Michael Puma
Pomona,CA
Overview
5
5
years of professional experience
Work History
Staff 2 Accountant, Family Office Services
Apercen Partners
Pasadena, CA
04.2025 - Current
- Manage accounting for 70+ entities across four ultra-high-net-worth family office clients, maintaining financial records for 100+ bank accounts spanning LLCs, trusts, investment entities, family entities, and real estate holdings.
- Prepare 100+ journal entries and 100+ account reconciliations each month, including payroll, intercompany, investment, loan, accrual, adjusting, and high-volume credit card activity with entries containing up to 1,000 accounting lines.
- Lead month-end and quarter-end close through adjusting entries, balance sheet reconciliations, transfer journal entry review, and quarterly variance analysis.
- Maintain brokerage accounting, investment activity, five loan amortization schedules, and monthly accounting for Hawaii Life Properties, including rental accounting and lodging tax compliance.
- Partner with the tax department on sales and use tax reporting, develop accounting templates, mentor 10 staff accountants, review journal entries, improve processes, and support firm initiatives, including classification of 20,000 Shopify transactions.
Senior Staff Accountant
Hope International University
Fullerton, CA
06.2022 - 04.2025
- Supported month-end close through journal entries, reconciliations, financial statement preparation, amortization schedules, balance sheet analysis, audit support, payroll backup, and Excel process improvements.
Accounts Payable Specialist
Harrington Plastics LLC
Chino, CA
08.2021 - 06.2022
- Managed high-volume accounts payable processing, three-way matching, reconciliations, month-end accruals, and vendor relationships.
Jr. Financial Analyst (Internship)
Cerner
Kansas City, MO
06.2021 - 08.2021
- Assisted with budgeting, forecasting, financial analysis, and Excel reporting.
Education
CPA Candidate -
California Board of Accountancy
Bachelor of Arts - Business Administration – Finance
California State University, Fullerton
05-2021
Skills
- Month-End Close
- Multi-Entity Accounting
- General Ledger
- Financial Reporting
- Journal Entries
- Balance Sheet Reconciliations
- Investment Accounting
- Intercompany Accounting
- Loan Accounting
- Variance Analysis
- Payroll Accounting
- Sales & Use Tax
- GAAP
- Process Improvement
- Staff Training
- JD Edwards (JDE)
- Microsoft Excel (PivotTables, VLOOKUP, INDEX/MATCH)
- Billcom
- Shopify
- Adobe Acrobat
- QuickBooks
- Sage
- Anthology
- Microsoft Office
Timeline
Staff 2 Accountant, Family Office Services
Apercen Partners
04.2025 - Current
Senior Staff Accountant
Hope International University
06.2022 - 04.2025
Accounts Payable Specialist
Harrington Plastics LLC
08.2021 - 06.2022
Jr. Financial Analyst (Internship)
Cerner
06.2021 - 08.2021
Bachelor of Arts - Business Administration – Finance
California State University, Fullerton
CPA Candidate -
California Board of Accountancy