Seasoned accounting professional with proven expertise in accounting processes, systems oversight and compliance reporting. Skilled in AP/AR, contract administration, budgeting, month-end and year-end closing and financial reporting. Talented team builder and supervisor with expertise to develop and maintain consistent, accurate, and legal accounting structures.
Overview
2025
2025
years of professional experience
Work History
Finance Manager
HVN Logistics Inc.
Las Vegas
2025 - 2026
Managed monthly financial closings and reconciliations for accurate reporting.
Prepared monthly, quarterly, and annual financial statements in compliance with GAAP.
Implemented internal controls to ensure compliance and reduce financial discrepancies.
Monitored cash flow, prepared bank reconciliations, and managed accounts payable and receivable functions.
Analyzed financial data to identify trends and inform strategies for profitability improvement.
Led special projects focused on system implementations and process redesigns to enhance efficiency.
Tracked expenses against budgets, reported variances, and collaborated with logistics teams for analysis.
Developed accounting policies and procedures to streamline operations and support financial reporting.
Maintained AR reconciliations, resolving discrepancies and reducing outstanding balances.
Setup payroll and benefits, reviewed time cards and processed weekly payroll making sure all employees are paid on time
Accountant and Tax Preparer
Trivium Tax and Compliance
Sunnyvale
09.2022 - 11.2024
Prepared financial statements and reports for client review.
Assisted in tax preparation and compliance for diverse clients.
Reviewed and reconciled bank statements regularly.
Prepared monthly closing entries for multiple companies' books of records.
Performed general ledger reconciliations on a timely basis.
Reported on financial results including balance sheets, income statements, cash flow statements.
Monitored cash flows and prepared weekly cash projections.
Oversaw full accounting cycle and prepared applicable financial statements.
Prepared individual and business tax returns accurately and efficiently.
Senior Accountant
Trivium Corporate Solutions
Sunnyvale
10.2014 - 09.2021
Oversaw full cycle AP/AR, including coding, 3-way matching, and timely check runs
Supported monthly and yearly close with GL allocations, depreciation and amortization schedules, interest calculations, and bank/credit card reconciliations
prepared financial statements and comparative reports using Excel (Pivot Tables, VLOOKUP, HLOOKUP)
Collaborated with CPA on multi-state tax filings, ensuring compliance and accurate preparation of 1099, 3921, 3922 forms for regulatory reporting
Generated and tracked customer invoices in Quickbooks Online and NetSuite, resolving payment discrepancies to ensure timely collections
Maintained daily cash tracking and analysis, determining funding needs to support operational liquidity
Communicated with vendors to reconcile payments and issue checks, wires, ACH, and credit card transactions
Utilized Salesforce, Hubspot, Recurly, Bill.com, Expensify, Brex to automate invoicing, collections and expense reimbursements
Supported companies through due diligence and audits for successful M&A and seed investment rounds
Lead 4 people accounting team making sure error free financials are delivered on time
Served diversified clients in Manufacturing, Restaurant, IT, SaaS, Advertising and Marketing, Medical subscriptions, Pharmaceuticals, and Nonprofit sectors