Summary
Overview
Work History
Education
Skills
Timeline
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ROBERT J. VILLA

Eastvale,CA

Summary

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

University of La Verne
ROBERT J. VILLA