Experience

EveryDay Labs

• United States
• Primary and Secondary Education
• 1 - 100 Employee

• Controller

  • Aug 2021 - Present



Homeless Children's Network

• United States
• Mental Health Care
• 1 - 100 Employee

• Finance Specialist

  • Jun 2020 - Aug 2021

  San Francisco, California, United States Responsible for the overall accounting, financial and budgeting processes of a well-established non-profit organization that works to decrease the trauma of homelessness and domestic violence for children, youth, and families. • Manage budgeting and forecasting to ensure alignment with organizational strategies, goals, and priorities. • Prepare and analyze monthly financial reports and provide results to the executive director. • Implement accounting policies and internal controls to… Show more Responsible for the overall accounting, financial and budgeting processes of a well-established non-profit organization that works to decrease the trauma of homelessness and domestic violence for children, youth, and families. • Manage budgeting and forecasting to ensure alignment with organizational strategies, goals, and priorities. • Prepare and analyze monthly financial reports and provide results to the executive director. • Implement accounting policies and internal controls to increase efficiency and effectiveness. • Provide guidance to staff regarding accounting policies and procedures. • Process all accounting entries into the accounting system and ensure comply with U.S. GAAP. • Prepare and submit financial reports and invoices to donors and monitor payments received. • Coordinate and oversee the annual financial statement audit and 990 reporting. Show less



Stanford University

• United States
• Higher Education
• 700 & Above Employee

• Assistant Director of Finance, Stanford Pre-Collegiate Studies

  • May 2017 - Sep 2018

  Administered the financial components of the Summer Institutes and other programs under Stanford Pre-Collegiate Studies, an academic program that advances the education of academically talented, intellectually curious, pre-collegiate students worldwide. • Implemented, administered, and evaluated the day-to-day activities of the program. • Collected and analyzed finance data, created various financial reports; reviewed and explained trends. • Led process improvements and resolved… Show more Administered the financial components of the Summer Institutes and other programs under Stanford Pre-Collegiate Studies, an academic program that advances the education of academically talented, intellectually curious, pre-collegiate students worldwide. • Implemented, administered, and evaluated the day-to-day activities of the program. • Collected and analyzed finance data, created various financial reports; reviewed and explained trends. • Led process improvements and resolved complex financial issues. • Responsible for the development and oversight of budgets and forecasts. • Approved program expenditures and financial transactions. • Analyzed and interpreted policies as well as developed, revised, and implemented procedures for the program. • Provided financial training to staff. • Represented the program to both internal and external parties. • Participated in outreach activities that included events and conferences. Show less



Mills College

• United States
• Higher Education
• 200 - 300 Employee

• Manager of Financial Operations

  • Dec 2015 - May 2017

  Oakland, CA Responsible for the financial operations and activities of a nationally renowned independent liberal arts college. • Performed a range of analysis on accounting, finance, and budgeting transactions and accounts on a regular basis. • Updated and monitored the college’s cash flow on a daily basis. • Maintained endowment unitization records including calculating units and endowment income adjustments. • Supervised accounts payable, non-student accounts receivable, cashiering and… Show more Responsible for the financial operations and activities of a nationally renowned independent liberal arts college. • Performed a range of analysis on accounting, finance, and budgeting transactions and accounts on a regular basis. • Updated and monitored the college’s cash flow on a daily basis. • Maintained endowment unitization records including calculating units and endowment income adjustments. • Supervised accounts payable, non-student accounts receivable, cashiering and monitored the related accounting, customer, and banking accounts. • Administered the travel program and provided college wide training and assistance. • Administered the college’s procurement card program and monitored compliance with policies and procedures. • Managed relationship with office supply vendor and monitored user compliance with purchasing policies and procedures. • Developed and updated various policies, procedures, and internal controls to strengthen financial operations. • Oversaw cash handling throughout the college and trained staff on cash handling policies and procedures. • Trained staff on expenditure policies, account coding procedures, analyzing various budget reports, and using the college’s financial systems. • Oversaw the annual 1099-MISC reporting and filing to the Internal Revenue Service. • Prepared and filed the college’s sales and use tax return and acted as lead contact for the related audits. • Assisted with the annual financial statement and A-133 audits. Show less



iDE (International Development Enterprises)

