Alan M. Tuley
Fremont
Summary
Dynamic financial accountant with a proven track record in managing multi-million dollar budgets for non-profits and for-profits. Increased client retention and satisfaction through effective budgeting, financial planning, and the implementation of internal controls across various non-profit organizations.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Senior Project Accountant
Community Initiatives
Oakland
01.2022 - Current
- Consult over 24 non-profits on accounting principles, budgeting, and reporting.
- Implement internal accounting controls and processes for each non-profit.
- Reconcile accounts, prepare financial statements & create grant reports (budget vs actuals).
- Annual Budgeting, monthly forecasting and financial planning & analysis.
- Restricted/Unrestricted, Conditional/Unconditional and Reimbursable Grant Management, including revenue recognition, expense adjustments/reclassifications, and budget modifications.
- Manages A/R Specialist and Project Accountants on billing, revenue recognition, grant management, collections, accounting procedures, and operations.
- Reconciles corporate credit cards and assists in annual audit.
Accounting Professional
Robert Half
Walnut Creek
01.2022 - 12.2022
- Manage accounts receivable/payable, general ledger and bank reconciliations.
- Reconcile accounts and prepare financial statements & forecasts.
- Prepared annual tax documents and statements, ensuring accuracy and timely submission.
- Streamlined internal and external payroll processing, conducting period-end audits and closings.
- Consulted businesses on accounting practices and operations to enhance compliance and efficiency.
Staff Accountant
CFOs2Go
Walnut Creek
01.2020 - 12.2022
- Executed full-cycle accounting for three for-profit companies, ensuring accurate tracking of billable hours to facilitate timely client billing.
- Manage accounts receivable/payable, general ledger, and bank reconciliations. AR – Average of 30 invoices created a week. AP – Average of 80 bills entered and paid each week.
- GL Management – P&L, Balance Sheet posting & reconciliations.
- Managed and reconciled 4 major bank accounts (internal and home office accounts), 1 business credit card, and 1 Money Market account.
- Prepare financial statements & forecasts for the CFO. Period end audits & closings.
- Prepared annual tax documents and 1099 reporting for over 80 contractors, ensuring compliance with IRS regulations.
- Intercompany billing for expenses incurred to sister company.
- Conducted collection calls/emails for clients past due on net 30-day terms, improving cash flow management.
- Administered payroll processing for internal W-2 employees and external 1099 contractors.
AR Supervisor
OVISS Labs Inc.
Fremont
01.2019 - 12.2020
- Developed AR cadences, terms, billing templates, and regulations, generating an average of 3,000 bills monthly.
- Oversaw the collection process for outstanding accounts, ensuring timely payments.
- Manage accounts receivable/payable, general ledger and bank reconciliations.
- Prepared financial statements, executed bank reconciliations, and conducted cash forecasting to ensure accurate financial reporting.
- Supported operational management across sales, tech support, and customer service to enhance service delivery.
Level IV AR Clerk
The Save Mart Companies
Modesto
01.2018 - 12.2019
- Posted accounts receivable transactions, maintaining accuracy of financial records.
- Performed AR subledger reconciliation to ensure alignment with general ledger.
- Processed invoices from purchase orders at contracted rates, ensuring compliance with specifications.
- Maintained controls over gift card inventory to prevent discrepancies.
Education
BS in Accounting - Accounting, Major
Southern New Hampshire University
05-2028
AS in Accounting - Accounting, Major
University of Phoenix
07-2018
Skills
- Accounting and general ledger management
- Accounts receivable/payable
- Payroll processing
- Month-end closing
- Revenue recognition principles
- Financial planning and analysis
- QuickBooks proficiency
- Sage Intacct & MAS90
- Excel expertise
- Bank reconciliation
- Account reconciliation
- Customer service excellence
Certification
QBO Advisor Certification
Timeline
Senior Project Accountant
Community Initiatives
01.2022 - Current
Accounting Professional
Robert Half
01.2022 - 12.2022
Staff Accountant
CFOs2Go
01.2020 - 12.2022
AR Supervisor
OVISS Labs Inc.
01.2019 - 12.2020
Level IV AR Clerk
The Save Mart Companies
01.2018 - 12.2019
BS in Accounting - Accounting, Major
Southern New Hampshire University
AS in Accounting - Accounting, Major
University of Phoenix