Teena Carrillo
Corona
Summary
Goal-oriented accounting professional with a strong focus on record keeping and financial compliance. Proven ability to enhance accounting operations to align with organizational objectives and drive strategic growth. Skilled in maintaining accurate accounts and guiding teams through dynamic conditions. Demonstrates exceptional planning, leadership, and decision-making capabilities.
Overview
18
18
years of professional experience
Work History
Accounting Manager
BrightPath Consulting & Associates Inc.
02.2022 - Current
- Oversee the organization’s financial records, manage daily accounting operations, and ensure overall compliance.
- Monitored bank balances, prepared strategic budgets and financial forecasts, managed outgoing/incoming payments, performed monthly cost-saving analyses, and prepared financial reports including profit & loss statements, income statements, cash flow statements, and balance sheets.
- Assisted CPA in year-end tax reporting by gathering necessary documents, including the PS & R Reimbursement Report, Form W3, Form W2, Form 940, Form 941, CA State EDD DE9, year-to-date payroll summary, and Forms 1099 Misc.
- Managed payroll processes by gathering and verifying employee hours, calculating wages, and issuing paychecks, ensuring accurate and timely employee compensation.
- Maintaining accurate employee records such as employee information, deductions, tax withholdings, and employee contributions for retirement accounts.
- Ensure all liability insurances are up to date such as Worker’s Compensation, EPLI, and General Liability.
- Conducted internal audits annually to ensure compliance with financial regulations.
- Managed vendor relationships by negotiating contracts and terms, resolving concerns, and serving as key contact for suppliers to enhance service delivery.
Administrative Assistant
Home and Community Hospice
10.2015 - 02.2022
- Managed durable medical equipment and monthly supplies for hospice clients, ensuring timely availability and compliance with client needs.
- Supported daily operations of the business and addressed the needs of coworkers, including office staff.
- Assisted in launching and managing software applications such as TigerConnect and Relias Learning, facilitating training and support for all staff.
- Negotiated vendor contracts, pricing, and terms.
- Monitored financial expenses by reviewing open claims of SNFs and other vendors, reconciling discrepancies, issuing payments, and analyzing costs to enhance budget accuracy.
- Assist in ordering med refills, reconciling of CTI forms, and resolving issues.
- Develop On-Call Schedule for after-hours Triage nurses.
- Received inbound and outbound calls.
Maintenance Planner
Tropicana/Naked Juice
City of Industry
10.2011 - 10.2015
- Planned and executed preventative maintenance tasks on manufacturing equipment.
- Forecasted critical plans weekly, scheduled manpower, and secured necessary resources.
- Managed work orders using CMMS software.
- Coordinated projects with outside contractors and vendors.
- Produced weekly management reports on PM completion, work order status, breakdown analysis, maintenance technician time tracking, and master schedule of upcoming tasks.
- Created purchase requisitions and confirmations, resolved payment issues with vendors.
Office Clerk
Gilmore Refrigeration Inc.
Glendora
03.2010 - 10.2011
- Manage Accounts Receivable & Accounts Payable.
- Managed collections to secure timely payment of outstanding invoices.
- Reconciled general ledger with bank statements to maintain accurate financial records.
- Assisted in payroll preparation by calculating time details and entering journal entries.
- Compute Monthly Worker’s Compensation Expense & 401K Contribution.
- Prepared annual financial reports and budget to support organizational planning.
- Create preliminary estimates and bids for job openings.
Administrative Assistant/ Assistant MRO Clerk
Tropicana Products Inc.
City of Industry
08.2008 - 03.2010
- Handled activities in accounts payable, including creating purchase orders, confirmations, invoice processing, and expediting payments.
- Reviewed age payables report and developed a system to minimize pending invoices, enhancing cash flow management.
- Addressed and resolved billing conflicts with vendors and customers effectively.
- Identified and corrected accounting errors in the system.
- Ordered and expedited materials, received shipments, requested part numbers, and documented inbound materials to streamline inventory management.
- Perform weekly cycle counts and reconcile quantity discrepancies, evaluate inventory turnover ratio and prepare stock room efficiency reports.
Education
Master of Accounting & Financial Management - CPA Exam preparation program
Keller Graduate School of Management
Pomona, CA02-2013
Bachelors - Technical Management emphasizing accounting
Devry University
Pomona, CA06-2012
Associate’s degree -
Mt. San Antonio College
Walnut, CA01-2009
Skills
- Financial recordkeeping
- Budget management
- Cost management
- QuickBooks proficiency
- SAP knowledge
- Microsoft Word, Excel, Outlook
- Analytical thinking and planning
- Problem solving
- Attention to detail
- Interpersonal communication
Timeline
Accounting Manager
BrightPath Consulting & Associates Inc.
02.2022 - Current
Administrative Assistant
Home and Community Hospice
10.2015 - 02.2022
Maintenance Planner
Tropicana/Naked Juice
10.2011 - 10.2015
Office Clerk
Gilmore Refrigeration Inc.
03.2010 - 10.2011
Administrative Assistant/ Assistant MRO Clerk
Tropicana Products Inc.
08.2008 - 03.2010
Master of Accounting & Financial Management - CPA Exam preparation program
Keller Graduate School of Management
Bachelors - Technical Management emphasizing accounting
Devry University
Associate’s degree -
Mt. San Antonio College
Relevant Classes
- Principles of Management
- Human Resources Management
- Psychology of Motivation and Leadership
- Business Law
- Financial Accounting
- Intermediate Accounting Level 1, 2, & 3
- Advanced Accounting
- Project Management