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Work Background
Finance Manager
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.
Owner / Document Preparer
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.
Finance Manager
SPECIALIZED TRANSPORT & RIGGING INCFinance Manager
Dec. 2019 - Feb. 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.
Senior Financial Accountant
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.
Assistant Financial Controller
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.
Administrative Supervisor/Executive Assistant
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.
Executive Assistant
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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Service Pitch
Accounting Excellence: Reconciliation & Clean-Up
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Personal Pitch
Comprehensive Business Solutions
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