Business-focused accountant known for accuracy, problem-solving, and dependable support across reconciliations and reporting. Extensive experience with general ledger, bank statements, cash projections, and audit preparation, along with efficient handling of A/P, A/R, and payroll.
Overview
1
1
Certification
15
15
years of professional experience
Work History
Accountant
Thompson and Harvey Bay Area, LLC
Santa Maria, California
10.2011 - Current
Prepared financial statements for management reporting.
Aligned bank records with ledger accounts to ensure financial integrity. with ledger accounts for Thompson and Harvey Bay Area LLC.
Managed accounts payable to ensure timely payments to vendors. and accounts receivable transactions.
Supported month-end close activities and ledger reviews.
Reviewed invoices, receipts, and expense coding for accuracy.
Administered accounts receivable to enhance cash flow and strengthen customer relationships. and payable, reconciled bank statements, and prepared financial reports.
Created timely and accurate journal entries for month-end close processes.
Performed general ledger reconciliations on a timely basis.
Monitored cash flows and prepared weekly cash projections.
Coordinated with external auditors during the annual audit process by providing requested documents and responding to inquiries in a timely manner.
Managed accounts payable and receivable, improving cash flow management.
Investigated and resolved billing issues to maximize cash flow and minimize liabilities.
Developed staff expense and reimbursement tracker to reduce user errors and increase reporting accuracy.
Diminished financial discrepancies and accurately reconciled accounts using detailed data analysis results.
Tasting Room Associate
Rancho Sisquoc Winery
Santa Maria, California
07.2011 - 11.2026
Greeted guests in tasting room with warm Rancho Sisquoc Winery hospitality
Led engaging wine tastings, highlighting varietals, vintages, and flavor notes to enhance guest enjoyment.
Educated customers on wine varieties, enhancing their appreciation and understanding of selections.
Provided in-depth knowledge of wine production and tasting notes, enriching customer experiences and fostering appreciation.
Built rapport with guests, ensuring satisfaction and encouraging repeat visits.
Answered visitor questions about wines, winery history, and estate grounds
Processed customer orders quickly and accurately while maintaining excellent customer service standards.
Ensured tasting room remained clean and organized, promoting a pleasant environment for guests.
Regularly restocked supplies and maintained presentation standards to enhance customer experience.
Processed wine sales through point-of-sale system and handled cash transactions
Supported wine club members with sign-ups, orders, and account updates, ensuring satisfaction and loyalty.
Supported special events, private tastings, and seasonal winery promotions
Communicated with incoming guests to offer assistance and friendly service.
Performed opening and closing duties according to established procedures.
Ensured compliance with all applicable laws concerning alcohol sales and service.
Participated in off-site events such as festivals and other public gatherings representing the winery's brand professionally.
Education
Bachelor of Science - Business Administration
The University of Montana
Missoula, MT
03-1990
Skills
Accounts payable
A/P and A/R
Cash flow management
Bank reconciliation
General ledger
Month-end close
Journal entries
Payroll management
Payroll administration
Invoice processing
Attention to detail
Problem solving
Certification
Certified Professional Bookkeeper from American Institute of Professional Bookkeepers