Motivated accountant proficient in ms office and accounting software. Bringing several years of hands-on experience managing payroll functions and maintaining accounts payables. Independent and self-motivated team player possessing outstanding mathematics and analytical abilities.
Intelligent Accountant with strong GAAP knowledge and data analysis expertise. Commended for successfully directing accounting team and maintaining timely operations in challenging environments. Results-oriented leader possessing first-rate process management skills to complete tasks within budget and on time.
Overview
26
26
years of professional experience
Work History
Office Manager | Payroll, AP/AR, & Operations Lead
Culligan & Crystal Springs Bottled Water
Albuquerque
02.2026 - Current
Own end-to-end payroll, accounts payable, accounts receivable, and branch month-end close, ensuring accuracy, compliance, and on-time delivery.
Build, implement, and continually refine office policies, SOPs, and controls to drive efficiency, consistency, and audit readiness.
Safeguard confidential and sensitive information with strict discretion and sound judgment.
Manage and mentor office staff; set clear expectations, coach performance, and address issues promptly to maintain a high-performing team.
Manage daily office operations and stakeholder communications with customers and vendors to keep workflows smooth and responsive.
Partner with the General Manager on close activities, reconciliations, and reporting to support informed, data-driven decisions.
Elevate customer experience by responding quickly to inquiries and resolving escalations with professionalism and empathy.
Maintain a clean, organized, and welcoming office environment that supports productivity and reflects the company’s brand.
Oversee office supply and asset inventory; forecast needs, control costs, and coordinate timely procurement.
Take ownership of additional projects and responsibilities as assigned, stepping in where needed to keep the business moving.
Financial Policy & Compliance Accountant
Natl Technology & Engineering Solns of Sandia
Albuquerque
04.2023 - 01.2026
Analyze systems, processes, and records to determine whether design is achieving stated objective
Determine risks in procedures and develop controls to mitigate risks
Compile financial statements for qualified retirement plans
Compile data for preparation of Forms 5500 and review completed forms for filing
Prepare cost estimates for retirement plan contributions and administrative expenses
Confirm the transfer and posting of 401(k) contributions to the participant accounts
Confirm data on retirement plan participants from internal payroll and HR systems for posting of 401(k) plan contributions to participant accounts and for pension actuarial valuations
Analyze data and calculate financial impacts of operational activities
Administer corporate liability insurance including placement of new policies, annual renewals, and submission of claims to adjusters
Handle insurance cost projections (premiums and claims/deductibles) for budget projections
Communicate reports and information in writing or in presentations to various levels of leadership, external oversight or auditors, or individual plan participants
Assistant Controller
First Choice Community Healthcare Inc.
Albuquerque
07.2021 - 04.2023
Compiles and analyze financial data to ensure accuracy and timeliness of financial information.
Monitors the financial close process and preparation of financial reports.
Analysis monthly Profit & Loss Statements, Balance Sheets and Statement of Cash flow for compliance with General Accepted Accounting Principles (GAAP) and company policies.
Coordinates the implementation of financial and internal control procedures.
Analyzes revenues and expenditures for county, state, and federal reporting purposes.
Monitors and reviews financial and related system information for accuracy and completeness.
Analyzes appropriate date to understand and disclose to management revenue and expenditure flows.
Implements policies and procedures to ensure compliance with GAAP, regulatory agencies, and company policies.
Explains accounting policies, procedures and other information to staff, vendors and clients.
Resolves Finance Department's workflow issues.
Monitors FCCH's contracts and grants.
Recommends, develops and implements financial databases, computer software systems and filing systems to enhance the Finance Department.
Takes responsibility for all financial functions.
Interacts with internal and external auditors in completing audits.
Maintains awareness of the changing national health care environment and the impact on the Company.
Participates in professional development activities and maintains professional affiliations.
Maintains strictest of confidentiality.
Accountant III-Team Lead
First Choice Community Healthcare Inc.
Albuquerque
04.2019 - 06.2021
Compile and analyze financial data to ensure accuracy and timeliness of financial information
Monitor the financial close process and preparation of financial reports. Coordinate the activities of accounting team members toward this end and give guidance where needed.
Analyze monthly Profit & Loss Statements, Balance Sheets and Statements of Cash flow for compliance with General Accepted Accounting Principles (GAAP) and company policies
Coordinate the implementation of and improvement of financial and internal controls procedures with finance department management team
Analyze revenues and expenditures for county, state, and federal reporting purposes
Implement policies and procedures to ensure compliance with GAAP, regulatory agencies, grant requirements, and company policies
Create and analyze budgets for completeness and accuracy, including variance analysis and review
Explain accounting policies, procedures and other information to finance department staff, vendors, clients and other stakeholders
Provide guidance to finance staff with regard to Finance Department workflow. Provide training with regard to accounting processes and procedures
Monitor FCCH's contracts and grants
Interact with internal and external auditors in completing audits
Maintain awareness of the changing national health care environment and the impact on the company
Participate in professional development activities and maintain professional affiliations
Maintain strictest of confidentiality
Accountant II
First Choice Community Healthcare Inc.
