I'm a seasoned accounting and benefits professional well-versed in many types of bookkeeping and have a history of long-standing relationships with several Santa Barbara companies. I'm an effective communicator and a quick learner with strong interpersonal skills.
Overview
31
31
years of professional experience
Work History
Accounting / Benefits
Wood Glen Hall
Santa Barbara, California
08.2008 - 08.2022
Wood Glen Hall is a non-profit retirement facility in Santa Barbara.
Managed and implemented all phases of payroll for salaried and hourly employees.
Managed administration of employee benefits and compensation. Sourced providers of company benefits, including medical, dental, vision, disability and FSAs for dependent care and out-of-pocket medical expenses.
Oversaw third-party administrators for employee 401(k) accounts
Created monthly invoices for facility residents and managed receipt of all funds (using QuickBooks).
Managed full-cycle accounts payable process, ensuring timely and accurate payment to vendors and suppliers.
Reconciliations of all bank accounts
Worked with company's CPAs on annual audits
Director Accounting & Benefits
Fionda, LLC
Santa Barbara / Solvang, California
05.1999 - 05.2008
Fionda was a telecommunications LLC which created and oversaw various multi-level-marketing companies (telephone, internet, voip services, etc) operating in the telecom industry (no longer in business)
Directed the benefits, as well as providing in-house accounting for executives and staff. I worked with their tech, legal and finance directors in linking the MLMs to the company.
A/P, A/R: maintained accurate records of accounts receivable, payable and general ledger transactions.
Payroll: handled bi-weekly payroll services for company employees, including mlm commissions and benefits.
Banking: performed all bank reconciliations for multiple companies
Worked with company's CPAs on annual audits
General Manager
Earthing Bookshop
Santa Barbara, California
05.1991 - 10.1998
Earthling Bookshop was an independent bookstore (no longer in business
General Manager: managed all facets of the business (more details to follow)
Education
Bachelor of Arts - English Literature / Political Science
Arizona State University
Tempe, AZ
Skills
Accounting and Benefits administration
Payroll coordination and benefit organization
New employee enrollment and employee relations
Benefit development, documentation and reporting
Retirement plan management
Skilled in QuickBooks, Paychex, Excel
Excellent verbal and written communication, as well as relationship building
Timeline
Accounting / Benefits
Wood Glen Hall
08.2008 - 08.2022
Director Accounting & Benefits
Fionda, LLC
05.1999 - 05.2008
General Manager
Earthing Bookshop
05.1991 - 10.1998
Bachelor of Arts - English Literature / Political Science