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Work Background
Restaurant365Professional Services Consultant
Jan. 2018 - Mar. 2020Irvine, California· Unwavering Commitment to Customer Success, with the Ability to Build Productive Relationships, Resolve Complex Issues and Win Customer Loyalty.
· Provide Leadership and Accounting Consultation to customers
· Strategic Partnerships with Accounting Professionals
· Managed Training of Implementation to Software Previous Roles within the organization include: Implementation Consultant, On-boarding Implementation Coordinator, and Customer Success Connect Team Manager
Crossover HealthAccounting Manager
Sep. 2017 - Dec. 2017San Clemente, California· One of four Accounting team members tasked with maintaining the books of this forward-thinking healthcare provider
· Manage Consolidation of Entities and Month End Close process & Procedures
· Responsible for continued Development of Accounting Department
· Strong emphasis on Revenue Recognition and Accounts Receivable maintenance
· Prepare Financials in compliance with all GAAP requirements
· Implement Processes and Procedures using Software and Strategic Thinking
Leverage AbovePrincipal
Dec. 2016Orange County, California, United StatesProviding Accounting, bookkeeping and business consulting services to companies looking to rise above the others and leveraging their finances to make better business decisions.
International SanctuaryController
Apr. 2013 - Oct. 2017Irvine, CaliforniaCompletely organized all company files and Accounting Systems
Managed Company bank and income accounts, (4 sources of income, 3 different bank accounts, 1 different credit source)
Managed Company QuickBooks Accounting Duties
Assisted in preparation of 2013-2016 990 tax season forms and amendments
Created Monthly Profit and Loss reports for management review
Worked with different payment sources such as PayPal, Google, Best Merchant, Authorize.net, Swipe for Humanity, Shopify and Square. Managed Payroll duties using Intuit Payroll systems
Adjusts all invoices and inventory in QuickBooks
Key holder to secure company data and passwords
BDO USA, LLPAssurance Associate
Jan. 2012 - Apr. 2013Costa Mesa, CAWorked as an Assurance Associate to gain the knowledge required in the accounting industry. * Assist in the performance of audits and review engagements
* Maintain relationships with key client personnel to obtain an understanding of business operations, processes and functions
* Assist in preparing financial statements with required disclosures applying knowledge of GAAP as necessary
* Prepare substantive and analytical tests of details on various topics Developed a number of Key Team Skills including:
- Problem solving and fact finding
- Communicate and coordinate with clients and members of the audit team regarding: planning, testing, and supporting documentation Acquired Industry experience in the following fields:
- Healthcare
- Insurance Providers
- Manufacturing
- Capital Investments
- Real Estate Management
- Employee Benefit Plans
BDO USA, LLPAudit Intern
Jun. 2011 - Aug. 2011Orange County, California Area* Worked as an Assurance assistant to gain knowledge and understanding of audit fieldwork and document preparation for public and private audit clients. * Acquired industry experience in the following fields
- Healthcare
- Pharmaceuticals
- Manufacturing
- Software
- Not-for-Profit
- Employee Benefit Plans * Attained understanding of multiple accounting software packages including: PeopleSoft, CaseWare, ADP, and IDEA. * Researched, Prepared, and Presented a New Client Proposal
Biola UniversityVice President of Finance, Human Resources and Technology | Associated Students Executive Leader
May. 2010 - Jun. 2011Associated Students of Biola University
Responsible for the budget for all student activities on campus, provided by the student fee (Overseen budget of + $1 million)
Work closely with the Controller, to train and assist him in the daily transactions made in the budget for AS.
Make journal entries, fill out necessary paper work including journal vouchers, compensation requisites, and expense reports
Responsible for all Human Resource and technology related issues within student government
Member of the Executive Leadership Team, in charge of all major decisions within the organization
Skin Care by AlanaAccounting Manager
Mar. 2010 - May. 2011DBA Spa Alana, Skincare by Alana Completely organized all company files and Accounting Systems
Managed Company bank and income accounts, (6 sources of income, 4 different bank accounts, 7 different credit sources)
Managed Company QuickBooks Accounting Duties
Assisted in preparation for 2010 tax season
Created Monthly Profit and Loss reports for management review
Worked with different payment sources such as PayPal, Google, Best Merchant, and Chase
Managed Payroll duties using accountantoffice.com
Adjusts all invoices and inventory in QuickBooks
Key holder to secure company data and passwords
Biola UniversityController for Associated Students
May. 2009 - May. 2010Associated Students of Biola University
Work closely with the VP of Finance, to assist him in the daily transactions made in the budget for AS.
Make journal entries, fill out necessary paper work (i.e. journal vouchers, compensation requisites, and expense reports)
Responsible to approval and signing of bi-weekly payroll duties.
California Pizza KitchenServer
Jan. 2006 - Sep. 2017Mission Viejo, CaliforniaWorked with employees and managers to seat and welcome customers.
Take and prepare orders for takeout customers' orders.
Bring and Prepare food for customers in the restaurant
Customer service via telephone.
Lux Family Holiday Candy Homemade Candy Maker
Dec. 1990Southern CaliforniaArmed with my Great, Great, Great Grandmothers candy store recipe book, my family had been preparing trays of candy for the holiday seasons since my grandmother was a little girl. All handmade, our candy is second to none. Our arsenal of candy's include English Toffee, Peanut Brittle, Peanut Butter Cups, Barks, Fudge, Chocolate Covered Almonds, Cashews, Caramels, Peanuts, Gummy Bears, Raisins and more! Year after year our friends and families eagerly away our crafted arrangements.
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