- Prepare 842 lease amortization schedule- Prepare and analyze monthly and annual financial statements- Manage the month-end and year-end close- Manage and successfully complete 3 years of clean audits- Manage the books during a 300% growth from 12 to 34 clubhouses, 2000 to 5000 youths served- Manage the transition of expense management software from Expensify to Abacus- Manage and grow cash reserves- Comply with the financial requirements of private, state, and Federal grants- Deploy laptops to 300 staff members at all club sites- Manage the timely payment of all bills and collection of all receivables- Manage the timely preparation of state and federal tax filings- Reconcile payroll to quarterly payroll tax filings- Review and manage our vacation liability- Prepare journal entries- Draft financial processes and policies

Engaging City departments, leaders, and staff so that there is a focus on San José's most impacted communities. We do this by centering racial equity, diversity, inclusion, and intersectionality of all marginalized identities.Offering input on the design and crafting of ordinances, resolutions, and policies.

LIFEAID Beverage Co. has become a trusted brand among athletes, health-conscious and performance-minded consumers. Portfolio of better-for-you supplements contains both ready-to-drink and powdered mix blends, including FITAID, FOCUSAID, IMMUNITYAID, DREAMAID, PARTYAID, and now FITAID Energy + Sports Recovery.

- Manage General Ledger including but not limited to entries and postings for weekly contributions, payroll, transfers, month-end entries, non-contribution revenue, etc.- Review all payables, gather appropriate signatures, prepare and distribute/mail to vendors.- Manage the collection and entry of all employee sick, vacation, and personal time off.- Prepare, transmit, and enter all ACH and wire transfers.- Provide oversight and leadership over bookkeeping.- Prepare quarterly and year-end giving statements for mailing.- Support and report directly to the CFO.- Remedy mistakes and promote efficiency in the business office.- Communicate with insurance carriers regarding benefits.- Enroll and oversee benefits for approximately 30 employees.- Communicate with donors. - Enroll new hires into our ADP Workforcenow payroll.- Collect timecards, entered, and made payroll changes in payroll bi-monthly basis.- Communicate with ADP and produced reports as requested.- Proficient in ADP Workforcenow, Shelby v5, Shelby Arena, Shelby Financials, and Outlook.

I prepare yearly Federal and State income tax forms with all schedules including self-employed businesses, rental properties, and ESPPs/RSUs. I prepare 1099’s for clients and the IRS. I interview clients to collect information and gather the necessary paperwork prior to preparing tax returns.

I completed between 100 and 150 federal and multi-state returns for Individuals using Drake Tax Software. I researched issues in-depth using IRS.gov, Tax Book, and Quickfinder. I translated foreign currencies into US Dollars to record income and expense.

During my Masters program, I worked at Burr Pilger Mayer. I prepared Partnership, Corporate, Trust & Estate, and Individual Tax Returns using CCH ProSystems fx Tax. I leveraged tax resources to remedy issues and questions. I worked in the tax team and communicated with clients.

I reviewed Business Credit Card documents to ensure compliance.

I investigated fraudulent transactions & accounts, and I provided evidence to banks to help resolve Chargebacks. I worked the Risk team and Engineering team implement software changes and increase win-rates. I provided quality customer support via e-mail. I determined and escalated risky accounts based on trends.