Experience

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  Napa Valley Tours & Transportation

  • Accounting Manager

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  Napa Valley Tours & Transportation

  • Napa, California

  • Accounting Manager

    • Jan 2023 - Present
    • Napa, California

    Accounting Manager for a luxury transportation company servicing Napa Valley for 25 years. Managing financial needs for a high paced business, supervisor of two billing specialists. Software: Speciality POS - Livery Coach LLC, Accounting Software: QB Enterprise, spearheaded transitioned from Desk top to QB Online. Responsibilities: End of Month closing, monthly adjusting journal entries, reconciliations, fixed asset management of Fleet vehicles. Additional Tasks: ERC for PPP Forgiveness Program, A/R Collections.

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  ZD Wines

  • Napa, CA

  • Senior Accountant

    • Mar 2021 - Sep 2022
    • Napa, CA

    deLeuze family-owned winery dedicated to producing world-class wines, located in the Rutherford region of the Napa Valley. Management of daily accounting operations, supporting the Controller and Managing Owners. Achievements: Point Person in On-Boarding new online compliance platform, ShipCompliant.

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  Balanced Business Group

  • Napa, CA

  • Accountant

    • Sep 2020 - Mar 2021
    • Napa, CA

    Napa Valley Accounting firm specializing in small boutique wineries, providing various levels of accounting needs utilizing QuickBooks online and Desktop guided by JetPak software.Remote accountant for 10 wineries, managing daily, monthly, and quarterly activities and month end.

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  Bin To Bottle

  • Napa, California

  • Controller

    • May 2019 - Dec 2019
    • Napa, California

    Custom crush winery and bottling facility located in Napa with a Client base of over 45 large and small local wineries.Financial Controller working directly with the Managing Owner. Oversight of all accounting and HR activities with a support staff of three.Additional responsibilities included annual client contract reconciliations, tax compliance, and HR.

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  Kenefick Ranch Winery

  • Calistoga, CA

  • Controller

    • Jan 2016 - May 2019
    • Calistoga, CA

    Kenefick Ranch, a 125-acre vineyard located in Calistoga in the north-end of the Napa Valley. Family-Owned vineyard and winery since 1985. Management of financial activities for Kenefick Ranch, LLC and Kenefick Ranch Winery, LLC, as well as HR.Accomplishments as part of the new Management Team: development of Cash Flow Forecasting and Annual Budget for KR & KRW, Quarterly Sales Analysis, established new IT services (establishment of new shared network) and implementation of a new e-Commerce platform.

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  Eisele Vineyards (Formerly Araujo Estate Wines)

  • Calistoga, CA

  • Controller

    • Mar 2014 - Nov 2015
    • Calistoga, CA

    Eisele Vineyard Estate representing excellence in Napa Valley wines since 1991, is best known for their Eisele Vineyard Cabernet Sauvignon and rated by Robert Parker as being among one of the finest wines produced in the Napa Valley.Management of winery operating financial activities, including HR - payroll and benefits management; Sales & Use Tax Reporting; oversaw annual worker's compensation audit; and foreign exchange payments to vendors.

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  Halby Marketing, Inc.

  • Sonoma, CA

  • Controller

    • Jan 2011 - Mar 2014
    • Sonoma, CA

    Family-owned importer of wine and spirits since 1983. Halby Marketing products are sold in all 50 states to over 150 distributors.Management of daily accounting activities, HR, foreign wire transfers, compliance, and annual audits.Achievements: Reconstruction of the accounting records for the 2010 Tax return, while introducing new accounting software, SOP's, and filing systems.

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  Twisted Oak Winery

  • Murphys, CA

  • Accountant/ Controller

    • Mar 2007 - Dec 2010
    • Murphys, CA

    Family-owned boutique winery since 2002 located in Murphys, CA.Management of all winery operations accounting, HR, compliance reporting, and assisted the Managing-owner with Wine Club.

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  Stag's Leap Wine Cellars

  • Napa, California, United States

  • Viticulturist

    • Jun 2000 - Aug 2006
    • Napa, California, United States

    Qualitative and Quantitative data collect from research vines in 3-vineyards (325 acres total).Annual Viticultural and Production Reports - Dissemination and presentation of collected data from the growing season through to harvest.

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  Five-Star Hotels & Restaurants in U.S.

  • Executive Pastry Chef

    • Jan 1986 - Dec 1995

    Professionally Trained Pastry Chef - Executive Pastry Chef at the following hotels and restaurants:- The Lodge at Vail (Executive Pastry Chef)- The Grand Hotel (Asst. Exec. Pastry Chef)- The American Club (Executive Pastry Chef)- Biscayne Bay Marriott (Executive Pastry Chef)- Mark’s Place (Executive Pastry Chef)- Starfish (Executive Pastry Chef)- Williams Island (Executive Pastry Chef)- Chef Allen’s ( Asst. Pastry Chef)- Four Seasons Seattle (Executive Pastry Chef)