Maintain accurate financial records, including monthly reconciliations, journal entries, and preparation of income statements and balance sheets.
Manage full-cycle accounts payable and receivable, including vendor onboarding, invoice coding, payment processing, and donor revenue tracking.
Assist with payroll processing, benefit allocations, and related journal entries.
Track grant-related income and expenditures, ensuring compliance with funder restrictions and timely reporting.
Provide detailed invoices and expense reports to affiliated nonprofit partners, and collaborate with their accounting teams to reconcile balances and apply payments in both their systems and ours.
Support annual audit by preparing schedules, gathering documentation, and responding to auditor requests.
Help prepare internal financial reports and support annual budgeting by collecting departmental data and monitoring actuals vs. budget.
Collaborate with cross-functional teams to ensure alignment between financial data and programmatic activities.
Identify and implement process improvements to enhance efficiency in day-to-day accounting operations.
Staff Accountant
Illumination Foundation
01.2023 - 2024
Manage end-to-end payroll processes, ensuring timely and accurate payments while adhering to company policies and legal requirements
Collaborate with HR and finance teams to implement payroll changes, such as tax updates, benefit deductions, and salary adjustments
Oversee all employee benefits administration, including health insurance, retirement plans, and 401(k) contributions
Submit 401(k) contributions, benefit payments, and required reporting to providers after each pay period to ensure compliance and timeliness
Reconcile benefits deductions and payments with payroll records to ensure accuracy in financial reporting
Manage labor allocations and ensure timecards or labor registers are accurately reflected in invoices to federal and state funders
Coordinate with executive team, purchasing, and payroll to align time tracking and program purchases with grant requirements, ensuring allowable costs are properly billed
Resolve discrepancies with funders and partners by investigating payment issues, providing account statements, and coordinating collections
Manage the full accounts receivable (AR) cycle, ensuring timely and accurate invoicing, payment application, and collections
Reconcile federal, state, and private grant funding with program budgets and financial reports to ensure compliance with regulations
Record accruals for earned but unbilled revenues, ensuring proper revenue recognition per accounting standards
Work closely with auditors during federal and internal audits, providing necessary documentation and responding to inquiries
Assist in preparing monthly, quarterly, and annual financial reports, contributing to cash flow forecasting and grant compliance monitoring
Operations Supervisor
Doma, Holdings Corp
01.2020 - 01.2023
Implementing mentoring programs to promote positive feedback and engagement
Contributing to process enhancements based on performance metrics
Establishing, maintaining and cascading standard KPI’s and scorecards to various departments
Executing operational changes effectively and as necessary based on business and performance needs
Providing capacity planning and real-time support for associate hiring and assignment
Assisting in the development of efficient and well-documented processes and Standard Operating Procedures
Implementing strategic improvements to team’s processes, culture and structure
Partnering with the product and sales teams to improve the end-to-end user experience and drive higher volume
Planning and delivery on roadmaps, manage project schedules, identify risks, and collaborate with stakeholders
Utilizing department performance dashboards to measure team’s progress and ensuring its success against key metrics
Quality Assurance Analyst
First American Title Insurance Company
01.2017 - 01.2020
Managing strategic projects and supporting operations initiatives
Understanding and prioritizing work based on value and urgency of the matter at hand
Investigating facts and issues of a claim to determine coverage under policy
Engaging with the project/development/operations teams during the project implementation phase and continuing as point of contact for ongoing support and maintenance
Working with the project/development/operations team to assist with testing of new or enhanced features and integrations
Serving as a subject matter expert to recommend alternatives and provide risk assessments
Helping maintain data integrity in systems by periodically running queries and analyzing data
Title & Curative Manager
Unisource Title & Escrow
01.2014 - 01.2017
Responsible for Office Services, including maintaining office equipment and purchasing office supplies
Participating in investigations, personnel meetings, counseling meetings, and performance evaluation meetings
Supervising reception, administrative and secretarial support staff
Completing a pre-closing checklist before handing transaction off to Escrow Officer/Closer to initiate the closing
Identifying ongoing compliance issues, process weaknesses and inefficiencies to streamline processes
Receiving, reviewing and inputting data into closing system from beneficiary statements or demands
Ensuring proper escalation paths are followed to achieve highest levels of customer satisfaction
Immunization Program Accountant at Maricopa County Department Of Public HealthImmunization Program Accountant at Maricopa County Department Of Public Health