Rivera Accountancy LLCApril 2006 to CurrentCompany Owner Snohomish, WA
Delivered superior level of customer service to all small business clients.
Maximized tax refunds by striving to obtain taxable income, deductible expenses and allowance details.
Assisted clients in determining business strategy and achieving profitability goals.
Processed all payroll entries and reports for 60 employees.
Reviewed general ledger entries for accuracy and completeness.
Represented clients in interaction with tax authorities and provided knowledgeable litigation support to resolve financial issues.
Reconciled all expenses and accounts, including company credit cards and expense accounts.
Monitored accounts payable and receivable statuses and delegated related tasks.
Reviewed and reconciled discrepancies in accounts and financial documentation.
Completed in-depth analysis of business operations, trends and obligations to complete accurate projections.
Supported budget administration with detailed expense analyses and report reviews.
Collaborated with staff to maximize customer satisfaction, streamline procedures and improve bottom-line profitability.
Trained current employees on additional job positions to maintain coverage of roles at all times.
California Bean and Pea IncSeptember 1989 to CurrentBusiness Consultant Tulare, CA
Limited financial discrepancies, reviewing and approving billing invoices and expense reports.
Created effective 60 month business plans to focus strategic decisions on exceeding long-term objectives.
Monitored progress by establishing plans, budgets and measuring results.
Identified and solved complex strategy problems to drive organizational goals.
Determined clients' eligibility for tax credits, abatements or deductions through careful research and oversight.
Collected detailed information and required paperwork from clients to complete tax returns.
Finalized and processed paperwork with local, state and federal government authorities.
Liaised between clients and tax authorities such as IRS representatives.
Responded to state and federal tax notices by preparing written responses or tax return amendments.
Strategized plans to help clients reduce liabilities and maximize deductions in future tax periods.
Produced work papers and lead sheets, tax projects and payment estimations.
Applied federal and state government regulations to prepare accurate and compliant tax returns for clients in wholesale beans and peas.
PriceAsher LLCMay 1991 to August 2007Controller Manager Seattle, WA
Coordinated and finalized quarterly and annual financial reporting packages.
Updated billing procedures to improve overall efficiency and reduce accounts receivable.
Compiled, prepared, and filed federal and state tax returns in compliance with regulatory standards.
Validated systems and procedures to support program implementation and streamline auditing processes.
Administered payroll for employees and oversaw corporate payroll reconciliation and tax activities.
Created internal controls and corrective actions to reduce risk or deficiencies.
Oversaw financial reporting, accounts payable and receivable, asset coordination, account management and budgets.
Reorganized finance and accounting departments to improve efficiency and cut excess spending.
Managed cash flows to optimize year-end tax benefits.
Prepared monthly financial statements, coordinated annual audits and facilitated preparation of Consolidated Annual Financial Reports (CAFR).
Managed accounts payable and receivable and developed monthly and annually budgets.
Consistently tested and developed strategies to improve information flow throughout organization.
Managed daily accounting operations, including closing, reporting and reconciliation functions.
Led annual financial audit and preparation of support for audited financial statements.
Improved billing and month-end reporting processes.
Developed and distributed operational reports to management and stakeholders.
Maintained general ledger and chart of accounts, performed complex accounting functions such as journal entry preparation, account analysis, balance sheet reconciliation and preparation of quarterly financial statements.
Supervised accounting and financial functions, including month-end close processes, and reconciled treasury transactions; worked with Chief Financial Officer and external auditors to complete year-end close process.
Implemented multiple software conversions, including desktop setup and staff training.
Reviewed sales numbers and calculated commissions.
Maintained inventory accuracy by counting stock-on-hand and reconciling discrepancies.
Continuously audited store operations, slashing inventory shrinkage and reducing cash discrepancies.
Reviewed sales reports to enhance sales performance and improve inventory management accuracy.
Collaborated with all company departments to ensure cohesive branding and strategic product placement.
Monitored inventory control to align ordering processes with demand plans.
Strengthened operational efficiencies and traceability by developing organization systems for financial reports, schedules, inventory control and merchandising.
Supervised training and development for new employees, which resulted in better team transitions and effective orientation.
Koei Kan Karate IncDecember 1990 to January 2001Business Owner Bellevue, WA
Cultivated engaging and lively setting for patrons to learn train.
Maintained functional and orderly building areas to meet all business needs and deliver professional appeal to customers.
Kept up-to-date on all regulatory changes affecting business operations.
Developed business and marketing plans and prepared monthly financial reports.
Stayed abreast of all federal regulations to ensure compliance of organization's processes.
Devised and implemented standard operating procedures, training program, and office management systems, including inventory management, financial management, and human resource management; actualized processes to successfully fulfill sales via phone, in store, and consignment.
Owned and managed daily operations of Martial Arts business, including supervising employees and providing onsite training and continuing education to staff.
Developed business from ground up and prepared records and operations for smooth handover to new owners.
Set pricing structures according to market analytics and emerging trends.
Education and Training
University of California, Santa BarbaraJune 1988Bachelor of Arts: Business EconomicsSanta Barbara, CA