Jeri Peterson Email & Phone Number

Glendale Ca

Glendale, Ca

Sylmar, Ca

Period end financial closing - reconciliations, journal entries and so on for two plants (Quallion & ABSL) of the EAS division of EnerSys. Systems - Sage ERP 100 (MAS) , Sage Fixed Assets, QuickBooks Pro, Unanet Project Management. Standard Production & Job Cost (Project) Accounting.

Glendale Ca

Freelance Financial & Project Consulting.

For Client Locations, Please See Below.

Apr 2016 - Present: EnerSys - Quallion LLC, Sylmar, CAMar 2016 - Apr 2016: Lorac Cosmetics LLC, Valencia, CASep 2015 - Feb 2016: R/J Builders, Inc., South Pasadena, CAJun 2015 - Sep 2015: The Walt Disney Company, Glendale, CADec 2014 - Mar 2015: Exelis, Inc./Space Computer Corp., West Los Angeles, CA Apr 2014 - Sep 2014: Forever 21 Inc., Los Angeles CA Nov 2013 - Feb 2014: American Apparel Inc., Los Angeles CA. Aug 2012 - Nov 2013: Amgen, Inc., Thousand Oaks CA. Jan 2012 - Apr 2012: Shelter Clean - Triangle Services, Los Angeles CAAug 2011 - Dec 2011: Semco Instruments, Valencia CA

South Pasadena, Ca

Assist management to accommodate recent expansion of business. Systems: QuickBooks Premier for Contractors & extensive use of Excel for job cost accounting & project billings.

Glendale

Corporate Reporting and Foreign Exchange Hedge Forecasting for Disney Corporate, Walt Disney International, Disney Interactive, Television & Cable Broadcasting

West Los Angeles

Now part of Harris. Exelis Geospatial Systems / Space Computer Corporation - Period and Fiscal Year End Closing; ad hoc financial reporting; year-end reporting for corporate income taxes; DCAA Annual Incurred Cost Submission. Systems used MAS, QuickBooks, Unanet, extensive Excel.

Los Angeles, Ca

Period closings, Audit PBC schedules, Inventory Analysis. Systems: New Warehouse, heavy duty Excel analysis & reporting, PowerPoint...

Los Angeles, Ca

Period & Year-end closings. Audit PBC schedules. Financial Analysis. Mostly MAS and Excel. RetailPro interface.

Thousand Oaks

Manual Inventory accounting at batch level for products with financial flow separate from physical flow on global basis. Coordinate Operations Functional Accruals for international facilities. Prepare End User Procedures, templates and presentations. Group and one-on-one training. Extensive use of SAP inventory and accounting software. Advanced Excel and PowerPoint required, moderate Visio, SharePoint and Blackline skills used.

Los Angeles Ca

Initially reported to parent company in New York parent during sale of Shelter Clean to Triangle Services and then assisted with handing over operational matters to new ownership. Responsible for all cash; supervised AP and PR; responsible for fleet accounting; auto, workers compensation and disability claims; stayed on after sale to wrap up and ship documents back to NY.

Valencia, Ca

Interim Accounting Manager and was kept on after Accounting Manager hired. Responsible for scheduling and follow through of period-end closing, develop forms & procedures, reconcile accounts, training of staff and various other projects. System: Made To Manage (manufacturing ERP system).

CPA Practice in Glendale CA specializing in individual and small business accounting, finance, tax planning and tax return preparation. Provides QuickBooks and Quicken training; Online filing of tax returns; Personal Financial Planning. Financial Statement Compilation & Review Services; Income Tax Planning and Return preparation for individuals, partnerships and corporations; Controller-for-hire. Systems: Lacerte tax, QuickBooks Professional, Pro-Series Tax.

Thorough research and overdue reconciliation of complex accounts; create templates, training materials and educate client accounting staff on national, regional and local policies and procedures; back-fill supervisory and lead positions; work with client's management, vendors, customers and other third parties for problem resolution and prevention.

Pasadena, Ca

Accounting for major capital projects - Construction/Work-In-Progress and capitalization of completed projects to Fixed Assets. Recent high turnover in the department, filled in as lead accountant and accountant and trained replacements.

North Hollywood Ca

Periodic Closings, financial analysis and review, credit & collections, interface between online customer sales and in-house accounting. System: QuickBooks Enterprise and proprietary software.

El Segundo Ca

Assist Controller with preparation for state audit; preparation of records for archives; Claims analysis.

Gardena Ca

Accounting for Swap Cement in Audit PBC and confirmations; assist company in transitioning from legacy accounting system to SAP including training of general accounting staff.

Financial Reporting, Internal Control and Accounting Systems evaluation, selection, customization, implementation, training, conversion / upgrade and support. Systems: PeopleSoft, AVUS.

Internet start-up in Pasadena California for online business insurance (initially Workers Compensation) bidding and underwriting. Responsible for setting up multiple user QuickBooks based accounting system, training and supervision and working in conjunction with the internet application programming development to interface the online product with accounting and billing systems. Systems: QuickBooks Enterprise.

Glendale Ca

Los Angeles area Certified Public Accounting firm located in Glendale CA until 1997 when the partnership dissolved. The partnership later reformed in Montana and in California. Jeri Peterson started her own CPA Practice as a sole proprietorship in Glendale. 50% taxes (individuals and organizations), 25% accounting systems / management and 25% compilation/review/audit. Systems: Client Write-Up Solution, Lacerte Tax, QuickBooks, BusinessWorks.

South Gate Ca

Public company until 1986. Headquartered in Chicago IL with Divisions and Subsidiaries in California, Arizona, Texas and Illinois. I was responsible for all of the California and Arizona financial and accounting operations until the company was acquired by Industrial Equity (Pacific) who began liquidating significant parts of the corporation. I left to enter Public Accounting.

Costa Mesa Ca

The company, A&E Plastik Pak is now ImagePoint. As Accountant for the Plastronics Division in Costa Mesa California, I was responsible for the accounting and cost accounting functions and reported to the Division Controller. I left to pursue a supervisory position at Anadite Inc.

B.Sc., Accountancy

B.A., Linguistics