FLORENDA AGERO
Antioch,CA
Summary
Experienced professional with over 10 years of expertise in accounting, financial planning and budgeting. Accomplished in working with executives to develop business, financial and growth strategies. Hardworking and passionate with strong organization skills. Ready to help team achieve company goals.
Overview
19
19
years of professional experience
Work History
Full Charge Accounts Payable/Assistant to the Director of Finance
PEU Local 1 Merged With AFSCME Council 57
Oakland, CA
11.2019 - Current
- Produce month-end closing reports and provide actionable suggestions on remittance for quick resolution.
- Reach out to vendors to verify payment information.
- Input financial data and produce reports using Sage Intacct and DocuWare.
- Maintain 95% accuracy while processing over $300,000 monthly expenses.
- Prepare and process payments to vendors and document account updates.
Controller
Public Employees Union, Local 1
Concord, CA
11.2013 - Current
- Complete journal entries, reconciliations and account analysis to prepare monthly and quarterly financial reports.
- Prepare balance sheets, cash flow reports and income statements.
- Issue accurately and timely monthly financial records to present to Board of Directors.
- Manage 12 financial statement reviews to coordinate variance reporting.
- Prepare external audit documentation and financial reports for non-profit operations with more than $1M in yearly revenue.
- Accurately complete financial statement audits and thoroughly reviewed results.
- Prepare and efile Federal Election Committee and California political reports.
- Prepare and efile sales and property tax returns.
Staff Accountant
Public Employees Union, Local No 1
Martinez, CA
05.2012 - 11.2013
- Managed accuracy and productivity of day-to-day activities of accounting dept.
- Allocated expenditures to appropriate budget accounts.
- Prepared timely processing of all payroll functions including employee pay, 401K, investments and loans, multiple insurance deductions, and wage garnishments.
- Increased efficiency, support and documentation of accounting processes by creating detailed schedules for journal entries.
- Created journal entry schedules to improve efficiency, support and documentation of accounting processes.
- Monitored indirect expenses and overall revenues to create documentation and allocation tables.
- Executed financial reporting, managing prepaid accounts, schedules, reconciliations, event settlements and month-end accruals.
- Assisted controller with year-end financial audits.
- Supported controller by preparing payroll checks and employee liability balances.
- Collected and arranged financial information and entered details into Sage financial management system.
Senior Tax/Accounting Associate
SMEED CPA, Inc
Brentwood, CA
09.2007 - 05.2012
- Managed and updated financial accounts and permanent records for more than 15 clients.
- Provided comprehensive accounting support to clients by managing functions like payroll, accounts payable, accounts receivable and business expense processing.
- Analyzed figures, postings and documents to maintain accounting program accuracy.
- Prepared monthly financial statements, general ledger, bank reconciliation, and payroll reports.
- Prepared quarterly and annually payroll tax and sales tax reports.
- Generated W-2's, 1099's and end-of-year reports
- Complied with local, state and federal laws and requirements.
- Worked with the CFO to prepare financial documents and reports such as bills and invoices, year-end analysis, budgets, financial records and financial statements.
- Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
- Trained and supervised 4 accounting employees on best practices and accurate financial forecasting.
Fullcharge Bookkeeper
Johnson, Hankins, Kimball & Co
Walnut Creek, CA
01.2006 - 09.2007
- Prepared monthly financial statements and general ledger.
- Reconciled bank accounts for all clients.
- Processed and filed payroll and sales tax reports.
- Generated W-2's, 1099's and end-of-year reports.
- Reviewed and filed financial documents, coded accounting entries for data processing and posted daily receipts and payments in accordance with all protocols.
- Established QuickBooks accounting system to reflect accurate financial records.
- Tracked business revenue and expenditures and reconciled accounts to maintain high accuracy.
- Reported financial data and updated financial records in ledgers and journals.
- Verified postings to ledgers to confirm accurate entry and account balances.
- Verified accurate recordkeeping processes, reducing financial inconsistencies
Education
Bachelor of Science - Accounting
Master of Science - Accountancy
Skills
- Sage Intacct, Sage Business Works, Sage 50 Quantum Accounting, Peachtree, QuickBooks Pro, Creative Solutions, RFMS Accounting Software, Ultra Tax, Foundation
- Microsoft Office: Word, Excel, PowerPoint, Outlook; Ten key by touch 260 spm; Type 70 wpm
- Preparing financial statements
- Account Reconciliation
- Budgeting
Timeline
Full Charge Accounts Payable/Assistant to the Director of Finance - PEU Local 1 Merged With AFSCME Council 57
11.2019 - Current
Controller - Public Employees Union, Local 1
11.2013 - Current
Staff Accountant - Public Employees Union, Local No 1
05.2012 - 11.2013
Senior Tax/Accounting Associate - SMEED CPA, Inc
09.2007 - 05.2012
Fullcharge Bookkeeper - Johnson, Hankins, Kimball & Co
01.2006 - 09.2007
Western Governors University - Bachelor of Science, Accounting
California State University - East Bay - Master of Science, Accountancy