Motivated and skilled accounting professional with a strong background in budgeting, accounts payable, general ledger, and financial record-keeping. Seeking opportunities to leverage skills in contributing to organizational objectives.
Overview
8
8
years of professional experience
Work History
Account Specialist
San Joaquin County Office of Education
06.2023 - 07.2024
Assist in the coordination of budget development; compile, prepare, and analyze information and data related to income and expenditures
Coordinate communication between the business office and various District/County Office departments and personnel; provide information related to financial accounting procedures, account balances, budgets, records and related matters
Perform highly specialized accounting and budgetary functions
Prepare various financial accounting and budget control documents, and reports; prepare invoices for services provided to other agencies
Maintain confidentiality
Related duties as assigned.
Accounting Assistant II
Stockton Unified School District
02.2022 - 10.2022
Perform a variety of complex clerical accounting duties in support of assigned District accounts payable
Receive, process, sort, and file purchase orders, and invoices according to established procedures; prepare invoices and purchase orders for payment; inspect orders for accuracy and completeness regarding vendor address, coding, and cost calculations; make corrections, as necessary
Prepare and maintain records and reports related to purchase orders, income, expenditures, and assigned accounts; establish and maintain filing systems
Process accounts payable according to established District procedures as assigned; maintain contact with vendors to clarify invoices; check invoices and match them with purchase orders and receivers; resolve related issues
Process affidavits/requests for warrant replacements and warrant cancellations according to established procedures, and file paid warrants
Communicate with administrators, personnel, vendors, and outside agencies to exchange information and resolve issues or concerns
Perform various clerical duties related to assigned activities such as answering phones, greeting visitors, and typing and duplicating various materials; sort and distributing incoming mail; process various forms and applications including reimbursement claims as assigned.
Accounting Specialist
Central State Credit Union
01.2019 - 11.2019
Prepare financial statements and reports
Maintains accounting ledgers by verifying and posting account transactions
Provide accounts payable support
Process invoices, check requests, batch check runs, and expense reports on a regular basis
Handle vendor correspondence via phone or email
Investigate problems associated with the processing of invoices and purchase orders
Review daily transactions and prepare general entries
Record and post general ledger entries
Analyze financial information to identify discrepancies
Review checks, cash deposits, credit transactions, and other billing postings
Prepare month-end account reconciliations
Assist in miscellaneous accounting department research tasks
Assist in the month and year-end reporting tasks and ensure the accuracy of data.
Substitute (Paraprofessional)
Lincoln Unified School District
08.2019 - 11.2019
Monitored daily activities of the after-school program including independent study, after-school homework program, enrichment, and physical activities at various school sites
Worked with students in completing homework and reading assignments
Assisted in observation of students in the classroom, computer labs, cafeteria, and playgrounds
Assisted program instructor in implementing program objectives
Worked with preschool and kindergarten students in daycare programs at various school sites on assignments
Performed clerical duties as assigned.
English Tutor
San Joaquin Delta College
09.2016 - 02.2017
Provided individual and small group tutoring to students
Worked with students in classrooms and small study areas to help them improve their writing skills
Documented and monitored student progress
Provided clerical support to the department.
Education
Associate of Science in Business -
San Joaquin Delta College
Stockton, CA
05-2015
Bachelor of Science in Business Administration -
Humphreys University
Stockton, CA
06-2016
MBA - International Business
California State University, Sacramento
Sacramento, CA
12-2025
Skills
Budgeting
Accounts Payable
Financial Accounting
General ledger accounting
Financial statement analysis
Microsoft Excel
Oral and written communication
Multitasking
Problem-solving
Teamwork
Accomplishments
Humphreys University Scholar Award for outstanding academic performance ( 2018)
Deans list
Timeline
Account Specialist
San Joaquin County Office of Education
06.2023 - 07.2024
Accounting Assistant II
Stockton Unified School District
02.2022 - 10.2022
Substitute (Paraprofessional)
Lincoln Unified School District
08.2019 - 11.2019
Accounting Specialist
Central State Credit Union
01.2019 - 11.2019
English Tutor
San Joaquin Delta College
09.2016 - 02.2017
Associate of Science in Business -
San Joaquin Delta College
Bachelor of Science in Business Administration -
Humphreys University
MBA - International Business
California State University, Sacramento
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