Finance professional with experience in financial reporting, analysis, month-end close, general ledger management, and reconciliations. Proven ability to ensure accuracy, collaborate across teams, adapt to changing priorities, and deliver insights that support strategic decision-making and financial performance.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Staff Accountant
FORWARD
Seattle, WA
05.2022 - 05.2026
Executed month-end close processes, ensuring accurate financial reporting and compliance with accounting standards.
Performed account reconciliations, general ledger reviews, and discrepancy analysis to maintain financial accuracy and integrity.
Prepared and processed journal entries, accruals, prepaid schedules, and fixed asset depreciation schedules.
Managed accounts payable and receivable activities while improving process efficiency and accuracy.
Analyzed financial data and prepared reports to support strategic planning and business decision-making.
Maintained financial records and processed transactions using NetSuite and QuickBooks.
Supported year-end audits and ensured compliance with federal, state, and local regulations.
Conducted bank reconciliations and cash flow analysis to support operational funding and fiscal integrity.
Collaborated with leadership on budgeting, financial planning, and internal control improvements.
Improved accounting workflows and month-end close efficiency through process optimization and enhanced documentation practices.
Executive Assistant
Prodigy Property Management
Richland, WA
09.2016 - 05.2022
Managed executive calendars, meetings, travel arrangements, and expense reporting to ensure efficient daily operations and executive support.
Prepared financial and operational reports, presentations, and documentation for leadership review and decision-making.
Processed accounts payable, accounts receivable, payroll, and expense reimbursements while ensuring accuracy and timely execution.
Performed financial reconciliations, expense tracking, and reporting to support budget oversight and financial accountability.
Coordinated vendor onboarding, contracts, and communications while maintaining compliance and strong working relationships.
Supported month-end style reporting activities including data collection, documentation, and preparation of financial summaries for ownership.
Managed office operations including mail distribution, filing systems, supply inventory, and general administrative workflows.
Coordinated scheduling, meetings, conferences, and employee events to support organizational efficiency and team collaboration.
Assisted with recruitment, onboarding, and employee training to improve hiring processes and new hire integration.
Ensured confidentiality and compliance in handling sensitive financial, employee, and operational information.
Medical Assistant
Endocrine, Metabolism, and Medicine
Kennewick, WA
04.2014 - 11.2015
Managed patient registration, scheduling, phone line coordination, and data entry to improve overall workflow efficiency.
Processed co-pays, maintained cash box records, and handled daily deposits to ensure accurate financial transactions.
Assisted with office and medical supply inventory, procurement, and distribution to maintain adequate stock levels for staff needs.
Coordinated prescription refills, prior authorizations, and referrals to improve patient access to medications and care services.
Scheduled patient tests and admissions by coordinating with external medical facilities and providers.
Collected patient medical histories and vital signs, ensuring accurate documentation and compliance with clinical protocols.
Maintained and organized patient records, including test results, treatment plans, and physician directives to support continuity of care.
Educated patients on treatment instructions and care plans to improve compliance and understanding.
Scheduled appointments and follow-up visits to improve patient access and continuity of care.
Phlebotomist/Lab Tech Assistant
Interpath Laboratory
05.2009 - 12.2012
Performed venipuncture and capillary blood draws using proper dermal puncture techniques to ensure accurate, high-quality specimen collection.
Collected, labeled, processed, and accessioned specimens while maintaining strict laboratory standards and data integrity.
Conducted diagnostic testing support tasks including blood alcohol, glucose testing, blood cultures, and drug level collections.
Ensured compliance with infection control and safety protocols to maintain a clean, sterile clinical environment.
Assisted patients with check-in, registration, and information updates while providing compassionate care and clear communication.
Educated patients on post-draw care to reduce complications and improve patient experience.
Collaborated with medical staff to ensure accurate test orders and proper specimen collection procedures.
Entered and maintained patient and laboratory data in Laboratory Information Systems (LIS) to support accurate reporting.
Supported billing and administrative processes by assisting with patient account management and claims accuracy.
Mentored and trained junior phlebotomists to improve team performance and consistency in procedures.
Office Manager
Liberty Tax Service
01.2008 - 05.2009
Managed hiring, training, and scheduling of office and marketing staff to ensure efficient team operations.
Oversaw training across six locations, improving staff knowledge of tax regulations and developing structured programs and workshops to strengthen compliance.
Served as primary liaison with the IRS, streamlining communication and resolving inquiries efficiently.
Maintained accurate bookkeeping and financial reporting, including cash box management, deposit processing, and financial statement upkeep.
Prepared and processed individual and business tax returns, improving documentation efficiency and enhancing client understanding of tax implications.
Coordinated bank loan applications, ensuring accurate client submissions and regulatory compliance throughout the approval process.
Generated daily operational reports to support decision-making and improve reporting efficiency and accuracy.
Supported marketing initiatives through concept development and budget monitoring within assigned territory.
Managed office administrative functions, including email and mail correspondence, to ensure smooth and timely communication.
Education
Bachelor of Science - Accounting
WSU
Richland
05.2030
Pre-Nursing Requisites -
Walla Walla Community College
Walla Walla, WA
01.2015
General Education Degree -
Columbia Basin College
Pasco, WA
01.2004
Law Enforcement, Computer Graphics and Technology, Medical and Dental Assisting. - undefined
Tri-Tech Skills Center
Kennewick, WA
01.2000
Skills
Financial Reporting
Financial Analysis
Month-End Close
General Ledger Management
Financial Reconciliation
Financial Statement Preparation
Microsoft Excel
NetSuite & QuickBooks
Accounts Payable Management
Data Interpretation
Journal Entries
GAAP Knowledge
Certification
Human Rights Education Training - US Institute of Diplomacy and Human Rights - Dec 2025
Diploma in Financial Accounting - Alison - April 2024
Level 1 Intelligence Analyst - Alison - April 2024
Bookkeeping & Accounting - Alison - March 2024
Notary Public - State of WA - May 2021
Timeline
Staff Accountant
FORWARD
05.2022 - 05.2026
Executive Assistant
Prodigy Property Management
09.2016 - 05.2022
Medical Assistant
Endocrine, Metabolism, and Medicine
04.2014 - 11.2015
Phlebotomist/Lab Tech Assistant
Interpath Laboratory
05.2009 - 12.2012
Office Manager
Liberty Tax Service
01.2008 - 05.2009
Law Enforcement, Computer Graphics and Technology, Medical and Dental Assisting. - undefined