Summary
Overview
Work History
Education
Skills
Timeline
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Tami Stewart

Long Beach,CA

Summary

Knowledgeable, goal-focused Senior Accountant successful at managing multiple priorities with a positive attitude. Highly detail-oriented, organized doer with decisive problem-solving and leadership abilities. Diligent and resourceful in driving system improvements to ultimately deliver on complex cross-functional accounting levels: grants/revenue, budgets, taxes and audits, journals/ recons, expenditures/payments, cost/benefit analysis and reports/reporting. Successful track record in government, non-profit and for-profit sectors performing work ethically while maintaining integrity of all financial data..



Overview

14
14
years of professional experience

Work History

Senior Accountant

The SoLa Foundation
05.2021 - Current
  • Successfully managing all aspects of the foundation's accounting & financials. Lead on all government and private grant accounting, donor & pledge management, contract management and multiple high-stakes accounting projects concurrently, consistently meeting deadlines while maintaining exceptional attention to detail and quality control.
  • Intricate day-to-day full-cycle accounting process performer; month-end to complete year-end processes by managing: A/P, A/R, JE, bank and card recon, purchasing, PPE, depreciation / amortization schedules, fInancial statements, and other data.
  • Develop comprehensive budget plans for over 20 program initiatives, collaborating closely with directors and managers to align expenses with strategic goals.
  • Maintain integrity of general ledger and chart of accounts. Ensure regulatory compliance with GAAP standards by staying current on updates and integrating changes into accounting practices as needed.
  • Strengthen internal controls by reviewing processes, identifying gaps, and proposing improvements to safeguard against fraud or mismanagement of funds.
  • Integral key role for external audit, annual tax form 990 preparation and legal compliance.
  • Use of strong analytical and problem-solving skills to develop effective solutions for challenging situations and make decisive decisions.

Lead Union Member Organizer

SEIU Local 2015
04.2018 - 11.2019
  • Established and maintained relationships with members and other stakeholders to fulfill successful outreach and event campaigns to help build awareness and win reforms inside and outside the union.
  • Facilitated new hire member organizer's orientations and trainings. Developed members into important union member roles. Charted and tracked member organizer's progress. Established and cultivated productive respectful relationships with members and staff.
  • Demonstrated exceptional time management skills while working on multiple projects simultaneously without compromising quality or deadlines.
  • Reviewed travel claims and other documents for accuracy and member reimbursement.

Accountant II

County Of San Bernardino
11.2009 - 05.2015
  • Prepared a variety of detailed accounting, statistical and/or narrative financial statements and reports through FAS DB2, Shadow, MS Query and pivot table retrieval.
  • Established, evaluated, justified, and maintained budgets and budgetary controls. Reviewed accounts, resolved coding areas, and tracked expenditures and revenues.
  • Examined and analyzed fiscal documents to ensure adherence to established internal controls. Interpret and monitor contracts for compliance to financial terms.
  • Prepared federal and state invoices for reimbursement against grant awards and draw-down documents. Participated in financial, operational, and compliance audits.
  • Supported higher level accountants in other duties assigned.

Education

MBA - Accountancy

National University
La Jolla, CA
09.2013

Bachelor of Arts - Business Administration

California State University
San Bernardino, CA
06.2004

Skills

  • Government & General Accounting
  • Budget & Report Preparation
  • Records Review & Account Reconciliation
  • General Ledger & Fixed Assets Management
  • Financial Reporting & Statements
  • Internal Controls & Administrative Oversight
  • Financial Reporting & Statements
  • Internal Controls & Administrative Oversight

Timeline

Senior Accountant

The SoLa Foundation
05.2021 - Current

Lead Union Member Organizer

SEIU Local 2015
04.2018 - 11.2019

Accountant II

County Of San Bernardino
11.2009 - 05.2015

MBA - Accountancy

National University

Bachelor of Arts - Business Administration

California State University

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Tami Stewart