ANAID GALINDO
SAN DIEGO,CA
Summary
Dynamic and results-oriented professional with extensive experience in financial operations and team leadership, notably at Casa Familiar. Excelled in GAAP compliance, financial reporting, and fostering team efficiency. Proven track record in enhancing financial accuracy and implementing controls, achieving significant improvements in internal processes. Skilled in auditing and promoting a collaborative work environment.
Overview
15
15
years of professional experience
Work History
Staff Accountant/Grants Accountant
Casa Familiar
San Diego, CA
08.2021 - Current
- Reviewed and analyzed financial statements for accuracy and compliance with standards.
- Prepared monthly account reconciliations for bank accounts, credit cards, and other balance sheet accounts.
- Assisted in the preparation of quarterly and annual budgets.
- Created reports to track budget variances against actual results.
- Identified opportunities to improve internal controls over financial reporting processes.
- Maintained fixed asset registers in accordance with GAAP requirements.
- Provided technical guidance to junior staff members regarding accounting principles and practices.
- Generated financial reports for management review, including the income statement, balance sheet, and cash flow statement.
- Prepared audit schedules as requested by external auditors.
- Ensured compliance with generally accepted accounting principles while preparing financial statements.
- Monitored changes in regulations affecting the organization's finances.
- Managed accounts receivable activities such as invoicing customers, applying payments received, monitoring customer balances..
- Conducted variance analyses between planned budgets versus actual expenses incurred.
- Participated in special projects as needed.
- Managed financial operations, month-end reporting, financial schedules and reconciliations.
- Interacted with internal and external auditors to help complete audits and resolve issues.
- Published financial statements according to preset deadlines.
- Monitored and tracked expenses to keep business on track with financial targets.
- Managed large amounts of financial data using balance sheets, profit and loss reports and online databases.
- Prepared and analyzed financial statements, ensuring accuracy and compliance with GAAP.
- Participated in continuous improvement initiatives to streamline accounting processes.
- Performed variance analysis to compare budgeted figures against actuals, highlighting areas of concern.
- Monitored and analyzed departmental budgets, reporting variances promptly.
- Cross-trained employees, enabling completion of priority tasks during personnel absences.
- Managed and trained team members to enhance audit department performance and increase operational efficiency.
- Performed audits of operational and financial areas to check compliance.
- Ensured compliance with local, state, and federal government reporting requirements.
- Identified trends in spending patterns across multiple funding sources, providing insight into areas requiring further review or improvement.
- Reviewed and reconciled grant accounts to ensure accuracy of data.
- Coordinated with internal departments to ensure timely submission of documents related to grants accounting activities.
- Maintained records of all grant-related transactions and expenditures.
- Reviewed audit reports regarding grants accounting operations, making recommendations for corrective action if needed.
- Monitored grant expenditure activity to ensure it was within approved budgets and timelines.
- Evaluated existing internal controls over the grants process, recommending improvements where necessary.
- Prepared monthly and quarterly financial reports for grant programs.
Bookkeeper
Architects Local
San Diego, CA
02.2017 - 08.2020
- Maintained and reconciled general ledger accounts.
- Prepared financial statements, including balance sheets, income statements, and statement of cash flows.
- Processed accounts payable and receivable transactions.
- Conducted monthly bank reconciliations.
- Performed month-end closing activities.
- Ensured accuracy in all accounting entries and records.
- Managed payroll processing for staff members.
- Generated invoices for clients and tracked payments received from customers.
- Resolved billing discrepancies with vendors or customers promptly.
- Provided assistance in preparing tax returns annually.
- Performed account analysis as required by management.
- Entered deposits, credit card charges and sales entries to facilitate cash management.
- Maintained full compliance when executing and tracking bank reconciliations, A/P, invoicing, billing and collections.
- Prepared accurate financial reports each month by collecting, analyzing, and summarizing account information.
- Handled sensitive financial information with confidentiality and integrity.
Bookkeeper/Office Manager
Crown Xpress Transport
San Diego, CA
10.2014 - 03.2016
- Maintained and reconciled general ledger accounts.
- Prepared financial statements, including balance sheets, income statements, and statement of cash flows.
- Conducted monthly bank reconciliations.
- Performed month-end closing activities.
- Ensured accuracy in all accounting entries and records.
- Organized team activities to build camaraderie and foster pleasant workplace culture.
- Evaluated individual and team business performance and identified opportunities for improvement.
- Planned and led team meetings to review business results and communicate new and ongoing priorities.
- Mediated conflicts between employees and facilitated effective resolutions to disputes.
- Produced thorough, accurate and timely reports of project activities.
