Summary
Overview
Work History
Education
Skills
Timeline
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Ivan Soto

Northridge,CA

Summary

Seasoned financial professional with a proven track record at Korn/Ferry International, adept in leveraging expertise in QuickBooks and strategic financial planning to drive accuracy and compliance. Excelled in full-cycle accounting and tax preparation, enhancing financial integrity through meticulous record-keeping and audit preparation. Demonstrates exceptional analytical skills and a commitment to excellence in all facets of accounting operations.

Overview

35
35
years of professional experience

Work History

Bookkeeper Tax Preparer

Self-employed
08.2013 - Current
  • Maintain comprehensive financial records, prepare tax returns, and provide financial advice to a diverse client base, ensuring accuracy and compliance with all relevant regulations and tax laws

Accounts Receivable Specialist/Revenue Accountant

Korn/Ferry International
Los Angeles, CA
05.1998 - 05.2013
  • Processed and generated daily invoices adhering to SOX compliance guidelines, ensuring accuracy and timeliness in billing
  • Maintained effective communication with administrative staff to verify charges and provided necessary backup documentation to support billed expenses
  • Responded to a range of customer inquiries, both internal and external, and prepared accurate statements of customer accounts to facilitate clear financial reporting
  • Handled intercompany transactions and processed revenue adjustments, contributing to the integrity and accuracy of financial records

Staff Accountant

Korn/Ferry International
11.1997 - 04.1998
  • Compiled financial statements and monthly reports for multiple regions, ensuring accuracy and timely submission to support global operations
  • Analyzed corporate general ledger accounts and prepared essential documentation, including adjusting entries and schedules for internal and external audit compliance

Accounts Payable Specialist

Korn/Ferry International
05.1995 - 10.1997
  • Processed a variety of financial documents, including vendor invoices, and both candidate and employee expense reimbursements, ensuring accuracy and timely payments
  • Managed check printing and automated bill processing and conducted thorough analysis of administrative and business development expenses to support fiscal oversight

Tax Preparer

H&R Block
Los Angeles, CA
01.1990 - 04.1991
  • Prepared individual and sole proprietorship Federal and State tax returns, ensuring accuracy and compliance with legal standards

Education

BSBA - Accounting

Guagua National College
Guagua, Philippines

Certification - Basic Income and Intermediate Tax Courses

H&R Block
Los Angeles, CA

Skills

  • Microsoft Office
  • Access
  • Excel
  • Outlook
  • PowerPoint
  • Word
  • QuickBooks
  • SAP
  • WordPerfect
  • Accounting
  • Tax document preparation
  • Quickbooks
  • Financial statements expertise
  • General ledger maintenance
  • A/P and A/R
  • Quicken expertise
  • Full-cycle accounting
  • Spreadsheet tracking
  • Bookkeeping
  • Record preparation
  • Audit preparation
  • Finance
  • Accounts payable specialist
  • Tax statement preparation
  • Time tracking
  • Budget support
  • Accounts payable management
  • Accounting and bookkeeping
  • Data inputting
  • Accounting operations management
  • Transaction entry

Timeline

Bookkeeper Tax Preparer

Self-employed
08.2013 - Current

Accounts Receivable Specialist/Revenue Accountant

Korn/Ferry International
05.1998 - 05.2013

Staff Accountant

Korn/Ferry International
11.1997 - 04.1998

Accounts Payable Specialist

Korn/Ferry International
05.1995 - 10.1997

Tax Preparer

H&R Block
01.1990 - 04.1991

BSBA - Accounting

Guagua National College

Certification - Basic Income and Intermediate Tax Courses

H&R Block

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Ivan Soto