Heather Aguilar
Therapeutic Health Services
Seattle,WA
1
Certification
27
years of professional experience
Self-motivated and detail-oriented CPA with 20+ years of progressive experience in public and private accounting serving non-profit organizations, high net worth individuals, C corp., S corp., partnerships, estates and trusts. Including 5+ years of experience with GAAP financial statement audits, reviews, and full disclosure compilations. Diligent Controller with proven track record in financial management and strategic planning. Successfully streamlined accounting processes, enhancing operational efficiency. Demonstrated leadership in budget forecasting and financial reporting.
Work History
Controller
6 Years 10 Months- Direct and supervise accounting team
- Act as liaison with the billing department to ensure accurate and timely revenue recognition
- Complete month-end and year-end close, including the preparation of financial statements in accordance with GAAP, preparation of journal entries, reconciliation of all accounts, ledgers and schedules
- Work with all departments in assisting the CFO with preparing the annual budget
- Analyze major variances to budget and prior year for management review
- Prepare all state and local returns
- Review bi-monthly payroll register and calculate payroll tax credits
- Act as lead contact with outside auditors, ensuring all audit work papers and schedules are timely and accurate
- Collaborate with the IT department to implement system and software upgrades
Assurance Director
1 Year 9 Months- Serve as in-charge and key staff for audits, reviews and compilations of various governmental, manufacturing, and non-profit entities
- Plan and conduct single audit preparation and serve as liaison during all audit phases
- Conduct client interviews and internal meetings to facilitate effective and efficient audit planning and execution
- Communicate with client and proactively seek timely feedback in order to maximize client satisfaction
- Analyze, examine, and interpret account records, compiled financial information, and reconciled reports and financial data
- Test the design and effectiveness of internal controls by completing a walkthrough of complex business processes
Accountant
15 Years 1 Month- Prepared annual federal, state and local tax returns for both individuals and businesses
- Reviewed bookkeepers entries to ensure accuracy of the G/L
- Researched tax matters related to clients
- Reconciled bank statements to clients’ books and prepared financial statements from client documents
- Prepared annual expense forecasts, including any necessary recommended action required to manage costs to achieve acceptable tax outcomes
Accountant
2 Years 10 Months- Prepared annual federal, state and local tax returns for both individuals and businesses
- Prepared financial and regulatory reports required by laws, regulations or boards of directors
- Coordinated the approval or rejection of lines of credit and commercial, real estate and personal loans
- Performed field audits on government, non-profit and for profit clientele using ProSystem
- Verified company inventory was in compliance with established policies by auditing stores and warehouses
Education
Bachelor of Science - Accounting
GPA: Graduated with honors
Skills
Analytical reasoning
Effective time management
Strong organizational skills
General ledger accounting
Proficient in Microsoft Office
Flexible team player
Tax accounting
QuickBooks proficient
Abila
Inc. experience
Certification
- California Board of Accountancy, 00/23
- Washington State Board of Accountancy, 00/22
Timeline
Controller
Therapeutic Health Services
09.2019 - CurrentRead More
Assurance Director
Watson & McDonell, PLLC/CliftonLarsonAllen
12.2017 - 09.2019Read More
Accountant
Genske, Mulder & Co, LLP
11.2002 - 12.2017Read More
Accountant
Kemper CPA Group, LLP
01.2000 - 11.2002Read More
CSU Stanislaus
Bachelor of Science from Accounting
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