Diligent, energetic, and driven, accounting and finance graduate committed to continuous learning and growth.
Quickly learning new skills while accepting improvement feedback.
Eager to work within a dynamic team centered around a culture of diversity, and innovation.
Self-published author and ecommerce owner.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Accounting Assistant - Cost Accountant
Abayla Contracting Services
Livermore, California
08.2025 - Current
Reconcile bank accounts on a monthly basis, ensuring that transactions made are posted to their respective accounts.
Assisted our CPA firm in polishing our annual financial statements to accurately calculate tax liabilities.
Produced department and project-job costing reports for management to identify leverage points and bottlenecks in material, direct labor, and overhead spending.
Review and filter system data to deactivate projects that were completely inactive in prior years of operation.
Managed cash inflows and outflows by prioritizing outstanding items 60 days and older, improving visibility, and cash control.
Accounts Payable Clerk
Total Industries
Livermore, CA
10.2024 - 06.2025
Processed invoices and monthly bills by employing the three-way match method.
Filed dispute claims for unreceived inventory by comparing system entries with logistical information.
Participated in automation projects to create GL calculators and manual user forms for efficient data entry into the accounting system using VBA.
Prepared and delivered audit-ready financial documentation for senior management, ensuring compliance with reporting requirements and streamlining audit review processes for improved accuracy and efficiency.
Associate Personal Banker
Wells Fargo Bank, N.A
Dublin, CA
03.2024 - 07.2024
Providing advisory towards products and services for clients of diverse spectrums.
Contributing to maintain the company’s reputation by delivering exceptional customer service and decision-making on a consistent basis.
Establishing relationships with clients to build long-term connections and issue guidance on achieving financial-prosperity.
Manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations.
Accounting Intern
Tiret & Company, CPAS
South San Francisco, CA
06.2022 - 08.2022
Performed reconciliation processes, transaction data-entry for business checking / credit-card accounts, financial statement compositions, payroll / tax preparations, and prompt inspections of accounts receivable and payable entries utilizing QuickBooks and CSA.
Assisted personnel with projects pertaining to daily, monthly, quarterly, and annual accounting for public clientele.
Associate Banker
JP Morgan Chase
Belmont, CA
04.2019 - 11.2019
Balanced teller drawers and ATM cash.
Opened, closed, and updated accounts for customers.
Completed highly accurate, high-volume money counts using both manual and machine-driven approaches.
Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
Education
Bachelor of Science - Accounting & Finance
San Jose State University
San Jose, CA
05.2023
Associate of Science - Business Administration
College of San Mateo
San Mateo, CA
08.2020
High School Diploma -
San Mateo High School
San Mateo, CA
05.2018
Skills
Adobe Photoshop
Command Prompt
Creative Solutions Accounting Software (CSA)
DAX/Power Query
Excel
Lucid chart
Microsoft Office Suite
MYSQL/SQL
NetSuite
Net-Term Dealer Solutions (NDS)
Power BI
Product management
Python
QuickBooks
Quipware
Sage
Salesforce
Smartsheet
Tableau
Time Management
UiPath
Visual Basic Applications (VBA)
Certification
Bookkeeping Accounting
Data Analytics- Power Pivot/Queries, Power BI, Forecasting methods
Accounting Assistant and Office Manager at TMO Inc. & AFMI (A non-profit organization)Accounting Assistant and Office Manager at TMO Inc. & AFMI (A non-profit organization)