Experience

Signature Analytics

• United States
• Accounting
• 1 - 100 Employee

• Senior Accountant

  • Jul 2021 - Present

  San Diego, California, United States Signature Analytics provides expert level accounting and business advisory solutions to small and middle-market businesses throughout Southern California and beyond. We accomplish this by managing your accounting function and financial reporting, so you don't have to. From there, we go beyond the numbers to help improve business performance and achieve your goals by focusing on forward-looking activities, direction, and strategy. We pride ourselves on being a US-based professional… Show more Signature Analytics provides expert level accounting and business advisory solutions to small and middle-market businesses throughout Southern California and beyond. We accomplish this by managing your accounting function and financial reporting, so you don't have to. From there, we go beyond the numbers to help improve business performance and achieve your goals by focusing on forward-looking activities, direction, and strategy. We pride ourselves on being a US-based professional services firm and support our clients working as a natural extension of their team, tailoring our services to fit their specific business objectives and goals. We've been recognized five times on the Inc. 5000 fastest-growing private companies list and as one of the Best Places to Work nationwide. Show less



American Specialty Health

• United States
• Wellness and Fitness Services
• 700 & Above Employee

• Staff Accountant

  • Nov 2019 - Jul 2021

  San Diego, California, United States



Jif-Pak Manufacturing LLC

• United States
• Textile Manufacturing
• 1 - 100 Employee

• Senior Staff Accountant

  • Aug 2019 - Sep 2019

  Vista, California, United States



MINCA, Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Staff Accountant II

  • Apr 2018 - Jul 2019

  Greater San Diego Area - Maintains responsibility for key Accounting functions (i.e. cash, investments, accounts receivable, prepaids, fixed assets, internally developed software, notes receivable, notes payable, leases, deferred rent, accounts payable, customer advances, accrued expenses, income taxes, rebates, payroll, etc.) - Uses Generally Accepted Accounting Principles (GAAP) and controls that will prevent/reduce risk of potential misstatements or misappropriations - Ensures timely reconciliation of all… Show more - Maintains responsibility for key Accounting functions (i.e. cash, investments, accounts receivable, prepaids, fixed assets, internally developed software, notes receivable, notes payable, leases, deferred rent, accounts payable, customer advances, accrued expenses, income taxes, rebates, payroll, etc.) - Uses Generally Accepted Accounting Principles (GAAP) and controls that will prevent/reduce risk of potential misstatements or misappropriations - Ensures timely reconciliation of all general ledger accounts that underlie the financial statements - Implement standard accounting controls, analysis, and reporting procedures - Assists in the budgeting process and ensures that a timely and accurate budget is produced and approved by leadership. Prepares reports which summarize and forecast company business activity and financial position in areas of income, expenses, and earnings based on past, present, and expected operations Show less



Bridgepoint Education

• United States
• Education Management
• 700 & Above Employee

• Accountant

  • Dec 2015 - Mar 2018

  Greater San Diego Area - Prepares and posts journal entries and reconciliations for accounts receivable, prepaid accounts receivable, and deferred accounts receivable for various campuses under Bridgepoint - Prepares monthly reconciliations of cash, liability, and asset accounts for appropriate balance sheet reporting - Works with Controller and General Ledger Accountants to ensure appropriate reporting of various cash accounts - Maintains restricted cash accounts in compliance under SOX regulations -… Show more - Prepares and posts journal entries and reconciliations for accounts receivable, prepaid accounts receivable, and deferred accounts receivable for various campuses under Bridgepoint - Prepares monthly reconciliations of cash, liability, and asset accounts for appropriate balance sheet reporting - Works with Controller and General Ledger Accountants to ensure appropriate reporting of various cash accounts - Maintains restricted cash accounts in compliance under SOX regulations - Works on a quarterly and annual basis with Deloitte Auditors to ensure financial reporting is accurate and to provide them with documentation for audit schedules - Manages bank reconciliations on a daily, weekly, and monthly basis Show less



Alliant Insurance Services

• United States
• Insurance
• 700 & Above Employee

• Senior Accounts Receivable Specialist

  • Dec 2013 - Dec 2015

  San Diego, CA - Oversaw the daily work processed by Direct Bill Clerks - Coordinated with offshore team on their daily workload and ongoing projects - Approved necessary money transfers and check requests - Helped transition newly acquired companies into existing accounting systems - Worked with senior and staff accountants to ensure operating accounts reconcile

• Accounts Receivable Clerk

  • May 2013 - Dec 2013

  San Diego, CA - Ensured that producer commissions were posted correctly and in a timely manner - Maintained monthly bank reconciliations for more than 10 operating accounts - Worked with the general ledger team to ensure that all receivables were accounted for - Compiled daily data entry batches for offshore team



LPL Financial

• Financial Services

• Retirements Specialist

  • Jun 2012 - Dec 2012

  Greater San Diego Area - Assisted in the maintenance of clients’ retirement accounts - Made journal entries to the company’s general ledger for fees and other necessary transactions - Processed account distributions through check, wire, automated clearing house (ACH) and journaling to other accounts - Conducted quality checks of processes completed by other LPL associates - Handled service requests from financial advisors



Trek Bicycle Superstores

• Manufacturing
• 1 - 100 Employee

• Sales Associate

  • May 2011 - Aug 2011

  Chula Vista, CA


State Farm Insurance
• 700 & Above Employee
• Office Representative

  • Jun 2009 - Jan 2011

Big 5 Sporting Goods
• Retail
• Sales Associate

  • Jun 2007 - Aug 2007