Charlotte Romero
Accounting Manager at Interfaith Community Services- Claim this Profile
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Bio
Judy Calkins
Charlotte was a pleasure to work with. She would receive a project and run with it. She was a team player that would help out in whatever department that needed help. Charlotte's attention to detail and researching subjects was second to none. Any company would be fortunate to have her.
Judy Calkins
Charlotte was a pleasure to work with. She would receive a project and run with it. She was a team player that would help out in whatever department that needed help. Charlotte's attention to detail and researching subjects was second to none. Any company would be fortunate to have her.
Judy Calkins
Charlotte was a pleasure to work with. She would receive a project and run with it. She was a team player that would help out in whatever department that needed help. Charlotte's attention to detail and researching subjects was second to none. Any company would be fortunate to have her.
Judy Calkins
Charlotte was a pleasure to work with. She would receive a project and run with it. She was a team player that would help out in whatever department that needed help. Charlotte's attention to detail and researching subjects was second to none. Any company would be fortunate to have her.
Credentials
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Certified Nonprofit Accounting Professional (CNAP)
FMA InstituteMay, 2018- Nov, 2024 -
Human Resources Certificate Program
MiraCosta CollegeMar, 2017- Nov, 2024
Experience
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Interfaith Community Services
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United States
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Non-profit Organizations
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100 - 200 Employee
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Accounting Manager
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Feb 2020 - Present
Manage day-to-day accounting operations for a $25 million Social Service Non-profit, including accounts payable, accounts receivable, payroll, and general ledger activities. Lead and mentor the accounting team of six, providing guidance, training, and performance evaluations. Collaborate with department heads to develop annual budgets and provide financial insights for program planning. Coordinate external audits and ensure compliance with nonprofit financial regulations. Manage day-to-day accounting operations for a $25 million Social Service Non-profit, including accounts payable, accounts receivable, payroll, and general ledger activities. Lead and mentor the accounting team of six, providing guidance, training, and performance evaluations. Collaborate with department heads to develop annual budgets and provide financial insights for program planning. Coordinate external audits and ensure compliance with nonprofit financial regulations.
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Carlsbad Educational Foundation
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United States
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Education Administration Programs
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1 - 100 Employee
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Finance Manager
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Jun 2016 - Feb 2020
The Finance Manager reports to the CEO, working closely with the Kids’ Care Director and finance committee. This position is responsible for developing, implementing and maintaining CEF’s accounting systems, policies and procedures. This includes compiling and reporting accounting data in QuickBooks, managing payroll, and preparing for the annual audit. This position also manages invoicing, customer billing inquiries and accounts receivable for the Kids’ Care program. The Finance Manager reports to the CEO, working closely with the Kids’ Care Director and finance committee. This position is responsible for developing, implementing and maintaining CEF’s accounting systems, policies and procedures. This includes compiling and reporting accounting data in QuickBooks, managing payroll, and preparing for the annual audit. This position also manages invoicing, customer billing inquiries and accounts receivable for the Kids’ Care program.
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Terra Education
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United States
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Education Administration Programs
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1 - 100 Employee
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Accounting & HR Specialist
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May 2012 - May 2016
Manage and reconcile accounts receivable between Salesforce and QuickBooks Review, code and process accounts payable invoices, check requests, and employee expense reports Reconcile bank accounts, credit cards, and inter-company balance sheets Create and enter payroll journal entries by departments Prepare monthly financial reports for the Controller and other managers Provide support to Controller and other managers Manage and reconcile accounts receivable between Salesforce and QuickBooks Review, code and process accounts payable invoices, check requests, and employee expense reports Reconcile bank accounts, credit cards, and inter-company balance sheets Create and enter payroll journal entries by departments Prepare monthly financial reports for the Controller and other managers Provide support to Controller and other managers
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Mission Edge
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United States
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Non-profit Organizations
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1 - 100 Employee
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Client Controller
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Dec 2013 - Nov 2014
Mission Edge San Diego (MESD)’s mission is to serve as a catalyst for nonprofit success in the San Diego community -- facilitating innovation, growth and impact. We are a San Diego-based nonprofit organization dedicated to strengthening the operational core of our clients. We offer support in the areas of finance, information management, IT, HR, marketing and fund development. Mission Edge San Diego (MESD)’s mission is to serve as a catalyst for nonprofit success in the San Diego community -- facilitating innovation, growth and impact. We are a San Diego-based nonprofit organization dedicated to strengthening the operational core of our clients. We offer support in the areas of finance, information management, IT, HR, marketing and fund development.
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San Diego North Convention & Visitors Bureau
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United States
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Hospitality
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1 - 100 Employee
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Accounting & HR Manager
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Jan 2009 - Aug 2010
Managed accounts receivable and accounts payable Administer 401(k) plan and employee health benefits Invoiced and assemble backup documentation for funding cities Provided support to the Director of Finance & Administration Managed accounts receivable and accounts payable Administer 401(k) plan and employee health benefits Invoiced and assemble backup documentation for funding cities Provided support to the Director of Finance & Administration
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Simmons & Associates, LLP
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Mariposa, CA
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Staff Accountant
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Jun 1997 - Jan 2009
Computer Consulting –Assist and train clients with payroll, payroll deposits, W2s, quarterly and annual reports; entering and creating checks, invoices, statements, financial statements and other reports; receiving payments; entering and paying bills; reconciling bank statements; entering sales and paying sale tax; finding and correcting errors. Also setup, support and troubleshooting of Quickbooks and other accounting programs. Supervise and train subordinates on bookkeeping, payroll, sales tax and related duties. Create sales tax and worker’s compensation report. Federal and State Income Tax – Individuals, Partnerships, S and C Corporation Show less
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Education
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Columbia College
BS, Business Administration - Accounting -
Merced College
AA, General Education
Community