• United States
• Non-profit Organizations
• 300 - 400 Employee

• Controller

  • Nov 2014 - Jul 2015

  Denver, CO Responsible for the accounting operations of a small US-based nonprofit, nongovernmental organization with 13 field offices across Asia, Africa, and Latin America in accordance with U.S. GAAP. • Recorded accounting transactions for activity performed at headquarters on an ongoing basis. • Prepared month end journal entries for headquarters and two field offices in Latin America including revenue recognition and intercompany transactions. • Reviewed and approved the accounting… Show more Responsible for the accounting operations of a small US-based nonprofit, nongovernmental organization with 13 field offices across Asia, Africa, and Latin America in accordance with U.S. GAAP. • Recorded accounting transactions for activity performed at headquarters on an ongoing basis. • Prepared month end journal entries for headquarters and two field offices in Latin America including revenue recognition and intercompany transactions. • Reviewed and approved the accounting entries prepared by the two Asia and Africa regional accountants. • Reviewed and approved overhead journal entries prepared by the budget manager. • Oversaw the accounts payable function including the distribution of 1099s at the end of the year. • Processed the monthly payroll and retirement plan contributions for 36 headquarters staff and 14 expatriate staff in the field offices. • Reconciled and distributed employees’ W-2s at the end of year. • Reconciled all headquarters' bank accounts every month. • Produced the financial statements on a monthly basis for review by senior management. • Performed budget-to-actual analysis for project sending regularly. • Prepared financial reports and analysis for the finance committee and the board of trustees. • Assisted with the annual financial and A-133 audits and Form 990. • Prepared bank deposit on a weekly basis. • Developed and maintained accounting policies, procedures, and internal controls. • Maintained the accounting system for the organization. Show less



The Asia Foundation

• United States
• Non-profit Organization Management
• 700 & Above Employee

• Director, Finance & Grants

  • Jan 2013 - Sep 2014

  Bangladesh Project Financial Management - Responsible for the overall management of project financial activities including project expenditure forecasting, financial reports to donors, subrecipient due diligence and monitoring, subrecipient financial reviews and expenditure reporting. • Managed all project budgets and spending projections. • Reviewed and approved all financial reports prior to submission to headquarters and donors. • Ensured compliance with donors’ financial… Show more Project Financial Management - Responsible for the overall management of project financial activities including project expenditure forecasting, financial reports to donors, subrecipient due diligence and monitoring, subrecipient financial reviews and expenditure reporting. • Managed all project budgets and spending projections. • Reviewed and approved all financial reports prior to submission to headquarters and donors. • Ensured compliance with donors’ financial policies. • Prepared the financial portion of proposals developed for new donors. • Provided guidance to staff and subrecipient partners on project finance matters. • Oversaw the due diligence process and financial monitoring visits of all subrecipients. • Oversaw the subrecipient expenditure reporting process. General Accounting - Responsible for the management of the accounting operations including budget preparation, closing financial books of record, account reconciliations, journal entry adjustments, and all audits. • Prepared and submitted the country office budget detailing operation and project spending. • Monitored operational spending performance to budget. • Ensured all transactions were posted timely to the appropriate general ledger accounts. • Managed all monthly and annual closings. • Approved expenditure reporting to headquarters. • Served as the main contact and lead coordinator for all audits. • Provided guidance to staff on accounting issues and best practices.

• Director, Finance, Grants, & Administration

  • Dec 2008 - Dec 2012

  Cambodia Project Financial Management - Managed project financial activities including project expenditure forecasting, financial reports to donors, subrecipient due diligence and monitoring, subrecipient financial reviews and expenditure reporting. • Managed all project budgets and spending projections. • Reviewed and approved all financial reports prior to submission to headquarters and donors. • Ensured compliance with donors’ financial policies. • Prepared the financial portion of… Show more Project Financial Management - Managed project financial activities including project expenditure forecasting, financial reports to donors, subrecipient due diligence and monitoring, subrecipient financial reviews and expenditure reporting. • Managed all project budgets and spending projections. • Reviewed and approved all financial reports prior to submission to headquarters and donors. • Ensured compliance with donors’ financial policies. • Prepared the financial portion of proposals developed for new donors. • Provided guidance to staff and subrecipient partners on project finance matters. • Oversaw the due diligence process and financial monitoring visits of all subrecipients. • Oversaw the subrecipient expenditure reporting process. General Accounting - Managed the accounting operations including budget preparation, closing financial books of record, account reconciliations, journal entry adjustments, and all audits. • Prepared and submitted the country office budget detailing operation and project spending. • Monitored operational spending performance to budget. • Ensured all transactions were posted timely to the appropriate general ledger accounts. • Managed all monthly and annual closings. • Approved expenditure reporting to headquarters. • Served as the main contact and lead coordinator for all audits. • Provided guidance to staff on accounting issues and best practices. Office Administration - Provided oversight of the field office administration unit which included government reporting, procurement, IT, and office facilities. • Ensured the office registration with the Ministry of Foreign Affairs was completed timely. • Reviewed all financial information submitted to the Ministry of Foreign Affairs. • Ensured that all procurement policies and procedures were properly followed. • Reviewed all capital outlay plans. • Reviewed all office and residence lease agreements and extensions. • Ensured the office IT infrastructure was working properly.

