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Work Background
New Buildings InstituteSenior Accountant
Jan. 2023Portland, Oregon Metropolitan Area• Lead NBI's customer invoicing and accounts receivable functions.
• Responsible for working with NBI staff to maintain detailed records of account transactions, including invoices, payments, and journal entries.
• Provide support to internal and external auditors during the annual audit process.
• Prepare monthly financial reports for management review.
• Maintain accurate records of employee time cards and attendance records.
• Manage confidential personnel files containing sensitive employee information in accordance with legal requirements.
• Manage employee onboarding program for new hires ensuring completion of all required documents.
• Provide additional Finance & Accounting support in accounts payable, payroll and other areas such as contracts, rates, & budgeting forecasts of future revenue and expenses.
Sonrise Logistics Inc.Accounting Manager
Dec. 2021 - Dec. 2022Brentwood, California, United States• Oversee high-volume accounting operations with a multi-national five-person team focused on efficient budget administrations, AP/AR and other financial management needs.
• Educate accounting team on forecasting, financial statuses and financial strategies to assist in annual budget creation and cementing profitable partnerships.
• Establish and enforce internal controls, workflows and policies for tracking, reconciling and reporting accounting activities.
• Use diverse accounting software, analytical and modeling techniques to complete financial reports, providing insight into performance, operations and cash flows. • Improve financial status by investigating daily variances of AP/AR to recommend corrective actions and correct errors to resolve discrepancies, facilitate prompt processing and maintain positive cash position.
• Initiate repair processes by decreasing financial inconsistencies, reducing expenditures and eliminating system imperfections for accurate forecasting and financial recordkeeping while tracking over 10 delinquent accounts worth up to $5 million
Choice in AgingRevenue Accountant
Dec. 2019 - Aug. 2021Pleasant Hill, California• Forecasted weekly, monthly, quarterly, and annually budget figures by reviewing past budgets, evaluating estimated income, and assessing business performance.
• Produced relevant and detailed financial reports to facilitate state reimbursement for business expenses incurred.
• Delivered clear presentations on areas of improvement based on detailed daily reports and analysis for the legal team to initiate action at the state capital level.
• Maintained relationships with vendors and prepared incoming invoices for approval by verifying the accuracy of information and processing approved invoices for payment.
• Reconciled accounts, audited, and reported figures in general ledger by comparing to bank account statements each month with remarkable accuracy.
• Lead collaborative effort between legal and finance teams to perform data gathering, analysis and build strong learning agendas to generate insights about marketplace and competitive dynamics. • Provided administrative support to the executive team, including scheduling meetings and managing calendars.
• Organized and maintained filing systems for physical and electronic documents, ensuring accuracy and confidentiality of records.
• Composed letters, memos, reports, emails, presentations and other written correspondence as required by management staff.
• Maintained office supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing and expediting orders for supplies.
• Ensured efficient operation of office equipment such as printers, copiers and fax machines.
America's Best Contacts & EyeglassesFront Desk Receptionist
Sep. 2018 - Dec. 2019San Jose, CA• Answered multi-line phone system to respond to inquiries and transfer calls to correct departments and personnel.
• Collected room deposits, fees, and payments.
• Entered and updated sensitive customer information during check-ins and room changes.
• Maintained medical files and records by implementing effective filing systems that boosted efficiency, organization and followed HIPPA requirements.
• Monitored office supplies by checking inventory and placing orders.
• Maintain continuity among work teams by documenting and communicating actions, irregularities, and continuing needs.
• Used quick response and dynamic service skills to build relationships with patrons and improve customer retention rate.
Office of Diversity, Equality, & InclusionStudent Assistant
Aug. 2018 - May. 2020San Jose State University• Developed a more inclusive and student friendly Title IX website that allows students and staff to feel seen, heard and understood by providing accurate and efficient information and resources.
• Managed social media platforms for Title IX and Office of Diversity, Equality, and Inclusion (ODEI) to perform algorithm boots, process improvement and operational development. • Contributed to the collaboration effort between ODEI and Title IX offices in performing the campus climate survey, aimed to gather insight from students, faculty, staff, and administrators about their perception of the campus environment, coping strategies and satisfaction with university communication and services.
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