Alexis Gutierrez
QB Winery Solutions
Rancho Cucamonga,CA
3
years of professional experience
Resourceful Accountant offering 5 years of experience managing the books for small to medium sized businesses with a versatile skillset. Recognized for excellent attention to detail, adaptability, and proactive approach in delivering effective solutions. Pursuing a full-time role that presents professional challenges utilizing effective time management, interpersonal skills, and problem-solving expertise.
Work History
Accountant
2 Years- Utilizes Quickbooks to manage financial operations for several small-to-medium wineries, handling bank and credit card reconciliations, monitoring A/R & A/P, and inventory management.
- Maintains clients cost accounting files for accurate COGS financial reporting and decision-making support through winemakers’ software, Innovint.
- Prepares monthly, quarterly, and annual financial reports, including Balance Sheet, Profit & Loss, and Statement of Cash Flows.
- Communicates with clients on regular basis to ensure all day-to-day accounting was being performed timely and accurately.
- Collaborates with cross-functional teams to develop and update SOPs, provide research support and feedback on emerging topics within the industry, and improve presentation materials.
Administrative Assistant
4 Months- Supported supervisors and CPA partner through coordinating meetings and scheduling appointments.
- Assisted in the preparation of regularly scheduled reports.
- Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
- Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
Seasonal Tax Preparer
1 Month- Maintained completed records of client tax returns and supporting documentation in secured areas.
- Reviewed client tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Reduced errors through meticulous review of financial documents and double-checking calculations.
- Offered clients recommendations to reduce tax liabilities.
Education
Bachelor of Arts - Accounting
Skills
Account Reconciliation
Strong Interpersonal Skills
Financial Reporting
Analytical & Critical Thinking Skills
GAAP Accounting
Journal Entries
Timeline
Accountant
QB Winery Solutions
10.2022 - 10.2024Read More
Administrative Assistant
Kho & Patel, CPAs
06.2022 - 10.2022Read More
Seasonal Tax Preparer
Dragon Tax & Management Inc
03.2022 - 04.2022Read More
University of La Verne
Bachelor of Arts from Accounting
Read More