JOSE MURALLES
Lamont,CA
Summary
Forward-thinking Controller excited to bring 10 year background new organization. Expert in setting financial targets and devising strategies to improve internal controls, standards and processes. Successful in advising business executives on financial strategies driving short-term and long-term growth. Accomplished in reducing expenses, streamlining financial operations and improving reporting functions for nonprofit and private industries.
Overview
15
15
years of professional experience
Work History
Tax Accountant (Seasonal)
Daniels Phillips Vaughn & Bock
01.2016 - Current
- Prepared federal and state income tax returns for individuals, businesses, trusts, estates and non-profits.
- Conducted tax reviews and compilations to identify potential exposure areas and provided suggestions.
- Ensured compliance with federal, state, and local tax requirements by researching relevant legislation and applying necessary adjustments to client accounts as needed.
- Assisted colleagues with challenging cases, sharing knowledge and expertise to ensure the best possible outcomes for clients.
- Conducted thorough reviews of financial records to ensure accuracy in reporting income, deductions, and credits.
- Reduced client tax liabilities through diligent research and application of applicable tax laws.
- Successfully resolved IRS disputes by gathering supporting documentation and effectively communicating with government officials.
Controller
Rancho Tree Service
09.2022 - 09.2023
- Oversee the financial health of the company and financial reporting process
- Ensure compliance accurate timely with appropriate GAAP standards, internal controls, and regulatory requirements
- Funnel Expenses and Income projections from their respective departments into one centralized location that are essential to creating departmental and company wide budgets. Something new for Rancho.
- Maximize return and protection on financial assets by establishing financial policies, procedures, controls, and reporting systems
- Working closely with owners, Vice President, and senior leadership to provide ongoing financial oversight across all departments
- Set up a financial structure to encompass the accounting cycle and structure to produce financial Statements on a monthly and yearly basis
- Prepare the tax return for the company and sister entities.
- Created and distributed reports on internal and external finances, audits, and budgets.
- Managed payroll data entry and processing for 450 employees to comply with predetermined company guidelines.
- Accurately completed financial statement audits and thoroughly reviewed results.
- Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
- Managed budgets, assets, portfolios, accounts payable, and receivable and general financial reporting procedures.
Controller
Goodwill Industries of South-Central California
01.2022 - 09.2022
- Oversee all accounts, ledgers, and reporting systems ensuring compliance with appropriate GAAP standards and regulatory requirements
- Establish and maintain internal controls and safeguards which verify the integrity of all systems, processes and data
- Coordinate all internal and external audit activity
- Oversee biweekly payroll
- Oversee all financial, project/program and grants accounting; ensure that expenditures are consistently aligned with program budgets throughout the program period; collate financial reporting materials for government, corporate, and foundation grants
- Manage organizational cash flow forecasting by working in partnership with senior leadership; continuously collaborate with senior leadership to assess the financial efficacy of program operations and establish finance and administrative systems to support program operations
- Oversee all Monthly, Quarterly and Annually submitted Reports (Internal and External).
Controller
Cesar Chavez Foundation Robert F. Kennedy Medical Plan & Juan De La Cruz Pension Plan
03.2021 - 01.2022
- Manage two trust funds (Accrual & Cash Basis)
- Calculate medical benefits for members based on eligibility
- Produce Monthly Financial Statements & present to plan administrator & to the board of trustees
- Manage, Serve, mentor and supervise staff
- Produce bi-weekly payroll
- Full Accounts Payable and Accounts Receivable
- Heavy use of Microsoft Excel, Access and QuickBooks
- Produce monthly Medical and Pension Eligibility reports
- Manage all Financial related activity and communication from Government Entities and Audits.
Accountant
Kern County-Department of Public Works
06.2018 - 03.2021
- Governmental Fund accounting for all programs and services related to Human Services and the Administration
- Audits on County departments and other assigned agencies
- General Ledger maintenance and account reconciliation
- Assign, supervise and review work of Fiscal clerical staff
- Prepare and review cost/allocation plans, analyze and prepare depreciation schedules
- Perform financial monitoring of contracted service providers
- Prepare various financial statements/cost and written reports and/or assist in the preparation of the county annual comprehensive financial statements
- Preparation of the departmental county budget
- Submitting the County Expense Claim (CEC)
- Assist in transition from in house accounting system and software to Oracle Raspberry Pi.
