Led a team of operational expense accountants to streamline daily operations and enhance accuracy in financial reporting.
Oversaw the financial close process, ensuring compliance with accounting standards and accuracy in records.
Collaborated with FP&A to enhance budget planning and forecasting accuracy.
Developed policies to ensure continuous SOX compliance and facilitated successful audits.
Sr. Supervisor
TriNet
Reno, NV
01.2016 - 01.2019
Led a team of travel and expense analysts to facilitate and streamline reimbursement processes for internal employees.
Collaborated with internal audit and SOX teams to implement and maintain SOX controls.
Managed and optimized expense reporting systems to ensure compliance and efficiency.
Principal Accountant
TriNet
Reno, NV
01.2014 - 01.2016
Monthly closing process of operational expenses for Legal, Sales, Marketing, and Corporate HR, ensuring accurate general ledger entries and account reconciliations.
Collaborated with the legal litigation team to assess potential monetary loss from legal claims related to both internal and client employees, meeting ASC 450 reporting requirements.
Developed and implemented SOX compliance policies for operational expenses and legal areas, working closely with internal and external auditors, to ensure continued compliance.
Senior Accountant
TriNet
Reno, NV
01.2008 - 01.2014
Developed and maintained reconciliations for multi-billion-dollar health benefit accounts, ensuring accuracy and compliance with GAAP.
Monthly closing process for the Trust business entity, analyzing fluctuations and ensuring ERISA compliance.
Developed and maintained external audit schedules to enhance risk management and internal governance processes.
Accounting Manager
Lennar Homes
Reno, NV
01.2006 - 01.2008
Managed full monthly closing process including accounts reconciliations, general ledger maintenance, and cost of sales analysis.
Oversaw cost accounting activities, ensuring accuracy of data, and approving journal entries.
Led a team of accountants in daily operations and project management.
Staff Accountant
Reef Property Management/Deutsche Bank
Irvine, CA
01.2004 - 01.2006
Managed full financial reporting cycle for commercial properties, including general ledger, budgets, and account reconciliations.
Analyzed financial statements and provided budget variance comments quarterly.
Collaborated with property and district managers on accounting issues.
Created accounting schedules for property acquisitions and dispositions.
Staff Auditor
Caporicci & Larson, CPAs
Costa Mesa, CA
01.2003 - 01.2004
Conducted quality assurance tasks, including testing internal controls and reviewing interim data.
Validated year-end financial statement accounts and prepared compliance audit statements.
Developed technical and dollar cost proposals for cities and city components.
Education
Bachelor’s degree - Business Administration, Information Systems
San Francisco State University, Lam Family College of Business
06.2000
Master’s degree - Business Administration and Management
University of Nevada, Reno College of Business
05.2019
Skills
General ledger accounting
Audit preparation
ERP systems expertise
Internal controls implementation
Month-end closing
Year-end closing
Microsoft office
Financial reporting
Audit support
Bank reconciliation
Generally accepted accounting principles
Intercompany transactions
Variance analysis
Fixed asset accounting
Internal controls
Journal entry review
Lease accounting
Month-end closing management
GAAP compliance
Timeline
Accounting Manager
TriNet
01.2019 - 01.2024
Sr. Supervisor
TriNet
01.2016 - 01.2019
Principal Accountant
TriNet
01.2014 - 01.2016
Senior Accountant
TriNet
01.2008 - 01.2014
Accounting Manager
Lennar Homes
01.2006 - 01.2008
Staff Accountant
Reef Property Management/Deutsche Bank
01.2004 - 01.2006
Staff Auditor
Caporicci & Larson, CPAs
01.2003 - 01.2004
Bachelor’s degree - Business Administration, Information Systems
San Francisco State University, Lam Family College of Business
Master’s degree - Business Administration and Management