Experience

Central Arizona Project

• Utilities
• 200 - 300 Employee

• Senior Accountant

  • 2006 - Present

  Phoenix, AZ Oversee the accounting component of the enterprise system to ensure integrity of financial data for staff, board of directors and bond holders while maintaining high productivity and efficiency. Staff • Review and guide the work of 6 accountants (accounting specialists, payroll specialist and clerk), achieving a high success rate in thorough research, clean documentation, and succinct backup to strengthen the integrity of departmental data―high accuracy rate. • Develop training… Show more Oversee the accounting component of the enterprise system to ensure integrity of financial data for staff, board of directors and bond holders while maintaining high productivity and efficiency. Staff • Review and guide the work of 6 accountants (accounting specialists, payroll specialist and clerk), achieving a high success rate in thorough research, clean documentation, and succinct backup to strengthen the integrity of departmental data―high accuracy rate. • Develop training goals and objectives with manager, identify performance gaps in the Oracle system, plan / deliver one-on-one staff training to effect continuous quality improvements. • As acting manager, serve as primary point of contact to resolve departmental technical problems and accounting issues while maximizing daily work flow / productivity. Operations • Act as a primary liaison with external audit teams for department manager, setting up and monitoring contract (working with board throughout audit process according to audit guidelines ― GAAS). - Respond quickly and thoroughly to auditors’ requests for supporting documents and schedules, realizing clean, seamless audits. • Analyze asset, liability, revenue and expenses to determine actual spending; research and recatagorize, if necessary; evaluate, maintain and modify financial statements for compliance with GASB to maintain integrity of data. • Maximize operational effectiveness of Oracle system – A/P, G/L, P/R – collaborating with IT department to test upgrades, identify system errors and increase data integrity.

• Accountant

  • 1999 - 2006

  Phoenix, Arizona Area Managed enterprise accounting, working with GASB guidelines and financial reporting to ensure integrity of data / financial accountability for the board of directors and bond holders. • Monitored trial balance, integrating sub ledgers into general ledger, merging five separate funds and balancing the systems. • Worked with managers throughout the organization, serving as the primary point of contact for questions related to cost center expenses. • Communicated with senior management… Show more Managed enterprise accounting, working with GASB guidelines and financial reporting to ensure integrity of data / financial accountability for the board of directors and bond holders. • Monitored trial balance, integrating sub ledgers into general ledger, merging five separate funds and balancing the systems. • Worked with managers throughout the organization, serving as the primary point of contact for questions related to cost center expenses. • Communicated with senior management team, bond trustees and board members, preparing presentations for bond arbitrage and ensuring compliance to indenture. • Kept board members and shareholders informed on funding issues / flow of funds following established guidelines for revenue and capital appreciation bonds. • Provided training and guidance for accounting specialist and accounting clerks in accounts payable area; train financial analyst in regard to bond compliance. Special Projects: • Worked closely with A/P team to improve standards to evaluate credit card usage on a monthly basis to eliminate opportunities of misuse and/or fraud. • Participated on the Oracle ERP implementation team, spearheading the enterprise-wide conversion to Oracle system: served as a lead for development of G/L and A/P systems; a partner for fixed assets, cash management and projects; and trainer for end users, ensuring a smooth transition. • Developed and continually refined financial reporting policies to accommodate changing boards and committees, effect greatest efficiency, tranparency, and continuity of information. • Selected as facilitator for internal process improvement projects including the recent IT Transformation Team that resulted in the reorganization of IT. • Served as CAP facilitator involved with customer problem solving, assisting staff in situation assessment toward continuous efficiency and service improvement.



Safeway

• Brazil
• Computer and Network Security
• 200 - 300 Employee

• Accountant

  • 1996 - 1999

  Phoenix, Arizona Area Maintained corporate general ledger with extensive multi-departmental sub ledger interfacing along with budget research and analysis, account reconciliation and expense analysis. • Worked with cities and counties on sales tax abatements, communicating effectively to avoid severe fines.