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RESUME

Anchor 1
Education

San Diego State University

B.S. Business Administration - Finance

​2002 - 2007

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San Diego State University

Masters Science of Accountancy - emphasis in Tax

2020- May 2023

Skills​
  • Public Notary and Loan Signing Notary

    • Notary experience in but not limited to: Mortgages, Deeds, Trusts, Wills, Contract notarizations, lien releases, contract AR invoice submissions

  • Accounting Systems Used:

    • QuickBooks Desktop 2006-current year

    • QuickBooks Desktop Enterprise

    • QuickBooks Online

    • SAP ERC

    • AMB

    • Financial Edge

    • Excel

    • Fathom

    • SAP UCC

  • Accounting Experience

    • G/L Reconciliation

    • Fixed Asset Reconciliation

    • Find and fix prior errors

    • A/P & A/R

    • Oversee office manager / assistant's work

    • Sales input & breakdown by income type

    • Class coding for department analyzation profit/expenses

    • Enter expenses broken down as cogs

    • Financial analysis

    • In House Payroll processing and recommendations

    • Monthly Sales Tax Submissions and Quarterly/Annual reporting

    • Monthly P&L Reporting

    • Act as power of attorney for tax purposes regarding tax payments, as well as payroll reporting

    • Monthly reviews / meetings with owners and year end communication with CPA’s

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Work​
experience​

Over 23 years in a variety of small to large businesses. Helped many organizations and entitles grow and expand to helping hire in house accounting team.

 

Exact clients not disclosed for privacy purposes.

 

Please refer to my work for current list of business types.

 
 
 
 
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