Experience

Signature Analytics

• United States
• Accounting
• 1 - 100 Employee

• Senior Staff Accountant

  • Sep 2020 - Present

  Signature Analytics provides expert level accounting and business advisory solutions to small and middle-market businesses throughout Southern California and beyond. We accomplish this by managing your accounting function and financial reporting, so you don't have to. From there, we go above and beyond the numbers to help improve business performance and achieve your goals by focusing on forward-looking activities, direction, and strategy. We pride ourselves on being a US-based professional services firm and support our clients working as a natural extension of their team, tailoring our services to fit their specific business objectives and goals. We've been recognized five times on the Inc. 5000 fastest-growing private companies list and as one of the Best Places to Work nationwide. Month-end Close: - Oversee the month-end close with junior and staff accountants - Manage and coordinate deadlines with team and accounting leads - Cultivate the growth of junior and staff accountants by providing guidance and high level overview - Facilitate action items and manage project deadlines Ad-hoc Reporting: - Build cash flow forecast for company with multiple entities - Build KPI sheet and analyze KPI trends Engagement Management: - Meetings and emails with clients to discuss KPI projects and ad-hoc reports - Communicate, plan and present deliverables to clients - Project manage for motivational team management Software Knowledge - Sage 100 MAS - Yardi - Quickbooks Online - Quickbooks Desktop - NetSuite Industry Knowlege - Real Estate Company - Tax Financial Services (Membership-based) Company - Fitness and Recreational Sports Facilities Company - Automechanic / Auto Parts Company - Manufacturing & Engineering Biomedical Parts Company - Eldercare Company - Consulting Services Company - Paintball Equipment Manufacturing Company - Medical Equipment & Supplies Company - Nonprofit that provides college scholarships



TGG Accounting

• United States
• Accounting
• 1 - 100 Employee

• Senior Staff Accountant

  • Jun 2019 - Sep 2020

  Month-End Close: - Reconcile all Balance Sheet accounts - Maintain and update schedules (Deferred Revenue, Accrued Revenue, Prepaid Expense, Fixed Assets, Rent, Depreciation schedules) - Organize and manage backup data for reconciliations - Create Journal Entries, Adj. Journal Entries, and Reversals - Roll over workbooks for new months and new years - Resolve variances Financials - Create Financial Package - Add commentary and notes for accounts and notate variances - P&L Scrub to identify notable changes month-over-month Ad-hoc Reporting - Create cash flow forecast for clients - Create reports and organize complex data AR - Create and maintain Deferred Revenue Schedule - Create invoices - Implement collections processes - Manage Accrued Revenue and Prepaid Reimbursables AP - Enter bills - Cut checks - 1099 Scrub and filing - Vendor information and status updates - Create and manage Prepaid Expenses schedule Team Management - Review quality work from others and provide feedback when needed - Manage direct reports (career path, administrative items, biweekly check ins, etc) Software Knowledge - Excel - Word - Outlook - Workfront - 15Five - BambooHR - Gusto - ADP - RightNetworks - Synology Cloud Station - Quickbooks Online - Quickbooks Pro - Blackbaud Financlal Edge - Remote Desktops (RightNetworks) - Zoom - Bizinta Industry Experience - Not-for-profit foundations - Biomedical consultant services - Executive recruiting services - Website Development services - Marketing services - Construction/Electrical



BVA - Acquired by The Stable

• United States
• Advertising Services
• 1 - 100 Employee

• Associate Staff Accountant

  • Jan 2018 - May 2019

  Monthly close - Perform daily and monthly general accounting duties - Create monthly journal entries, including preparation and supporting documentation - Analyze and create journal entries for Prepaid Expenses, Depreciation, Amortization Accounts Payable - Ensure that all accounts payable invoices are accurately coded and processed in a timely manner - Process invoices and record-keeping - Analyze and reconcile AP Aging Report Accounts Receivable - Process and distribute accounts receivable billings - Daily cash application - Collections Reconciliation - Monthly reconciliation of bank and general ledger accounts Payroll - Audit Time and Attendance for employees hours - Review and issue quarterly bonuses - Review and issue commissions - Process employee expense reports and issue reimbursements Audit - Credit card activity - Digital Asset and Software user management Tax - Register tax accounts in new cities - Manage notices for record-keeping - Collaborate with payroll provider to ensure timely filings - Mail W-2 forms to employees - Obtain W-9 forms to help tax accountant prep 1099-MISC forms Administrative Assistance - Maintain an accurate and organized filing system - Assist in creating standard operating procedures for accounting and operations - Various ad hoc projects using Excel and other Microsoft Office apps - Create SOP doc for department and cross-departmental processes Acquisition - Perform financial due diligence tasks - Provide financial data and supporting documentation for EBITDA Addbacks (Earnings before Interest, Income Taxes, Depreciation, and Amortization) to measure operating performance - Prepare and submit data request list for additional information Software Knowledge - Quickbooks Desktop - Quickbooks Online - Harvest - Bill.com - Zenefits - Namely - G-Suite - Google Sheets, Google Docs, Google Drive - Microsoft Office Apps (Excel, Word, etc) - Lastpass



