Overview
Work History
Education
Skills
Languages
Timeline
Generic

Jose Chavez

Santa Barbara,CA

Overview

8
8
years of professional experience

Work History

Finance Manager

Auberge Resorts Collection
05.2023 - Current

As the sole finance manager on-site, my primary responsibilities involve overseeing the daily operations of the accounting department. In addition to helping the assistant finance director with day-to-day accounting tasks, I also assist in preparing financial statements, reconciling the balance sheet, monitoring cash flow, and managing internal controls along with month-end tasks.

Staff Accountant

Auberge Resorts Collection
01.2022 - 04.2023

Directly assisted the finance director and home office in the pre-opening and opening phases of the hotel. Immediate responsibilities involved overseeing multiple accounting aspects while training onboarding staff accountants and establishing efficient procedures. During standard operations, tasks involved auditing and supporting the assistant finance director with payroll, account reconciliation, month-end closing, and working closely with multiple departments on internal controls.

Staff Accountant

Auberge Resorts Collection
12.2020 - 04.2022

Supported various hotel accounting roles, including accounts payable, accounts receivable, revenue audit, and cashiering. Composed daily revenue reports and resolved day-to-day accounting issues.

Guest Services

Auberge Resorts Collection
05.2016 - 11.2020

As a bellman supervisor and front desk agent, I took on multiple roles within the guest services department. I supervised the bell and valet team, ensuring adequate staffing based on guest occupancy to maintain seamless operations. I also ensured our services and protocols aligned with the Forbes standards. Additionally, I collaborated closely with other hotel departments to coordinate guest services and attended weekly meetings for event activities.

Patient Access Representative

Adventist Health
05.2016 - 01.2023

Facilitated patient admission and discharge process while obtaining accurate personal demographics and financial information necessary to ensure faster claims. The role required multitasking and prioritizing tasks, including arranging patient transportation and frequent communication with multiple medical facilities.

Education

Bachelor of Science - Business Administration | Finance

Sonoma State University
Rohnert Park, CA
05.2024

Skills

  • Analytical and Critical Thinking
  • Multitasking Skills
  • Internal Controls
  • Account Reconciliation
  • Strategy Development
  • GAAP Compliance
  • Accounts Payable Management
  • Accounts Receivable Management
  • Financial Statement Preparation

Languages

English
Spanish

Timeline

Finance Manager

Auberge Resorts Collection
05.2023 - Current

Staff Accountant

Auberge Resorts Collection
01.2022 - 04.2023

Staff Accountant

Auberge Resorts Collection
12.2020 - 04.2022

Guest Services

Auberge Resorts Collection
05.2016 - 11.2020

Patient Access Representative

Adventist Health
05.2016 - 01.2023

Bachelor of Science - Business Administration | Finance

Sonoma State University
Jose Chavez