Consultant

• Jun 2023 - Present

Corporate Finance and HR

• Feb 2019 - Present

● Developed and administered an audit system to reduce discrepancies between reported income and income collected; reconciled accounts between Dentrix System, the Bank, and QuickBooks ● Independently maintained financial reporting for the company via QuickBooks and managed data for daily collections (cash and insurance) through various channels ● Established and implemented online expense management and validation system; monitored and validated protocols to ensure monthly spending is under budget ● Managed company finances; coordinated and authorized vendor payments on a regular basis; monitored expenses to avoid overpayment and found ways to lower or control expenses; engaged in negotiations with several dental companies to get the best price on several products and services ● Worked with the CEO to generate over $2M through several credits, grants, and loans to help recover from the pandemic; researched and gathered data to receive PPP loan 1.0 forgiveness for $1M. ● Responsible for the process of biweekly payroll in a complex and varied compensation structure for 100 employees that includes W-2s, 1099s, and commissioned staff and doctors ● Maintained and organized confidential employee information and educated them on benefits available; formalized procedures and policies, and stayed in compliance with HR, OSHA, and HIPAA related state and federal guidelines Show less

Tax Preparer

• Oct 2018 - Apr 2019

● Applied knowledge from CSUEB and tax classes to get certified to file taxes for low-income families ● Worked with different clients from low, and middle-income tax to prepare taxes in compliance with strict standards ● Analyzed tax documents from prior years to help encourage clients on several methods of saving tax refunds; advised on different opportunities of saving refund by opening a retirement account, or by joining a savings program offered by the site ● Learned to audit peer’s work (quality review) during the busy hours of the tax season and created protocols along with Site Coordinator for the new Virtual Tax Prep program Show less

Bookkeeper

• Mar 2018 - Jan 2019

● Managed Accounts Payable for the company by ensuring all the materials were received and paid for in a timely fashion; monitored expenses to ensure no overpayment was made ● Worked with third-party company to monitor the posting of insurance payments, auditing posting to make sure there is no double entry, and reconciled money at the end of each day; sent default accounts to collections regularly ● Maintained the companies QuickBooks by entering banking transactions, reconciling, and analyzing financial statements ● Worked with the Financial Manager to identify discrepancies in patient ledgers and made necessary adjustments ● Learned to treatment plan; validate insurance eligibility and in-take patients during non-busy hours Show less

Marketing Intern

• Jul 2017 - Jan 2018

● Collaborated with the Marketing Manager to create and implement marketing and social media campaigns ● Promoted active clients’ food truck businesses on social media platforms ● Attended industry events to promote Trunger while looking for new business opportunities and potential clients ● Created flyers and other marketing materials for business promotion at various events ● Collaborated with the Marketing Manager to create and implement marketing and social media campaigns ● Promoted active clients’ food truck businesses on social media platforms ● Attended industry events to promote Trunger while looking for new business opportunities and potential clients ● Created flyers and other marketing materials for business promotion at various events

Accountant's Assistant

• Jul 2014 - Nov 2016

● Managed bookkeeping for five clients which included data entry for revenue, expenses, and other elements to generate financial statements ● Assisted the Senior Accountant with processing, verification, and finalizing of payroll checks. Calculated FICA taxes for clients to ensure deductibles matched W-4 forms ● Assisted with filing state taxes, quarter returns, fiscal year end and electronic verifications for client’s employees ● In charge of organizing, filing, mailing, and other work including the administration of employee hiring and termination processes on the Extreme System before the upcoming payroll cycle ● Set up companies on QuickBooks and performed accounting data entry in an efficient manner, completing 4 years of data entry for a client in 110 hours ● Researched correct accounts for corresponding transactions in accordance with GAAP rules for accurate reporting Show less