Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Jesse Chavez

Vancouver,WA

Summary

Accounting Manager with 5 years of experience in senior accounting roles. Expertise in month-end close, accounts receivable and payable processes, FG inventory accounting, and financial statement analysis. Skilled in performing account reconciliations and leading audits and ERP system transitions. Strong background in bookkeeping, financial analysis and ensuring accurate financial reporting.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Accounting Manager

United Olive Oil Import, Inc.
Seattle, WA
09.2024 - Current
  • Led External Audits and Financial Statement Reviews.
  • Performed accounting for new ecommerce sales channel using Shopify, Amazon Seller, and Walmart Seller reporting.
  • Led ERP transition from QB to NS for subsidiary.
  • Created and maintained a weekly Cash Flow Forecast report.
  • Reduced days for month-end close processes from 15 to under 10.
  • Supervised one finance team member.

Senior Accountant

United Olive Oil Import, Inc.
Seattle, WA
04.2023 - 08.2024
  • Performed Accounts Payable function including weekly aging review and payments.
  • Performed monthly Borrowing Base Certificate creation and submission.
  • Assisted in annual Federal and State Tax filing.
  • Performed balance sheet reconciliations and adjustments, including working capital accounts.
  • Implemented Month-end Close process with accruals and documentation.
  • Led ERP transition from QB to NS, including new Chart of Accounts, balance and transaction data imports.

Senior Accountant

C3 Worldwide, LLC
Seattle, WA
05.2020 - 04.2023
  • Filed monthly WA State B&O taxes for C3 and Coal, GST for C3.
  • Led ERP transition for subsidiary from QB to Full Circle, including new chart of accounts, balance and transaction data imports.
  • Improved accounting processes within subsidiary, including receivable turnover, 3-match for inventory purchases and receiving, and accruals for sales tax and commissions.
  • Reduced days for month-end close processes from 10 to 5.
  • Assisted in annual operating expense budgeting.
  • Assisted in seasonal product line item updates, customer order forms, and factory purchase orders.
  • Trained Accounting Assistant and replacement Senior Accountant.

Staff Accountant

C3 Worldwide, LLC
Seattle, WA
05.2019 - 04.2020
  • Performed month-end close, including bank reconciliations, related party payables and receivables reconciliations, and sales commission reports.
  • Processed all vendor invoices for both C3 and Coal including expense reports.
  • Created invoices for all Inline and Custom Coal customers and followed up with statements significantly improving AR turnover.

Tax Associate

Newman Dierst Hales, PLLC
Seattle, WA
05.2018 - 04.2019
  • Prepared Forms 1040; 1120, 1120S, 1065 tax returns during spring deadline season and fall extension deadline season using Thomson Reuters UltraTax CS, Accounting CS, and other accounting applications.

Tax Associate

Peterson Sullivan, LLP
Seattle, WA
06.2017 - 05.2018
  • Prepared Forms 1040; 1120, 1120S, 1065 tax returns during spring deadline season and fall extension deadline season using CCH ProSystem Engagement, Axcess, Document, and other accounting applications.

Staff Accountant

Dinerware, LLC
Seattle, WA
01.2014 - 07.2016
  • Performed month-end close with bank reconciliation and adjusting entries.
  • Created and invoiced customer sales and followed up with collections.
  • Managed the POS equipment inventory held for customer leasing.
  • Performed Accounts Payable entry.
  • Managed month-end close, payables, and receivables post-acquisition – supervising two team members and reporting to the out-of-state corporate office for 3 months.

Education

Master of Professional Accounting -

Seattle University
06.2017

Skills

  • Journal entries and reconciliations
  • Accounts receivable and payable
  • Accruals and depreciation
  • Month-end close processes
  • Financial statement analysis
  • Cash flow forecasting
  • NetSuite and QuickBooks proficiency
  • MS Office Suite proficiency

Certification

CPA License, 10/01/18, Washington State Board of Accountancy

Timeline

Accounting Manager

United Olive Oil Import, Inc.
09.2024 - Current

Senior Accountant

United Olive Oil Import, Inc.
04.2023 - 08.2024

Senior Accountant

C3 Worldwide, LLC
05.2020 - 04.2023

Staff Accountant

C3 Worldwide, LLC
05.2019 - 04.2020

Tax Associate

Newman Dierst Hales, PLLC
05.2018 - 04.2019

Tax Associate

Peterson Sullivan, LLP
06.2017 - 05.2018

Staff Accountant

Dinerware, LLC
01.2014 - 07.2016

Master of Professional Accounting -

Seattle University

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