Experience

XOMA

• United States
• Biotechnology Research
• 1 - 100 Employee

• Senior Accountant

  • Mar 2019 - Present

• GL Accountant

  • Oct 2017 - Feb 2019

  Emeryville, California



Robert Half

• United States
• Staffing and Recruiting
• 700 & Above Employee

• Accounting Consultant

  • Nov 2015 - Sep 2017

  San Francisco Bay Area Summary: 6+ years Accounting experience available for engagements through Accountemps Salaried Professionals Practice Group. My areas of expertise include Reconciliations, Month-End, AR and AP. Software experience includes Salesforce, Yardi, Avidxchange, Epic, CCH, and Sage. Industry experience includes Medical Billing, Heating & Air Conditioning, CPA firm, Property Management, and Insurance. Description: Our Salaried Professional is a permanent employee of Accountemps… Show more Summary: 6+ years Accounting experience available for engagements through Accountemps Salaried Professionals Practice Group. My areas of expertise include Reconciliations, Month-End, AR and AP. Software experience includes Salesforce, Yardi, Avidxchange, Epic, CCH, and Sage. Industry experience includes Medical Billing, Heating & Air Conditioning, CPA firm, Property Management, and Insurance. Description: Our Salaried Professional is a permanent employee of Accountemps available for contract engagements. Salaried Professionals benefit from a full-time career with Accountemps and are rewarded with competitive salary, excellent benefits, and the opportunity to work for top companies on challenging and rewarding engagements handling recurring projects such as financial reporting, systems conversions, reconciliations, tax research or outsourcing projects. Please reach out to Joanie Umscheid at 510.839.2100 ext 21541 or by email joanie.umscheid@accountemps.com for more information. Below is an overview of projects I have completed: Currently on assignment with a George Zimmer company as a Staff Accountant handling month end reconciliations and reporting to Salesforce related to fixed assets, prepaid liabilities, company-wide expenses, and manage all payables including ACH payment authorizations to personal tailors. Finished an assignment with an established supplement company handling daily receivables, scheduling weekly payables and administering phone orders and credit card payments with customers using Sage 100. Completed an assignment with a renown, Bay Area insurance company handling direct and agency bills, managing all receivables and payables using Epic software, reconciliations, and month end. Successfully completed a project as an Accounting Specialist for a property management company handling 3 regions (ATL, FL, & DEN) and managing cases through Salesforce, handling AR using Yardi, and approving company-wide invoices using Avidxchange. Show less



Aerotek

• United States
• Staffing and Recruiting
• 700 & Above Employee

• Recruiter

  • Jul 2015 - Sep 2015

  South San Francisco, CA - Maintained relationships with prospective candidates and met weekly recruiter goals - Involved in daily recruiter meetings to identify qualified candidates through various recruiting tools and techniques - Screened and interviewed candidates by phone or in person evaluating candidates’ strengths compared with clients’ requirements - Reviewed potential candidates with Account Manager to ensure client requirements are met



Novogradac & Company LLP

• United States
• Accounting
• 500 - 600 Employee

• Accounting Specialist

  • Mar 2012 - Jun 2015

  San Francisco, California - Manage all receivables through firm's 15+ office locations nationwide including daily deposits, credit card settlements, and firm's marketing department - Provide Internal Accounting training for new hires within the department. Adminster partner and managerial requests for write-offs, client refunds, collections, auditing client accounts, and providing detailed financial reports - Yearly account clean-up updating client, staff and billing information. Review and oversee firm bank… Show more - Manage all receivables through firm's 15+ office locations nationwide including daily deposits, credit card settlements, and firm's marketing department - Provide Internal Accounting training for new hires within the department. Adminster partner and managerial requests for write-offs, client refunds, collections, auditing client accounts, and providing detailed financial reports - Yearly account clean-up updating client, staff and billing information. Review and oversee firm bank activity with provided monthly customer analysis reports observing variances and monitoring daily transactions - Handle firm's weekly payables with weekly reports and requested approvals sent to partners and the CFO - Responsible for expensing and setting up GL coding and vendor ID's in regards to payables. Maintain relationships with vendors and clients for account inquiries, W9, and collections reporting - Weekly projects and special assignments assigned by CFO and Controller. Responsible for managing and setting up firm billing codes for prospective clients related to valuation work, LIHTC, renewable energy, real estate, litigation support, audit and tax - Review contracts provided by new clients and various staff ensuring all terms and conditions bind with firm requirements - Assist billing in organizing and gathering employee time sheets for SF as well as our various office locations nationwide - Weekly communication with partners, principals and managers pertaining to all Internal Accounting inquiries (Accounts Receivable, Accounts Payable, Billing) - Review firm time entry and billing ensuring service codes are properly applied Show less



Atlas Heating and Air conditioning

• Consumer Services
• 1 - 100 Employee

• Accounting Assistant

  • Sep 2010 - Feb 2012

  Oakland, CA - Full charge accountant during hours of operation - Managed and handled all receivables and AR inquiries - Maintained relationships with clients for account inquiries and collections - Setup HVAC, heating and cooling appointments - Processed invoices and sent out monthly statements - Provided excellent customer service filling in as receptionist



Alternative Business Solutions

• IT Services and IT Consulting
• 1 - 100 Employee

• Accounting Clerk

  • Sep 2009 - Aug 2010

  San Leandro, California - Handle the complete accounting cycle including opening, posting entries and closing of accounts with preparation of various accounting reports - Accountable for processing and auditing payables as well as processing payment of approved payables through use of accounting software and communication with managers - Monitored client accounts related to Medicare and Medical - Created and maintained relevant vendor information required for billing