Betty Sur

Senior Accountant at Project Kinship
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Contact Information
us****@****om
(386) 825-5501
Location
Anaheim, California, United States, US
Languages
  • Chinese (Cantonese) Native or bilingual proficiency

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Experience

    • United States
    • Non-profit Organizations
    • 1 - 100 Employee
    • Senior Accountant
      • May 2023 - Present

    • United States
    • Accounting
    • 1 - 100 Employee
    • Accounting Manager
      • May 2019 - Mar 2023

      • Provided controllership function to clients from reviewing financial statements and budgets to monitoring cash flow, receivables and payables and recommended actions when necessary. • Prepared journal entries and adjustments for closing. Reviewed and issued financial statements for clients’ review and tax filing. • Prepared and reviewed annual and proposal budgets. Worked with client auditors and prepared audit schedules. Reviewed internal controls and provided suggestions for improvement. • Maintained contractual compliance and tracked grant usage for non-profit clients. Monitored financial metrics to ensure non-profit clients maintain exemplary rating to entice funding and donations. • Prepared various ad hoc analysis and assisted clients with loan applications, invoicing, bill paying and payroll processing. • Reconciled balance sheet accounts, intercompany and payroll. Filed sales tax returns. • Committed to deadlines and always striving to go the extra mile besides offering exemplary customer service that resulted in client retention and business referrals. • Supervised, mentored, and trained staff. Monitored staff efficiency and productivity to ensure profitability on jobs. Created new templates and checklists, implemented new processes and procedures to increase efficiency and improve consistency. Show less

    • Controller
      • 2004 - 2005

      • Oversaw all finance and accounting issues for the company. Reviewed and approved all G/L entries. Reviewed and approved financial statements and provided variance analyses. Monitored fixed assets records. Prepared forecasts as well as management discussions and analyses. Prepared incentive and commission payout to executives and sales personnel. Acted as chief liaison with corporate treasury on all banking matters. • Spearheaded the budgeting process. Collaborated with Regional Managers to prepare and consolidate annual budgets to be presented to the president. Provided financial analysis on project performance and in developing new businesses. Prepared all pricing budgets on bids and proposals. • Directed all financial activities, ensuring compliance and approved funding energy loans that were sold to Fannie Mae. Monitored lockbox balances and ensured timely remittances to lender. • Established, implemented, and maintained internal control procedures for financial reporting. Ensured compliance of all significant accounting activities with SOX 404. Facilitated financial audits and ensured contractual compliance with municipalities and public utility companies. Addressed all financial matters, determined and implemented remedial efforts when necessary. • Compiled operational manuals and collaborated in developing business continuity and disaster recovery procedures. • Supervised, trained and directed managers and staff. Responsible for hiring, mentoring and work assignment of support staff. Show less

    • Director Of Finance And Accounting
      • 2000 - 2004

    • Manager of Financial Services
      • 1998 - 2000

    • Staff Accountant
      • 1996 - 1998

    • Business Consulting and Services
    • 200 - 300 Employee
    • Staff Accountant
      • 1994 - 1996

      • Prepared journal entries for closing and monthly account reconciliation. • Reviewed over 150 income statements. Prepared gross-margin analyses for the staffing division’s largest customers. • Prepared and remitted federal and state payroll taxes and multi-state sales taxes. Coordinated sales tax audits. • Prepared journal entries for closing and monthly account reconciliation. • Reviewed over 150 income statements. Prepared gross-margin analyses for the staffing division’s largest customers. • Prepared and remitted federal and state payroll taxes and multi-state sales taxes. Coordinated sales tax audits.

Education

  • University of Southern California - Marshall School of Business
    Bachelor of Science - BS, Accounting
    1991 - 1993

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