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Work Background
Epicurean GroupStaff Accountant
Jan. 2022Los Altos, California, United States• Prepared budgets and forecasts by analyzing operational trends and cost drivers. • Managed monthly cost allocations, reconciliations, and accruals for accurate reporting. • Improved tax reporting accuracy to minimize liabilities and compliance risk. • Built Excel dashboards (pivot tables, lookups) to monitor payroll, accruals, and departmental spend. • Streamlined invoicing and refund workflows to strengthen cost recovery and reduce errors.
Clearist Inc.Accountant
May. 2019 - Feb. 2022San Jose, California• Led month-end close, accruals, and cost-related journal entries. • Established a use-tax review process to reduce audit exposure and improve compliance. • Negotiated vendor terms to lower input costs and improve lead times. • Supported audits with documentation and variance analysis. • Strengthened vendor quality controls to protect margins. • Prepared federal and state filings (W-2s, 1099s) with full compliance.
Izabal, Bernaciak & CompanyStaff Accountant
Sep. 2018 - Apr. 2019San Francisco, California• Guided clients on AP/AR and payroll cost allocations. • Performed substantive testing across fixed assets, accruals, and expenses. • Documented internal controls to reduce risk of misstatement. • Delivered GAAP-compliant schedules and reconciliations to accelerate audit cycles.
Escuela PopularOperations Coordinator
Nov. 2015 - Sep. 2018San Jose, California• Monitored department budgets, allocations, and variances. • Renegotiated technology services to lower operating costs. • Produced reports on spending, invoices, and collections. • Supported audits with thorough records. • Processed vendor invoices in NetSuite with accurate coding.
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