- Assigned work and monitored performance of project personnel.
- Interviewed prospective employees and provided input to HR on hiring decisions.
- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
- Recruited and trained new employees to meet job requirements.
- Delegated work to staff, setting priorities and goals.
- Reviewed completed work to verify consistency, quality, and conformance.
- Resolved customer inquiries and complaints requiring management-level escalation.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
- Automated office operations for managing client correspondence, payment schedules and data communications.
- Sustained office efficiency by implementing and planning office systems, equipment procurement and layouts.
International Accountant
California Global Export US/Global Solar Mx
San Diego, CA
06.2012 - 10.2014
- Developed and implemented international account management strategies for key accounts.
- Monitored customer satisfaction levels, identified areas of improvement and took corrective action as necessary.
- Managed multiple international accounts concurrently to ensure high-quality service delivery.
- Collaborated with cross-functional teams to develop and implement effective sales plans.
- Maintained accurate records of all transactions related to international accounts.
- Cultivated strong relationships with customers through regular communication and follow-up actions.
- Identified potential risks associated with specific accounts and developed mitigation strategies.
- Reviewed, analyzed, and reconciled international accounts to ensure accuracy of financial information.
- Monitored daily foreign exchange rates and advised management on currency risks.
- Prepared financial statements for international entities in accordance with US GAAP standards.
- Analyzed foreign tax implications of transactions and prepared reports for upper management.
- Ensured compliance with applicable laws and regulations in multiple countries.
- Coordinated the transfer pricing process between related parties in different countries.
- Reported on intercompany balances across various jurisdictions to ensure accuracy of data.
- Collaborated with local accountants in multiple countries to resolve discrepancies in reported numbers.
- Managed cash flow across multiple currencies by monitoring exchange rate fluctuations.
- Worked closely with corporate legal teams to ensure proper filing of documents required for operating internationally.
- Reconciled balance sheet accounts including deferred taxes, fixed assets, prepaid expenses, accrued liabilities, on a monthly basis.
- Oversaw full accounting cycle and prepared applicable financial statements.
Administrative Assistant
Anis Boutique
Tijuana, Baja California
11.2011 - 06.2012
- Organized and maintained filing systems for physical and electronic documents, ensuring accuracy and confidentiality of records.
- Greeted visitors in a professional manner, responding to inquiries and directing them to appropriate personnel.
- Managed incoming calls while providing information or transferring callers to appropriate personnel.
- Maintained office supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing and expediting orders for supplies.
- Ensured efficient operation of office equipment such as printers, copiers and fax machines.
- Assisted with the planning of special events by arranging catering services, securing venues and ordering promotional materials.
- Entered data into spreadsheets using Microsoft Excel or other similar programs.
- Prepared expense reports on behalf of executives in accordance with company policies and procedures.
Logistics Coordinator
CEMEX
Tijuana, Baja California
12.2009 - 10.2011
- Organized and monitored the shipment of products in accordance with customer requirements.
- Coordinated daily transportation activities including scheduling, routing, tracking and documentation.
- Created reports on freight costs, delivery timelines, invoices and other related information.
- Assisted in developing processes for receiving, storing and distributing materials according to established procedures.
- Collaborated with internal teams to coordinate shipments between multiple locations.
- Monitored compliance with safety regulations and quality standards during transport operations.
- Resolved any issues or discrepancies related to product delivery or receipt in a timely manner.
- Oversaw loading and unloading activities at warehouses and distribution centers.
- Responded quickly to customer inquiries about order status or changes in schedules.
- Coordinated daily logistics operations, including shipment scheduling and tracking.
- Participated in logistics planning and forecasting activities to meet future demand effectively.
- Facilitated cross-functional team meetings to align logistics activities with broader business objectives.
Education
BBA - Business Administration
Universidad Autonoma De Baja California
Tijuana, Baja California12-2009
Skills
- Auditing
- Controls verification
- GAAP compliance
- Journal entry preparation
- General ledger accounting
- Fixed assets review
- Expense tracking
- Budget preparation
- Financial reporting
Languages
Spanish
Native/ Bilingual
Timeline
Staff Accountant/Grants Accountant
Casa Familiar
08.2021 - Current
Bookkeeper
Architects Local
02.2017 - 08.2020
Bookkeeper/Office Manager
Crown Xpress Transport
10.2014 - 03.2016
International Accountant
California Global Export US/Global Solar Mx
06.2012 - 10.2014
Administrative Assistant
Anis Boutique
11.2011 - 06.2012
Logistics Coordinator
CEMEX
12.2009 - 10.2011
BBA - Business Administration
Universidad Autonoma De Baja California
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