Carie Slosson-Hoth
Knowing You Matter Nonprofit Organization
Rialto,CA
2027
Years of experience
Results-driven finance and operations professional with expertise in bookkeeping, reporting, customer and vendor management, and providing exceptional client services. Strong reconciliation skills and tax support to enhance process efficiency. Committed to maintaining accuracy and confidentiality while fostering collaboration across teams to optimize overall business operations.
Work History
Accounting Associate
8 Years 3 Months- Serviced multiple clients' bookkeeping and tax preparation duties for a busy CPA Firm in a team environment (Personal and Business) as assigned by Management.
- Prepared journal entries and adjusting journal entries for review as required to ensure accuracy in preparation of clients' Tax Returns (Individual, LLP, Corporate, S-Corp, Nonprofit)
- Assisted with client bookkeeping and transaction coding using accounting software (Quickbooks Desktop, Quickbooks Online and MS Excel)
- Organized financial records and supporting documents for tax and audit workpapers.
- Communicated with clients to clarify missing information and resolve accounting issues as needed.
- Maintained a high level of confidentiality and professionalism when handling sensitive financial information, promoting trust among clients and colleagues while supporting daily firm accounting operations.
- Assessed data and information to verify entry, calculation, and billing code accuracy.
- Ensured adherence to GAAP standards by maintaining proper documentation supporting all financial transactions recorded in the general ledger.
- Participated in professional development opportunities to enhance skills and stay current with industry trends, benefiting the company's overall financial management.
- Contributed to successful completion of special projects as assigned by senior management or partners in the firm.
President/Business Manager
- Directed company operations, aligning excavation projects with business goals and client expectations.
- Oversaw project planning, budgeting, and resource allocation across multiple job sites.
- Approved bids, contracts, and operational decisions to maintain profitable project delivery.
- Led field and office teams, reinforcing safety standards and accountability.
- Evaluated equipment needs, vendor relationships, and maintenance priorities to support productivity.
- Maintained oversight of financial performance, ensuring efficient use of labor and materials.
- Hired and managed employees to maximize productivity while training staff on best practices and protocols.
- Prepared annual budget forecasts and monitored performance to meet organizational objectives.
- Cultivated strong relationships with external partners to foster collaboration and maximize resources.
- Monitored financial performance and implemented measures to enforce compliance with budgetary standards.
- Supported project management team for optimal performance.
- Established and maintained strong relationships with customers, vendors and strategic partners.
- Managed financial, operational and human resources to optimize business performance.
- Maintained P&L and shouldered corporate fiscal responsibility.
- Collaborated with legal, accounting and other professional teams to review and maintain compliance with regulations.
- Coordinated payroll, accounts payable, and accounts receivable processes accurately.
- Reviewed contracts, invoices, and purchase orders for compliance and accuracy.
- Improved administrative workflows to strengthen recordkeeping and turnaround times.
Insurance Sales Agent
- Presented insurance products and clarified coverage options for prospective clients, utilizing warm-leads provided by management.
- Assessed customer needs to recommend suitable life, Health and supplemental policies.
- Maintained client records and policy updates using CRM systems.
- Educated clients on insurance products, enabling them to make informed decisions regarding their coverage needs.
- Developed strong relationships with clients through consistent communication and exceptional customer service.
- Generated quotes and proposals for clients to match individual needs and processed insurance sales and claims.
- Expanded client base by generating referrals from satisfied customers and networking within the community.
- Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
- Established credibility and trust with clients through transparent communication about policy options, costs, and benefits.
- Followed compliance guidelines when explaining policy terms, exclusions, and disclosures.
- Prepared accurate applications and supporting documents for underwriting review.
Program & Outreach Coordinator
5 Years 7 Months- Coordinated workshops and events to promote awareness of mental health and resources.
- Developed outreach strategies to enhance community engagement and support program initiatives.
- Collaborated with local organizations to establish partnerships for resource sharing and joint events.
