Versatile accounting expert with 9 years of experience, proficient in a range of business areas from financial reporting and auditing to accounts payables and receivables administration. Proven track record in team leadership and cross-functional collaboration, streamlining processes to enhance efficiency. Expertise in GAAP principles and tax compliance, ensuring accuracy and compliance in all financial operations.
Overview
20
20
years of professional experience
Work History
Accounting Specialist
KDC Construction
Orange, CA
04.2022 - 05.2025
Developed and documented business processes and accounting policies to maintain and strengthen internal controls.
Assessed data and information to check entries, calculations, and billing codes for accuracy.
Prepared month-end closing entries for detailed reporting and recordkeeping.
Created journal entries as needed to record transactions in the general ledger.
Generated weekly and monthly expense reports for senior management review.
Monitored cash activity, prepared cash flow statements and analyzed trends.
Assisted with the preparation of financial statements in accordance with generally accepted accounting principles.
Researched, documented, and resolved complex accounting inquiries from internal departments.
Ensured compliance with applicable laws, regulations, policies, procedures and standards.
Managed intercompany transactions and reconciled all intercompany accounts each month.
Prepared monthly bank reconciliations for multiple accounts.
Collaborated with other departments on various projects or initiatives that require cross-functional teams.
Prepared balance sheet reconciliations for review by management team.
Assisted with the preparation of internal audits by providing requested documentation.
Identified discrepancies between actual results and budget and forecast estimates.
Analyzed financial data to ensure accuracy of information and compliance with accounting principles.
Performed monthly, quarterly and annual closing activities for assigned areas.
AP Specialist Supervisor – Accounting Operations
Donahue Schriber Realty Group
Costa Mesa, CA
01.2021 - 04.2022
Selected and promoted by Executive Management during a period of organizational staffing reductions to supervise and lead the Accounts Payable team in processing high volume AP including corporate, construction, asset management/operations.
Verified contract draws; monitored cash management executing book transfers, domestic transfers, ACH, monthly credit card/ bank reconciliations using problem solving and streamlining processes.
Managed year-end 1099’s, sales tax usage, and other tax filings.
Managed team of experienced accountants while collaborating with all departments and implementing and executing departmental processes and procedures.
Chosen by senior management to lead a team of culture champions before, during and after COVID pandemic in order to enhance/sustain morale and teambuilding throughout the organization, overcoming challenges facing a remote workplace during a pandemic.
Construction Accountant – Construction Accounting
Donahue Schriber Realty Group
Costa Mesa, CA
01.2016 - 01.2020
Reporting to the Assistant Controller-Construction Accounting, responsible for the preparation of financials for multiple commercial retail TI construction projects, including processing of monthly progress payment applications, contract reconciliations, lien verifications/waivers, permitting and fee processing.
Managed and administered construction loans.
Completed annual forecasting for lease administration.
Accounts Payable Specialist
TQC
Placentia, CA
01.2015 - 01.2016
Performed three-way matching; updated purchase order log; entered vendor invoices/credits.
Conducted monthly reconciliations, identifying and resolving vendor issues, as necessary.
Performed ad-hoc A/P research and analysis.
Sales Manager – Retail
Caleres
Brea, CA
01.2008 - 01.2015
Managed team of employees, maintaining a positive environment while achieving high volume sales with a conversion rate of over 15%.
Managed cash handling.
Project Management Assistant
Fieldstone Homes, Inc.
Irvine, CA
01.2005 - 01.2008
Worked with project management to ensure costs were within budget while providing custom chosen materials to home buyers; assisted with contract administration and filing.
Education
Bachelor of Science - Business Administration/Accounting
University of Phoenix
12.2015
Skills
MS Office Suite
AvidXchange
MRI
ProCore
CMiC
Sage 300
Financial reporting
Accounts payable management
Bank reconciliation
Team leadership
Cross-functional collaboration
Data analysis
Problem solving
Attention to detail
Time management
Cost accounting
1099 preparation
ERP systems proficiency
GAAP principles
Sales tax reporting
Timeline
Accounting Specialist
KDC Construction
04.2022 - 05.2025
AP Specialist Supervisor – Accounting Operations
Donahue Schriber Realty Group
01.2021 - 04.2022
Construction Accountant – Construction Accounting
Donahue Schriber Realty Group
01.2016 - 01.2020
Accounts Payable Specialist
TQC
01.2015 - 01.2016
Sales Manager – Retail
Caleres
01.2008 - 01.2015
Project Management Assistant
Fieldstone Homes, Inc.
01.2005 - 01.2008
Bachelor of Science - Business Administration/Accounting