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Work experience

Dec 2009Present

Administrative Leader

Wish Upon A Star Child Care Ctr.

Responsible for submitting reports to local and state boards. Conducts critical background check for all staff members.Maintains business licenses current.Manages in-person interviews with parents and collects required monthly and weekly fees.Develops Marketing campaign for business.Creates service programs for evening, after school, and weekend schedules.Handles complaints by parents and staff members.

§Maintains all aspects of A/R & A/P.

§Keeps key records for associates, including attendance and time sheets.

Oct 2008Apr 2009

Seasonal Tax Specialist


Prepared, oversaw, and reviewed federal and state income tax returns including multi-state tax filings, tax credits, all areas of itemized deductions, self-employed income and expense allocations, securities transactions (gain/loss reporting, basis analysis and calculations, small business elections and tax research.

  • Coordinated meetings with high net worth clients for comprehensive review of financial records to ensure compliance to federal income tax forms 1040, 1040A, 1040EZ, 1099-G, 1099-INT, 1099-MISC, Schedule A, and Schedule B.
  • Recognized for best advice on income tax deductions and savings.
Apr 2007Aug 2008

Staff Accountant

Cerilliant Corporation

Supervised and performed detailed accounting functions including preparation of journal entries and account reconciliations.Monitored and completed analysis of GL account fluctuations as well as monthly/quarterly sales tax returns for Texas and California.Supported senior management on P/L analysis and implementation of new procedures and controls.

  • Spearheaded month-end close activities and improved revenue weekly report using exact business analysis to reduce waste and improve department efficiency.Company achieved > 98% accuracy in report entries.
  • Charted operational inefficiencies and provided recommendation on AP/AR process used to associate GL accounts.
  • Developed functional database for bank account and credit card reconciliation alleviating non-profitable entries.
Jun 2006Apr 2007


Texas Pack Rat

Coordinated bank reconciliations, month-end close functions, and GL entries for all accounts.Maintained fixed assets records, Reconcile the cash accounts for five different entities, and Retain the General Ledger for the five entities plus several prepaid accounts.

  • Communicated company policies providing directions and training to new hires.
  • Introduced new strategies and macros to investigate AP records, daily invoices and journal entries in GL.Reduced cumulative monthly errors by 26% in 3-month period.
  • Resolved inadequacies in multi-site accounting process through realization of new posting procedures.
Oct 2005Apr 2006

Contract Accountant


Documented and evaluated procedures including general accounting practices and researched variance in journal entries and bank accounts.Supervised and processed monthly invoices in high volume full-cycle AP department: matching, batching, coding, and cutting checks.

  • Recognized for exceptional customer service and quick resolution of financial discrepancies.
Jun 2004Nov 2004

Assistant Controller


Managed, balanced, and reconciled company’s books and all amortization schedules.Contributed to monthly preparation of financial & budgetary reporting packages Updated and maintained fixed assets to ensure proper depreciation.Set up, calculated and investigated monthly sales commissions for company’s consultants.Exported and analyzed Oracle Data into meaningful Excel Spreadsheets for use in various functions.

  • Generated testing templates and related schedules for system account reconciliation.
  • Monitored proper controls and practices to effectively manage monthly financial statements using detailed variance analysis, sales, and operating results for assigned division.
  • Evaluated business performance and researched problems with past due accounts or inaccurate payments to maximize profitability.
Jan 2002Oct 2002

Accounts Payable Lead


Maintained vendor statements reconciliation ensuring accuracy and integrity of department functions while coordinating processing of all invoices submitted for payment and payments to suppliers.Coordinated daily posting and reconciliation of credit card transactions and expense checks as well as documented travel expenses, vouchers and reimbursements.

  • Introduced new system for distribution of invoices and classified transactions saving department 2 days in weekly operation by minimizing non-value added activities.
  • Substantially reduced significant inconsistencies in sales travel expenses and reimbursements through better financial controls and reporting process.
Jun 1994Jun 1999

General Accountant


Oversaw day-to-day activities within the AP/AR function to ensure the highest quality of service and customer satisfaction for internal and external customers.Process bi-weekly Payroll when needed.Maintained a motivated, high performing organization. Evaluated talent using the finance competency model and effectively implemented company's performance management practices.

  • Developed a system to transfer travel expenses to customer databases reducing lead times by 30% and saving company $1.4 million in office supplies and overhead expense.
  • Designed and implemented a department performance evaluation system to replace an outdated, non-functioning one.
  • Improved productivity by eliminating an average of two weeks field time during international travel.
  • Granted Department Annual Excellence Award, 1996.


Bachelor of Science


American International College


MS Office/Excel
Applications & Software: Oracle, Great Plains, QuickBooks, Sage Mas 500 ERP, Onyx, AS/400 Systems, RIMS, TaxWise, MS Office   Proficiencies: Accounts Payable and Receivable Management, GL Reconciliation, Financial Reporting, Tax Preparation  



Traveling, Biking, Billiards, and Table-tennis.


Highly accomplished, results-driven, insightful accounting professional with success track record extending over various industries in pharmaceutical, Agricultural, construction, IT consulting and storage & moving services.Valued, enthusiastic team player with proven ability in several areas of Accounting, Finance, and Tax management.Brings an appealing combination of business acumen and analytical tactic in collaboration and problem solving.