Ironwood Electric Inc

• Anaheim, CA

• Accounting Assistant

  • May 2017 - Jan 2018

  Accounts Payable - Scan and File packing slips - Match packing slips to vendor invoices - Analyze pricing to confirm accuracy with Purchase Orders - Request credits from Vendors for any discrepancies - Determine class to categorize invoice in QB (Lighting, Material, Small Tools or Switchgear) - Enter Bills in QB - Write Checks in QB and mail out checks - Pay Bills using checks and credit cards - Evaluate funds received per customer to pay invoices accordingly - Generate reports in QB (Vendors & Payables > Aging Report) Accounts Receivable - Create Invoices in QB and email to customers - Create Conditional Progress and email to customers - Receive and Deposit checks in QB - Deposit checks into online bank account - Receive and Process Joint Checks Bookkeeping - Enter Credit Card charges Administrative Assistance - Process and Send out Prelims using manual Certified Mail (USPS office) and online (Simplified Certified Mail) - Process subcontracts and Create Estimate in QB - Calculate Lien Dates - Enter and Create Jobs in QB - Enter Material Transfers - Data Entry (Safety Meetings, Weekly Reports, DTLE Reports, etc.) - Use ScanSnap to scan and file all documents into Google Drive - Redirect phone calls to correct extensions



zeroUV

• Retail
• 1 - 100 Employee

• Assistant Bookkeeper

  • Oct 2016 - May 2017

  - Quickly generate checks upon immediate request- Organize QB Online (ensuring Payee names are added, Vendor information is up-to-date)- Review Transactions in Banking so that Reconciliation preparation is ready- Reconcile bank accounts- Run Reports (Profit & Loss, Expenses, Accounts Receivable, Accounts Payable)

• HR / Administrative Assistant

  • Nov 2015 - May 2017

  - Clerical responsibilities (filing, scanning, mailing, shredding confidential data, accurate and quick data entry, and recording)- Gathering and managing sensitive information- Excellent communication skills- Keen attention to detail and exceptional work ethic- Works with sense of urgency, able to meet requested deadlines with ease- Strong interpersonal and multitasking skills- Highly Organized, can present complex information- Office Supply Management, ensure office supply room is fully stocked, neat and organized- Team-Building Exercises, promote fun culture and team chemistry- Event Planning, coordinate pre- and post- party planning- Invitations and RSVP for events, track attendance, create RSVP Sheets and Volunteer sheets as needed, and scan and file all receipts

• Customer Experience Lead (CX Lead)

  • Jan 2014 - May 2017

  - Monitor all activity in the CX department- Handle Tier 2 CX responsibilties- Resolve all escalated / angry customers, claims, and chargebacks- Created Training Templates to ensure smooth Training of new CX representatives- Delegate and evenly distribute tasks to each CX representative- Oversee checklists of all CX representatives- Establish innovative ways to improve CX processes- Collaborate with the Leads of Warehouse Dept, Marketing Dept, HR Dept- Lead CX Meetings- Ensure Team Members can easily cover one another when PTO is usedFeedback from CX Peers:(See attached photos)



Garden Grove Unified School District

• United States
• Education Administration Programs
• 700 & Above Employee

• Frosh-Soph Volleyball Coach

  • May 2012 - Jan 2014

  Organize practices, line-ups, and determine individual strengths to improve team performance. Goal: become League Champs for Frosh-Soph each year in the district. Organize practices, line-ups, and determine individual strengths to improve team performance. Goal: become League Champs for Frosh-Soph each year in the district.



Target

• United States
• Retail
• 700 & Above Employee

• Front Lanes Team Member

  • Aug 2011 - May 2013

  - Cashiering: quickly scan and check customers out in the Front, while promoting the Target Red Card and Survey entries.- Guest Service: assist distressed customers with returns and/or exchanges, correctly dispose of chemically harmful merchandise, and thoroughly organize returned items to appropriate department bins.- Food Court: efficiently prepare orders for customers, follow health and safety codes in the kitchen area, and perform cleaning chores to ensure a clean and comfortable environment.- Bathrooms: meet all cleaning-checkpoints to ensure bathroom is clean and organized- covered breaks and lunches for Front Lane Supervisors.

• FLOW Team Member

  • Aug 2011 - May 2013

  Early morning truck unloads - Organize unloaded boxes into correct, department bins, - Properly dispose of harmful chemicals from spilled or broken merchandise, - Quickly replenish inventory (with FIFO method) before customers begin shopping.

• Electronics Team Member

  • Aug 2011 - May 2013

  Handle high quality, high-merchandised items with care. Assist customers with locked, high-price merchandise, and handle Go-Backs for Toys section.

• Hardlines Team Member

  • Aug 2011 - May 2013

  Update and input signs for on-sale and/or clearance items, and take "Go-Backs" from Guest Service to shelves in designated departments (using the PDA system).

• Softlines Team Member

  • Aug 2011 - May 2013

  Quickly assist customers in and out of fitting rooms, and maintain the displays and shelves for clothing, shoes, and intimates.

• Market Team Member

  • Aug 2011 - May 2013

  Tag bakery items with accurate expiration date, dispose of expired food items, and efficiently perform FIFO methods for all stocked food (in the aisles and in the fridge and freezer sections).