Accountant
Frost Sales & Transportation
01.2017 - 12.2020
- Complete Accounting cycle for a total of four Ag and transportation companies
- Advanced use of Microsoft Excel
- Work directly with the president and vice president of the company to budget, forecast, and maximize profits
- Mentor and supervise staff
- Dispatch trucks for all accounts.
Staff Accountant
Americana Tax Service
05.2016 - 12.2016
- Prepare various types of tax returns for both individuals and corporations
- Verify and manage daily cash and payment receipts for all departments (Tax, Insurance, & Immigration)
- Use of Tax Wise software at an expert level
- Interview clients and potential clients and gather information pertaining to filing their tax returns.
Tax Intern
Brown Armstrong CPA's
01.2016 - 04.2016
- Prepare various types of tax returns for both individuals and corporations
- Work in sync with tax managers and partners to complete returns with priority and in a timely manner
- Use of Lacerte, ProFx, Adobe Acrobat and Fixed assets
- Advanced use of Excel.
Store Manager
MetroPCS
01.2009 - 03.2014
- Sales Forecasting and budgeting; attention to detail; independent judgment
- Inventory management and bookkeeping using QuickBooks
- Made purchase orders and tracked them to accounts payable and to inventory
- Coached the team in strategies to increase performance and achieve goals periodically
- Analyze & review sales reports to seek areas of improvement, report & present the information.
Education
Master's in Business Administration -
California State University Bakersfield
12.2020
Bachelor of Science, Business Administration, Concentration in Accounting & Finance -
California State University Bakersfield
03.2015
Associates in Science, Business Administration -
Bakersfield College
06.2013
Skills
- Fluent in English and Spanish
- QuickBooks
- Proficient in Microsoft Office: Microsoft Word, Excel, Database, & PowerPoint
- Excellent communication, organizational, and project & time management skills
- Corporate Tax Filings
- Federal and State Tax Returns
- Tax Return Preparation
- Tax Credits and Deductions
- General Ledger Reconciliations
- Research and Documentation
- Tax Computing
- Financial Forecasting
- Policy Planning
- Accounting Management
Accomplishments
- Exceeded 2022 revenue goals by 54%.
Professional Organizations
- University Accounting Association, Membership Coordinator; Alumni Relations, 2013, 2016
- MBA Alumni Chapter, Community Outreach Committee, 2023, Present
- CalCPA Bakersfield Chapter, Member & Volunteer, 2012, Present
- National Society of Leadership & Success, Member & Volunteer, 2020, Present
- Active Bakersfield Alliance, Chief Financial Officer, 2020, Present
Languages
Spanish
Native or Bilingual
Timeline
Controller
Rancho Tree Service
09.2022 - 09.2023
Controller
Goodwill Industries of South-Central California
01.2022 - 09.2022
Controller
Cesar Chavez Foundation Robert F. Kennedy Medical Plan & Juan De La Cruz Pension Plan
03.2021 - 01.2022
Accountant
Kern County-Department of Public Works
06.2018 - 03.2021
Accountant
Frost Sales & Transportation
01.2017 - 12.2020
Staff Accountant
Americana Tax Service
05.2016 - 12.2016
Tax Accountant (Seasonal)
Daniels Phillips Vaughn & Bock
01.2016 - Current
Tax Intern
Brown Armstrong CPA's
01.2016 - 04.2016
Store Manager
MetroPCS
01.2009 - 03.2014
Master's in Business Administration -
California State University Bakersfield
Bachelor of Science, Business Administration, Concentration in Accounting & Finance -
California State University Bakersfield
Associates in Science, Business Administration -
Bakersfield College
Similar Profiles
Andres PantojaAndres Pantoja
Staff Accountant at Daniells Phillips Vaughan&BockStaff Accountant at Daniells Phillips Vaughan&Bock
Mia ParkerMia Parker
SUMMER NANNY at Alisha S. Vaughn, M.D. and Chris VaughnSUMMER NANNY at Alisha S. Vaughn, M.D. and Chris Vaughn
Krista MacridesKrista Macrides
Office Assistant at Bock PlumbingOffice Assistant at Bock Plumbing
Carla IbarraCarla Ibarra
Hairstylist at Great ClipsHairstylist at Great Clips
Axel PulidoAxel Pulido
Real Estate Agent at Keller Williams RealtyReal Estate Agent at Keller Williams Realty