Detail-oriented Accounting Professional with expertise in data management and client relations. Skilled in financial software, including Fi$cal, CashPro, and QuickBooks, along with Microsoft Office Suite and Adobe software. Efficiently adapts to new software processes and maintains a typing speed of 45-60 WPM.
Overview
37
37
years of professional experience
Work History
Senior Accounting Officer (Spec)
CA Department of Housing & Comm Dev
Sacramento
08.2025 - Current
Reviewed remittances, invoices, dishonored checks, and fees to ensure accuracy in fiscal entries for month-end closing, enhancing financial reporting reliability.
Managed payroll escheat reimbursements, discharge of accountability, and year-end write-offs, including uploads for state offset programs.
Executed monthly reclassification of GL108 items and year-end adjustments for accounts receivable.
Coordinated timely submissions to departmental program staff, improving resolution of uncleared collections.
Researched complex accounting errors and reconciled discrepancies, facilitating communication between HR and accounting to resolve issues.
Analyzed and researched multiple receipt documents, determining appropriate actions for funds, loans, grants, and reimbursements.
Provided backup support for processing reimbursement vouchers for salary advances and dishonored check buybacks.
Maintained subpoena log while collaborating with legal teams to process invoices and refunds promptly after hearings.
Accounting Officer (Spec)
CA Department of Housing & Comm Dev
09.2020 - 08.2025
Accumulated and audited source documents, reviewed summaries, and prepared departmental invoices for posting into FI$CAL.
Requested and processed weekly buyback (dishonored checks), refunds of overpayments, and managed the accounts receivable collection process.
Review and process return warrant documents, monitor timely processes and resolution of correspondence; Work closely with departmental program staff and control agencies to ensure timely refunds to customers.
Ran daily queries to gather employee data for Payroll Accounts Receivable; maintained logs, applied payments, reconciled accounts to Fiscal, and notified FTB for collections.
Monitored and reviewed the State of California Unclaimed Trust Account (Unclaimed Property), prepared supporting documentation, and researched to retrieve all funds owed to the department.
Respond to internal and external requests for information and assistance from clients, vendors, state agencies and program staff.
Cross-train other desks within the Receipts Unit and respond to inquiries from external and internal customers and accounting personnel to provide timely and accurate information.
Independent Demonstrator
Stampin’Up!
Elverta
06.2010 - 12.2021
Established and maintained positive relationships while teaching customers rubber stamping techniques in classes and workshops, ensuring high levels of customer satisfaction.
Sustained business over many years, consistently meeting quarterly sales goals and earning bonuses and rewards.
Maintained accurate customer records, ordered products, collected and deposited funds, and managed timely order placement and delivery.
Leader in decorative stamps, handmade greeting cards, and paper crafting since 1988, inspiring people to discover and share their creativity.
Accountant I (Spec)
CA Department of Housing & Comm Dev
01.2019 - 09.2020
Received, audited, and disbursed payroll and warrants from SCO/Treasury for over 650 State of CA employees.
Collected, cataloged, and reconciled deposits for HCD at HQ and five district sites in Fi$cal, ensuring accuracy and compliance.
Collected, cataloged, and deposited checks for HCD programs accurately in Fi$cal.
Pre-audited and cataloged TEC reimbursement claims, coordinated with employees for missing documentation, and maintained payment records with Travel Desk, ensuring proper filing.
Compiled, reviewed, and submitted Unclaimed Property documentation for HCD reimbursement to SCO, facilitating timely processing.
Contact the SCO for information regarding missing/returned warrants or checking to see if warrants have been cashed.
Catalog Special handling checks, notification of receipt, and proper mailing of checks with other documents for HCD programs.
Homeschool Teacher
Sutter Learning Academy
Elverta
09.2002 - 12.2016
Created curriculum and instructional plans for private homeschooling in compliance with state regulations.
Developed curriculum and lesson plans, managed multi-age classrooms, assessed student progress, coordinated in-service training, and facilitated experiential learning in collaboration with others and independently.
Applied problem-solving and research skills to manage schedules for multiple individuals, ensuring strong organization in budgeting and financial planning.
Office Manager
Re-Vision
Sacramento
01.2016 - 05.2016
Managed client contracts, processed invoices, received grant funding payments, and completed state grant reporting online to ensure compliance and timely financial operations.
Administered payroll and maintained health care accounts.
Implemented end of year procedures including compiling tax forms, filing payroll taxes, storage of previous year's documentation, and set up of current year's files.
Delivered consulting services for marine renewable energy projects to support sustainable development initiatives.
Administrative Assistant
Whisler Bookkeeping & Tax
Citrus Heights
10.2014 - 05.2015
Collected and entered customer bookkeeping data, payroll, banking information, and reconciliations to ensure accurate financial records.
Provided personal and business bookkeeping and tax services to support local community needs.
Delivered exceptional customer service by managing phone inquiries and assisting walk-in clients.
Organized filing procedures and maintained office supply inventory, contributing to smoother office operations.
Data Entry Supervisor
Mandated Cost Systems, Inc.
Rancho Cordova
06.1996 - 09.2002
Hired, trained, and supervised temporary staff in claims production unit handling 12,000 mandated cost claim filings, ensuring timely submissions.
Planned production deadlines, tracked progress, and reviewed data entries to maintain accuracy and enhance client satisfaction.
Developed and implemented comprehensive training materials for claims processing across company.
Supported over half of California school districts in securing state reimbursement for mandated costs through effective consultation, education, and documentation.
Accounting Clerk
Account Temps
Sacramento
09.1995 - 05.1996
Processed invoices and ensured timely payment to vendors.
Maintained accurate financial records and updated databases regularly.
Assisted in preparing monthly financial reports for management review.
Administered accounting support for multiple clients across diverse roles.
Office Manager
SierraPine Ltd.
Rocklin
06.1989 - 05.1995
Advanced from accounting clerk to office manager for moulding division.
Processed payroll and accounts receivable/accounts payable, ensuring accuracy and timeliness to support financial operations.
Maintained personnel records and distributed paychecks, facilitating employee access to compensation.
Established database for tracking invoicing of raw materials, improving transparency in purchasing and sales.
Managed daily shipping records for products sold and coordinated deliveries.
Education
Some College (No Degree) - Accounting
Sierra College
Rocklin, CA
High School Diploma -
Mesa Verde High School
Citrus Heights, CA
Some College (No Degree) - Contemporary Auditing I
University of Phoenix
Phoenix
Skills
Accounts receivable management
General ledger maintenance
Account reconciliation
Financial reporting
Customer service
Team collaboration
Microsoft Excel proficiency
Financial data analysis
References
References furnished upon Request
Timeline
Senior Accounting Officer (Spec)
CA Department of Housing & Comm Dev
08.2025 - Current
Accounting Officer (Spec)
CA Department of Housing & Comm Dev
09.2020 - 08.2025
Accountant I (Spec)
CA Department of Housing & Comm Dev
01.2019 - 09.2020
Office Manager
Re-Vision
01.2016 - 05.2016
Administrative Assistant
Whisler Bookkeeping & Tax
10.2014 - 05.2015
Independent Demonstrator
Stampin’Up!
06.2010 - 12.2021
Homeschool Teacher
Sutter Learning Academy
09.2002 - 12.2016
Data Entry Supervisor
Mandated Cost Systems, Inc.
06.1996 - 09.2002
Accounting Clerk
Account Temps
09.1995 - 05.1996
Office Manager
SierraPine Ltd.
06.1989 - 05.1995
Some College (No Degree) - Accounting
Sierra College
High School Diploma -
Mesa Verde High School
Some College (No Degree) - Contemporary Auditing I