Driven management and accounting professional adept at guiding organizational growth through robust financial strategies and management. Well-versed in recognizing operational inefficiencies and risks and improving internal controls, standards and procedures.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Senior Accountant
Olson Remcho, LLP
Sacramento, CA
10.2023 - Current
Prepare monthly financial reports for management review.
Manage monthly closing, reporting and reconciliation functions.
Reconciled bank statements to general ledgers on a monthly basis.
Managed and prepared journal entries and reconciliations to support monthly general ledger closing activities.
Controller/Human Resources Manager
Sierra Pacific Lithographics, Inc.
Sacramento, California
05.2022 - 10.2023
Manage the recruiting, onboarding, and training of new employees.
Track employee skill sets, training, attendance and production using the Paylocity Portal to identify areas of improvement.
Facilitate Employee Performance Reviews and skillset development for all employees
Implement team building exercises and activities to boost employee moral
Coordinate employee appreciation events to celebrate birthday, anniversaries and other milestones
Process weekly payroll using Paylocity and administration of benefits using Ease
Monitor and reconcile company's accounts, General Ledger, assets, liabilities, inventory valuation, and insurance
Oversee vendor onboarding and customer credit approval applications
Audit projects to ensure all time and costs are accounted for company's job cost accounting and bill projects upon completion
Manage daily deposits and oversee accounts payable and receivable
Oversee cash flow of $8M in sales, $2M in payroll and $5M in accounts payables
Monitor accounts receivable and payable activity to ensure proper reconciliation of accounts
Project/Production Manager
Sacramento Furniture Restoration
Rancho Cordova, California
05.2021 - 05.2022
LithographicsRemcho
Create processes and works flows to increase production and company profitability
Develop and maintain data spreadsheets and pivot tables to assess company production to identify areas of improvement
Order shop supplies to ensure that production deadlines are met
Respond to customer inquiries for service and restoration of their furniture
Assist owner with making sales restoration service
Data Entry/Bookkeeping in Quickbooks Online & monthly reconciliation of accounts
Create and manage company's Instagram account using Later.com
Plan and forecast company production on a weekly basis and ensure company production goals are met
Estimate and implement job costing and budget parameters
Audit jobs prior to billing to ensure all time and costs are accounted for
Manage all production staff and oversee each department to ensure project deadlines are met.
Insurance Sales Agent
Ryan Maguire Insurance Agency
West Sacramento, California
07.2019 - 10.2020
Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts
Use SalesForce and State Farm DOS Software to Calculate premiums and establish payment method
Call policyholders to deliver and explain policy, analyze insurance program and suggest additions or changes, or to change beneficiaries
Confer with clients to obtain and provide information when claims are made on a policy
Develop marketing strategies to compete with other individuals or companies who sell insurance
Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms
Explain features, advantages and disadvantages of various policies to promote sale of insurance plans
Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage
Monitor insurance claims to ensure they are settled equitably for both the client and the insurer
Perform administrative tasks, such as maintaining records and handling policy renewals
Seek new clients and develop clientele by networking to find new customers and generate lists of prospective clients
Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, and property.
Notary Signing Agent
Self Employed
Atlanta, Georgia
11.2015 - 06.2019
Communicate with mortgage vendors to obtain loan documents
Confirm signing appointments with either borrower or seller
Verify the identity of the signer and witness and or/notarize the documents in the loan
Coordinate timely return of signed loan documents by scanning and transmitting as well as schedule Fedex/UPS Pickup of Documents.
Paralegal/Office Manager
Eden Fesshazion, LLC
Avondale Estates, Georgia
10.2016 - 10.2018
Draft Motions, Orders and other legal documents for review and signature
File documents using Odyssey E-File and other e-filing websites appropriate to each county in which cases were heard
Maintain attorney's calendar and schedule cases for hearing
Maintain accurate trust account records to include deposits and payments
Reconcile bank statements and maintain general ledger.
Controller/Bankruptcy Paralegal
FesshazionLater.comSlomka Law Firm
Atlanta, Georgia
02.2011 - 05.2016
Reconcile Monthly Bank Statements using Quickbooks Pro 2016
Oversee the ordering of office supplies and materials
Manage accounts payable and accounts receivable
Process biweekly payroll
Meet with clients to develop retainer down payment and monthly payment installments prior to case preparation and filing
Develop and oversee marketing strategies and budgets to obtain new clients to include internet, radio, and direct mail marketing measures leading to an increase of revenue of approximately $30,000.00 per month
Prepare Chapter 7 and 13 Bankruptcy Petitions in Best Case and file case documents electronically via Pacer
Prepare motions and orders to be filed with the court electronically
Maintain multiple attorney dockets and schedule hearings on filed motions. Coordinate with local colleges to develop a Paralegal Intern program with opportunities for hire.
Education
BBA - Management
Strayer University
Online
03-2024
High School Diploma -
New Kent High School
New Kent, VA
06.2003
Some College (No Degree) - Paralegal Studies - 120 Credits
Bryant And Stratton College
Richmond, VA
Skills
GAAP Understanding and Implementation
Paylocity
QuickBooks
Quickbooks Enterprise
QuickBooks Online
Quicken
Contract Negotiation
Advanced Microsoft Excel and Word Skills
Adobe Creative Suite
Talent Management
Leadership
Organizational skills
Employment & labor law
Analysis skills
Succession planning
Time management
HRIS
Communication skills
Data entry
Six Sigma principles
Timeline
Senior Accountant
Olson Remcho, LLP
10.2023 - Current
Controller/Human Resources Manager
Sierra Pacific Lithographics, Inc.
05.2022 - 10.2023
Project/Production Manager
Sacramento Furniture Restoration
05.2021 - 05.2022
Insurance Sales Agent
Ryan Maguire Insurance Agency
07.2019 - 10.2020
Paralegal/Office Manager
Eden Fesshazion, LLC
10.2016 - 10.2018
Notary Signing Agent
Self Employed
11.2015 - 06.2019
Controller/Bankruptcy Paralegal
FesshazionLater.comSlomka Law Firm
02.2011 - 05.2016
BBA - Management
Strayer University
High School Diploma -
New Kent High School
Some College (No Degree) - Paralegal Studies - 120 Credits
Bryant And Stratton College
Volunteer Experience
Ruth & Boaz, 2007, Volunteered as a General Education Tutor
Fulton County CASA, 2015, 2017, Volunteered as a Court Appointed Special Advocate Guardian Ad Litem for At-Risk Youth.