Experience

ExED

• United States
• Financial Services
• 1 - 100 Employee

• VP, School Finance

  • Sep 2017 - Present

  Greater Los Angeles Area

• AVP, School Finance

  • Jul 2015 - Sep 2017

  West Los Angeles, Ca. - Supervision of Manager, two Accounting Associates and an Accounts Payable Analyst. - Liaison between ExED and School Boards, Principals & Office Managers for all accounting functions. - Monthly forecasting, financial analysis and Dashboard Presentation for five or more schools. - Preparation and monitoring of budgets including estimation of Revenues & Expenditures. - Presentation of client’s financial position at monthly board and finance committee meetings. - Lead for the… Show more - Supervision of Manager, two Accounting Associates and an Accounts Payable Analyst. - Liaison between ExED and School Boards, Principals & Office Managers for all accounting functions. - Monthly forecasting, financial analysis and Dashboard Presentation for five or more schools. - Preparation and monitoring of budgets including estimation of Revenues & Expenditures. - Presentation of client’s financial position at monthly board and finance committee meetings. - Lead for the Interim and Annual Audit Process performed by Independent Auditors. - Internal Controls Supervision,SACS financial reporting & LEA Chart of Accounts established by CDE. - Cash Flow Preparation, Analysis and Monitoring.



Norton Electric

• Financial Controller

  • Jul 2004 - Jun 2016

  Los Angeles This is an ongoing part time position. Full time from 2004-2009, Part time from 2009 to present. Company downsized and I continue to do the monthly financials, payroll, year end close and HR Functions. - General ledger / Trial Balance / P&L Management and Financial Statements - Creating / Processing complex monthly Excel financial reports - Semi-monthly and bi-weekly payroll for 35+ employees / Paychex & ADP payroll processing - Monthly sales tax reconciliation and payment to… Show more This is an ongoing part time position. Full time from 2004-2009, Part time from 2009 to present. Company downsized and I continue to do the monthly financials, payroll, year end close and HR Functions. - General ledger / Trial Balance / P&L Management and Financial Statements - Creating / Processing complex monthly Excel financial reports - Semi-monthly and bi-weekly payroll for 35+ employees / Paychex & ADP payroll processing - Monthly sales tax reconciliation and payment to State Board of Equalization - Monthly bank reconciliation - Preparation of year-end paperwork for annual CPA audit and tax return. - Consolidation and Management of Current Billing Department and Procedures - HR Functions including: - New hire processing - Creating / Maintaining company’s Policy & Procedures Manual - Employee files & attendance records - Benefits administration, including Health and Worker’s Compensation Insurance Show less



Palisades Charter High School

• Finance Manager

  • Jan 2015 - Jul 2015



ExED

• United States
• Financial Services
• 1 - 100 Employee

• Accounting Manager

  • Sep 2012 - Dec 2014

• Senior Accounting Associate

  • Oct 2011 - Aug 2012

  West Los Angeles



SOS Metals Inc

• Senior Accountant

  • 2009 - 2011

  Gardena, Ca. - General ledger/Trial Balance/ P&L Management for multi-national metal recycling corporation. - Management and reconciliation of multiple bank accounts via one general Concentration account. - Ensure accurate and appropriate recording and analysis of revenues and expenses. - Management and support of budget and forecast activities. - Multi-state Sales & Use tax reconciliations and payment to State Board or equivalent out of state agencies. - Preparation and coordination of… Show more - General ledger/Trial Balance/ P&L Management for multi-national metal recycling corporation. - Management and reconciliation of multiple bank accounts via one general Concentration account. - Ensure accurate and appropriate recording and analysis of revenues and expenses. - Management and support of budget and forecast activities. - Multi-state Sales & Use tax reconciliations and payment to State Board or equivalent out of state agencies. - Preparation and coordination of financial audit information for CPA and annual tax return. - Member of team that reduced preparation & production time of monthly financials from 90 to 15 days. - Develop and design reports using FRx & Management reporter. - Assisted in development of current Fixed Asset tracking system throughout multi-national locations. Show less



Advanced Systems Inc

• Controller

  • 1993 - 2004

  Van Nuys, Ca. - New employee interviewing / hiring - Daily supervision of data entry and administrative support staff of three - Monthly bank reconciliation - General ledger / Balance Sheet & Income Statement preparation - Cost analysis / Product Purchasing - Accounts payable for 50+ Vendors