• Senior Internal Auditor

  • Mar 2004 - Nov 2008

  San Francisco Bay Area Managed The Asia Foundation’s global internal audit department. Was also responsible for auditing and reporting on 17 country offices, the Washington DC office, and units in San Francisco. • Designed and implemented internal audit programs. • Planned and performed independent and objective internal audits. • Evaluated internal controls to ensure compliance with established policies and procedures. • Ensured compliance with regulatory requirements applicable to The Asia… Show more Managed The Asia Foundation’s global internal audit department. Was also responsible for auditing and reporting on 17 country offices, the Washington DC office, and units in San Francisco. • Designed and implemented internal audit programs. • Planned and performed independent and objective internal audits. • Evaluated internal controls to ensure compliance with established policies and procedures. • Ensured compliance with regulatory requirements applicable to The Asia Foundation. • Adequately documented all relevant information to support conclusions and engagement results, prepared audit reports, explained engagement results and recommended operational enhancements. • Reported audit findings to the audit committee and senior management. • Supported external audits of the Foundation, including regulatory audits of funding sources. • Worked on the Foundation’s financial and A-133 audits as a member of the external audit firm’s audit team. • Trained staff so they had adequate understanding of internal controls, policies and procedures and applicable government regulations. • Advised on operations and promoted best practices throughout the Foundation. • Monitored and investigated incidents reported through the whistleblower hotline. • Supervised one other internal auditor based in Manila, Philippines.



University of San Francisco

• United States
• Higher Education
• 700 & Above Employee

• Senior Accountant

  • Jun 2002 - Mar 2004

  San Francisco Bay Area Participated in various accounting projects as designated by the controller. • Reconciled various general ledger accounts and assisted with the university’s monthly close. • Performed bank and investment reconciliations. • Prepared necessary use and sales tax schedules on a monthly basis. • Audited university vendor accounts for correct tax accrual and documented results. • Performed financial analysis and drafted various financial reports as needed by… Show more Participated in various accounting projects as designated by the controller. • Reconciled various general ledger accounts and assisted with the university’s monthly close. • Performed bank and investment reconciliations. • Prepared necessary use and sales tax schedules on a monthly basis. • Audited university vendor accounts for correct tax accrual and documented results. • Performed financial analysis and drafted various financial reports as needed by supervisors. • Developed and implemented relevant operational procedures to improve accounting processes. • Supervised two student employees and trained other staff members. Show less



Timpson Garcia LLP

• Staff Accountant

  • Aug 2001 - Jun 2002

  San Francisco Bay Area Prepared federal and state income tax returns in accordance with statutory laws and regulations and provided both attest and non-attest services for firm clients. •Drafted necessary tax forms for submission to proper government agencies. •Calculated clients’ quarterly tax estimate payments for the proceeding tax year. •Managed multiple open tax returns efficiently to minimize the filing of extensions. •Participated in tax planning meetings with clients to discuss taxable… Show more Prepared federal and state income tax returns in accordance with statutory laws and regulations and provided both attest and non-attest services for firm clients. •Drafted necessary tax forms for submission to proper government agencies. •Calculated clients’ quarterly tax estimate payments for the proceeding tax year. •Managed multiple open tax returns efficiently to minimize the filing of extensions. •Participated in tax planning meetings with clients to discuss taxable events. •Researched tax codes for treatment of specific transactions and possible taxable outcomes. Show less



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Senior Auditor

  • Jun 1999 - Jul 2001

  San Francisco Bay Area Performed audit and review engagements in conformity with attest standards of the profession and was responsible for testing accounting practices and principles in engagement sections assigned. • Evaluated and documented clients’ internal control structures. • Aided in drafting financial statements for various clients. • Identified audit adjustments and drafted comments that were brought to the client’s attention. • Trained and supervised junior staff accountants on various… Show more Performed audit and review engagements in conformity with attest standards of the profession and was responsible for testing accounting practices and principles in engagement sections assigned. • Evaluated and documented clients’ internal control structures. • Aided in drafting financial statements for various clients. • Identified audit adjustments and drafted comments that were brought to the client’s attention. • Trained and supervised junior staff accountants on various engagements. • Mentored a first year staff accountant with no prior public accounting experience. Show less