Misty Dragon
San Diego,CA
Summary
Compassionate non-profit leader, focused on lifelong learning and improvement. I bring to the table decades of private/public non-profit service, including 501(c)3, 4 & 6 organizations. I employ critical thinking in decision making, communications and interactions. Experience spans start-up (completing Form 1023), software conversions, full cycle accounting, internal and external audits, preparing and filing Form 990 as a tax preparer. I enjoy mentoring and developing teams, technology and workflow analysis, budgeting and strategic planning. I enthusiastically embrace "no drama" team building with emphasis on problem solving, learning and mutual trust.
Overview
25
25
years of professional experience
Work History
Senior Accountant
FEEDING SAN DIEGO
SAN DIEGO, CA
01.2022 - Current
- Company Overview: Organization with 80 employees and $102 million yearly revenue
- Https://www.feedingsandiego.org
- Prepare financial reporting and workbooks for external audit and 990 return preparation, Property Tax return, 1099 filings, CalFresh grant reporting
- Month-end and year-end balance sheet reconciliations, payroll, transaction and banking transaction approvals, adjusting entries, fixed assets, in-kind inventory, food inventory, shared cost allocations
- Compliance: GAAP, develop and revise internal controls and standard operating procedures
- Develop and implement cross-training with A/R senior accountant, A/P, staff accountant and payroll positions
- Instruct staff on using software and methods to improve efficiency
- Create and modify workflows (using artificial intelligence when feasible), inter-departmental webinars, custom reports (including SQL based Jet reports/Analytics), excel templates, Fathom
- Use Microsoft Dynamics 365 Business Central as the central finance hub
- Research and implement technology and process improvements including A/P paperless workflows and payroll provider
- Trial balance review, financial statements, budget variance analysis, liaison with senior management
- Interdepartmental point of contact for Finance department
- Organization with 80 employees and $102 million yearly revenue
- Https://www.feedingsandiego.org
- Performed general ledger account reconciliations and generated updated financial documents.
- Developed strategies to improve accounting systems and processes.
- Cross-trained employees, enabling completion of priority tasks during personnel absences.
- Ensured compliance with all applicable laws, regulations, policies, procedures, and standards of generally accepted accounting principles.
- Maintained accurate accounts for cash, fixed assets and other transactions.
- Researched and implemented best practices to improve audit results.
- Diminished financial discrepancies and accurately reconciled accounts using detailed data analysis results.
- Completed month-end and year-end close procedures and reconciled bank accounts.
- Monitored cash flow, budgeting, forecasting and variance analysis.
- Prepared monthly financial reports for management review.
- Coordinated project materials and schedules, facilitated communication and prepared reports.
- Investigated and resolved billing issues to maximize cash flow and minimize liabilities.
- Trained staff members on proper use of accounting software applications.
- Collaborated with Controller and external auditors to conduct year-end close process.
- Reviewed and reconciled discrepancies in accounts and financial documentation.
- Performed audits of operational and financial areas to check compliance.
- Designed internal control policies to improve audit scores.
- Assisted in preparing tax returns for filing with government authorities.
- Provided support and guidance to colleagues to maintain a collaborative work environment.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
- Conducted system analysis and testing to identify and resolve technical issues or inefficiencies.
- Conducted testing of software and systems to ensure quality and reliability.
- Managed time effectively to ensure tasks were completed on schedule and deadlines were met.
- Achieved cost-savings by developing functional solutions to problems.
- Utilized advanced technical skills and expertise to troubleshoot complex problems and implement solutions.
Accounting Manager
GREEN CLOUD ACCOUNTING
SAN DIEGO, CA
01.2010 - 01.2022
- Company Overview: Accounting firm providing outsourced Finance department, consulting, compliance and income tax filing
- Accounting firm manager: hiring and training, performance reviews, employee incentives, benefits, external audit liaison, customer service
- Provide consulting, training, full cycle accounting and tax preparation for array of clientele: thorough evaluation of current finance processes, implementation of best practices, adherence to GAAP, grant and regulatory requirements
- Compile reporting, complete state and city grant submissions for Berkley public library
- Oversee preparation of books for audit & filimg, implement and monitor internal controls, customize financial statements
- 10 years office supervisor for commercial general contractor firm
- Month-end/year-end close, job costing, asset management, collections, warehouse inventory, financial analysis, cash flow management, budget owner, approve staff time sheets
- Transition to paperless accounting
- Hire, train and supervise administrative assistant, A/R and A/P staff
- Formulate and improve workflows, conduct hands-on training and performance evaluations
- Teach accounting fundamentals and software
- Engage teams regularly to improve performance and increase job satisfaction
- Research/present best fit ERP systems for a multi-national departmentalized seed bank company
- Lead major project management software rollout (responsible for data mapping, integration and composing training specific to each department) for accounting firm with 200+ employees
- Senior accounting and audit liaison for phone app gaming company: 82 employees and contractors, domestic & international subsidiaries, multi-million-dollar monthly reporting and analysis, regional/departmental/program category tracking
- Supervise finance staff for multiple motels - conduct weekly check-ins and cash flow forecasting with owner, budget variance analysis, provide time and cost saving solutions
- Master software and add-ons for bill payment/customer invoicing, automation, document filing, data extraction, employee GPS time tracking, financial and grant reporting, analysis
- Financial reporting using Fathom
- Managed accounts payable and receivable, ensuring timely processing and collection.
