Conservatorship And Trust Accounting
Beth Ortega, Senior Accounting Professional
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Beth Ortega Email & Phone Number
Conservatorship and Trust Accounting
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Beth Ortega, Senior Accounting Professional
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Current company
Beth Ortega, Senior Accounting Professional
Role
Conservatorship and Trust Accounting
Location
Martinez, California, United States
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Beth Ortega is listed as Conservatorship and Trust Accounting at Beth Ortega, Senior Accounting Professional, based in Martinez, California, United States. AeroLeads shows a matched LinkedIn profile for Beth Ortega.
Beth Ortega previously worked as Conservatorship/Trust Accounting at Beth Ortega, Senior Accounting Professional and Corporate Consultant at Dreyer'S Grand Ice Cream. Beth Ortega holds Bachelor Of Arts - Ba, Business, Minor In Accounting/Graduated With Honors from University Of California, Berkeley.
Profile bio
About Beth Ortega
CPA with a broad range of experience in fast-paced, high-transaction corporate environments. Hardworking, dynamic, disciplined professional, equipped with years of experience in Public and Private accounting arenas. Rich history in using work experience and judgement to solve complex issues and increase workplace efficiencies. Graduated from UC Berkeley with honors.
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Beth Ortega, Senior Accounting Professional
7 roles
Beth Ortega work experience
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Conservatorship/Trust Accounting
Current
Beth Ortega, Senior Accounting Professional
Prepared Statement of Accountings for Conservatorship and Trusts. Prepared related Court Statements. Accountings spanned the range of simple plans with cash accounts to complex ones involving multiple investment accounts and inter-related trusts. Worked with multiple law firms and individual clients.
Feb 2007 - Present
Corporate Consultant
Provided support to various accounting and finance divisions on a consultant basis. Provided review and support of the General Ledger team for their monthly reconciliations, creation of financial statements and required audit schedules. Provided accounting support to Sales & Finance Division on monthly financial statement needs and reconciliation processes. Reviewed and maintained Accounting Sub-Ledger feeds to General Ledger on Oracle Financial System for Corporate Sales Division. Created financial schedules and reconciliations for Strategic Financial System Division.
Jun 2000 - Aug 2002
Assistant Manager Of External Financial Reporting
Prepared 10-Q's, 10-K and Proxy statements. Performed monthly/quarterly/annual corporate consolidations. Prepared, maintained and reviewed income and balance sheet statements of both Corporate and multiple distribution centers. Prepared financial statements, audit schedules and financial analysis of Corporate and multiple distribution centers. Managed Audit and quarterly review process.Performed analysis and application of pre-2000 Oracle General Ledger and related sub-ledger software safeguards, prior to 12/31/99 financial close. Led General Ledger Team in upgrade of Oracle Financial based software. Worked closely with Oracle consultants, previewed and researched applicable Oracle solutions for General Ledger, selected final system, wrote training manual for General Ledger and Corporate functions and trained accounting staff in the Corporate Office on the new software system. Successfully led General Ledger accounting staff team in their training of their distribution center accounting contacts on the new Oracle Financial System.
Sep 1998 - Jun 2000
Corporate Accountant
Prepared, maintained and reviewed the income and balance sheet statements of multiple distribution centers. Performed monthly close, preparation of financial statements, audit schedules and analysis of distribution centers' financial activity. Performed monthly and quarterly reconciliations of product inventory for North-East warehouse. Implemented accounting, financial statements and schedules for Northern California's Consignment sales process.
Aug 1995 - Sep 1998
Financial Specialist
Genstar - Ge Capital
Administered and performed related accounting functions for various complex international capital lease buyback positions across multiple GE Capital companies. Worked closely with other GE Capital legal, finance and tax specialists on maintaining contract requirements. Provided monthly and quarterly financial data to General Ledger team for financial close activity.
Aug 1994 - Aug 1995
Senior Accountant
Aug 1991 - Aug 1994
1 education record
Beth Ortega education
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What company does Beth Ortega work for?
Beth Ortega works for Beth Ortega, Senior Accounting Professional.
What is Beth Ortega's role at Beth Ortega, Senior Accounting Professional?
Beth Ortega is listed as Conservatorship and Trust Accounting at Beth Ortega, Senior Accounting Professional.
Where is Beth Ortega based?
Beth Ortega is based in Martinez, California, United States while working with Beth Ortega, Senior Accounting Professional.
What companies has Beth Ortega worked for?
Beth Ortega has worked for Beth Ortega, Senior Accounting Professional, Dreyer'S Grand Ice Cream, Genstar - Ge Capital, and Kpmg.
How can I contact Beth Ortega?
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What schools did Beth Ortega attend?
Beth Ortega holds Bachelor Of Arts - Ba, Business, Minor In Accounting/Graduated With Honors from University Of California, Berkeley.
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