Accounting professional with over 10 years of full cycle multi entity accounting experience within the private sector. I have over 4 years of management experience and have led my team through ERP integrations, M&A transactions, and an overall high-growth environment. I recently graduated with an MBA in International Business from Texas State University and am excited to continue developing in my career as a leader within the accounting industry.
-
Assistant ControllerCarbonbetter Oct 2023 - PresentAustin, Texas, United States-Supervise a highly motivated accounting team covering general accounting, A/P, and A/R.-Coordinate monthly close including the reviewing of journal entries, bank reconciliations, and financial analysis. -Consolidate, examine, and analyze multi-entity accounting records, financial statements, and other financial reports to assess accuracy, completeness, and conformance with GAAP and internal reporting standards.-Prepare financial and regulatory schedules required by bank covenants.-Oversee and coordinate annual financial statement audit. -
Lifetime MemberBeta Gamma Sigma May 2022 - PresentInducted as a lifetime member of Beta GammaSigma, The International Business HonorSociety. BGS recognizes and honors top performing students (Top 20% of graduate students) from around the world in business schools accredited by The Association to Advance Collegiate Schools ofBusiness (AACSB). -
Assistant ControllerHopdoddy Burger Bar Jan 2019 - Oct 2023Austin, Texas AreaAssistant Controller 08/17/2020 - 10/06/2023Accounting Manager 1/01/2019 - 08/16/2020-Present consolidated monthly financial statements to leadership team providing entity level analysis of COGS, OpEx, Occupancy, and SLEBITDA. -Develop and continuously refine month-end close schedule. -Successfully implement Restaurant365, the organization's accounting and primary operations software. -Assist in M&A transaction flow with a focus on due diligence and integration execution. -Coordinate annual financial audit. -Directly support SVP, Finance with bank covenant reporting, cash flow management, annual budgeting process, and all treasury and bank activities. -
Senior AccountantHopdoddy Burger Bar Jul 2015 - Dec 2018Austin, Texas AreaSenior Accountant - 12/02/2016 - 12/31/2018Restaurant Accountant - 07/06/15 - 12/01/2016- Provide direct accounting support to 7 individual restaurant management teams regarding AP, inventory, daily sales, petty cash and entity level P&L statements.- Monthly preparation and review of entity level financial statements, sales tax reports, period end entries and bank reconciliations.- Served as the accounting project coordinator during the construction of 15 entities. Responsibilities include; acquiring permits, budget tracking, expense analysis, inventory, creating fixed asset listings as well as the administrative training of management. -
Financial Services Staff AccountantEzcorp Dec 2014 - Jul 2015Austin, Texas Area- Complete daily/monthly lender reconciliation in order to ensure proper accounting for all loan balances and fees due to/from financial lenders.- Prepare, research and resolve variances uncovered in monthly general ledger to sub-ledger reconciliation.- Monitor store activity to ensure proper accounting as well as respond to all store level questions concerning store income statements. -
Staff Accountant RcmHanger, Inc. Jun 2014 - Dec 2014Austin, Texas Area- Reconcile an average of 9 million dollars worth of monthly deposits to payment postings processed within the revenue cycle management accounts.- Work closely with the Cash Processing/Cash Posting team to ensure accurate and timely posting of payments.- Prepare monthly/quarterly journal entries totaling an average of four million dollars. -
Senior AccountantEnterprise Rent-A-Car Mar 2012 - Jun 2014Austin, Texas AreaSenior Accountant - 05/03/14 - 06/12/14Staff Accountant - 05/10/13 - 05/02/14Accounting Intern - 03/08/12 - 05/09/13- Provide direct accounting support to over thirty individual branch locations. Responsibilities included coding expense reports, accounting for fixed assets and approval of all customer balance adjustments, including bad debt write offs.- Complete bank reconciliations along with various month end account schedules related to assets, prepaid expenses and current/long term liabilities.- Perform audit of 8 - 10 individual branch locations annually. -
Lead TellerWells Fargo Oct 2010 - Dec 2013Austin, Texas Area- Process complex transactions with an approval limit of one hundred thousand dollars. - Maintain a quarterly balancing accuracy of 10-15% above company average. - Ensure compliance with operational policy and federal regulation. -
Senior TellerBank Of America Jul 2007 - Oct 2010El Paso, Texas AreaSenior Teller - 09/15/09 - 09/10/10Teller - 07/12/07 - 09/14/09- Run a drawer with a cash limit of fifty thousand dollars.- Build loyalty and trust among customers while maintaining support for the banking center team.- Satisfy customer service inquiries while consistently surpassing sales expectations.
David Sosa, Mba Education Details
-
International Business -
Accounting
Frequently Asked Questions about David Sosa, Mba
What company does David Sosa, Mba work for?
David Sosa, Mba works for Carbonbetter
What is David Sosa, Mba's role at the current company?
David Sosa, Mba's current role is Assistant Controller at CarbonBetter.
What schools did David Sosa, Mba attend?
David Sosa, Mba attended Texas State University, Texas State University-San Marcos.
Not the David Sosa, Mba you were looking for?
-
David Sosa, MBA, MSF
Waxhaw, Nc3mdxhealth.com, prometheuslabs.com, att.net1 (866) 2XXXXXXX
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial