Karl Lopez Montgomery is a Payroll Manager / Accountant - Streamlining accounting processes with better spreadsheets and automation.
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Accountant / Payroll AdminBest Plumbing Group, Llc Jul 2019 - Oct 2024Seattle, Washington, UsMy position is to streamline accounting processes through the implementation of better spreadsheets and automation. By leveraging my expertise in payroll management, financial analysis, and advanced Excel skills, I aim to optimize workflows, enhance accuracy, and improve efficiency. Through the integration of automation tools and innovative solutions, my goal is to contribute to the organization's success by delivering timely and accurate financial and operational reporting while minimizing manual effort. With a strong commitment to excellence and a focus on continuous improvement, I strive to provide exceptional value and contribute to overall growth and success.• Process Bi-Weekly Payroll for multi-department company of 100+ employees• Redesign Excel templates for more streamlined workflows and automated dashboard generation• Designed operational procedures that transitioned employees from legacy accounting software to cloud based ERP system• Wrote python scripts to automate the manipulation/restructuring of excel spreadsheets for auditing and operational purposes.• Process accounts receivable transactions and generate performance reports for management• Implementation of bank reconciliation processes in new ERP system; wrote python script that creates journal entries based off .csv download of bank activity. -
Accounting ManagerLaw Offices Of Milo F. Dearmey May 2017 - May 2019• Managed accounts payable and accounts receivable; • Analyze and audit client billing ensuring accuracy for declarations submitted to the court• Oversaw documentation of Trust Account transactions• Facilitated transfer of client personal and billing information from internal database to Law Practice Management Software
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Jr AccountantAccountemps Dec 2015 - Jun 2016Menlo Park, Ca, Us• Worked with Controller and CFO to design and implement operational procedures to improve performance and efficiency in the accounting department• Managed accounts payable for client and its portfolio companies• Cleanup of internal data to facilitate the exchange of financial information between client and its portfolio companies -
Staff SpecialistOrange County Department Of Child Support Services Jul 2014 - Jan 2015• Wrote SAS code and SQL to clean, validate, and manipulate large data files and prepare datasets for management and research purposes• Used datasets to construct analytical models• Generated and validated management reports that guided and informed management about operational trends and statistics• Worked with management to design operational changes to improve performance and efficiency.
Karl Lopez Montgomery Education Details
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Chapman UniversityAccounting -
Servite High School
Frequently Asked Questions about Karl Lopez Montgomery
What is Karl Lopez Montgomery's role at the current company?
Karl Lopez Montgomery's current role is Payroll Manager / Accountant - Streamlining accounting processes with better spreadsheets and automation.
What schools did Karl Lopez Montgomery attend?
Karl Lopez Montgomery attended Chapman University, Servite High School.
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