Ita Adler
San Diego,California
Summary
Results-driven Operations, Financial, and Accounting Professional with over 12 years of experience in business analysis and complex accounting oversight. Recognized for enhancing process efficiency and driving financial accuracy through technology integration. Proven ability to foster strong relationships with clients and stakeholders, ensuring high levels of satisfaction and compliance with organizational goals. Committed to continuous improvement and innovative solutions that support growth in dynamic environments.
Overview
15
15
years of professional experience
Work History
ACCOUNTING & BOOKKEEPING CONSULTANT
Self-Employed
11.2022 - Current
- Served clients including small trucking companies, large frozen and dairy distributors in California, Las Vegas, and Arizona
- Specialized in accounts receivable and collections, ensuring timely payments and minimizing outstanding debts
- Supported businesses supplying to local and nationally recognized supermarkets, pharmacies, and retail distributors
- Assisted with QuickBooks migration, bank and credit card reconciliations, bookkeeping, month-end close, and forensic accounting
SENIOR ACCOUNTANT
Greenprint Capital Management, LLC
San Diego, CA
04.2022 - 10.2022
- Developed and maintained company-wide bookkeeping systems, improving financial operations and streamlining processes
- Managed legal entity compliance across all U.S
- States
- Accounted for expenses and accounts payable for multiple company entities
- Assisted in tax return preparation and regularly scheduled reports
- Maintained vendor accounts, reconciled credit card transactions, and coordinated month-end closing
OPERATIONS SPECIALIST
EA Elektro-Automatik, Inc.
San Diego, CA
08.2020 - 04.2022
- Administered customer purchase orders, inbound and outbound logistics, and inventory tracking
- Implemented inventory management software and streamlined sales order processes
- Conducted logistical analysis to reduce freight costs and improve service
- Managed shipping, tracking, and full order cycle coordination
BOOKKEEPER, OPERATIONS & CUSTOMER FINANCING MANAGER
Netradyne, Inc.
La Jolla, CA
02.2018 - 07.2020
- Managed daily financial activities, including accounts payable/receivable, bank reconciliations, and invoicing
- Spearheaded registration and implementation of sales tax in all U.S
- States, ensuring proper billing and compliance
- Automated auditing processes across multiple departments, enhancing efficiency
- Converted over 20 trial customers monthly into long-term commercial clients
- Developed reports tracking inventory forecasts and sales trends
ACCOUNTING SPECIALIST
Fabrics International (Corporativo Atelier)
La Jolla, CA
01.2014 - 12.2017
- Managed A/R, A/P, payroll, cash disbursements, and reconciliations
- Reduced administrative costs by 50% through improved billing and collections
- Created innovative policies to enhance productivity and cut overhead by 40%
- Strengthened financial tracking and reporting procedures
ANALYST
HSBC Bank Mexico
Mexico City, Mexico
05.2011 - 05.2013
- Developed and implemented investment funds for Wealth Management
- Enhanced sales force financial tracking against budget forecasts
- Consistently delivered projects on time, within budget, and aligned with business goals
ADVISORY INTERN
Ernst & Young Mexico
Mexico City, Mexico
09.2009 - 04.2011
- Provided advisory support to major industry leaders including Pfizer, L’Oreal, and Coca-Cola
- Recovered over $300K through supplier overpayment audits
- Conducted risk assessments, financial analysis, and internal auditing (SOX)
- Reviewed media and advertising investments, ensuring accuracy in expense agreements
Education
BBA - Minor in International Business
Instituto Tecnológico Autónomo De México (ITAM)
Mexico City, Mexico05-2010
Skills
- Inventory Management
- Compliance Management
- Risk Management
- Business Insights Evaluation
- Process Improvement
- Project Management
- Client Support
- Corporate Finance
- Banking
- Strategic planning
- Financial statements
- SFDC, SAP, QBO
- Communication
- Customer Relations
- Leadership
- Relationship Building
- Training and Team Building
- Business Development
- Operations Coordination
- QuickBooks Online and Desktop Proficiency
- Accounts Receivable and Collections
- Forecasting and reporting
- Attention to detail
- Team collaboration
- Project management
- Multitasking and organization
- Processes and procedures
Systems Expertise
- QuickBooks Online & Desktop
- SAP
- Salesforce
- Avalara
- Expensify
- Zoho
- Microsoft Suite (Word, Excel, PowerPoint, Outlook, Access, Visio)
- Google Suite
- EDI-SPS Commerce
Introduction
A results-driven accounting and financial professional with extensive experience in bookkeeping, operations, and strategic business analysis. Passionate about delivering precise financial solutions, streamlining workflows, and maximizing profitability for businesses across multiple industries. Highly skilled in QuickBooks Online & Desktop, accounts receivable, collections, and compliance. Adept at leveraging technology to enhance financial accuracy and operational efficiency while ensuring strong regulatory adherence.
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
Hebrew
Limited
Affiliations
- Ken Jewish Community - Ohr Ami
- Yesod Haholam, San Diego.
- Kindness Initiative.
- PTA Treasurer - San Diego Jewish Academy
Timeline
ACCOUNTING & BOOKKEEPING CONSULTANT
Self-Employed
11.2022 - Current
SENIOR ACCOUNTANT
Greenprint Capital Management, LLC
04.2022 - 10.2022
OPERATIONS SPECIALIST
EA Elektro-Automatik, Inc.
08.2020 - 04.2022
BOOKKEEPER, OPERATIONS & CUSTOMER FINANCING MANAGER
Netradyne, Inc.
02.2018 - 07.2020
ACCOUNTING SPECIALIST
Fabrics International (Corporativo Atelier)
01.2014 - 12.2017
ANALYST
HSBC Bank Mexico
05.2011 - 05.2013
ADVISORY INTERN
Ernst & Young Mexico
09.2009 - 04.2011
BBA - Minor in International Business
Instituto Tecnológico Autónomo De México (ITAM)
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