- Conducted presentations at Jr. High and High Schools in the surrounding communities of San Luis Obispo and Santa Barbara counties, showcasing our programs, educating students about self-care and how to reach out for mental health support.
- Developed network relationships with industry professionals to enhance community awareness and promote services.
- Facilitated strong relationships with community members by attending local events, serving as a liaison between the organization and its constituents.
- Conducted outreach activities to engage local stakeholders in programs.
- Established and maintained relationships with key supportive donors, business owners and individuals.
Accounting Assistant to the Controller
2 Years- Reconciled bank and general ledger accounts to support month-end close activities.
- Maintained accounts payable records and resolved vendor discrepancies promptly.
- Processed invoices, purchase orders, and expense reports with attention to coding accuracy.
- Entered journal entries and updated accounting data in Excel and finance systems.
- Assisted with accounts receivable tracking, cash application, and payment follow-up.
- Organized financial files and maintained audit-ready records for internal review.
- Collaborated with finance team to streamline routine accounting workflows and reporting tasks.
- Processed credit card payments and reconciled credit card statements for accuracy in the accounting process.
- Maintained strict confidentiality of sensitive financial data, protecting company integrity and privacy rights of individuals involved.
- Reduced errors in account reconciliation through meticulous attention to detail and thorough review of transactions.
- Contributed to the development of a positive work environment, fostering strong relationships with colleagues and supervisors.
- Enhanced departmental collaboration by serving as a liaison between the accounting department and other business units.
- Input financial data and produced reports using Company software system.
- Reconciled company bank, credit card and line of credit accounts, investigating, and resolving discrepancies to keep accounts audit-ready.
AVP/Leasing Administrator
4 Years 8 Months- Coordinated financial spreading, covenant monitoring, and risk assessments for new and existing relationships.
- Partnered with relationship managers to structure transactions aligned with policy and portfolio objectives.
- Prepared concise credit memos outlining borrower performance, collateral position, and repayment risk.
- Supported credit analysis and underwriting reviews for agricultural and commercial loan portfolios.
- Reviewed documentation for accuracy, compliance, and completeness before approval and booking.
- Collaborated closely with executive leadership to align department goals with overall company objectives, resulting in stronger organizational cohesion.
- Established a high-performance culture within the team by setting clear expectations and providing regular feedback on individual performance contributions.
- Fostered strong relationships with key clients, leading to repeat business and a significant increase in customer satisfaction ratings.
Education
Bachelor of Arts - Business Management
- Magna Cum Laude Graduate
- Honor Roll 4.0 GPA
Associate of Arts - Business Administration/General Studies
- Graduated with Honors
High School Diploma
- Extracurricular Activities: Cheerleading Captain
- ASB Member
- 3.8 GPA
Skills
Accounting/Bookkeeping software (Quickbooks/QBO)
Computer Literate in MS Office and the Internet
Accounting reconciliation/Accounts receivable & payable
Financial reporting
Outreach initiatives
Nonprofit experience
Public Speaking
Fundraising coordination
Teamwork and collaboration
Multitasking Abilities
Reliability
Excellent communication
Organizational skills
Timeline
Program & Outreach Coordinator
Knowing You Matter Nonprofit Organization
10.2020 - 05.2026Read More
Accounting Associate
Benedetti & Associates CPA, Inc.
07.2018 - 2020Read More
Accounting Assistant to the Controller
Fess Parker Enterprises (FESPAR)
06.2016 - 06.2018Read More
AVP/Leasing Administrator
Rabobank, N.A.
10.2004 - 06.2009Read More
University of La Verne
Bachelor of Arts from Business Management
Read More
College of The Sequoias
Associate of Arts from Business Administration/General Studies
Read More
Alta Loma High School
High School Diploma
Read More
President/Business Manager
Pacific Coast Excavation, Inc.
2012 - 2017Read More
Insurance Sales Agent
G.E. Capital Assurance Company/Harvest Life Insurance
1995 - 1998Read More