Experience

Cordance

• United States
• Software Development
• 1 - 100 Employee

• Revenue Accountant

  • Dec 2022 - Present



FieldConnect, Inc.

• United States
• Software Development
• 1 - 100 Employee

• Senior Accountant

  • Jun 2019 - Dec 2022

  Irvine, CA • Record, manage, and audit transactions in multiple systems - SaaSOptics, Quickbooks, Microsoft CRM, Avatax, company internal documents, both physically and electronically - always ensuring accuracy in all segments • Solo close month ends, lead presentation of data in meetings, collaborate with my team on changes & important updates • Research and articulate new accounting methods, laws, and any items needed for company growth and more • Implemented and integrated a new finance… Show more • Record, manage, and audit transactions in multiple systems - SaaSOptics, Quickbooks, Microsoft CRM, Avatax, company internal documents, both physically and electronically - always ensuring accuracy in all segments • Solo close month ends, lead presentation of data in meetings, collaborate with my team on changes & important updates • Research and articulate new accounting methods, laws, and any items needed for company growth and more • Implemented and integrated a new finance software, SaaS Optics, that allowed more efficient analyzation of detailed reporting, revenue forecasting, invoicing and connected eloquently with QuickBooks • Prepare purchase orders, invoices, in charge of AP, AR, review sales contracts before sending to customers • Support external audit and tax preparers, along with filling sales taxes, and working directly with the states Show less



JONDO

• United States
• Printing Services
• 1 - 100 Employee

• Staff Accountant

  • Nov 2017 - Feb 2019

  Yorba Linda, California • Organize and process accounts payable invoices and prepare check runs to pay vendors in a timely manner • Submit wire payments to international partners and reconcile bank accounts • Perform weekly analysis and monthly reconciliations for 15+ executive credit cards • Assist with preparation of financial statements and month end journal entries using Microsoft GP • In charge of maintaining the accounting filing system and am the main phone line for inbound calls • Perform… Show more • Organize and process accounts payable invoices and prepare check runs to pay vendors in a timely manner • Submit wire payments to international partners and reconcile bank accounts • Perform weekly analysis and monthly reconciliations for 15+ executive credit cards • Assist with preparation of financial statements and month end journal entries using Microsoft GP • In charge of maintaining the accounting filing system and am the main phone line for inbound calls • Perform clerical duties such as word processing, data entry, photocopying, faxing and collating. Show less



Adams Rite Aerospace

• United States
• Aviation and Aerospace Component Manufacturing
• 100 - 200 Employee

• Staff Accountant

  • Feb 2015 - Nov 2017

  Fullerton, CA • Responsible for analyzing company transactions through our Epicor ERP system • Derived data from the software to record financials, post necessary and adjusting journal entries, and report budgeted vs actual spending to management on a monthly and ad hoc basis • Performed AR functions such as billing, creating and sending invoices, collecting payments, creating credit memos and adjusting customer accounts for returns or other concerns • Processed international cash receipts, bank… Show more • Responsible for analyzing company transactions through our Epicor ERP system • Derived data from the software to record financials, post necessary and adjusting journal entries, and report budgeted vs actual spending to management on a monthly and ad hoc basis • Performed AR functions such as billing, creating and sending invoices, collecting payments, creating credit memos and adjusting customer accounts for returns or other concerns • Processed international cash receipts, bank reconciliations, and intercompany transactions for our recently acquired international business segments • Completed month end closes in 3 days with a team of 4 in a company pulling in $20million of revenue a month • Created work papers and reconciled accounts in AR, AP, Commissions, Payroll, and other accounts as requested • Generate month end reports to track trends in various accounts as requested • Used Sage Fixed Asset software to track capital expenditures, record assets, and maintain depreciation schedules • Worked with in-house and remote internal and external auditors on a quarterly basis for SOX compliance Show less



California State University, Fullerton

• United States
• Higher Education
• 700 & Above Employee

• Academic Tutor

  • Sep 2013 - Jan 2015

  Fullerton, California -Guide and educate students through the challenging subjects of Statistics, Finance, Accounting, and Business Writing



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Audit Intern

  • Jun 2014 - Aug 2014

  Orange County, California Area • Completed two weeks of Audit training to get familiar with Audit system and technical knowledge • Analyzed and summarized board minutes, risks of material misstatements, and quarterly tie-outs • Ran transaction testing on revenue, expense, and stock holder’s equity accounts • Prepared financial statement reports and documentation supporting Deloitte’s audit opinions



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Discovery Intern

  • Jun 2013 - Aug 2013

  -Shadowed and contributed to projects in Audit, Advisory, and Tax -Embraced the company culture and explored career opportunities in public accounting -Attended the Deloitte Discovery Conference in Texas to enhance leadership and teamwork skills -Planned and coordinated a Red Cross Blood Drive in the Orange County Office



California State University, Fullerton

• United States
• Higher Education
• 700 & Above Employee

• Titan Delegate Student Coordinator

  • Aug 2012 - May 2013

  -Coordinated over 200 CSUF events, serving more than 10,000 prospective students and their families -Managed eight different employee calendars with changing schedules, tight deadlines, following university student labor policies and ensuring we are meeting the needs of the communities we serve -Led Titan Delegate meetings and trainings consisting of topics such as: admissions updates, maintaining a professional presence in the field, and customer service skills with the… Show more -Coordinated over 200 CSUF events, serving more than 10,000 prospective students and their families -Managed eight different employee calendars with changing schedules, tight deadlines, following university student labor policies and ensuring we are meeting the needs of the communities we serve -Led Titan Delegate meetings and trainings consisting of topics such as: admissions updates, maintaining a professional presence in the field, and customer service skills with the public -Completed employee timesheets, mileage reimbursements, and event hours worked

• Transfer Center Peer Advisor

  • Aug 2011 - Aug 2012

  • Enthusiastically advised prospective students interested in transferring into the university by assessing their individual situations and finding solutions tailored to their individual circumstances • Presented information on admissions requirements, reviewed community college transcripts, and aided with university applications to assist transfer students in making informed decisions for their future

• Campus Tour Guide

  • May 2010 - Jul 2011

  • Led campus tours and participated in student panels enabled me to become a confident public speaker and able to communicate with diverse groups of people • Represented the institution as a whole, safeguarding our reputation, maintaining a professional demeanor and providing outstanding customer service to university visitors