Accounting Administrator professional with strong background in financial management, reporting, and analysis. Known for collaborative approach and ability to adapt to changing needs. Skilled in tax processing, budgeting, accounts payable/receivable, and financial software. Reliable team player focused on achieving results and driving organizational success.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Tax Specialist
Community Tax Specialist
01.2005 - Current
Worked with individuals, trusts and companies to manage tax compliance and reporting needs.
Reviewed financial statements for accuracy and integrity.
Maintained thorough and current understanding of applicable tax laws.
Collected and submitted required tax payments.
Managed tax submissions and made sure all information complied with regulations.
Provided clear explanations of complex tax concepts to clients, ensuring they fully understood their responsibilities and obligations.
Prepared accurate and timely federal, state, and local income tax returns for individuals, businesses, and non-profit organizations.
Resolved tax disputes by effectively communicating with IRS representatives on behalf of clients.
Streamlined tax preparation processes for increased efficiency and accuracy.
Maintained complete records of client tax returns and supporting documentation in secured areas.
Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
Safety Accountant/ Safety and A/P Specialist
Total Transportation Services (TTSI)
01.2014 - 01.2023
Handled day-to-day accounting processes to drive financial accuracy.
Reconciled accounts and reviewed expense data, net worth, and assets.
Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
Assisted in reducing outstanding accounts receivable balances by diligently following up on overdue invoices.
Streamlined month-end closing processes, resulting in reduced time spent on financial reporting tasks.
Managed cash flow effectively, ensuring all company liabilities were met in a timely manner and surplus funds were invested wisely.
Enhanced financial accuracy by meticulously reconciling bank statements and financial records monthly.
Streamlined monthly financial reporting processes, significantly reducing time required for report generation and analysis.
Reduced outstanding accounts receivable by developing and enforcing stricter credit control policies.
Provided journal entries and performed accounting on accrual basis.
Collected and reported monthly expense variances and explanations.
Tracked funds, prepared deposits and reconciled accounts.
Compiled general ledger entries on short schedule with 100% accuracy.
Accounts Payable Specialist
Spectrum Health
01.2009 - 01.2011
Reviewed vendor invoices for appropriate documentation and validity prior to payment.
Prepared vendor invoices and processed incoming payments.
Reduced late payment penalties by closely monitoring due dates and managing timely payments.
Streamlined invoice processing by implementing efficient filing and tracking systems.
Evaluated financial records to detect errors and discrepancies.
Minimized late fees and interest charges by developing efficient system for tracking payment due dates.
Processed invoices and journal entries with efficiency and accuracy, resulting in decreased discrepancies.
Recorded deposits, reconciled monthly bank accounts and tracked expenses.
Education
Business Administration courses
University of Phoenix
General Education With Emphasis On Real Estate
Los Angeles Harbor College
Skills
Year End 1099's and complete reports to IRS
Sales Tax Return-State Board of Equalization
Bilingual Fluent-Spanish
Tax Specialist
Accounts Receivable
Accounts Payable
Payroll – ADP
Construction financial reporting
Billing operations
Proficient in MS Office
Great Plains
QuickBooks
Data reporting skills
Notary Public
Accomplishments
Implemented new accounting system and procedures for better productivity.
Negotiated with vendors and service providers.
Handled all insurance renewals and certificates for General Liability & Workers Compensation and Auto
Negotiated contracts for purchases of company autos.
Worked with clients to prepare individual tax, gift tax and estate tax returns.
Achieved numerous recommendations from highly satisfied clients.
Certification
CA Secretary of State – Notary Public # 2440311 exp 2027-03-03
CA Dept of Insurance Producer - Life exp. 2026-04-30