Results-driven accounting professional with 15+ years of progressive experience across multi-entity, multi-state organizations. Proven expertise in financial reporting, month-end close, sales and use tax compliance, audit support, and operational accounting. Strong partner to executive leadership with a track record of promotion and expanded responsibility.
Overview
20
20
years of professional experience
Work History
Assistant Controller
Naumann Hobbs Material Handling Corp
Phoenix
12.2021 - 01.2026
Trained and mentored junior staff on accounting principles and procedures.
Collaborated with department heads to analyze financial performance and trends.
Led three sales tax audits.
Coordinated audits with external firms to validate financial statements and records.
Assisted in implementing accounting software to streamline financial operations.
Led monthly balance sheet reconciliation and review recurring journal entries for prepaids, depreciation, accruals, and deferred revenue.
Partnered closely with VP of Accounting on month-end close, financial reporting, and annual audits, ensuring accuracy and timeliness.
Senior Staff Accountant
Naumann Hobbs Material Handling Corp
Phoenix
11.2019 - 12.2021
Promoted to Assistant Controller based on performance and expanded leadership responsibilities.
Manage sales and use tax compliance across 18 states, including registrations, licensing, research, and monthly/quarterly filings for complex large-scale projects.
Oversee accounting operations for multiple branches and two remote locations, ensuring consistent application of accounting policies and procedures.
Maintain business licenses in 35 jurisdictions and prepare annual Secretary of State filings.
Serve as a key escalation point for complex accounting issues and provide guidance to staff accountants.
Staff Accountant
Naumann Hobbs Material Handling Corp
Phoenix
03.2017 - 11.2019
Perform monthly gross margin and expense analysis for four departments across eight branches in three states, supporting leadership decision-making.
Collaborated with internal teams to resolve accounting discrepancies.
Supported audits by providing necessary documentation and reports.
Compiled and prepared journal entries to ensure accurate general ledger records.
Managed large amounts of financial data using balance sheets and profit and loss reports.
Staff Accountant
Salt River Project Employee Recreation Association
Tempe
11.2012 - 03.2017
Oversaw accounting operations for two remote locations, supporting managers, Controller, and Audit Committee.
Prepared monthly financial statements and performed comprehensive balance sheet and bank reconciliations.
Reconciled company checking and money market accounts and managed daily cash activity.
Prepared and submitted monthly Arizona Transaction Privilege Tax (TPT) returns.
Processed recurring journal entries for prepaid expenses, depreciation, accruals, and deferrals.
Managed inventory tracking, transfers, and write-downs through monthly reconciliation processes.
Administered monthly cell phone billing and employee chargebacks for 2,000+ employees.
Handled bi-weekly payroll deduction uploads, overrides, and maintenance for employee benefits.
Maintained employee records, processed status changes, and onboarded new employees.
Managed billing, credit card processing, and cash receipts for active, retired, and on-leave employees.
Performed complex account reconciliations, collections, and payment arrangements.
Supported annual audits through collaboration with the Controller and external auditors.
Staff Accountant
Capital Growth Properties
La Jolla
04.2006 - 07.2010
Managed full-cycle accounting (AP, AR, GL) for a portfolio of 27 commercial and residential properties.
Prepared monthly, quarterly, and annual financial statements for accuracy and timeliness.
Coordinated year-end close activities and prepared financials for CPAs, including audit and tax adjustments.
Performed daily treasury functions, including deposits, transfers, stop payments, and bank issue resolution.
Reconciled property-level bank accounts and managed loan activity and debt service payments.
Performed triple-net (NNN) reconciliations, tenant chargebacks, late fee calculations, and CPI rent escalations.
Generated monthly tenant billing statements and maintained accurate rent rolls.
Set up new properties in the accounting system and maintained property records.
Education
Bachelor of Science - Accounting, Finance
Columbia College
Skills
Microsoft Excel
Quipware
QuickBooks
Sales & Use Tax (Multi-State)
Balance Sheet Reconciliations
Audit Preparations & Support
Journal Entries & Accruals
Expense & Margin Analysis
Multi-Entity Accounting
Licensing & Regulatory Filings
Process Improvement
Notary Public, State of Arizona
Timeline
Assistant Controller
Naumann Hobbs Material Handling Corp
12.2021 - 01.2026
Senior Staff Accountant
Naumann Hobbs Material Handling Corp
11.2019 - 12.2021
Staff Accountant
Naumann Hobbs Material Handling Corp
03.2017 - 11.2019
Staff Accountant
Salt River Project Employee Recreation Association