Detail-oriented financial professional adept at streamlining financial operations, AP and AR operations, as well as inventory management. Good mathematical, communication and problem-solving abilities. Advanced skills in Quickbooks Online and Microsoft Excel. Conversationally fluent in Spanish.
Work History
Internal Controller
Kaival Brands Innovations Group, Inc.
02.2022 - Current
Ensured accurate accounting by entering Accounts Payable, Accounts Receivable, and daily bank transactions.
Supervised excise tax filings for more than 30 states each month.
Streamlined annual audit process, working closely with external auditors to ensure accurate representation of company's financial position.
Prepared weekly cash flow, A/R, and A/P reports.
Input financial data and reconciling journal entries using Quickbooks Online and Zoho Books.
Assisted in preparation of financial statements, providing detailed account reconciliations and analysis.
Supported month-end closing activities, ensuring accuracy in financial records and adherence to deadlines.
Accounts Manager
Kaival Brands Innovations Group, Inc.
12.2020 - 02.2022
Recorded accurate and efficient records in customer database for more than 500 customers.
Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
Reduced outstanding account balances through diligent follow-up on past due invoices.
Co-Owner | Accountant
Premium Cabinet Design, LLC
01.2015 - 01.2023
Ensured accurate record-keeping for financial transactions, maintaining organized documentation for tax and legal filings.
Assisted with day-to-day operations, working efficiently and productively.
Senior Bookkeeper
System Six Bookkeeping
12.2018 - 02.2021
Maintained account accuracy by reviewing and reconciling accounts monthly for multiple clients.
Developed monthly, quarterly and annual profit and loss statements and balance sheets.
Streamlined month-end closing process by implementing more efficient procedures for reconciling account balances and generating financial statements.
Managed and responded to correspondence and inquiries from clients, customers, and vendors.
Project Manager | Full-charge Bookkeeper
23 KAZOOS
01.2013 - 01.2015
Facilitate management of clients’ social media projects and newsletters.
Financial reports & bank reconciliations.
Accounting Manager
JD RANKIN & ASSOCIATES
01.2006 - 01.2008
Accounts Payables and Receivables using Quickbooks.
Accounts Payable Administrator
BOC EDWARDS
01.1999 - 01.2003
Accounts Payable using MS Access.
Facilitate communication with vendors, including purchasing issues
Education
Bachelor of Science - Accountancy
Arizona State University
Tempe, AZ
05.2003
Bachelor of Science - Computer Information Systems
Arizona State University
Tempe, AZ
05.2003
Skills
QuickBooks Online
Microsoft Excel
Accounts Payable
Accounts Receivable
Account Reconciliation
Audit preparation
Preparing financial statements
Organizational Skills
Data Tracking
Cash Flow Forecasting
General ledger accounting
Timeline
Internal Controller
Kaival Brands Innovations Group, Inc.
02.2022 - Current
Accounts Manager
Kaival Brands Innovations Group, Inc.
12.2020 - 02.2022
Senior Bookkeeper
System Six Bookkeeping
12.2018 - 02.2021
Co-Owner | Accountant
Premium Cabinet Design, LLC
01.2015 - 01.2023
Project Manager | Full-charge Bookkeeper
23 KAZOOS
01.2013 - 01.2015
Accounting Manager
JD RANKIN & ASSOCIATES
01.2006 - 01.2008
Accounts Payable Administrator
BOC EDWARDS
01.1999 - 01.2003
Bachelor of Science - Accountancy
Arizona State University
Bachelor of Science - Computer Information Systems