Senior Sage Intacct Financial Consultant

• Mar 2023 - Present

Intacct Consultant

• Jun 2022 - Mar 2023

Staff Accountant

• Jul 2020 - Feb 2022

Waypoint Solutions provides a comprehensive outsourced solution for finance and accounting operations, from transactional processing to CFO services, giving business owners access to the kind of support and guidance that’s usually only available to large companies. • Led Sage Intacct related projects such as gathered requirements, designed future state solution, implementation, created dashboards and trained end users. • Utilized system capabilities and key features to improve accounting processes and optimize business operations for the 8 clients I managed. • Supported internal projects with recorded training videos to manage and support an outsourced team of accountants, communicated procedures, provided feedback, and ensured timely completion of all tasks. • Led the firm’s technical research process for proposed COVID-19 Relief programs, scheduled and facilitated meetings with 18 different company owners, resulting in over 3 million dollars fully forgiven. Show less

Accounting/ Tax Assistant

• Jan 2019 - Jul 2020

Shapiro & Co. is a full-service accounting firm dedicated to providing its clients with professional, personalized services and guidance in a wide range of financial, business, and tax needs. • Developed deep understanding of client's businesses to produce financial projections that helped owners manage their company plans and spending. • Assisted audit process gathered all required documentation, delegated areas of missing information, and organized complete final product. • Worked through entire accounting cycle, completed month-end reconciliations, and adjusting journal entries. • Prepared partnership, corporate, and individual income tax returns. Show less

Associated Students (A.S.) Audit Committee

• Aug 2017 - Aug 2018

The Audit Committee oversees the Associated Students’ financial reporting process to ensure the balance, transparency and integrity of published financial information.

Financial Affairs Committee Member

• Aug 2016 - Aug 2018

The Financial Affairs Committee is unique in that it does not oversee a facility, but works to manage student fees and help create the yearly budget for the facilities and programs of the Associated Students at San Diego State University.• Reviewed funding requests and budget proposals to ensure they fall within university policy.• Collaborated with a 15-person committee to implement funding decisions for campus activities and organizations, assisted with the allocation of our student government's $35.6 million budget. Show less

Accounting Assistant

• Feb 2017 - Aug 2017

Lucia Capital Group, along with its family of financial services companies headquartered in San Diego, California, offers a fully integrated wealth platform providing end-to-end investment strategies from wealth advice to asset management and insurance. • Worked closely with Specialist and Supervisor on various tasks related to invoicing, accounts payable, accounts receivable, and month-end reconciliations. • Reconciled general ledger accounts to supporting documents in QuickBooks. Lucia Capital Group, along with its family of financial services companies headquartered in San Diego, California, offers a fully integrated wealth platform providing end-to-end investment strategies from wealth advice to asset management and insurance. • Worked closely with Specialist and Supervisor on various tasks related to invoicing, accounts payable, accounts receivable, and month-end reconciliations. • Reconciled general ledger accounts to supporting documents in QuickBooks.

Vice President of Finance

• Jan 2016 - Dec 2016

• Budgeted and managed accounts of $300,000+ annually. • Managed financial obligations and dues on behalf of the chapter. • Maintained quarterly budget reports based on expenses vs. available budget for each officer category. • Budgeted and managed accounts of $300,000+ annually. • Managed financial obligations and dues on behalf of the chapter. • Maintained quarterly budget reports based on expenses vs. available budget for each officer category.

Accounting Intern

• May 2016 - Aug 2016

• Learned the JD Edwards EnterpriseOne General Accounting system to perform bank reconciliations. • Performed administrative roles, answered all phone calls, scheduled meetings, and provided follow up. • Created and maintained customer relations for all the CPAs in the office. • Learned the JD Edwards EnterpriseOne General Accounting system to perform bank reconciliations. • Performed administrative roles, answered all phone calls, scheduled meetings, and provided follow up. • Created and maintained customer relations for all the CPAs in the office.