Staff Accountant

• Jan 2022 - Present

Auditor Appraiser II

• Dec 2010 - Jan 2022

Performed audits of business property tax filings in accordance with State Board of Equalization rules and regulations; planned engagements, made appointments, conducted fieldwork, prepared audit work papers and reported final results. Performed out-of-state engagements for multiple counties under the California Counties Cooperative Audit Services Exchange program. Seasonally, processed annual property tax statements; performed door-to-door canvass of area businesses to verify the completeness and accuracy of the assessment roll. Year-round, provided public service by taking phone calls or meeting members of the public at the front counter regarding business property tax matters. Show less

School Accountant

• Mar 1998 - Apr 2009

Established and maintained accounting systems for internal fund accounting, financial reporting and internal control. Reviewed gift accounting and reconciled reports of cash gifts and pledges receivable to accounting records; transferred funds to appropriate investments per Board investment committee policy and direction; accounted for $100 million endowment investment portfolio; created and maintained Access database to (a) track and report endowment fund performance and (b) establish endowment distribution allocations in conformity with Board policy and fund restrictions. Attended audit and finance committee meetings of the Board; answered audit questions and kept minutes of finance committee meetings. Acted as liaison between the school and auditors, banks and government authorities; prepared reports, filings and other documents, including financial statements and Form 1041 for pooled income fund and charitable remainder trusts for which the school served as trustee. Created fund accounting system reports to segregate administrative, fundraising and program expenditures; prepared Form 990. Supervised and trained accounting staff; assisted staff with computer-related problems. Served as system administrator for business office local area network; administered school purchase card system through Key Bank web portal and imported purchase card transactions directly to accounts payable. Reviewed accounts receivable, accounts payable, payroll and bank reconciliations. Entered annual budget, developed actual to budget performance reports and designed Excel spreadsheets for ad hoc reporting. Show less