsibilities as their bookkeeper. I continuously provided excellent support to the CEO, team, and stakeholders. I successfully coordinated, planned, and generated meeting materials for their Board of Directors, Executive Commitee, TBID Commitee, Marketing Commitee, and internal meetings. I accurately produced and posted agendas, minutes, and communications in compliance with the Brown Act. I secured monthly guest speakers and ensured proper food and beverage options for such meetings. I provided confidential services and assistance through legal matters and with the building of a new visitor center. I continuously went over and beyond with support to the various departments within Visit Santa Barbara, breaking silos, and mending relationships for a healthy work environment. I served as a leading member of the Culture Club which boosted team moral after a long period of high turnover. I consistently recruited and onboarded new employees with hospitality. I delivered tailored concierge type services to our domestic and international VIP’s. I efficiently managed multiple calendars and I secured travel arrangements across the world that included applications for visas. I provided ongoing support of standard communications, crisis communications, and business plans/ budgets. I ensured that vendor contracts and insurance policies were up to date and set at appropriate limits. I assisted with the planning and facilitation of intimate gatherings, large events, and educational trainings for the hospitality industry and stakeholders. I served as a steward of our brand and promoted travel to our destination in an effort to boost our local economy while building and retaining positive relationships with stakeholders.



Powell and Associates, Inc.

• Personal Assistant/ Office Manager/ Bookkeeper

  • Dec 2005 - May 2017

  I began my career with Powell and Associates, Inc as the CEO's personal assistant and with the primary responsibility of serving as the office manager of his stucco business and professional paintball manufacturing company. I streamlined processes for efficiency and transparency for all of his business ventures. I successfully identified areas where revenue upward of a million dollars was being lost and made appropriate recommendations to cut overhead and set needed procedures in place. I managed the accounting, HR, payroll, communications, insurance policies, customer service being delivered to the clients, vendors, and subcontractors. I ensured compliance of the safety program and labor laws along with recordkeeping. In addition, I managed his student rental for a few years which included the supervision of a housekeeper. Within a couple of years, I was promoted to serve as the office manager for his principal business, a general construction company, along with his other standing entities. As his personal assistant I helped with their finances, children's appointments, travel arrangements, and events, which included the planning and coordination of a lavish wedding and milestone birthday party.



Bacara Resort & Spa

• Hospitality
• 1 - 100 Employee

• Human Resources and Executive Assistant to the Managing Director

  • Jan 2005 - Dec 2005

  I was recruited by a former colleague to assist in the team member services department (HR) upon moving back to Santa Barbara. I proficiently recruited and onboarded new team members in various levels of seniority. I effectively facilitated new hire orientations in both English and Spanish, highlighting our branding, etiquette, and culture at the resort. Alongside my team, I planned and facilitated amazing quarterly celebrations that recognized stellar team members and I thoroughly enjoyed my role. I cross trained in many departments to lend support during special events, peak season, and the holidays. While covering in the executive offices in the role of executive assistant to the managing director and executive offices, we actively recruited to fill the position. After ongoing turnover, I was permanently moved to fulfill the role despite raising my opposition. Although I enjoyed my time at the resort, I was not thrilled to work through legal proceedings, internal and external politics, and extremely long hours, so I decided to make a healthy career change.