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Work Background
LACO AssociatesFinance Manager
Jul. 2022 - Mar. 2023California, United States- Managed and oversaw all aspects of Accounts Payable, Payroll, and Accounts Receivable functions as a Project Accountant, including the implementation of policies and procedures to enhance efficiency and ensure proper segregation of duties.
- Completed monthly journal entries, including accruals (payroll, PTO, 401k, etc.), WIP analysis and adjustments, prepaid insurance, and overhead allocations.
- Ensured accurate and timely financial closings and reporting on a monthly, quarterly, and annual basis, including the preparation of Income Statements, Balance Sheets, year-to-date comparisons, and month-over-month analysis, as well as additional ad hoc reports.
- Led the development of the annual operating budget and conducted thorough reviews and analyses of budgeted versus actual expenses and revenues.
- Maintained and enforced write-off protocols, ensuring accurate logging and compliance.
- Managed fixed assets, including depreciation, capitalization, and amortization, to ensure accurate financial reporting.
- Oversaw office and leasing contract management to maintain compliance and cost-effectiveness.
- Advised executives on the impact of accounting policy decisions, contributing to the strategic direction of the organization.
- Continuously pursued professional development to keep the organization updated on the latest accounting changes and industry trends.
- Executed special projects assigned by the President and/or Business Manager, such as cloud and software conversions, Project Manager training sessions, and the creation of training.
Innovative Careers 101Owner / Document Preparer
Jun. 2020United StatesHere with us at Innovative Careers 101, we offer a diverse range of services designed to empower businesses, professionals, and organizations. With a strong history across marketing, career development, accounting, and organizational support, we provide comprehensive solutions to help clients achieve their goals. 1. Marketing & Graphic Design
As certified professionals, we deliver creative and strategic marketing solutions tailored to your business objectives. Our services include:
• E-commerce development
• Website design & optimization
• Logo creation & brand identity
• Social media strategy & content management
We help businesses stand out, attract customers, and stay competitive. 2. Resume Building & Interview Skills
Our team of certified, multi-lingual experts helps professionals elevate their careers with:
• Custom resume building & enhancements.
• Interview coaching & preparation.
• LinkedIn optimization packages
• Tailored cover letters
We also offer job placement services, giving clients an edge in the job market. 3. Accounting, Finance, Bookkeeping & Administrative Support
We provide both day-to-day and high-level financial guidance, including:
• Budgeting & forecasting
• Payroll processing
• General bookkeeping, journal entries, & taxes
• Accounts payable & receivable
• Bank & general ledger reconciliations.
Our solutions streamline operations and optimize financial health for businesses. 4. Documentation Creation for Organizations
We help businesses develop and maintain crucial organizational documents such as:
• Employee handbooks & PTO policies
• Hiring processes & termination flowcharts
• Layoff protocols & organizational management charts
• Job descriptions Why Choose Us?
• Affordable: High-value services at competitive prices.
• Flexible: Available as employees or consultants.
• Experience: Proven success across diverse industries.
• Dedicated: We prioritize your success and work collaboratively to deliver results.
SPECIALIZED TRANSPORT & RIGGING INCFinance Manager
Dec. 2019 - Mar. 2022- Developed and implemented procedures to ensure compliance with federal, state, and local regulations.
- Managed budgets and finances for approximately $21 million in annual revenue, ensuring financial accuracy and stability.
- Conducted thorough reviews of bank reconciliations and quarterly tax filings to maintain financial integrity.
- Approved payroll, wire transfers, and ACH transactions, ensuring secure and accurate processing.
- Analyzed financial spending to ensure the organization operated within its means, identifying areas for cost control and efficiency.
- Presented quarterly financial statements to ownership, providing clear insights into financial performance and strategic recommendations.
Quanta Services, Inc.Senior Financial Accountant
Sep. 2017 - Jun. 2019Anchorage, Alaska- Prepared detailed and accurate work papers to support financial reporting.
- Reconciled intercompany and intracompany transactions to ensure consistency and accuracy across entities.
- Compiled a variety of financial and non-financial reports on a daily, weekly, and monthly basis to support decision-making.
- Reviewed weekly check runs to ensure timely and accurate payments.
- Supported process improvement initiatives by testing and developing scripts for enhanced procedures.
- Maintained and reviewed various logs within the accounting department to ensure data integrity.
- Created and updated job descriptions for new and existing employees, aligning roles with organizational needs.
SPECIALIZED TRANSPORT & RIGGING LLCAssistant Financial Controller
Nov. 2015 - Oct. 2017Anchorage, Alaska Area- Proposed and approved adjusting journal entries to ensure accurate financial reporting.
- Oversaw and reviewed equipment capitalization, allocations, and depreciation processes, ensuring compliance with accounting standards.
- Supported and supervised special projects across various departments, driving cross-functional success.
- Structured and maintained development initiatives within the human resources department to enhance organizational effectiveness.
- Reviewed payroll, accounts payable, and accounts receivable activities, ensuring accuracy and efficiency in financial operations.
- Delivered consistent and accurate financial reports, providing reliable data for strategic decision-making.
Cruz CompaniesAdministrative Supervisor/Executive Assistant
Jul. 2012 - Apr. 2016Anchorage, Alaska Area- Trained and supervised a team of 4-6 administrative employees, ensuring high performance and efficiency.
- Reviewed and processed payroll for 25+ employees, maintaining accuracy and timeliness.
- Documented and penned minutes for executive meetings, capturing key decisions and action items.
- Managed accounts payable for 150+ vendors, ensuring timely and accurate payment processing.
- Completed daily cash reconciliations and balance summaries for over 10 companies, ensuring financial accuracy.
- Handled a high volume of incoming calls, directing them appropriately and maintaining detailed call logs.
- Sorted and distributed incoming mail efficiently, ensuring prompt delivery to the relevant departments.
- Stocked and ordered office supplies, ensuring availability and cost-effectiveness.
- Drafted correspondence on behalf of the President and CFO, maintaining a professional tone and clarity.
- Posted and deposited incoming payments, ensuring proper documentation and accounting.
- Filed all accounts payable, accounts receivable, and payroll documentation, maintaining organized records.
- Assisted in gross profit analysis, providing valuable insights for financial decision-making.
- Created and ordered business cards, ensuring brand consistency and timely distribution.
MAT-SU HOME BUILDERS ASSOCIATION INCExecutive Assistant
Oct. 2008 - Aug. 2012Wasilla, Alaska- Successfully sold booth spaces for Annual Home Show events, maximizing event participation and revenue.
- Designed and distributed posters, signage, and advertisements to promote events and increase visibility.
- Coordinated monthly membership meetings, ensuring smooth logistics and member engagement.
- Billed clients and members accurately and on time, maintaining strong financial relationships.
- Maintained detailed and up-to-date member files, ensuring data accuracy and accessibility.
- Organized and coordinated construction-related classes, managing schedules and participant logistics.
- Assisted in writing grants and contracts, contributing to the organization's funding and legal agreements.
- Processed monthly reimbursement requests, ensuring timely and accurate submissions.
- Reviewed and revised budgets to ensure financial accuracy and alignment with organizational goals.
- Interviewed and selected candidates for construction-related classes, ensuring the best fit for program success.
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