Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Carrie Matos, CPA

Portland,OR

Summary

Accomplished accounting professional with over 18 years of experience managing small to mid-sized accounting departments for family-owned or closely-held companies and/or HNWI's (high net worth individuals). Big-4 experience with KPMG and Price Waterhouse Coopers in audit and tax. Industry focus in Real-Estate, Public Accounting, Nonprofits and Cooperatives. Myers-Briggs Personality Type test indicates INFJ personality type ("the Advocate"). These traits indicate the type of individual that a company would be working with.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Corporate Accounting Manager

Pacificap Management (Commercial/Residential R.E)
01.2022 - 07.2023
  • Managed banking reconciliations and monthly balance sheet statements.
  • Collaborated with other departments to achieve accurate and prompt financial reporting.
  • Managed journal entries, collection efforts, reconciliations, and payroll processing.
  • Completed bi-weekly payroll for company employees.

Accounting Department Manager

Milestone Property Management (Residential R.E.)
10.2020 - 12.2021
  • Managed banking reconciliations and monthly balance sheet statements.
  • Managed journal entries, collection efforts, reconciliations, and payroll processing.
  • Collaborated with other departments to achieve accurate and prompt financial reporting.
  • Generated monthly and quarterly financial statements for executive review.

Property Portfolio Accountant/Special Projects

NAI Elliott (Commercial/Residential R.E.)
06.2019 - 08.2020
  • Monitored and managed cash flows and expenses.
  • Collaborated with Property Managers regularly to align efforts to confirm accurate financial reporting.
  • Resolved accounting variances and estimated monthly closing accruals.

Tax Professional

Kingsland Company, PC (CPA's)
01.2019 - 04.2019
  • Completed and filed returns with tax departments at local, state, and federal levels.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Prepared tax returns for clients in various industries according to government regulations and requirements.
  • Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.

Director of Finance

Evolve (nonprofit)
06.2017 - 12.2018
  • Monitored budget and revenue trends, compiling reports for company leadership to inform decision-making.
  • Set clear departmental objectives and developed effective strategies to achieve targeted goals.
  • Completed filings and upheld strict compliance with regulatory agencies and supervisors.
  • Established and enforced controls on revenue and expenses to protect company assets.

Tax Professional

Want & Emery, CPA's
01.2017 - 04.2017
  • Completed and filed returns with tax departments at local, state, and federal levels.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Prepared tax returns for clients in various industries according to government regulations and requirements.
  • Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.

Controller & Vice President

Scanlan, Kemper, Bard Co. (R.E. Dev. & Mgmt)
07.2011 - 10.2016
  • Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
  • Prepared balance sheets, cash flow reports and income statements.
  • Managed budgets, assets, portfolios, accounts payable, and receivable and general financial reporting procedures.
  • Supervised accurate, efficient, and compliant completion of monthly financial reporting packages.

Education

Bachelor of Arts - Business Administration/Accounting

Lewis & Clark College
Portland, OR

Skills

  • Employs "Accounting Best Practices"
  • Preparation of timely and accurate GAAP Financial Statements
  • Maintains Chart of Accounts and General Ledgers
  • Creates and utilizes Cash Flow Projections to assist with short and long-term operational decision-making
  • Budget Development with relevant Variance Analyses
  • Comprehensive experience with, and oversight of, accounting department base-level functions- Payroll, Human Resources, Accounts Receivable and Accounts Payable
  • Capitalization of Fixed Assets with related Depreciation versus Expensing versus Leasing analyses
  • Anticipates and Meets Deadlines for audits, governmental reporting, accounting and tax returns
  • Creates Efficiencies by modernizing outdated or impractical accounting department structures
  • Conversions or consolidation of ERP and/or Accounts Payable systems and software
  • Banking Liaison and In-House Administrator
  • Coordinates with external third-party Auditors to provide backup, reconciliations and other requested documentation; Prepares annual tax package for Income Tax Returns

Certification

  • CPA - Certified Public Accountant - State of Oregon - License No. 5708

Languages

English
Full Professional
Spanish
Limited Working

Timeline

Corporate Accounting Manager

Pacificap Management (Commercial/Residential R.E)
01.2022 - 07.2023

Accounting Department Manager

Milestone Property Management (Residential R.E.)
10.2020 - 12.2021

Property Portfolio Accountant/Special Projects

NAI Elliott (Commercial/Residential R.E.)
06.2019 - 08.2020

Tax Professional

Kingsland Company, PC (CPA's)
01.2019 - 04.2019

Director of Finance

Evolve (nonprofit)
06.2017 - 12.2018

Tax Professional

Want & Emery, CPA's
01.2017 - 04.2017

Controller & Vice President

Scanlan, Kemper, Bard Co. (R.E. Dev. & Mgmt)
07.2011 - 10.2016

Bachelor of Arts - Business Administration/Accounting

Lewis & Clark College

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Carrie Matos, CPA