Accomplished Accounting Manager with expertise in policy development, financial statement coordination, and software implementation. Experienced in managing payroll, reconciliations, and audits across various industries. Proven record of enhancing efficiency and compliance within remote and on-site environments.
Overview
17
17
years of professional experience
Work History
Accounting Manager
Tall Tree Administrators, LLC
Draper (Remote), UT (Remote)
04.2023 - Current
Assist the Senior Accounting Manager and CFO to develop and implement accounting policies, procedures, and internal controls.
Coordinate and review the preparation of financial statements.
Produce journal entries, GL reconciliations, and other accounting transactions.
Implement and maintain accounting software systems, QuickBooks Online and Desktop to streamline processes and improve efficiency to reduce manual. Process bank reconciliations for both general operations and clientele.
Conduct periodic financial reviews and audits to identify risks, gaps and opportunities for improvement.
Accounting Manager (Contractor)
Videotex Systems, Inc.
Dallas, TX
07.2022 - 11.2022
Assist the General Manager to establish internal control safeguards for the receipt of revenue, costs and organizational budgets.
Implement accounting policies, practices and procedures and uphold federal, state and local legal standards.
Process sales tax reports on monthly and annual basis to both CA and TX.
Process payroll for 20+ employees and managed employee records including onboarding documentation and benefits management.
Achieved timely financial reporting through diligent preparation and analysis of monthly, quarterly, and annual reports
Proactively identified potential issues affecting company''s finances by conducting risk assessments on existing processes or proposed projects
Accountant II
Associa
Richardson, TX
12.2021 - 06.2022
Month-end closing and financial statement preparation for a portfolio of 60+ clients (HOAs).
Process and review monthly bank and balance sheet reconciliations.
Develop and enter accruals, amortization, adjustments, and reclassification.
Budget development assistance and administration.
Perform Year-End close
Senior Financial Manager
Los Angeles Unified School District, LAUSD
Los Angeles, CA
02.2012 - 11.2021
See the duties performed at the Financial Manager level as these were the primary responsibilities along with:
Advised the school’s Principal on a practical dept. budget for athletics, performing arts productions and fundraising projects.
Interpreted regulations governing student body financial policies and tax changes according to L.A.U.S.D., federal and state guidelines.
Prepared payroll checks for supervision for 15+ employees and athletic officials.
Supported the Associated Student Body through advisement and coordination of the Leadership class and Teacher Advisor to organize activities to generate fundraising revenue
Financial Manager
Los Angeles Unified School District, LAUSD
Los Angeles, CA
02.2011 - 02.2012
Prepared monthly, quarterly and annual Student Body financial statements.
Supervisesd and participated in the operation of the Student Body Finance Office/Student Store – ordering, selling, displaying and inventorying.
Prepared monthly bank and fund reconciliations.
Prepared bi-monthly payroll checks for my Assistant Financial Manager and other operations personnel.
Maintained payroll records for Student Body employees and prepared and remitted mandated Federal and State tax reports and payments.
Processed Sales tax reports and payments.
Prepared W2s and 1099s for all Student Body employees.
Delivered timely reports to various stakeholders detailing key aspects of the department's financial health, ensuring transparency and clear communication
Increased financial efficiency by streamlining budget processes and implementing cost-saving measures and managing budget controls.
Accounting Technician II
Los Angeles Unified School District, LAUSD
Los Angeles, CA
04.2007 - 02.2011
Advised office managers, administrators, and upper management personnel of the guidelines used for student eligibility into the Preschool and Early Education programs.
Assisted the site office managers and administration during Federal and State audits.
Prepared training presentations and materials and lead training meetings for office managers, teachers, and/or qualified personnel on CA Department of Education regulations and the Early Education Student Information System (E.E.S.I.S.)
Ensured compliance with financial regulations by staying current on industry best practices and keeping abreast of changes in relevant laws