Highly self-motivated accountant with 10 years of experience in private and public companies. Seeking to leverage proven skills in month-end close, financial statements preparation, variance analysis, accounts reconciliations, SOX compliance, tax compliance, year-end audit preparation and process improvements. Skilled in process improvements which increased efficiency and productivity by 25%. Audited internally developed software and uncovered $5 million misstatement in fixed assets. Collaborated with project managers and brought fixed assets account balances to current. Have experience in building good working relationship with various departments and supporting their needs.
Envestnet provides back-office software and services primarily to financial advisors, banks, wealth management and brokerage firms. Envestnet is a public company with revenues approaching $900 million in 2019.
Staff Accountant:Managed general accounting and financial transactions to ensure timely and accuracy according to company's policies and procedures, as well as compliance with SOX and U.S. GAAP.
Wave Broadband is a telecommunications provider. The company provides cable TV, internet and telephone to residential, business and enterprise customers in Washington, Oregon and California. Revenues approaching $385 million in 2016.
Accountant: Examined and analyzed financial reports and records for completeness and accuracy and compliance with U.S. GAAP. Managed tax compliance for federal, state and local including prepared compliance returns for sales/use, B&O, federal excise and other local jurisdiction taxes.
Alexis Hotel is one of many Kimpton boutique hotels. It has hotels in over 40 cities throughout the country with revenues approaching $1 million in 2010.
Accounting Manager: Provided support to controller in all aspect of accounting department functions on ensuring timely and accurate delivery of financial statements and reporting.
Sorrento Hotel is a historic boutique hotel with revenue less than $1 million.
Accounting Specialist: Managed accurate accounting records and reporting for both payroll and accounts receivable.
In September 2020, I passed all four sections of the CPA exam. Next, I will be submitting my exam results and signed experience affidavit to the Washington State Board of Accountancy. I expect to be awarded my CPA license in January 2021.
Companies Worked For:
Job Titles Held: