Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
Generic

Christina Swanson

Shadow Hills,CA

Summary

Accomplished in reducing expenses, streamlining financial operations and improving reporting functions. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

8
8
years of professional experience

Work History

Contract Controller (PT-Remote)

Elementary School Head Association
07.2023 - Current
  • Maintained and processed invoices, deposits, and money logs.
  • Completed payroll for employees and maintained detailed records of procedures.
  • Prepared accurate financial reports and monthly statements for accounts receivable.
  • Established QuickBooks accounting system to reflect accurate financial records.
  • Reconciled and corrected issues with financial records.
  • Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
  • Reported financial data and updated financial records in ledgers and journals.
  • Completed tax forms in compliance with legal regulations.

Controller

The John Thomas Dye School
07.2019 - 06.2023
  • Manage school’s financial systems: general ledger, accounts payable, fixed assets, student billing, credit cards and merchant accounts
  • Oversee monthly close, general ledger adjustments, accruals, pre-paid, deferred revenue and recurring entries
  • Managed payroll data entry and processing for 99 employees to comply with predetermined company guidelines.
  • Prepared accurate financial reports and monthly statements for accounts receivable.
  • Planned budgets, authorized expenditures, monitored accounting processes, established tuition rates and coordinated financial reporting to oversee all fiscal procedures.
  • Managed budgets, assets, investment portfolios, accounts payable, and receivable and general financial reporting procedures.
  • Created and distributed reports on internal and external finances, audits, and budgets.
  • Completed year-end close processes through effective supervision financial functions.
  • Managed daily financial functions in collaboration with accounting and payroll personnel.
  • Followed up with delinquent accounts to obtain funds and reduce aging balances.
  • Completed journal entries, reconciliations, and account analysis to prepare monthly and quarterly financial documents
  • Prepared balance sheets, cash flow reports and income statements.
  • Collaborated with executive team in preparation of operating budgets, forecasts and all financial reporting and analysis.
  • Led organizational cash flow and cash flow forecasting initiatives.
  • Supervised accurate, efficient, and compliant completion of monthly financial reporting packages.
  • Established and enforced controls on revenue and expenses to protect company assets.
  • Enhanced internal control systems and procedures to mitigate risk and support opportunities.

Staff Accountant

Moss Adams, LLP
05.2017 - 07.2019
  • Analyzed data and presented reports of financial statuses.
  • Reviewed operational efficiencies, suggesting methods for improvement.
  • Reviewed organization's adherence to regulatory guidelines applicable to specific activities and practices.
  • Setup accounts, ledgers and reporting systems per GAAP standards and regulatory requirements.
  • Assessed operational efficiencies and made recommendations for improvement.
  • Applied understanding of governmental accounting principles, practices and procedures through fund types, cost allocations and government-wide conversions.
  • Handled cash controls and implemented payment authority practices and approval of Chart of Accounts.
  • Examined accounts and records and computed tax returns according to prescribed rates, laws and regulations.
  • Kept up to date on current income tax developments and advised clients to make proper adjustments.

Assistant Controller

Village Christian Schools
01.2016 - 02.2017
  • Reconcile all balance sheet accounts including Accounts Receivable, Accounts Payable, Cash and Fund Investments, Fixed Assets and post adjusting journal entries monthly
  • Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
  • Perform month-end close and prepare trial balances and financial statements (balance sheet and income statement) for school and foundation (board of investors)
  • Prepare all accounting schedules for annual year-end audit for CPA firm (years 2014-2017) to maintain not for profit status
  • Compile income and expense projections for monthly budget
  • Reviewed and audited financial statements on fiscal year end and adjusted to meet GAAP standards.

Education

Bachelor of Science - Accountancy

California State University Northridge
Northridge, CA
05.2018

Skills

  • SKILLS / INTERESTS
  • Microsoft Office (Word, Excel, Access, PowerPoint, Outlook), Blackbaud (Financial Edge, Raisers Edge, Tuition Management), Docuware, ADP, TIAA, FAST,Sage 50, QuickBooks, Photoshop, Adobe Lightroom, PFX Pro systems, CCH Access, Yardi
  • AP/AR Invoicing
  • General Ledger Accounting
  • Public Accounting
  • Staff Management
  • Account Reconciliation
  • Internal Control Management
  • Audit Preparation
  • Non-Profit Accounting
  • Budget Preparation
  • Closing Process Management

Affiliations

Accounting Association February 2016 - 2018 VITA Tax Preparer February 2017- April 2017 Bookstein Tax Clinic February 2018- May 2018

Timeline

Contract Controller (PT-Remote)

Elementary School Head Association
07.2023 - Current

Controller

The John Thomas Dye School
07.2019 - 06.2023

Staff Accountant

Moss Adams, LLP
05.2017 - 07.2019

Assistant Controller

Village Christian Schools
01.2016 - 02.2017

Bachelor of Science - Accountancy

California State University Northridge
Christina Swanson