Utilizing over thirty years of diversified accounting and finance experience to provide the best individualized service to clients. The main services provided are tax preparation and planning for individuals, partnerships and corporations, small business accounting and bookkeeping services, and accounting systems setup and implementation. Working closely with clients to meet all their accounting needs.

Provide financial consulting and tax services, meeting client needs with immediate access to essential accounting and financial expertise with solutions to their business and personal needs.

Managed implementing accounting best practices and system integrations for newly acquired Care Delivery Organizations (CDO) for Optum California. CDO integration included process workflows, implementing monthly journal entry checklist, accounting close calendar, balance sheet account reconciliations, general ledger system conversion, payroll processing and accounts payable payment procedures.

Performed month-end and year-end financial close process activities, prepared monthly account reconciliations to ensure accurate reporting and ledger maintenance. Established best practices for reporting estimated claims liability outstanding (IBNR). Analyzed financial information for discrepancies and other issues to be brought to the management’s attention. Participated in ad-hoc projects including new system testing and implementation for capitation revenue reporting.

Provided specialized accounting and financial expertise to organizations to help them improve their business performance in terms of operations, profitability, management, structure and strategy.

Managed the Corporate Accounting, Finance, Human Resource and Information System functions for all divisions of the Company.

Manage the administrative function for the company's sales force; including new customer sales leads, customer pricing and analysis, and customer service requests. Provide the company's sales team with the information and tools vital to manage customer needs and grow sales.

Provided financial consulting services, meeting client needs with immediate access to essential accounting and financial expertise and solutions to their business needs. Sample client work includes: • Sarbanes Oxley Compliance assessment for renowned auction house: • Revenue database development and financial analysis for key brokerage services company.

Managed the seasonal store planning process, quarterly sales plan review, and monthly sales plan distribution for 500 stores generating $500+ million in revenue, including direct management of store accounting, budgeting and brand growth plan with a staff of 4-5 professionals under supervision.

Eleven years of cross-functional accounting and financial experience in positions of increasing responsibility within a major Fortune 500 consumer product company:FINANCIAL MANAGER, U.S. FINANCIAL PLANNING SENIOR SALES ANALYST, U.S. SALES OPERATIONS AND ANALYSIS FINANCIAL ANALYST, ACCOUNTING POLICY AND FINANCIAL REPORTING SENIOR ACCOUNTANT, CORPORATE ANALYSIS AND REPORTING STAFF ACCOUNTANT, INTERNATIONAL ACCOUNTING

Serviced clients in manufacturing/distribution, telecommunications, retail and financial services industries by resolving business issues encountered during audit engagements with senior levels of management.