Finance professional with comprehensive background in accounting, ready to contribute to financial management and reporting. Known for accuracy in financial record-keeping and proficiency in auditing and tax preparation. Reliable team collaborator with focus on achieving financial accuracy and supporting dynamic business needs through analytical problem-solving and effective communication.
Overview
10
10
years of professional experience
Work History
ACCOUNTANT
SAC Health System
11.2023 - 07.2024
Prepare and manage financial statements and reports, ensuring accuracy and compliance with relevant accounting standards and regulations.
Record daily cash and credit card transactions in MIP Accounting, upload journal entries through CSV files. Verify all deposits from Dental, Primary Care, Family Medicine, and Behavioral Health.
Involved in multiple projects; issued 1099’s to all vendors, brought the organization in compliance with the State of California on outstanding checks, and assisted Auditors year end with audit evidence needed.
Responsible for month end journal entries, which included all transactions of the organization of $120 million-dollar yearly revenue.
Managed billing operations, ensuring timely and accurate payments to vendors.
ACCOUNTANT
MSA CPA Professional Accounting Corp.
10.2021 - 10.2023
Lead the preparation and review of financial statements, ensuring accuracy, completeness, and adherence to accounting standards and regulatory requirements.
Managed tax planning and compliance activities, including preparing and filing corporate tax returns and developing strategies to optimize tax obligations.
Processed over 100’s of individual tax returns, which included stock sales, multiple rental properties and schedule C’s.
Mentored junior accounting staff, providing guidance and support to enhance their skills and ensure the accuracy and efficiency of their work.
Identified opportunities for process enhancements and implemented best practices in accounting procedures and financial reporting to increase operational efficiency and effectiveness.
PREMISES TECHNICIAN
AT&T
05.2014 - 10.2021
Installed, maintained, and repaired AT&T’s residential and business communication services, including internet, TV, and phone lines. Performed on-site hardware and software installations.
Provided exceptional customer service by effectively communicating with customers, addressing their concerns, and ensuring satisfaction with the installation or repair process.
Performed, monitored, diagnosed, and troubleshot to optimize systems and networked components to resolve problems and improve quality and performance.
Performed tasks such as running, splicing, and terminating various types of cables (e.g., fiber optic, coaxial, and copper) in indoor and outdoor environments.
Education
Master of Business Administration -
University of La Verne
La Verne, CA
01.2019
Bachelor of Arts - Accounting - Departmental Honors
University of La Verne
La Verne, CA
01.2010
Skills
Research & Analysis
Monthly Reconciliations
Monthly/Year-End Financial Statements
P&L Statements/Balance Sheets
Bilingual: English/Spanish (Fluent)
General Ledger Accounting
Accounts Payable (A/P)
Payroll Preparation & Audit Coordination
GAAP
Franchise Tax Board (Sales Tax Preparation)
Budgeting/Financial Reporting
Microsoft Office Suite
QuickBooks
SAGE MIP – Fund Accounting
Thomson Reuters – Accounting CS
Ultra Tax
ERP Systems
Lacerte
Adobe
Timeline
ACCOUNTANT
SAC Health System
11.2023 - 07.2024
ACCOUNTANT
MSA CPA Professional Accounting Corp.
10.2021 - 10.2023
PREMISES TECHNICIAN
AT&T
05.2014 - 10.2021
Master of Business Administration -
University of La Verne
Bachelor of Arts - Accounting - Departmental Honors
Health Information Specialist Supervisor at SAC Health System- San Bernardino CAHealth Information Specialist Supervisor at SAC Health System- San Bernardino CA