- Planned, directed and monitored regulatory operations, tax reporting and audit compliance.
- Developed or analyzed information to assess current or future financial status of firms.
- Developed and implemented financial strategies to maximize profits and reduce costs.
- Conducted cost-benefit analysis on new projects and investments to guide strategic decision-making.
- Analyzed financial data to identify trends, perform variance analysis, and recommend financial actions.
- Produced accurate and compliant financial statements, reports, documentation and budget frameworks.
- Maintained accurate records of payroll information including wages, deductions, bonuses.
- Developed and maintained internal control systems to safeguard company assets.
- Oversaw daily operations of the accounting department, ensuring accuracy and compliance with financial policies.
- Collaborated with different departments regarding their budget requirements.
- Researched complex accounting issues and provided solutions to management team.
- Recommended new financial and accounting software packages. replacing various non-integrated offerings.
- Developed and maintained relationships with banking, insurance, and non-organizational accounting personnel to facilitate financial activities.
- Maintained regular performance appraisals for subordinates through verbal, written and on-going review programs.
- Assisted in strategic planning and risk management activities, providing financial insights and analysis.
- Conducted reviews and evaluations for cost-reduction opportunities.
- Implemented cost-saving measures across the organization's accounting operations.
- Reviewed general ledger accounts for accuracy and compliance with GAAP.
Full-Charge Bookkeeper
I.I.A. OF GEORGIA
DORAVILLE, GA
01.2003 - 01.2010
- Company Overview: Provide all accounting and HR duties for departmentalized non-profit association with four subsidiaries, consolidated financials
- Budget manager working with each department and subsidiary to compose yearly budget and datasheets according to 3- and 5-year strategic plans, conduct monthly review and variance analysis
- Weekly forecasting, cash flow management, month-end/year-end close, preparation and analysis of monthly financial statements, and audit liaison
- Manage grant and restricted fund tracking
- Profit Increase: Team tasked with restructuring company sponsorships, resulting in 50% income increase over budget and $100,000 additional yearly revenue
- Designed forecasting/income projection spreadsheets detailing opportunity/SWOT analysis of multiple scenarios and likely effect of program changes to profits
- Plan and initiate IT projects, major equipment purchases/leases, building improvements
- Transition finance to paperless office
- Improve document security and workflows, compose detailed accounting manual
- Research, transition and administer payroll services and benefit plans, update employee manual, onboarding, termination
- Cross-functional marketing team member that performed needs-analysis for CSR management system and solved the triple data entry problem
- Worked with department leaders to create a leading-edge customer retention program with targeted marketing, easier payment options and identified new member revenue streams
- Provide all accounting and HR duties for departmentalized non-profit association with four subsidiaries, consolidated financials
Office Manager
SPINNER CONSTRUCTION
JACKSONVILLE, FL
01.2000 - 01.2002
- Company Overview: Full-charge accounting for commercial construction/development/property management company
- Full-charge accounting for commercial construction/development/property management company including accounts payable and receivable, payroll (including tax filings and 1099), sales and use tax, job costing, lien waivers, leases and Common Area Maintenance calculations
- Create and maintain spreadsheets to track subcontractor agreements, job costing and project status
- Compose formal correspondence, contracts, agreements and filings with building department
- Full-charge accounting for commercial construction/development/property management company
Education
Bachelor of Science - Business Management
Western Governors University
01.2006
Other Education And Awards
Skills
- Microsoft Dynamics 365
- Fathom
- NetSuite
- QuickBooks
- Sage50 Intacct
- UKG Kronos Payroll
- ADP Workforce Now
- Salesforce
- Billcom
- Dext
- Slack
- Asana
- Microsoft Office Suite
- Adobe Pro
- ACH
- Webinar presentations
- E-commerce
- Social networking
- Multiple currencies
- Subsidiaries
- SOX compliance
Timeline
Senior Accountant
FEEDING SAN DIEGO
01.2022 - Current
Accounting Manager
GREEN CLOUD ACCOUNTING
01.2010 - 01.2022
Full-Charge Bookkeeper
I.I.A. OF GEORGIA
01.2003 - 01.2010
Office Manager
SPINNER CONSTRUCTION
01.2000 - 01.2002
Bachelor of Science - Business Management
Western Governors University
Other Education And Awards