Summary
Overview
Work History
Education
Skills
Timeline
Generic

JENNIFER O'ROURKE

Tustin

Summary

Experienced accounting professional, known for strong analytical skills and precision in financial management. Proven ability to drive results through team collaboration and adaptability to changing needs. Expertise in financial reporting, budgeting, and compliance, with focus on accuracy and efficiency. Reliable, dependable, and committed to achieving organizational goals

Overview

13
13
years of professional experience

Work History

Accounting Manager

Trial Support, LLC
09.2024 - Current
  • Achieved timely financial reporting through diligent preparation and analysis of monthly, quarterly, and annual reports
  • Managed collection efforts, reconciliations, and payroll processing
  • Assisted executive management in making informed business decisions with accurate financial analysis as needed
  • Tracked business revenue and expenditures and reconciled accounts to maintain high accuracy
  • Enhanced financial accuracy by implementing streamlined accounting processes and procedures

Bookkeeping and Accounting Services

Freelance Bookkeeping
05.2016 - Current
  • Prepared monthly bank reconciliations to ensure accurate representation of company's financial position
  • Reviewed financial documents, coded accounting entries for data processing, and posted daily receipts and payments in accordance with protocols
  • Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow
  • Established QuickBooks accounting system to reflect accurate financial records
  • Generated detailed financial reports for management review, facilitating informed decision making
  • Completed payroll for employees and maintained detailed procedures

Finance and Operations Manager

Potter and Potter Auctions
05.2016 - 07.2021
  • Created detailed financial forecasts to guide strategic planning efforts and inform executive decision making
  • Streamlined and enhanced accounting and operations system by initiating key workflows
  • Spearheaded process improvements that resulted in faster month-end closing timelines while maintaining high levels of accuracy
  • Managed payroll processing while maintaining strict confidentiality of sensitive employee information
  • Supported organizational expansion, establishing systems, and strategies for onboarding and accommodation of new employees

Director of Finance

Jane Addams Resource Corporation
07.2014 - 05.2016
  • Managed government and private foundation grants for over 70 different contracts
  • Created annual budget and produced monthly budget variance reports
  • Worked closely with program management on budgets, programs and financial reporting
  • Processed bi-monthly payroll
  • Processed AP for three entities
  • Prepared monthly reconciliation of bank and credit card accounts
  • Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports

Office Manager

Malia Designs
08.2013 - 07.2014
  • Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence
  • Maintained up-to-date customer contact information, enabling effective communication regarding account status and payment inquiries
  • Posted customer payments by recording cash, checks, and credit card transactions
  • Optimized workflow processes within the department, enhancing overall productivity levels among team members

Wealth Management Assistant

Patton Fund Management
01.2012 - 03.2013
  • Collaborated with Private Wealth Advisor in developing overall business plans and marketing strategies
  • Attended client meetings with Private Wealth Advisor and coordinated distribution of marketing presentations to clients
  • Managed CEO's schedule, including booking meetings, travel and lodging
  • Entered client details into CRM software

Education

Certificate of Professional Accounting -

Santa Ana Community College
Santa Ana, CA
12-2026

Bachelor of Science -

University of Houston
Houston, Texas
12.2011

Skills

  • Bookkeeping and financial analysis
  • Skilled in QuickBooks management
  • Invoice processing
  • Account reconciliation expertise
  • Invoice management
  • Superior attention to detail
  • Payroll processing

Timeline

Accounting Manager

Trial Support, LLC
09.2024 - Current

Bookkeeping and Accounting Services

Freelance Bookkeeping
05.2016 - Current

Finance and Operations Manager

Potter and Potter Auctions
05.2016 - 07.2021

Director of Finance

Jane Addams Resource Corporation
07.2014 - 05.2016

Office Manager

Malia Designs
08.2013 - 07.2014

Wealth Management Assistant

Patton Fund Management
01.2012 - 03.2013

Certificate of Professional Accounting -

Santa Ana Community College

Bachelor of Science -

University of Houston

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