Results-driven accountant with a focus on financial transparency and problem-solving. Expertise in managing restricted funds and conducting reconciliations, ensuring accurate financial reporting and enhanced cash flow management for nonprofit organizations.
Overview
24
24
years of professional experience
Work History
Accountant
Stars & Stripes Children's Foundation
Irvine
10.2022 - Current
Managing financial records to comply with nonprofit accrual-based bookkeeping procedures.
Managing restricted funds to ensure accurate tracking and disbursement.
Conducting reconciliations for all accounts and fundraisers.
Assisting in budget forecasting and management.
Collaborating with external auditors and providing reports and documentation during annual audit processes.
Collaborating with tax preparer during annual tax filing.
Managing, tracking, and recording accounts payable and receivable.
Improving cash flow managment by setting up new bank accounts, payment platform, and processes.
Managing large cash disbursements.
Providing in-person financial services for fundraising events.
Investigating and resolving banking, billing, and receivables issues
Communicating with vendors, donors, beneficiaries, and board members in a proactive and professional manner.
Collaborating with Executive Director through email, meetings, and shared spreadsheets.
Senior Account Manager
Accrew dba Anna Ready Bookkeeping
Anaheim
07.2017 - Current
Coordinating bookkeeping and financial reporting for diverse clients.
Mentoring junior staff on best practices in non-profit accounting.
Developing tailored solutions to meet unique client needs and collaborating with teams to support client objectives.
Resolving client inquiries promptly, maintaining a high service standard.
Conducting regular meetings with clients to review performance metrics, progress, and future goals.
Assisting in onboarding new team members to integrate into organization.
Assistant to the Controller
Cal-State Auto Parts, Inc.
Anaheim
01.2002 - 02.2004
Assisted in preparing monthly financial reports for management review.
Supported accounts payable and accounts receivable staff.
Reviewed journal entries prepared by staff members and posted them into the general ledger system.
Conducted reconciliations of bank statements.
Managed fixed assets, including vehicles, computers, and equipment.
Created spreadsheets in Microsoft Excel for record-keeping and reporting.
Processed annual 1099s for contractors
Education
Bachelor of Arts - Business Administration
Whittier College
Whittier
06-2001
Skills
Intuit Quickbooks certified
Nonprofit accounting
Problem solving
Attention to detail
Effective communication
Financial and cash flow analysis
Auditing
Budget management
Team leadership
Designated/Restricted funds tracking
Volunteer Leadership Positions
MOMs Club International, Whittier Chapter - Served on board as treasurer
Moms of Preschoolers (MOPS) at Whittier Area Community Church - Served on board as treasurer and hospitality coordinator
La Pluma Elementary PTA - Served on board as treasurer, then as auditor
National Charity League (NCL), Whittier Chapter - Served as philanhropy liason in 2020-2021, Grade Level Advisor in 2022, Scholarship Committee in 2023, Senior Recognition Event Chair 2024