Professional Realtor

• Oct 2021 - Present

Realtor Associate

• Jan 2019 - Oct 2021

Tax Specialist

• Jan 2016 - Jan 2019

Accounting Manager

• Dec 2013 - Apr 2015

Bookkeeper

• May 2013 - Jul 2013

Contracted through a global leader in professional staffing and consulting services with a network of more than 400 offices worldwide to perform general bookkeeping duties for Camp Galileo, a children’s summer camp with 27+ locations.• Processed Accounts Payable (A/P) and printed checks, determining proper classification in QuickBooks for payments. • Performed vendor account analysis and updated vendor information. Contracted through a global leader in professional staffing and consulting services with a network of more than 400 offices worldwide to perform general bookkeeping duties for Camp Galileo, a children’s summer camp with 27+ locations.• Processed Accounts Payable (A/P) and printed checks, determining proper classification in QuickBooks for payments. • Performed vendor account analysis and updated vendor information.

Accountant

• Jun 2012 - Nov 2012

Maintained direct responsibility for the payment of all bills coming out of 25 different bank accounts for two high net-worth individuals; managed day-to-day accounting operations for both not-for-profit companies.• Utilized QuickBooks to document weekly bank activity; processed payroll and reconciled accounts.• Reported accurate and timely account balances to the Chief Financial Officer (CFO) on a weekly basis.• Ensured proper communication via email concerning check requests/issues between offices in San Francisco and various managers around the United States.

Senior Accountant

• Jan 2000 - Apr 2006

First American Title Company (Jul. 2003 - Apr. 2006)/Diablo Valley College (Aug. 2002 - Oct. 2003)/Temisen Products and Services (Jan. 2000 - Jun. 2002)Oversaw the day-to-day operations of all financial transactions for a national leader in title insurance, closing and settlement and other financial services, a publicly supported two-year community college serving 22K students and an engineering firm providing engineering services for a large semi-conductor company.• Coordinated Accounts Receivable (A/R), A/P and financial statements for Monterey and San Benito County offices; entered a variety of journal entries.• Researched bank accounts and various systems in order to identify shortages in title fee reimbursement and arrange for timely remuneration.• Coordinated accounting functions for College Foundation GL analysis and prepared financial statements and transaction review.• Processed bi-weekly payroll for up to 10 personnel and prepared year-end payroll tax forms including 941 and W2’s.• Reconciled staff payroll account on a monthly and annual basis; conducted banking, bank/account reconciliation and tax payments.• Produced annual budget and monthly financial statements; reconciled bank accounts, prepared journal entries and assisted with audits.• Developed and delivered monthly, quarterly and annual Profit and Loss statements and balance sheets; provided stock and bond analysis using charts and graphs.• Trained team members on accounting projects as needed; provided ongoing direction, coaching, mentoring and support.

Intermediate Accountant

• Jun 1998 - Jan 2000

Coordinated accruals and monitored business account receivables for a not-for-profit health plan provider serving over 3.4M health plan members and nearly 65K physicians across the state.• Analyzed unit operations and their influence on computer general ledger accounts.• Prepared reports using Access. Coordinated accruals and monitored business account receivables for a not-for-profit health plan provider serving over 3.4M health plan members and nearly 65K physicians across the state.• Analyzed unit operations and their influence on computer general ledger accounts.• Prepared reports using Access.

Staff Accountant

• Jul 1997 - Jun 1998

Analyzed and prepared financial statements for clients within a full service accounting and consulting firm.• Prepared trial balance and adjusted journal entries.• Handled all aspects of client engagement. Analyzed and prepared financial statements for clients within a full service accounting and consulting firm.• Prepared trial balance and adjusted journal entries.• Handled all aspects of client engagement.