I have a strong passion for seeing the good in people and helping them to thrive and live out their fulfilled purpose . I strongly believe we all have a purpose in life to contribute and accomplish goals and I have found that by being a manager you can align new skill set and development individuals to succeed. Aside from work I love to spend quality time with family and friends hiking, camping and at the beach .
Overview
26
26
years of professional experience
1
1
Certification
Work History
Payroll and Accounting Manager
Congruex
01.2019 - Current
Weekly processing and submitting Payroll for piece work and prevailing wages, DAS, CAC payment
Review and processed payroll for 450 employees which also consist of scrubbing time sheets
DIR Preparation and submittals to local utilities and final submission to DIR Portal
Manage organizational cash flows by working in partnership with organization leadership; continuously
Collaborate with the President of the company to ensure the financial efficacy of operations and establish finance and administrative systems to support program operations
Ensuring that workers compensation is being paid in a timely manner and being reporting properly with gross wages and overtime and double-time rates being called out accurately
Overseeing Audits internal and external, collecting data and reporting, and supplying the required documents in a timely manner
Executed collections account for services rendered due to nonpayment
Timely billing of delivery tickets of installation and material customers
Following up on Customer Account Statements to ensure that all payments and follow-up on past due accounts are addressed
Processing and entering expense reports and check requests as needed
Responsible for Accounts Receivables, Accounts Payables, Reconciliations, Journal Entries, and Accruals
Office Manager
Pacific Stonegate
05.2016 - 07.2021
Weekly processing and submitting Payroll for piece work and prevailing wages Mason and Tenders along with block crews and precast installers
DIR Preparation and submittals to local utilities and final submission to DIR Portal
Manage organizational cash flows by working in partnership with organization leadership; continuously
Collaborate with the President of the company to ensure the financial efficacy of operations and establish finance and administrative systems to support program operations
Ensuring that workers compensation is being paid in a timely manner and being reporting properly with gross wages and overtime and double-time rates being called out accurately
Overseeing Audits internal and external, collecting data and reporting, and supplying the required documents in a timely manner
Executed collections account for services rendered due to nonpayment
Timely billing of delivery tickets of installation and material customers
Following up on Customer Account Statements to ensure that all payments and follow-up on past due accounts are addressed
Processing and entering expense reports and check requests as needed
Responsible for Accounts Receivables, Accounts Payables, Reconciliations, Journal Entries, and Accruals
Manage organizational cash flows by working in partnership with organization leadership; continuously
Collaborate with senior staff and board to assess the financial efficacy of program operations and establish finance and administrative systems to support program operations
Work with ED to provide support with compliance of laws, regulations, and workplace safety as needed
Executed collections account for services rendered due to nonpayment
Ensuring that all data entries are completed in a timely manner and accurate for reporting, weekly and Bi-weekly to the CEO of the Company
Researching accounts payable transactions/history as requested
Processing and entering utilities, invoices, and purchase orders
Office Manager
Fitness Club Warehouse
01.2013 - 11.2015
Responsible for New Hires in take process, Job Posting, Job Descriptions, ensuring that all Company policies and procedures are being followed
Responses to Wage garnishment, unemployment claim and Attorney General
Payroll processing, overtime approval ensuring that Company financials are being obtained and not exceeding budget in which were allocated per division
Worked alongside the President of the company, ensuring that Vendor relations and payment are executed and product delivered in a timely manner
Approving purchase orders, Vendor Payment, Small Claim settlements
Executed collections account for services rendered due to nonpayment
Ensuring that all data entries are completed in a timely manner and accurate for reporting, weekly and Bi weekly to the CEO of the Company
Administrative Assistant
Shell Incorporated
01.2012 - 01.2013
Responsible for researching and evaluating customer related problems
Solving complex and critical project administration interfacing with internal store managers, including payments, inventory billing, and compliance with financial and gasoline pump operations
Assured staff were following state compliance on safety and health for pump emergencies shut off and disaster situations
Continually demonstrated strong personal mastery, including ethics, influence and negotiation, leadership, interpersonal skills, communication and the ability to effectively manage stress and engage in continuous learning
Facilitated the timely completion of the month-end close with variance reporting within Access database
Prepared forecast/ trend and variance reporting versus budget and prior forecast
Customer Service Analyst
Olympic Staffing
05.2011 - 02.2012
Accurately collect, analyze and communicate program related information to internal and external clients and stakeholders
Streamlined processes and document desk procedures and for all quality controls that were established to ensure that all programs were following the same procedures
Generated program reports including historical impacts, program tracking, energy savings estimates, and measure-use analysis
Responsible for researching and evaluating customer related problems solving and complex and critical project administration interfacing with internal contract manager, including progress payments, project billing, and compliance with financial covenants
Energy Efficiency- Business Analyst
Southern California Edison
10.2007 - 04.2011
Company Overview: People's Choice Staffing
Management mastery, decision making, results delivery, team building, and staying current with relevant technology and innovation
Conducted research on project financial incentives within SAP
Identify program variances, cost and other financial analyzing as necessary with the ability to reconciling multiple sources of information including Account Acknowledgment forms for compliance of Sarbanes-Oxley and regulatory requirements and validating the data being captured is accurate
Utilized an interface to create and perform maintenance and or updates to electronic program forms
