Requests
0
Keep in touch with meI'm using Intch to connect with new people. Use this link to open chat with me via Intch app
Work Background
MassMutualFinancial Services Consultant
Nov. 2023Newport Beach, California, United States
MassMutualBroker
Jun. 2021Newport Beach, California, United States
Capstone Partners Financial and Insurance ServicesFinancial Services Professional
Aug. 2020 - Jun. 2021Newport Beach, California, United StatesWhether your goals include milestone life events such as retirement, or college, protecting your family's future or you're simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability. I offer total financial needs analysis, including access to trust services, through a network of experience professionals with detailed knowledge in: 1. Retirement income solutions
2. Estate strategies
3. Employee benefit and retention services
4. Business continuation strategies
Steadfast CompaniesAssistant Controller
Feb. 2016 - Mar. 2018Irvine, California• Review property reconciliations, monthly ancillary reports and closing packages.
• Manage timely payments of debts, real estate taxes, insurance payments, and owners' distributions.
• Comply with Partnership, Management, Loans, and Regulatory agreements.
• Research newly announced accounting standards and implement new reporting requirements in compliance with GAAP.
• Analyze trends, explain significant variances, and resolve GL discrepancies. • Cash management, cash forecasting, and budget preparations.
• Liaise with external auditors and responding to audit requests.
Veresen Inc.Financial Accountant
Jan. 2009 - Jan. 2012Calgary, Canada Area• Prepare quarterly and year-end financial statements in accordance to GAAP.
• Analyze monthly, quarterly, and annual financial reports and high level analysis.
• Ensure compliance with Sarbanes Oxley and actively participate in SOX testing.
• Assist with preparations of quarterly and year-end corporate entities consolidations.
• Assist with IFRS conversion by applying principles and policies to restate financial data prepared under GAAP to IFRS. • Manage special projects as identified in the finance team and cross-functional areas.
Nations Petroleum Company Ltd.Senior Accountant
Jan. 2007 - Jan. 2009Calgary, Canada Area• Prepare corporate entities month end financial statements in a timely manner.
• Analyze balance sheet and assess financial variances for consolidation purposes.
• Compute inter-company interest & management fees. • Assist Controller & Finance Manager on annual budget preparations & forecasts.
• Assist with internal and external interim & year-end audits.
• Assist with new accounting system conversion & implementation.
• Assist with proposal developments and recommend improvement strategies and remediation processes, while maintaining strong internal controls.
WeatherfordFinancial Analyst
Jan. 2005 - Jan. 2007Calgary, Canada Area• Complete balance sheet reconciliations for non-revenue generating product lines.
• Review P&L to identify and explain trend variances on monthly basis.
• Coordinate with operations the preparation of annual operating budget.
• Prepare detailed analysis of operating budgets for accuracy and reasonableness. • Conduct financial analysis as requested by operational & accounting management.
• Maintain support schedules for monthly and year end reporting packages & audits.
• Analyze & reconcile accounts, research and resolve disputes between inter-companies.
KPMG USStaff Accountant
Jan. 2003 - Jan. 2005Calgary, Canada Area• Perform audit and accounting services for various industries and sizes.
• Compile review and notice to reader including un-audited financial statements effectively within budget for the engagement.
• Prepare corporate and personal income tax returns ensuring optimal results are achieved.
Brookfield Properties (Bankers Hall) Ltd.Property Accountant
Jan. 1998 - Jan. 2003Calgary, Alberta, Canada• Oversee accounting & lease maintenance of one million square feet, class “A” downtown building with major tenants Canadian Pacific Railway and Conoco Phillips.
• Prepare monthly financial statements & management reporting packages for internal and joint venture partners.
• Update tenant lease records and prepare monthly rental invoices per leases. • Review A/P coding for appropriateness, accuracy and authorization for recoverable operating expenses.
• Manage A/R, investigate outstanding invoices and contact clients to minimize receivables.
• Monitor cash flow and process periodic cash distributions to joint venture partners.
Intch is a Professional Networking App for the Future of WorkSee more people like Kyla on Intch
300k+ people
130+ countries
AI matching
Get Intch if you'd like to
1536028 people
22
Data Entry
16
Senior Pricing Analyst @ Saia Inc.
15
Project Manager, Consultant
255615 people
22
Data Entry
15
Production Assistant
15
Freelancer