Experience

Confluential Films

• United States
• Movies and Sound Recording
• 1 - 100 Employee

• Director, Finance & Operations

  • Mar 2023 - Present

  • Performing all day-to-day financial and accounting activities on behalf of The Confluential Company and any of its subsidiaries and related entities and productions, including but not limited to bookkeeping/maintaining ledgers, paying invoices for goods and services, vetting and paying employee expense reports, calculating and paying guild/union-specific fringes and tracking expenses against budget. • Providing financial statements e.g., cash flow reporting, income statement, etc. as requested by the President and/or the CEO. • Supporting the senior management with regular updates in the budgeting process and in informing budget adjustments by tracking actual expenses versus budget. • Managing day-to-day banking relationships e.g., City National, Chase. • Tracking company credit card activity and ensuring that charges are legitimate business expenses in line with company policy and are accurately categorized. • Acting as the point of contact with our tax accountant and aiding in the preparation of all tax-related items for The Confluential Company and any of its subsidiaries and related entities. • Working closely with our PEO Insperity as it relates to onboarding new employees, benefits budgeting, running payroll, tracking company and employee compliance, and employee termination paperwork. • Provide general operational support as needed across the organization. Show less

• Assistant Controller (Contractor via Made Collective)

  • Jan 2023 - Mar 2023

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National Veterinary Associates

• United States
• Non-profit Organizations
• 700 & Above Employee

• Accounting Supervisor

  • Sep 2021 - Jan 2023

  • Manages a team of 9 accounting professionals ranging from Accounting Clerks to Sr Financial Analyst• Responsible for the accounting of $2Billion in labor costs for over 1400 field locations across the US and CAN which includes over $80 Million in annual healthcare benefits costs.• Oversees the execution of month end close and financial statement preparation• Assist Accounting Manager in presentation of Monthly Executive Summary reporting for Executive Leadership• Responsible for creating and optimizing process and project management improvements to meet departmental goals and priorities• Supervises audit schedules and account reconciliations to present to Big 4 audit firm.• Collaborates with various department such as HR and Legal to ensure full accounting compliance• Responsible for developing internal controls to ensure SOX compliance. Show less

• Senior Accountant

  • Sep 2020 - Sep 2021

  • Assist with DVM Labor Analyses for VP of Finance and CFO• Assist with DVM Benefits Analysis for VP of Finance and CFO• Prepare/review month-end close related journal entries and variance checks• Mentor others in work assignments, provide resolutions to problems, and guidance• Develop and implement accounting/analysis procedures by examining current procedures; recommending changes• Assist/review preparation of yearly audit schedules for external auditors• Assist/review preparation of yearly budgets• Assist/review DVM Production Calculations• Assist/review DVM Production Variance Reviews• Assist/review DVM Bonus Accruals• Assist in other ad-hoc analysis or analytics as needed Show less



Armanino LLP

• United States
• Accounting
• 700 & Above Employee

• Sr Consultant I Law Firm Services

  • Jan 2020 - Apr 2020

  Manages a team of consultants in providing full service finance and accounting needs to law firms in specialties ranging from M&A to Entertainment. Provides CFO advisory services in the areas of budgeting, forecasting and firm as industry analytics using tools such as PowerBI and Power Query. Works on optimizing full cycle month end close and financial reporting for 7 clients.Responsible for project management and design, process improvement and implementation. Works closely with Director and various industry partners and experts to develop and grow revenue through various consulting engagements. Working Knowledge of the following ERP systems: Coyote Analytics, Prolaw, Timekeeper, Quicbooks and MS Power BI analytics tool. I am also an active user of MS Team Work Projects and Fresh Desk(employment ended due to COVID-19) Show less



Monarch Landscape Companies

• United States
• Facilities Services
• 1 - 100 Employee

• Sr Accountant/Assistant Controller

  • Dec 2018 - Dec 2019

  Responsible for the Financial Accounting and reporting for the Pacific Northwest Region covering 8 branches for Private Equity owned commercial landscaping firm with over $300 Million in annual revenue Oversaw month end close process including monthly accruals, bank reconciliations,journal entries and allocations. Maintained various asset schedules and roll forwards. Responsible for monthly, quarterly, and yearly tax filing across various states Prepared and analyzed monthly Profit and Loss statements with division management Collaborated with division management to identify variances in performance vs budget Assisted corporate controller on providing financial reporting for corporate specific departs/divisions. Involved in ERP conversion and implementation from Sage to IFS Supported FP&A group in the preparation of monthly and quarterly financial statements and analysis. Conducted monthly trend analysis of KPIs based on company growth objectives. Reported directly to and works with CFO on ad hoc projects and reports as needed. Show less



Joni and Friends

• United States
• Non-profit Organizations
• 200 - 300 Employee

• Senior Accountant/Financial Analyst

  • Oct 2017 - Dec 2018

  Works closely with Director of Accounting and Executives to analyze financial strategies to ensure growth of a global organization focused on helping individuals effected by disabilities. Reports to Director of Finance and CFO. Prepares various financial reports for senior executives and board of directors. Participates in forecasting and analyzing budgets of over $40Million. Conducts financial statement analysis Validates and analyzes all incoming revenue sources. Troubleshoots errors in reporting differences between financial reporting modules. Manages all Accounts Payable Activities to assist in Month End Closing activities. Maintains and reviews vendor contracts for accuracy. Files state and local sales and property tax. Maintains the fixed asset and associated schedules. Assist in ensuring GAAP &SOX compliance for annual internal audits. Records and maintains expenses for CAM for $10Million real estate acquisition. Assists in filing form 990 for parent and subsidiary companies. Show less



DJJD Foundation

• Accountant(consultant)

  • Jan 2015 - Oct 2017

  Serves as Finance Manager for Non-Profit Scholarship organization focused on minority High School students in the Los Angeles Public School District. Develops fundraising campaigns with community and corporate entities Completes monthly and quarterly financial statements Reconciles bank and balance sheet accounts Manages incoming corporate donations Assists in filing tax returns with form 990 Overseas scholarship budget exceeding $10,000/quarter Processed Accounts Payable via QuickBooks and Excel Show less



Bank of America

• United States
• Banking
• 700 & Above Employee

• Officer, Small Business Relationship Banker

  • Dec 2010 - Oct 2017

  Managed a portfolio of small business clients with revenues up to $5 Million by establishing deposit and lending products in a telephone based sales environment. Develops partnerships with lending, merchant and treasury professionals through referrals. Recognized in 4th Quarter 2013 for closing the most commercial loans. Recognized in 4th Quarter 2014 for top Quality customer interactions. In October 2015 selected as one of the top 8 associates to participate in a 12 month client management training program. Completed Commercial Credit training levels 101 & 201. Proactively collected and analyzed financial statement to assist underwriters. Assisted in saving the firm over $1.4 Million in retained clients. Recognized as a Top Performer Q2 2017 Show less