Review of contractor invoices; assist with program budgeting; review of program and contractor submissions for accuracy and completeness; tracking programs and contractor budgets and saving data with a variety of online and desktop tools
Analyzed and Quality check of Customer Contract Agreement for Energy Efficiency programs to ensure that these agreements are consistent with program guidelines, original application, SCE legal requirements, current E3 Calculator for program
Preparation, analysis, and validation of weekly KPI report for SPC program used as basis for internal and external program results reporting
Reviews and Q/C's internal and external technical reviews of applications and internal and external installation inspection reports to assure accuracy and consistent with program guidelines
Presented and recommended for signature approval, clarification, and/or rejection the following program elements to PM and other program essentials
People's Choice Staffing
Housing Admin
Southern California Presbyterian Homes
07.2004 - 08.2007
Prepared monthly balance sheet for account reconciliations
Created presentations, spreadsheets, documentation and organized meeting creating and editing reports, graphs, and converting information from one software format to another, and generating reports from business applications/databases
Provided management a Monthly Budget Report on the accountability and status of subsidy for all Affordable Housing Agents
Established filing system and maintain organized and systematic support documentation and filing for effectively tracing flow of all title documents, including mortgages, deed, Satisfactions, and Subsidy releases
Created monthly Newsletter for all Affordable Housing Updates and within MS Publisher
Event Planning & Coordinating with heavy use of MS Project
Responsible for completing and submitting employee performance reviews on the appropriate due date
Responsible for maintaining and overseeing Facilities Budgeting and resolving discrepancies
Conducted reviews, audit for internal and external Affordable Housing Agencies
Monitor Recording information in corporate systems Visio, Access, One-Site Program
Delivered quarterly presentations of corporate overview metrics, statistics, and goals to Director of Affordable Housing
Implementation and Standardized the Application Process for approval and denials of Participates, along with the overall Application Process
Housing assistance & Administration with regards to the policy committee team
Responsible for providing employees and residents with equal opportunities throughout the interviewing, new hires, residents and guests
Coordinated various programs, projects and assigned daily tasks simultaneously to ensure the completion of assignments
Human Resources Specialist
EarthLink Networks
01.2003 - 06.2004
Audit finance and title documents ensuring that guidelines and title requirements are being fulfilled
Ensured files processed for posting and subsequently recorded comply with company guidelines and title jurisdictions standards
Performed factual research to identify issues and relevant matters of assigned tasks
Analyzed and reviewed various documents as required by lawyer to determine the necessary information, including the compliance's and compilation of findings
Department & Organizational Changes with heavy use of Visio and Access database
Organized and prepared Benefits Package including confidential organizational changes, and claims
Sales Operation Lead Project Manager/ Sales Purchasing Administrator
EarthLink Networks
01.2001 - 01.2003
Project Management and Account Coordinator ensuring that staff effectively communicate
Coordinated and managed large complex documents, productions and litigation projects
Negotiated pricing at the best rate based on quality and turnaround time
Managed purchase orders for entire sales organization and Capital Purchasing
Record keeping of budget for all departmental within Sales
Successfully delivered administered P.O
Within budget and aggressive time-lines
Regional Sales Administrative Assistant
EarthLink Networks
03.1999 - 01.2001
Event planning of sales meetings, off sites, travel arrangements, transportation to and from destination, negotiated pricing, to optimize frugal ness
Analyzed and factual decision making with regards to launch of new products, promotions and presentations
Assisted with maintenance of web HTML coding and web graphics, and additional uploads as requested by Marketing
Coordinated and managed large complex documents, productions and litigation projects
Managed purchase orders for entire sales organization
Record keeping of budget for all departmental within Sales
Education
Associate in Arts (AA) - Human Resources
Mt. SAC
Walnut, CA
09.2024
Certification in Business Administration and Computer Information -
Watterson College
Pasadena, CA
07.2000
Presenting And Speaking Skill
Toast Master
Irwindale CA
2009
Diploma in General Education -
Canyon High School
Monrovia, CA
06.1999
Skills
Proficient in MS Office
QuickBooks
QM3
Hyperion
Excel
Access
MS Project
Visio
Query tools
MS Publisher
PowerPoint
Adobe Reader and Writer
Micro strategy 8
Subcontractor Management and Reporting Tool (SMART)
SAP Payment Processing
CSS
CARS
Various other computer programs
Journal Entries
Project Coordination
Account Reconciliation
General Ledger Accounting
SOX
Oracle
Office Management
Forecasting
Accounts Payable
Accounts Receivable
Bookkeeping
Administrative experience
Google Suite
Microsoft Office
Word processing
Communication skills
Customer service
Microsoft Excel
Microsoft Access
Human Resources
Payroll
Accounting
Project coordination
General ledger accounting
Sage
Budgeting
Microsoft Word
Accounts receivable
Google Docs
Microsoft Publisher
Account reconciliation
Project management
Certification
Work Force Management, 01/01/19, 01/01/23
Fundamental Payroll Certification, 01/01/19, 01/01/23
CPR Certification
Driver's License
Certified Payroll Professional
First Aid Certification
Personal Information
Willing To Relocate: Anywhere
Authorized To Work: US for any employer
Timeline
Payroll and Accounting Manager
Congruex
01.2019 - Current
Office Manager
Pacific Stonegate
05.2016 - 07.2021
Office Manager
Fitness Club Warehouse
01.2013 - 11.2015
Administrative Assistant
Shell Incorporated
01.2012 - 01.2013
Customer Service Analyst
Olympic Staffing
05.2011 - 02.2012
Energy Efficiency- Business Analyst
Southern California Edison
10.2007 - 04.2011
Housing Admin
Southern California Presbyterian Homes
07.2004 - 08.2007
Human Resources Specialist
EarthLink Networks
01.2003 - 06.2004
Sales Operation Lead Project Manager/ Sales Purchasing Administrator
EarthLink Networks
01.2001 - 01.2003
Regional Sales Administrative Assistant
EarthLink Networks
03.1999 - 01.2001
Associate in Arts (AA) - Human Resources
Mt. SAC
Certification in Business Administration and Computer Information -