Experience

ExED

• United States
• Financial Services
• 1 - 100 Employee

• Accounting Manager

  • Apr 2019 - Present

• Sr Accounting Associate

  • Nov 2017 - Apr 2019

• Accounting Associate

  • Jun 2016 - Nov 2017

  Greater San Diego Area -Perform bank reconciliations, manage deposits, and prepare payroll and year-end journal entries. -Process payroll for client schools via Paychex and manage payroll deductions and retirement system eligibility determination. -Review and audit general ledger entries -Prepare monthly financial statements for client schools. -Directly interface with charter school clients to address inquiries and provide process guidance.

• Accounting Analyst

  • Jun 2015 - Jun 2016

  San Diego



RecoveryDME

• Customer Service Administrator

  • Jun 2014 - Jun 2015

  San Diego, California · Handle all phone lines, assist with all customer service issues, and create a fluid internal and external information flow · Manage the day to day operations of Executive’s office; screen all incoming calls; take messages and direct inquiries as appropriate · Facilitate processes for all data entry, track company purchase orders, run and track reports through Outlook and Excel · Manage driver’s schedule to ensure timely arrival of deliveries and… Show more · Handle all phone lines, assist with all customer service issues, and create a fluid internal and external information flow · Manage the day to day operations of Executive’s office; screen all incoming calls; take messages and direct inquiries as appropriate · Facilitate processes for all data entry, track company purchase orders, run and track reports through Outlook and Excel · Manage driver’s schedule to ensure timely arrival of deliveries and promptness to appointments · Interact with senior executives, customers and vendors, potential consultants and corporate partners with a high degree of professionalism · Demonstrate a sense of urgency, initiative, responsiveness, and attention to detail Show less



Tecis Insurance Services

• Accounts Receivable Manager

  • Oct 2013 - Jun 2014

  Santa Barbara, California Area Accounts Receivable (posting receipts, preparing deposits, creating installment plans, invoice/ statement blasts to customers, managed collections); Accounts Payable; Customer Service/ Building Client relationships; Collections; Document Management; E-filing; Assist controller with AR Reporting and monthly data entry



Hilliard, O'neill, & Co

• Tax season intern

  • Feb 2013 - Apr 2014

  Santa Barbara, California Area Organizing and packaging tax returns; Administrative/ Clerical duties (copying, filing, greeting customers, answering and directing phone calls)



UCSB Post Office

• Student Employee

  • Jun 2011 - Oct 2013

  University of California, Santa Barbara Customer service; Cash register; Packaging and sending mail; Organizing and sorting mail; Answering phones