Strategic, proactive accounting professional with 20 years experience ensuring compliance, producing month-end and year-end reports, preparing journal entries, sales and GL in diverse organizations.
*Hands-on contributor recognized for creative, collaborative, and resourceful approaches to program development, problem resolution, financial risk mitigation, client communication and account management.
*Ability to think strategically and deliver results individually and through diverse teams.
*Excel in building partnerships and creating and delivering innovative solutions with a background in preventative assessments to reduce operational costs on an organizational scale.
MS Office Suite, QuickBooks Pro/Online, DropBox, Google Drive, MAS 90 and Peachtree Accounting.
Utilized financial and accounting expertise to drive sales up by 25% through internal control implementation, fiscal administration and reporting/tracking of revenue and consumer trends as an entrepreneur for 16 years.
Mitigated extraneous operational costs by 5%-7% through vendor negotiations to acquire optimal price points on a diverse range of services.
Won a $1.2 million business loan after creating a new business plan.
Built three stores from a corporate brand from the ground up by focusing on service-oriented sales methodologies, developing individual operating budgets for each location and implementing a new POS for better customer satisfaction.
Allocated resources to reduce waste, keep costs under budget and diminish needs for excess expense with 50 staff in five locations.
BUSINESS ANALYST01/2015 to 01/2017NAVIGATOR SCHOOLSGILROY, CA
Full-Charge Bookkeeper01/1998 to 01/2014JavaBakeryCafe and 5th Avenue Bagel & CafeOrange County, CA
Entrepreneurial business leader and Hands-on operator who managed multi-location coffee/bakery shops specializing in homemade bakeries.
Control, analyze, and prepare all financial statements.
Empowered employees to become self-sufficient and well - educated about operations in a fast-pace shop.
We successfully managed to increase sales of 25%.
Dedicated to keeping the company's books clean and up to date on a daily basis with the integrated help of QuickBooks Online.
Responsible for all financial aspects.
General ledger entries, account reconciliations, budget analysis.
Prepared payroll process and maintained HR records.
Reviewed, audit and paid bills on biweekly, or as needed basis.
Reconciled monthly bank accounts.
Prepared financial statements: P/L statement, balance sheet, and cash flow.
Generated Year-end reports.
Maintained W-9 and Prepared 1099s.
Prepared Sales/Use Tax Statements.
Trained managers how to improve productivity and self-motivation, and utilize company's resources to reduce waste, keep costs under budget, and diminish need for excess expense with 50 employees in 5 locations.
Created Budgets for each location.
Implemented new POS for better customers satisfaction.
Monitored and built team-work.
Completed the Business Plan, initial Cash Flow Forecasts and presented these to the bank in order to gain a significant business loan.
Coordinated various contractors for upgrade and remodel the coffee/bakery shops.
Full Charge Bookkeeper01/1995 to 01/1997EURO NATIONALLOS ANGELES, CA
Facilitated financial and accounting operations by managing accounts payable, accounts receivable as well as employee expense reimbursements.
Prepared and administered payroll and general ledger entries.
Reported to Owner of company on current status of financial aspects of projects.
Served a pivotal role in converting processes to Peachtree Accounting from manual operations to streamline productivity for accounting department.
Assisted with A/R and A/P operations by preparing invoices, employees' reimbursement, reviewing expense reports, making deposits and wire transfer, and processing checks.
Performed monthly bank reconciliations, General Ledger and P&L statements.
Contributed to turnover improvements and profit improvement through cross-functional training and communication across 25 employees.
Controller01/1990 to 01/1994ZIPZAGLOS ANGELES, CA
Spearheaded financial operations for a newer start-up company with annual sales of $3.5 million.
Reported to Co-Owner and developed strategic forecasts and plans to set future growth goals.
Managed accounting staff and developed new training programs to maximize productivity.
Investigated and resolved monthly bank account discrepancies through partnership with bank to meet aggressive reporting deadlines.
Partnered with executive staff to follow through on timely and accurate month-end closings as well as recent financial status and activities.
Led conversion from a manual accounting system to MAS software to ensure optimal compliance, accuracy and productivity.
Prepared payroll, oversaw credit approval and debt collection and produced monthly, quarterly and annual financial statements and reports.
Education and Training
BSWinter 2016California State UniversityHayward, CA
account reconciliations, accounting, accounting system, accounts payable, accounts receivable, streamline, A/P, balance sheet, monthly bank reconciliations, budget analysis, Budgets, budget, Business Plan, Cash Flow, conversion, credit, expense reports, fast, financial, financial and accounting, financial operations, financial statements, functional, General Ledger, HR, preparing invoices, managing, MAS 90, MS Office Suite, payroll, Peachtree Accounting, POS, processes, profit, QuickBooks, QuickBooks Pro, reporting, Sales, strategic, Tax, team-work, training programs, upgrade, reduce waste, Year-end