David Luna
Accounting Bookkeeper at Hansen, Jacobson, Teller, Hoberman, Newman, Warren, Richman, Rush & Kaller, LLP- Claim this Profile
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Bio
Experience
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Hansen, Jacobson, Teller, Hoberman, Newman, Warren, Richman, Rush & Kaller, LLP
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United States
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1 - 100 Employee
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Accounting Bookkeeper
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2006 - Present
• Performs month-end and year-end activities by analyzing financial reports in order to track over $130M in revenue. • Researches and resolves complex and sensitive inquiries for thousands of clients to ensure accurate reporting. • Records and processes $50K+ in daily receipts into Sage/Mas 100 by assigning the correct project and code for each client/matter. • Functions as team lead to provide direct support to 37 attorneys. • Prepares, analyzes and reconciles monthly financial reports such as the year-to-date attorney report and the attorney comparison reports. • Contributes to yearly key performance metrics reporting by preparing year over year client analysis for over a thousand clients. • Prepares monthly credit card and client trust reconciliations. Identifies and reports on reimbursement issues and answers client questions precisely. • Hired, trained and supervise Accounting Support Associate. • Collaborates with cross functional teams and agencies employing effective communication strategies to collect outstanding payments in a timely, consistent manner. Show less
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David Weise and Associates
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United States
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Accounting
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1 - 100 Employee
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Account Manager
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Dec 2003 - Feb 2006
• Facilitated client relations. Performed tour support and payroll for bands and recording artists. Billed and tracked receipt of payment. Performed Data entry, bank statement reconciliation, trial balance entries, past due notices, month-end reports and all bank deposits. Responsible for Accounts Payable, check preparation and disbursement. • Facilitated client relations. Performed tour support and payroll for bands and recording artists. Billed and tracked receipt of payment. Performed Data entry, bank statement reconciliation, trial balance entries, past due notices, month-end reports and all bank deposits. Responsible for Accounts Payable, check preparation and disbursement.
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Bookkeeping Assistant
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Feb 2002 - Dec 2004
• Performed tour support and payroll for bands and recording artists. Responsible for billing, receipt of payment, data entry, bank statement reconciliation, trial balance entries, past due notices, month-end reports and all bank deposits. • Performed tour support and payroll for bands and recording artists. Responsible for billing, receipt of payment, data entry, bank statement reconciliation, trial balance entries, past due notices, month-end reports and all bank deposits.
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Education
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California State University, Fullerton
Bachelor's degree, Communication, General