Albuquerque
04.2018 - 03.2019
Approved invoices for payment
Assisted in performing, monitoring and reviewing all accounting functions
Assisted in ensuring accurate, timely and appropriate controls over: a) Accounts receivable-Responsible for Pharmacy AR Transactions b) Fixed Assets-Reviews Fixed Assets Regularly c) General ledger-Prepares Monthly EOM/EOY Journal Entries d) Payroll-Assists with Review and Accuracy of Payroll Transactions e) Money management-Prepare and Enter Monthly & Yearly Budgets
Interacted with internal and external personnel regarding accounting functions
Assisted in managing internal and external personnel regarding accounting functions
Assisted in research, methodology and implementation of company budgets
Assisted with the training, mentoring and coaching of fellow departmental personnel
Completed professional development activities and maintains professional affiliations
Was responsible and accountable for all accounting functions
Maintained strict confidentiality
Accounting Technician II-Payroll
First Choice Community Healthcare Inc.
Albuquerque
09.2012 - 07.2017
Monitored, maintained & processed payroll for 400 plus employees at 15 sites biweekly with a budget of 800,000-1 mil every pay period
Reconciled, validated and confirmed payroll reports prior to the transmission to the processing company
Served as the first line point of contact and liaison for processing company, management and employees
Managed complexed computerized time tracking software uploaded & transferred payroll to processing company
Researched & reviewed payroll for accuracy and capitalized on any time or payroll discrepancies
Resolved and managed employees and management's issues and concerns regarding payroll
Processed mileage reimbursements, educational expenses, uniform stipends, worker's comp fees, levies and garnishments, reset employee passwords, set up new hires and out-processed employees in the payroll system
Generated all payroll reports & prepared all journal entries and four column reconciliations related to payroll, completed bi-weekly, monthly, quarterly & annually reporting for compliance, worked closely with and assisted the Human Resources Dept.
Analyzed, tested, enhanced and maintained both time tracking and payroll systems
Built outstanding rapport with Human Resources & IT staff, management, employees and Paychex representatives
Trained new/current employees on payroll system and created user friendly guides for future use
Crossed Trained Co-Workers and Managers on Payroll Procedures and Processing
Mastered the Payroll Software Applications
Gained Great Confidentiality and Detail Orientation Abilities
Tax Examiner
New Mexico Taxation & Revenue Dept.
Albuquerque
04.2009 - 03.2013
Conducted thorough research to ensure taxpayers were compliant with State's Laws & Regulations
Contacted taxpayers (Business Owners & Personal) who were delinquent on reports, filings and/or payment and assisted them to come in compliance.
Provided strategic planning assistance & cost-effective methodologies for taxpayers
Processed installment payment plans for delinquent taxpayers
Organized and prepared manual tax payments for processing
Increased Telecommunication and customer services skills
Grant Technician
Albuquerque Public Schools
Albuquerque
09.2009 - 03.2012
Researched, reviewed and evaluated grant guidelines for compliance and provided technical assistance to schools and program units that were awarded federal, state, local and/or private grants.
Managed grants for over 75 public schools (budget setup, expenditures, transfers, etc.)
Prepared and Managed Financial Budgets for Grants
Established Procurement guidelines
Increased Communication with principals, secretaries & teachers regarding grant funds & guidelines.
Accounting Consultant/Trainer
Isshin Ryu Karate Inc.
Albuquerque
06.2003 - 08.2011
Conducted a need analysis & organization evaluation to address problems and issues
Set up QuickBooks accounting system and Human Resource Department and trained staff
Prepared monthly payroll, quarterly 941s, 1099s, and W-2s.
Prepared Employee Personnel Files to include I-9, W-4, Tax Forms, Personnel Policies and Procedures
Established a physical filing system for maintaining books and personnel files
Provided strategic planning to benefit the overall accounting and human resource departments
Managed Accounting and Human Resource Departments and performed all financial budgets, performed cost effective analysis and feasibility factors
Reviewed programs & activities to validate grant guidelines
Created and prepared all budget forms for grantees and proposals
Set up, evaluated and established all accounting policies and procedures
I was recommended to organization by funding source and external auditor from United South Broadway (past employer) for exemplary grant execution, budget management and outstanding organization skills
Fiscal Manager
United South Broadway Corporation
Albuquerque
08.2000 - 04.2009
Full management of programs, grants, budgets, accounting, administration, human resources and fiscal services
Management (Manager when both executive & associate directors were out of the office)
Abided by procurement regulations, managed inventory & supplies and administered all office contracts (equipment, computer, contractual services, etc.)
Managed over ten million-dollar budgets (private and public funds)
Managed and set up all employee personnel files to include payroll information, I-9, W-4 and tax forms to ensure to abide by human resource laws and grantor's policies and procedures
Managed and provided full payroll for 50 plus employees bi-weekly
Responsible for all employee In/Out Boarding Processes
Set up all employee medical/dental/vision and retirement plans
Provided employee trainings and presentations on human resources, payroll & benefits
Coordinated youth and employee projects and programs
Researched, analyzed, developed and produced policies and procedures
Conducted research and resolved past interest and penalties issues from the IRS for filing all tax deposits and forms on time for several years
Worked closely with internal & external auditors to ensure accounting accuracy
Executed, managed and established programs for employees and clients
Resolved issues with vendors, grantees and employees on a regular basis
Created all recommended budget forms for grantees in Excel
Education
Bachelor's Degree - Business Administration/Management
New Mexico Highlands University
Las Vegas, NM
Associate of Applied Science Degree - Accounting
Central New Mexico Community College
Albuquerque, NM
Accounting Certificate -
Central New Mexico Community College
Albuquerque, NM
Master's Degree - Business Administration/Human Resource Management
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