NANCY SANTILLAN
Dallas,TX
Summary
Detail-oriented accountant with extensive experience in full-cycle accounting and advisory services within complex franchise organizations. Demonstrates a strong ability to apply GAAP principles, manage financial reporting, and support compliance efforts through collaborative partnerships with finance and audit teams. CPA Candidate.
Overview
6
6
years of professional experience
Work History
Senior Accountant
Home Franchise Concepts
10.2024 - Current
- Manage and execute full-cycle accounting activities for assigned brands within a complex, multi-brand franchise organization supporting 2,500+ franchise territories, ensuring accurate and timely financial reporting.
- Apply ASC 606 revenue recognition principles to analyze revenue transactions, determine appropriate timing and recognition of revenue, and ensure accurate presentation and reporting in accordance with U.S. GAAP.
- Collaborate with finance leadership, brand leadership, external auditors, tax professionals, and third-party providers to research accounting matters and support internal and external reporting requirements.
- Support budgeting and forecasting processes through financial analysis, account-level research, variance reporting, and preparation of supporting schedules.
Experienced Advisory Associate, CAAS
GHJ Advisors
11.2023 - 10.2024
- Provided advisory services on industry-related issues to enhance client understanding and compliance.
- Produced month-end financial reports that identified trends and informed strategic decision-making.
- Conducted client meetings to discuss month-end financials and resolve accounting inquiries, strengthening client relationships.
- Provided accounting services to clients in food and beverage, pharmaceutical, family office, and retail industries, enhancing their financial management.
- Performed accounts payable, accounts receivable, account reconciliations, journal entries, and cash to GAAP conversions.
- Onboarded five clients to ensure smooth transition to department processes for recurring work.
Consulting Senior Associate
Baker Tilly US LLP
05.2022 - 11.2023
- Provided accounting services to 40+ entities in family offices and high net-worth individuals, managing accounts payable, accounts receivable, reconciliations, journal entries, general ledger, and comprehensive reporting.
- Prepared and reviewed client statements and reports, including balance sheets, income statements, and statement of cash flows across various industries.
- Maintained reporting of investment accounts and transactions, reconciling daily transactions with investment statements.
- Filed 1099-MISC and NEC for clients.
Full-Cycle Accountant
The Nafal Family
08.2020 - 04.2022
- Led accounting operations for two retail, two manufacturing, and two real estate companies owned by Nafal Family, ensuring accurate financial reporting.
- Created month-end close schedule, procedures, journal entry templates, and variance analysis for monthly financial statements while maintaining balance sheet reconciliations, bank reconciliations, general ledgers, and trial balances.
- Prepared and presented monthly income and balance sheet statements to owners, facilitating informed decision-making.
- Resolved tax notices from local, state, and federal agencies, ensuring compliance and preventing potential penalties.
Education
CPA Program -
Dallas College - Mountain View Campus
Dallas, TX08-2026
Bachelor of Business Administration - Accounting
The University of Texas At San Antonio
San Antonio, TX08-2020
Skills
- Financial analysis
- Financial Reporting Tools
- QuickBooks Online
- Oracle NetSuite
- Salesforce
- Billcom
- Microsoft Office Suite
- AI platforms
Timeline
Senior Accountant
Home Franchise Concepts
10.2024 - Current
Experienced Advisory Associate, CAAS
GHJ Advisors
11.2023 - 10.2024
Consulting Senior Associate
Baker Tilly US LLP
05.2022 - 11.2023
Full-Cycle Accountant
The Nafal Family
08.2020 - 04.2022
CPA Program -
Dallas College - Mountain View Campus
Bachelor of Business Administration - Accounting
The University of Texas At San Antonio