Talented financial leader well-versed in accounting principles and regulations. Motivated to keep company financial operations compliant, accurate and cost-effective. Ready to bring 4 years of experience and take on challenging new role.
Overview
4
4
years of professional experience
Work History
Assistant Controller
SGSI Inc
Phoenix, United States
04.2021 - Current
Followed up with delinquent accounts to obtain funds and reduce aging balances.
Supervised accurate, efficient and compliant completion of monthly financial reporting packages.
Completed journal entries, reconciliations and account analysis to prepare quarterly financial documents and general account management.
Created and distributed reports on internal and external finances, audits and budgets.
Managed employee disputes by employing conflict resolution techniques.
Oversaw legal compliance with federal, state and local laws and regulations in addition to compliance with company policies and procedures.
Confirmed with GC the accuracy of architectural drawing so proposal team is using materials.
Collaborated with senior management and performed benefits analysis, corrective action planning and big-picture data capturing.
Maintained company compliance with local, state and federal laws, in addition to established organizational standards.
Initiated direct deposits and prepared manual checks for 25 employees.
Maintained payroll information by calculating, collecting and entering data.
Maintained employee privacy and protected payroll operations by keeping all information confidential.
Processed employee W-9 and I-9 forms and managed benefits and leave time.
Updated employee files with new details such as changes in address or salary levels.
Developed reports for senior management to outline expenditures, vendor spend and forecasting.
Partnered with finance team to complete month-end accruals and account reconciliations.
Managed accurate and timely processing of over 70 invoices per month.
Closely monitored accounts to post timely payments and resolve billing discrepancies.
Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
Routinely filed recorded and submitted sales tax (TPT) to the appropriate jurisdiction.
Auditor 3
Arizona Department Of Revenue, ADOR
Phoenix, AZ
04.2018 - 04.2021
Complied with established internal procedures by examining reports, processes and documentation.
Developed and enforced audit policies and administrative and technical functions.
Interviewed business owners, explained audit scope and conducted exit interviews of audit findings.
Completed audit papers by thoroughly documenting audit tests and findings.
Reviewed accounts, resolved coding areas and tracked recurring expenses for accrual entry.
Examined and audited accounting and financial records with regard to compliance with personal property or business taxes as prescribed by law.
Made on-site visits to inspect business operations, activities and validity of business tax records, examining and assessing locally-situated personal property.
Prepared audit appointment letters, written audit findings and reports with recommendations.
Responded to taxpayer questions and helped individuals complete and file tax documentation.
Completed TPT audits and SKIP type investigations to check provided information.
Met with taxpayers and legal representatives to address and resolve concerns.
Director of Engineering at Courtyard & Residence Inn Marina Del Rey Brizo Bar & RestaurantDirector of Engineering at Courtyard & Residence Inn Marina Del Rey Brizo Bar & Restaurant