Detail-oriented Bookkeeper well versed in payroll, accounts payable and accounts receivable functions. Excelled in corporate bookkeeping services delivery and learned new technologies to improve efficiency. Impressive accounting and communications skills leading to desirable outcomes.
Overview
47
47
years of professional experience
2
2
Languages
Work History
Bookkeeper
Bartos Architecture, Inc
San Mateo, CA
04.2022 - Current
Maintained and processed invoices, deposits and money logs.
Posted daily receipts and payments in accordance with corporate protocols.
Established QuickBooks accounting system to reflect accurate financial records.
Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
Tracked business revenue and expenditures and reconciled accounts to maintain high accuracy.
Applied proper codes to invoices, files and receipts to keep records organized and easily searchable.
Reduced financial discrepancies through transaction monitoring and management.
OFFICE MANAGER/BOOKKEEPER
Alira Health Formerly Chamow Associates
San Mateo, CA
09.2011 - 06.2022
Financial Professional with 30 years of demonstrated experience in managing budgets, income and expenditures for profit and non-profit organizations
Proven track record of managing accounts in excess of $5 million with little to no supervision while maintaining integrity and accuracy in tracking, reporting and analysis of finances
Followed general accounting practices and bookkeeping standards and always looked for ways to improve processes to maintain fiscal accountability, integrity and efficiency
SKILLS
Intuit QuickBooks (Desktop & Online – 25 + years)
General Accounting Practices
Accounts Payable and Receivable
Payroll & Benefits Processing
Monthly, Quarterly and Annual Financial Reporting,
Preparation and Analysis
Federal/State Regulatory Compliance and Reporting
Documentation and Recordkeeping
Remote Work Coordination
Recruitment, Hiring, Onboarding & Exit Process for
Employees & Contractors
Staff Development and Training
Annual Rewards/Bonus Procedures
Facilities Maintenance
Project Management
Team Management and Supervision
Complex Problem Solving
Customer Service Management
Administration and Operations
Risk Management
Microsoft Office
Google Suite, Performed bookkeeping duties including budgeting, reconciliations, reporting, analysis and presentations
Optimized organizational systems for payment collections, AP/AR, deposits and recordkeeping
Worked with all levels of management, employees and contractors to manage project reporting and billing
Utilized client & staff feedback to maintain customer partnerships to support revenue management
Maintained computer and physical filing systems
Managed office operations, budgets, appointment scheduling, employee and event itineraries and accounts
Arranged corporate and office conferences and events for company employees and guests (Chamow Assoc).
INTERIM PARISH MANAGER
St. Gregory Church & School
San Mateo, CA
07.2020 - 04.2022
Oversaw Church Operations including Facilities, Human Resources, Communications, Services and Finance
Managed all aspects of Human Resources – on-boarding/off-boarding, compliance, benefits, personnel issues,
and payroll – for 2 separate entities (school and church)
Kept 100% of personnel employed by maintaining fiscal responsibility and stewardship of funds during
challenging times
Initiated and managed direct donation campaign to help Church remain solvent generating $110,000 in 90 days
Maintained county and state compliance for building use, license renewals and inspections
Streamlined communications with church and school employees, parishioners, and school families regarding
changing protocols
Provided guidance for Pastor, School Principal and all levels of personnel to ensure both church and school
remained fully operational throughout county/state-wide shutdowns.
Chief Financial Officer
BOOKKEEPER, St. Gregory Church & School
San Mateo, CA
06.2015 - 04.2022
Managed, under the supervision of San Francisco Archdiocese, , Parish Manager and
Finance Committee, all financial accounts for the Church and School (in excess of $5 Million), including
budgeting, income and expense tracking/reporting, as well as overseeing financial integrity of all transactions
Maintained separate financial books for both school and church accounts ensuring accurate record keeping and
reporting
Migrated both school and church books from Quickbooks desktop to online per Archdiocese guidelines
Created plans to remedy financial discrepancies and reconcile issues with records
Processed and completed payroll for employees while maintaining detailed records of procedures
Monitored and verified recordkeeping processes, reducing financial inconsistencies using Quickbooks
Reviewed and filed financial documents, coded accounting entries for data processing and posted daily receipts
and payments in accordance with all corporate protocols and general accounting practices
Reported financial data and updated financial records in ledgers and journals
Eliminated discrepancies in finances by expertly documenting expenses, monitoring income, handling bank
deposits and managing statements
Supported operations via communications, document filing and data management as well as working closely
with other departments and San Francisco Archdiocese CFO and Human Resources
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OFFICE MANAGER/BOOKKEEPER
Ciarlo Brothers Furniture Restoration
San Francisco, CA
01.1992 - 07.2019
Modernized all accounting, billing, invoicing and vendor records to computer-based platforms (Quickbooks)
Optimized organizational systems for payment collections, AP/AR, deposits and recordkeeping
Managed all aspects of Human Resources – on-boarding/off-boarding, compliance, benefits, personnel issues,
and payroll
Maintained insurance and licensing compliance for air pressure systems, upholstery, and hazardous materials
meeting all State & County Guidelines and employee safety
Developed standard operating procedures for all administrative employees
Coached new hires on company processes while managing employees to achieve maximum production
Sourced vendors for special project needs and negotiated contracts
Maintained computer and physical filing systems
Evaluated employee records and productivity to complete employee evaluations
Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving
Coordinated special projects and managed schedules.
Long-Term Substitute Teacher – ELA & Social Studies at James Baldwin AcademyLong-Term Substitute Teacher – ELA & Social Studies at James Baldwin Academy