Franklin Lucas
Pleasant Hill,CA
Summary
Dynamic Administrative Accounting Specialist with a proven track record at Recurrent Energy, excelling in bank reconciliation and invoice processing. Adept at utilizing accounting software to enhance financial accuracy and compliance. Recognized for strong problem-solving skills and effective vendor management, ensuring seamless operations and timely financial reporting.
Overview
22
22
years of professional experience
Work History
Administrative Accounting Specialist
Recurrent Energy
Walnut Creek, CA
08.2021 - 04.2025
- Executed reconciliation of operating cash accounts regularly, ensuring accuracy and integrity of cash balances.
- Validated and sole final approver of expense reports across the organization to maintain compliance with corporate standards and proper financial management.
- Created, maintained, and administered new employee accounts in Concur and QuickBase including user access controls and system setup
- Managed vendor onboarding by submitting and maintaining vendor records, ensuring accurate payment and compliance documentation
- Executed ACH payment processing and monitored cash disbursements to ensure timely and accurate settlements.
- Curated and published weekly journal entries documenting travel and employee expense activities.
- Managed communication and support for Concur travel and expense management, ensuring efficient resolution of user inquiries and system issues.
- Managed accounting operations through SAP and Oracle systems, ensuring compliance with financial processing and reporting standards.
- Processed vendor invoices accurately and efficiently, ensuring timely payments.
Property Accountant
California Housing Partnership
San Francisco, CA
12.2020 - 04.2021
- Reconcile discrepancies in different accounts
- Adhere to corporate standards and procedures in all reconciliations
- Perform all other related duties as assigned to meet the needs of the organization
- Utilized multiple roles within Yardi Voyager software
Property Accountant
Colliers International
Walnut Creek, CA
12.2019 - 06.2020
- Pepared monthly financial statements on a cash and accrual basis.
- Utilized MRI, Avid Exchange, Yardi Voyager and Peoplesoft daily
- Reviewed ledger accounts and coordinated with PM's to resolve coding errors.
- Prepared monthly accrual entries for multiple commercial properties.
- Completed monthly bank account reconciliations for operational and deposit accounts.
- Monitor property tax and insurance payments for all assigned properties
Commercial Property Accountant
Cushman & Wakefield Inc.
Walnut Creek, CA
06.2018 - 12.2019
- Review and coordinate purchase orders, bid proposals and service contracts
- Accounts payable coding of vendor invoices for remittance
- Accounts receivable monitoring of monthly tenant lease statements
- Assist with monthly and quarterly management reports and annual budget preparation
- Assist with end of year budget reconciliation and variance analysis
Commercial Credit Analyst
Bank Of The West
San Francisco, CA
06.2016 - 06.2018
- Financial statement spreading including governmental CAFRS
- Performed financial statement analysis, tax return analysis, and financial statement projections
- Coordinated directly with borrowers for review of financial information
- Maintained credit files ensuring they were complete and updated according to standards
- Monitored delinquencies, maturing loans and corporate credit card usage
- Created in depth credit request write-ups to be presented at high level credit committee's
Contract Administrator
Wells Fargo & Company
Emeryville, CA
08.2015 - 05.2016
- Perform lien filings on individuals and business entities
- Verification of clients professional and corporate good standing
- Preparation of client files consisting of all required documents and disclosures
Credit Analyst
Clean Power Finance
San Francisco, CA
04.2014 - 07.2015
- Review documents to ensure consistency and accuracy of information
- Interaction with customers to obtain sufficient and correct disclosures
- Process customer credit applications and final decisions
- Coordinated with county assessors to obtain pertinent information
Financial Management and Comptroller Journeyman
United States Air Force
Sacramento, CA
07.2003 - 06.2010
- Provided customer service for military and civilian personnel - Recorded, reconciled, and verified entries into automated systems
- Scheduled, prepared and submitted financial accounting reports.
- Analyzed accounting reports to identify trends and evaluate effectiveness
- Developed and compiled factors for improved planning, programming, and budgeting
- Determined propriety of funding and certified fund availability
Administrative Accountant
Recurrent Energy
Austin, TX
08.2021 - 04.2025
- Reconciled operating cash accounts on a recurring basis, investigating and resolving discrepancies to ensure accurate cash balances and general ledger integrity
- Served as final approver for company-wide expense reports, ensuring compliance with corporate policies and proper accounting treatment
- Created, maintained, and administered new employee accounts in Concur and QuickBooks, including user access controls and system setup
- Managed vendor onboarding by submitting and maintaining vendor records, ensuring accurate payment and compliance documentation
- Processed ACH payments and monitored cash disbursements to ensure timely and accurate settlement
- Performed monthly updates and allocations for project-level accounting in QuickBooks, ensuring accurate expense tracking and reporting
- Prepared and posted weekly journal entries related to travel and employee expense activity
- Acted as primary point of contact for Concur travel and expense management, providing user support and resolving system issues
- Utilized SAP and Oracle systems to support accounting operations, financial processing, and reporting requirements
Education
Bachelor of Science - Business Administration
California State University - East Bay
Hayward, CA2013
Associate of Science - Business Administration
Diablo Valley College
Pleasant Hill, CA2012
Skills
- Bank reconciliation
- Purchase order management
- Invoice processing
- Accounting software proficiency
Timeline
Administrative Accountant
Recurrent Energy
08.2021 - 04.2025
Administrative Accounting Specialist
Recurrent Energy
08.2021 - 04.2025
Property Accountant
California Housing Partnership
12.2020 - 04.2021
Property Accountant
Colliers International
12.2019 - 06.2020
Commercial Property Accountant
Cushman & Wakefield Inc.
06.2018 - 12.2019
Commercial Credit Analyst
Bank Of The West
06.2016 - 06.2018
Contract Administrator
Wells Fargo & Company
08.2015 - 05.2016
Credit Analyst
Clean Power Finance
04.2014 - 07.2015
Financial Management and Comptroller Journeyman
United States Air Force
07.2003 - 06.2010
Bachelor of Science - Business Administration
California State University - East Bay
Associate of Science - Business Administration
Diablo Valley College