Professional Office Manager/Accountant offering versatile Accounting/office management skills, Strong planner and problem solver readily adapt to change, works independently and exceeds expectations. Able to juggle multiple priorities and meet deadlines without compromising quality. Structured accounting manager driven to go above and beyond to exceed corporate goals and lead teams to meet objectives. Adept in team training and development, highlighted several years of management experience within accounting field.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Office/Accounting Manager
United pipe and Steel fabrication
Bakersfield, CA
06.2024 - 03.2025
Process payroll in Paychex, review and submit
Review 401K contributions answer any employee questions
Work with Owner to apply for bank loans, line of credit, vehicle loans, equipment loans
Manage and communicate with employees for HR purposes
Review customer Purchase orders work with Contract Manager to red line and negotiate terms and conditions
Secure performance/payment bonds for client projects
Manage 3 personnel in the accounting department to ensure accurate financial, processing of AP payments, AR payments, collections
Request COI from insurance brokers to complete the process with clients
Manage and update health insurance policies, communicate with employees regarding eligibility and explain coverage
Order office Supplies as needed
Process credit card payments, reconcile credit card expenses for reimbursement or expenses
Manage IT outsourced team for servers, phone systems, folder management
Implement Monday.com for project management
Train and work with employees
Bank Reconciliation bank accounts, credit cards, line of credit, loans
Asset management – vehicles and equipment
Work with CPA office as needed
Process Sales tax quarterly and process liability reports to determine pre-payment amounts
Perform audit to determine if all county sales tax invoices are correct
Perform all HR functions – Hiring paperwork, firing paperwork, discuss with employees concerns and complaints
Perform audits on current processes to determine if more effective processes are warranted
QuickBooks clean up and perform audits on all customer accounts and vendor accounts
Implement new filing system to go paperless
Auto/Equipment/General Liability/Property Insurance policies to help the bottom-line revenue
Strengthening relationships with personnel and Management
Process 1099 and file yearly with IRS
Month end close with financial reporting
Year end close with financial reporting
Full evaluation of the P&L and balance sheet
Full Charge Bookkeeper
Barbich hooper king dill hoffman LLP
Bakersfield, CA
08.2022 - 06.2024
My primary responsibility is to maintain client’s general ledger and provide accounting services
Currently, in charge of 28 clients with daily, weekly, monthly, yearly duties
Full payroll processing with filing of 940,941,943 reports along with DE9, DE9C forms
Process Payroll EFTPS payments and EDD payments via QuickBooks or on agency websites
Process Sales Tax filings and process monthly prepayments as needed
Full Month end close with reports to clients
Process monthly/quarterly/yearly Workpapers as needed by client
Full evaluation of Balance Sheet and P&L for accuracy
Complete QuickBooks set up for new clients, set up Chart of Accounts
Bank Reconciliations along with Credit card reconciliations
Process 1099’s for year end
Provide reports and filing of all types of 1099s
Work closely with CPA to provide all items needed to file tax returns
Understand Balance sheet assets to process depreciation schedules for CPA as well as the collection of invoices for assets
Organize and process credit card statements and process reconciliation
Process payments for Accounts payable for clients as needed
Process Journal Entries as needed
Analysis Financial Reports with CPA to ensure accuracy before providing to clients
Accounts Receivable, Accounts Payable, collections on past due accounts receivable invoices
Onboard new payroll and accounting services
Onboard new employees, process paperwork, health insurance, vision, dental, 401K
Controller
Brandable Ventures LLc
West Hollywood, CA
01.2019 - 08.2022
Works directly with Owner to keep accurate accounting records
Coordinate with warehouses, sales team, marketing team, operations team on all projects
Update sales reports, inventory reports
Great project management in Monday.com and Google documents
Key results: Month end close, provide financials as needed
Process AP invoices, A/R & Collections, process reports, bank reconciliations in QuickBooks online
Process payroll for 7 employees, file payroll reports as needed with EDD
Coordinate with ADP payroll service
Review bank deposits, and organize Excel spreadsheet reports daily.
File CA sales tax and prepare accurate reports for Owner
Order inventory and packaging for product and coordinate shipments to warehouses
On board the new 3PL warehouse, analysis of inventory reports to determine if any errors by warehouses
Keep track of Owners personal expenses and pay personal bills as needed
Coordinate all activities of the business to ensure completion of projects
Large volume of emails daily, respond to customers as needed, communicate with all employees
Complete all employment paperwork for new hires, health insurance enrollment
Process new employee paperwork with payroll company
Handle all HR issues that might arise
Set up new companies with SOS, apply for sales tax accounts, sellers permit, formation of a company
Set up a new account in Amazon, PayPal, Stripe Merchant processing
Monitor and analysis of reports in HelpScout online to ensure proper handling of Customer Service
Accounting/Business Manager
Robb VICES
Malibu, CA
05.2018 - 04.2019
Works directly with CEO and CPA to have processes in place for a smooth operation all aspects of the business
Team player, excellent time management skills and very organized with great prioritization skills
Month end close, structure accounting system
Process AP invoices, A/R & Collections, process reports
Process payroll and manage benefits in TriNet system and ADP system
Health Insurance, Dental, Workers Comp, 401K management
Handle all HR issues with employees, onboard new employees
Assist CEO with Cash flow charts, budgets
Bank account reconciliation, credit card reconciliation
Inventory management of raw materials - finished goods in QuickBooks
Implement Inventory management structure in Shipstation and SKU Vault
Implement Office365 company wide
Manage a team of 2 Logistic personnel, 2 Customer Service personnel
Maintain and manage all vendor relations
Quarterly sales tax filing multiple states
Audit reports for ecommerce sales, churn analysis
Accounting Manager
Maddiebrit Products
Camarillo, CA
08.2013 - 05.2018
Works hand in hand with CEO and CFO to ensure smooth operation all aspects of the business
Maintain proper management of the accounting teams
Trust worthy team player, excellent time management skills
Manage an accounting team of 4 professionals, training, maintaining accuracy, proper work flow
Monthly close, maintenance of all accounting ledger including monthly review of all account reconciliation and journal entries
Responsible for accurate records of A/R, A/P, pay bills, A/R collections
Review of bank deposits, record accurate information into QuickBooks
Purchasing experience with raw materials, record builds in QuickBooks, maintain all inventory records
Maintain and manage all production of product with co-packers, blenders, warehouses
Inventory Management of raw material, finished goods in QuickBooks including Advanced Inventory
Monthly Inventory reconciliation
New inventory structure for more accurate accounting records
Maintain monthly ecommerce credit card reconciliation, daily maintenance of third-party software for Ecommerce with QuickBooks
Manage all EDI transactions for 3 warehouse locations
Set up new customers in our EDI system
Bank reconciliations, PayPal reconciliation, Distributor chargeback reconciliations