Responsibilities:Apply up-to-date knowledge of Generally Accepted Accounting Principles and industry-specific regulations.Implement forecasting systems to project financial needs. Suggest contingency plans in advance to preserve credit and cash positions.Prepare summary of company business activity and financial position based on past, present, and expected operations.Prepare and present annual operating budget. Monitor budget vs. actual results monthly.Advises management about insurance coverage for protection against property losses and potential liabilities.Coordinates work with outside CPA.Establishes and maintain relationships with banks and other financial institutions.Prepare biweekly payroll, commissions, incentive bonuses and year-end bonuses.Oversee administration of Employee Benefits.Directly supervises four employees in the Accounting Department. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws, including but not limited to: interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.

Responsibilities:Perform timely month-end close of multiple accounts, including but not limited to: Fixed Assets, Capital Leases, Inventory, Deferred Revenue/Expenses, Debt and Interest Expense, Sales Commissions, etc.Present monthly financial results to Finance and Accounting Leadership, focusing on Revenue and Expenses.Complete miscellaneous projects as requested by supervisor.Achievements:Assisted in implementing the Microsoft Dynamics GP Inventory Module, focusing on cutover analysis, data validation, and reconciliation.Overhauled expense tracking for partner-funded projects to provide Finance personnel with clear, usable data.Worked with colleague to transition accounting function to a paperless environment, saving money and streamlining the fulfillment of audit requests.

Responsibilities:Perform timely month-end close of multiple accounts, including but not limited to: A/R, Fixed Assets, Accruals, Royalty Receivables/Income, Debt and Interest Expense, Benefits/Insurance, etc.Assist external auditors by providing support for the Company’s transactions and evidence of SOX compliance.Complete miscellaneous projects as requested by supervisor.Achievements:Completed successful 10-Q quarterly filing while Financial Reporting Manager was on leave by building reporting binder, managing version changes, and incorporating external and internal review comments.Improved a number of internal accounting processes to be in line with expectations of a public company.Determined the appropriate accounting treatment for a debt modification transaction, and collaborated with finance personnel to write supporting whitepaper, passing internal and external review.

Responsibilities:Plan and execute efficient, high-quality audits.Develop team skills through effective delegation and on-the-job coaching.Maintain effective working relationships with team and client personnel Add value to audit engagements through relevant accounting discussions with team and client management.Achievements:Acted as an audit manager when a formal manager was unavailable. Supervised two staff and completed the audit on time and under budget, doubling the engagement’s margin compared to the prior year.Instructed a training class for incoming first-year associates, helping them understands the firm’s audit approach, proprietary software, and various logistical considerations.Taught multiple Excel training classes to help attendees learn the program’s more advanced capabilities with the goal of improving efficiency in their audits. As a second-year staff, took on a complex audit topic (a client’s significant restructuring) and completed all related testing, including: impact on company equity, employment changes, severance, etc., and authored a guidance-based memorandum that concluded on the accounting treatment of the restructuring.Coached staff associates with identified performance issues. Subsequent performance saw a marked improvement.Conducted numerous audit planning presentations to firm executives, demonstrating an understanding of the client’s unique accounting/audit issues, and designing an appropriate approach to address them.Industry Clients: Healthcare, Biotechnology, Technology, Contract Manufacturing, Investment FirmsAudit Work Examples: 10-K filings, IPO Procedures, SOX Control Testing, Employee Benefit Plans, Health Plans, Govt. Compliance Audits, US GAAP to IFRS Conversions

Worked with the Cost Accounting Professor to grade homework, proctor exams, and tutor students. Developed a case study that was adopted into the cost accounting curriculum.

Perform daily project backups through UbuntuDownload up-to-date project files from client database.Create Git repositories.Build and verify software images.

Improved interpersonal skills by interacting with a variety of people Provided quality assurance for all completed Enumeration Questionnaires and other assorted paperworkSupervised nine enumeratorsDelegated enumeration responsibilities within the Mira Mesa area

Experienced identifying various computer issues, including, but not limited to: business networks, data recovery, OS reinstalls, spyware and virus removal, printer configuration, as well as hardware assembly and installationLearned the value of flexibility and customer service by working for a variety of clientsEnhanced problem-solving skills by tackling and solving a variety of computer issuesGained valuable understanding of computer software and hardware