Experience

Sol-ti

• United States
• Food and Beverage Services
• 1 - 100 Employee

• Vice President of Finance and Administration

  • May 2021 - Present

  San Diego, California, United States

• Director of Finance

  • Nov 2019 - Sep 2021

  San Diego, California, United States



Trotter Accounting Services

• Consulting Accountant

  • May 2017 - Present

  Orange County, California Area Too many small businesses waste their time and money doing the manual labor that used to be required with accounting processes. Trotter Accounting Services is focused on helping small businesses increase their efficiency by utilizing the wide array of electronic services that are available today. These services will help business owners focus more on their business operations and supply them with more reliable reporting to help them make informed decisions for their company.



Signature Analytics

• United States
• Accounting
• 1 - 100 Employee

• Staff Accountant

  • Jun 2015 - May 2017

  Orange County, California Area Signature Analytics is an outsourced accounting firm providing ongoing accounting support and financial analysis to small and mid-size businesses. Our team of highly experienced accountants will act as your entire accounting department (CFO to staff accountant), or complement your internal accounting staff, to provide the ongoing accounting support and financial analysis necessary to effectively run your company, analyze operations, and guide business decisions.



CoEfficient Services

• United States
• Accounting
• 1 - 100 Employee

• Client Services Manager

  • May 2014 - Sep 2014

  Greater San Diego Area Managed monthly bookkeeping for anywhere from 4-5 small businesses including managing payroll, bank reconciliations, accounts receivable, accounts payable, sales tax payments and monthly accruals. Created automatic monthly financial reporting templates for all clients using integrations between QuickBooks and Excel, saving anywhere between 1-2 hours per client in accountant time. Created marketing and sales platform targeted for small business restaurants including creating… Show more Managed monthly bookkeeping for anywhere from 4-5 small businesses including managing payroll, bank reconciliations, accounts receivable, accounts payable, sales tax payments and monthly accruals. Created automatic monthly financial reporting templates for all clients using integrations between QuickBooks and Excel, saving anywhere between 1-2 hours per client in accountant time. Created marketing and sales platform targeted for small business restaurants including creating marketing materials, potential client contact lists, and sales strategies. Show less



Oliva, Goddard and Wright CPAs

• Accountant

  • Feb 2014 - Mar 2014

  La Jolla, CA Created financial statements and filed tax returns for small businesses and individuals. Managed retainer client’s accounts by assembling and completing the accounts payable, payroll, bank reconciliations, cash disbursements, and financial statements for each month.



UBS

• Switzerland
• Financial Services
• 700 & Above Employee

• Internship

  • Jul 2013 - Feb 2014

  Greater San Diego Area Supported the financial analysts and wealth managers of Ina Wealth Management Group. Produced reports, prepared proposals, set up seminars and contacted clients.



Keystone Capital LLC

• Financial Services

• Intern

  • Jun 2012 - Aug 2012

  Greater San Diego Area Worked with school teachers on retirement planning (401k, 403b, ROTH IRA) and financial planning. Organized prospective client lists and made calls to prospective clients.



Mutual of Omaha

• United States
• Insurance
• 100 - 200 Employee

• Office Assistant

  • Jan 2012 - May 2012

  Greater San Diego Area Operated under the sales agents for Mutual of Omaha. Performed sales calls, compiled reports, contacted clients, created presentations, and sent prospecting letters.



Company Picnic Specialists

• United States
• Restaurants
• 1 - 100 Employee

• Supervisor

  • May 2006 - Aug 2011

  Orange County, California Area Organized and supervised company picnics of 80-400 people. Communicated with clients to make sure that they were satisfied with menu and daily schedule. Led teams of 4-7 people, that setup, cooked, cleaned and served.