Adan Loza Quirarte
Madera,CA
Summary
Highly organized analytical professional with superior goal-setting, decision-making, and problem-solving skills. Solid reputation for having a positive impact on internal and external support, as well as overall productivity. Strong ability to identify, develop, and sustain a network of people and other resources for task completion. Maintains flexibility in various industries and accounting systems.
Overview
6
6
years of professional experience
Work History
Financial Controller
Topanga Management Co.
01.2023 - Current
- Prepare financial forecasts, budgets, and monthly financial statements
- Perform month-end accounting close
- Assist and provide annual workpaper documentation to tax team
- Manage cash in tandem with weekly AR forecasts
- Mentor, train, and develop financial staff
- Monitor compliance with applicable laws and regulations
- Oversee the development and maintenance of financial processes and systems.
- Developed and implemented financial policies, procedures, and internal controls.
Senior Accountant
Bright international, LLC
Coolidge, AZ
09.2021 - 01.2023
- Manage, direct, and work cohesively with team members
- Assist external departments in accounting issues
- Analyze and interpret general ledger information
- Maintain and reconcile balance sheet and general ledger accounts
- Assist with annual audit preparations
- Prepare weekly AR forecasts and 13-week cash flow projections
- Prepare monthly financial bridges and waterfalls
- Support pricing team for accurate cost pass-through
Staff Accountant II
Wiebe Hinton Hambalek, LLP
12.2018 - 09.2021
- Prepare complex multistate partnership, S-corporation, estate, and individual tax returns
- Utilize file and workpaper organization techniques
- Demonstrate understanding of work processes
- Keep superiors informed of work completion
- Maintain fundamental financial statement compliance skills
Education
Bachelor of Science in Business Administration- Accountancy -
California State University, Fresno State
Fresno, CA05.2017
Skills
- Internal controls development
- Corporate finance
- Financial Forecasting
- Budgetary Planning
Additionalskillsandcompetencies
- Bilingual in Spanish (verbal/written)
- Microsoft Office: Word, Excel (X-lookups, Sumifs, PIVOT tables), Power Point
- Experience with IOS and Windows OS
- Familiar with SAP, Infinium, Yardi, QuickBooks, Famous Software, and Creative Solutions (ultra-tax, fixed assets, and practice)
- Strong written and verbal communication skills that interact effectively with workers of any level throughout the company
- Problem-solving skills - analyze data and seek inconsistencies, finding solutions to errors
- Accounting functions - financial record keeping and bookkeeping
- Auditing experience - strong eye for errors and inconsistencies
Timeline
Financial Controller
Topanga Management Co.
01.2023 - Current
Senior Accountant
Bright international, LLC
09.2021 - 01.2023
Staff Accountant II
Wiebe Hinton Hambalek, LLP
12.2018 - 09.2021
Bachelor of Science in Business Administration- Accountancy -
California State University, Fresno State
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