Finance professional with expertise in lease accounting and financial reporting. Demonstrates leadership in optimizing workflows and enhancing system functionality, ensuring compliance and accuracy in month-end and year-end reconciliations.
Overview
8
8
years of professional experience
Work History
Loan Account II
AgWest Farm Credit
Rocklin, CA
09.2021 - Current
Lead loan accountant and primary point of contact for lease accounting, ensure portfolio accuracy through effective use of Salesforce, DNA, Odessa, and Microsoft Office.
Process ACH, wire, check, and international transactions; manage monthly recurring lease processes and dispositions; investigate and resolve discrepancies; maintain general ledger accounts and perform daily reconciliations to ensure balance sheet integrity.
Lead month-end and year-end reconciliations, executing journal entries to ensure accurate financial reporting.
Manage projects and improvement initiatives, including User Acceptance Testing (UAT) for workflow enhancements and reporting, leading to optimized system functionality.
Act as the main system-testing liaison during North-South team integration, identifying issues, proposing solutions, and implementing process improvements to optimize workflows and program changes.
Train and mentor team members while updating procedures and internal controls to maintain compliance with accounting standards and organizational policies.
Maintain senior-level accountability across all duties, ensuring adherence to internal controls, accounting standards, and regulatory requirements.
Managed customer accounts in AS400 and Salesforce, including invoicing, credit/debit memos, and account adjustments.
Conducted cash reconciliations, handled bad debt write-offs, and ensured accurate event billing.
Application Specialist
Aloha United Way
Honolulu, HI
10.2020 - 12.2020
Acted as client liaison for Household Hardship Relief Fund (HHRF), processing applications for state housing assistance programs to facilitate timely support.
Reviewed applications and addressed applicant inquiries to ensure clarity and satisfaction in the application process.
Property Management / Accounting Assistant
STARTS International Hawaii
Honolulu, HI
02.2019 - 07.2020
Supported accounting tasks including processing deposits, managing accounts payable, and performing bank reconciliations to maintain financial accuracy.
Managed reservations, payments, rental agreements, and conducted property inspections to ensure compliance and tenant satisfaction.
Created marketing materials, brochures, and property videos to enhance online visibility and attract potential tenants.
Mailroom Clerk
Hawai’i Pacific University
Honolulu, HI
05.2018 - 05.2019
Sorted packages and coordinated mail distribution across departments, ensuring timely delivery to support daily operations
Accounting Intern
Nikkan San
Honolulu, HI
05.2018 - 08.2018
Entered accounting data and created invoices using QuickBooks.
Assisted with client communications, deliveries, and document preparation.
Education
BSBA - Finance
Hawaii Pacific University
Honolulu, HI
05-2019
Skills
Salesforce
DNA
Odessa
AS400
QuickBooks
Microsoft Office Suite
Journal entries
Lease accounting
Loan accounting
Accounting reconciliations
Financial reporting
Team management
Collaboration
Calm under pressure
Training & Development
Analytical and critical thinking
Research
Awards
Hawai'i Pacific University Ohana Academic Scholarship
Hawai'i Pacific University Women’s Golf Athletic Scholarship
Hawai'i Pacific University MVP Awards 2016–2019
National College Athletic Honor Society
AgWest Farm Credit - Multiple 'Making a Difference' awards throughout the years, culminating in the 2025 award presented at the annual all-staff meeting for outstanding contributions and impact