Results-driven financial professional with expertise in accounting, tax services, gift processing, bookkeeping, A/R & A/P, payroll, and financial reporting. Proficient in CRM systems and accounting software. Passionate about improving operations, ensuring compliance, and driving financial performance. Enthusiastic team leader focused on enhancing operational efficiency and delivering exceptional client satisfaction.
Overview
11
11
years of professional experience
Work History
Gift and Constituent Records Manager
University of Redlands
06.2023 - Current
Completing the processing of gifted contributions, pledges, gifts-in-kind, and online gifts, totaling over $13 million in 2024.
Collaborate closely with Major Gift Officers to maintain accurate donor-giving records and make necessary adjustments
Partner with the Finance Department for audits and ensure smooth monthly, yearly, and fiscal year-end closing of books
Advanced with the CRM systems Colleague, Slate, and Raiser’s Edge, with hands-on experience in training teams on CRM functionalities, conversions, and data validation
Support the creation and implementation of policies and procedures for recording, maintaining, and acknowledging private gifts and grants, ensuring smooth operations and compliance.
Senior Accounting Specialist and Tax Practitioner
Sherlock’s Income Tax Service
03.2020 - 08.2023
Managed tax preparation for over 2,000 individual and business clients annually, ensuring full compliance with all applicable laws and tax regulations
Assisted clients with tax interest and fee removal, negotiated payment plans, and advised on preventive measures to prevent dues
Conducted monthly bookkeeping for over 40 clients, handling account entries, reconciliations, and preparing detailed financial statements both in-office and on-site
While utilizing each company's accounting software proficiently
Quickbooks desktop and online, Sage, Xero, and Microsoft Excel
Managed the billing and accounts receivable for the local water company, including preparing collection letters and liens
Administered payroll for 14 companies, ensuring timely and accurate processing, with year-end W-2 and 1099 preparation
Office Administrative Manager
Unical MRO
10.2017 - 03.2020
Ensured compliance with FAA standards by maintaining current tooling and calibration records
Collaborated directly with the Vice President to develop and implement standard operating procedures for purchasing, repair orders, and sales orders, improving efficiency for incoming administrative staff
Managed the purchasing department, enforcing clear and precise purchasing protocols to ensure smooth operations
Reviewed vendor quotes, approved purchases, and submitted purchase orders for final approval
Directed sales for Aircraft on Ground (AOG) parts, facilitating immediate sales to minimize downtime
Conducted monthly inventory checks for parts and shipping materials, ensuring accuracy and readiness for orders
Oversaw daily operations and staff management, ensuring compliance with FAA regulations and airport laws/guidelines
Construction Accounting Manager
Omega Paving Inc.
08.2014 - 08.2017
Developed and managed multiple project budgets, ensuring alignment with both client and company objectives, and monitoring financial performance throughout the project lifecycle
Conducted monthly reconciliations of general ledger accounts, including bank accounts, accounts receivable, and accounts payable, ensuring accuracy and timely reporting
Conducted accounts payable and receivable, processing transactions and managing general ledger entries to maintain accurate financial records
Coordinated with project managers, subcontractors, and suppliers to ensure the timely and accurate flow of financial information across all parties involved
Led the collection and tracking of lien waivers from vendors and subcontractors, ensuring full compliance with contractual and legal requirements
Secured necessary city licenses and work permits for job sites, ensuring adherence to local regulations and legal standards
Spearheaded the establishment of company 401(k) and health insurance plans, serving as the HR representative and improving employee benefits offerings