Results-driven Financial Planner and Accountant experienced in financial statement review, auditing and reporting. Well-versed in financial forecasting, evaluating budgets and handling month- and year-end closings. Meticulous, conscientious and methodical in approach.
Overview
26
26
years of professional experience
Work History
Accounting Manager
Buck Institute For Research On Aging
01.2022 - Current
Enhanced financial reporting accuracy through meticulous review of financial statements and reconciliations.
Managed accounts receivable for timely payment processing and collection, improving cash flow management.
Coordinated month-end closing activities, ensuring accurate and timely completion of all required tasks.
Served as a subject matter expert during audits, providing clear documentation and prompt responses to inquiries from auditors.
Collaborated with C-level executives and stakeholders to develop long-term financial plans.
Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
Supported financial director with special projects and additional job duties.
Sr. Accountant - Promoted to Sr. Accountant II
Buck Institute For Research On Aging
01.2017 - 01.2022
Prepared monthly journal entries and reconciliations.
Reconciled accounts and created documents for monthly closure procedures.
Reviewed documents and accounts for discrepancies and resolved variances.
Reconciled balance sheets and streamlined best practices for balance sheet processes.
Assisted in internal and external audits by preparing necessary documentation and responding to auditor inquiries.
Director of Indexed Tuition + Accountant
Mark Day School
09.2010 - 01.2017
Managed 1.7 million indexed tuition budget. Providing detailed financial reporting to committee determining annual tuition rates.
Processed accounts payable and receivables & assisted with month end close.
Interacted well with parents, students and teachers to build connections and nurture relationships.
Sr. Analyst, Customer Relationship Marketing
Williams-Sonoma
01.1999 - 01.2005
Created data models to support decision-making processes.
Deployed predictive analytics models to forecast future trends.
Education
MBA - Finance
University of San Francisco
San Francisco, CA
05-2001
Skills
Accounts receivable
Problem solving
Month-end closing
Audit support
Financial planning
Cash flow management
Financial analysis and reporting
Timeline
Accounting Manager
Buck Institute For Research On Aging
01.2022 - Current
Sr. Accountant - Promoted to Sr. Accountant II
Buck Institute For Research On Aging
01.2017 - 01.2022
Director of Indexed Tuition + Accountant
Mark Day School
09.2010 - 01.2017
Sr. Analyst, Customer Relationship Marketing
Williams-Sonoma
01.1999 - 01.2005
MBA - Finance
University of San Francisco
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