Experience

CISOSHARE

• United States
• Computer and Network Security
• 1 - 100 Employee

• Accountant and Human Resources

  • Apr 2021 - Present

  United States



Blue Wave Micro

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Accountant

  • Jun 2008 - Present

  Aliso Viejo, California, United States Registered, organized, and filed nationwide sales taxes for over 60 tax jurisdictions (states, counties, and cities). Go-To person for all accounting and operational needs. Created long-lasting relationships with customers, vendors and employees that enhanced customer service. Responsible for all accounting functions for this computer hardware reseller including AR, AP, payroll, sales taxes, banking, account reconciliations, and collections. Spear-headed all projects and assignments… Show more Registered, organized, and filed nationwide sales taxes for over 60 tax jurisdictions (states, counties, and cities). Go-To person for all accounting and operational needs. Created long-lasting relationships with customers, vendors and employees that enhanced customer service. Responsible for all accounting functions for this computer hardware reseller including AR, AP, payroll, sales taxes, banking, account reconciliations, and collections. Spear-headed all projects and assignments for the owner as needed. Worked with tax auditors and won sales tax abatements. Prepare monthly reports and asset reports for larger customers including pivot tables. Part-time starting in late 2017. Show less



Global Financial Data

• United States
• IT Services and IT Consulting

• Accountant and Human Resource Director

  • Sep 2019 - Jun 2022

  San Juan Capistrano, California, United States Performed all accounting functions such as invoicing, payables, tax preparation, state and local filings, reconciliations, and managed cash flow and collections. Responsible for Human Resources including employment regulations, state reporting, workers’ comp, and health and benefits administration in a challenging environment. Prepared multi-state payroll, sales tax filings, and 1099’s. Other projects as requested by the company owners.



Qualigen Inc.

• United States

• Accountant and Buyer

  • Nov 2017 - Sep 2019

  Carlsbad, California, United States Using an ERP system for this ISO-compliant, diagnostic equipment and reagent manufacturer, identified and purchased raw materials needed for production. Followed ISO standards to purchase and receive all materials within a tight budget. Worked closely with Quality Control department on approving current and replacement materials and suppliers. Responsible for all accounts receivables and accounts payables functions, including collections, while providing excellent, personable customer… Show more Using an ERP system for this ISO-compliant, diagnostic equipment and reagent manufacturer, identified and purchased raw materials needed for production. Followed ISO standards to purchase and receive all materials within a tight budget. Worked closely with Quality Control department on approving current and replacement materials and suppliers. Responsible for all accounts receivables and accounts payables functions, including collections, while providing excellent, personable customer service. Calculated and filed sales taxes in 15 states/districts. This included separating and reporting sales tax entries of an international partner corporation. Performed month-end procedures and GL account reconciliations, concentrating on AR, AP, raw materials, and finished goods inventory accounts. Prepared documentation and worked closely with outside auditors to maintain ISO compliance. Processed 1099’s. Show less



Walter Foster Publishing

• Accountant

  • 2006 - 2008

  Lake Forest, California, United States Compiled cash forecasting schedule, product development cost schedules, and depreciation schedules. Performed other accounting projects as needed, including inventory controls. Prepared month-end closing accruals and financials for management.



Metagenics

• United States
• Wellness and Fitness Services
• 400 - 500 Employee

• Senior Planner/Buyer

  • 1997 - 1999

  San Clemente, California, United States Recruited and promotoed twice in 5 years from Staff Accountant to National Sales Manager Assistant to Senior Planner/Buyer. Calculated projected inventory needs and oversaw purchasing of raw materials and production of hundreds of finished goods (nutritional supplements). Worked to control purchasing within the scope of the budget. Forged good relationships with vendors.

• National Sales Manager Assistant

  • 1996 - 1997

  San Clemente, California, United States Compiled the national sales budget, organized annual sales meetings and seminars across the nation with hundreds of attendees which included every detail of meetings, break-out seminars, research and sales materials, meals, travel, and company annual party. Go-to person for all sales reps, sales managers, and employees.

• Staff Accountant

  • 1995 - 1996

  San Clemente, California, United States General ledger accounting, bank reconciliations, payroll, human resources, month-end preparation and reporting to the CFO and CEO.



Spearman Industries Inc

• United States
• Spectator Sports
• 1 - 100 Employee

• Accountant and Assistant to CFO and CEO

  • 1992 - 1995

  Laguna Niguel, California, United States Accounting tasks for 6 racquet and fitness clubs including GL, payroll, AR, AP, bank reconciliations, and written communications on most club and business matters. Also produced monthly membership newsletter.