Ensure integrity of accounting information by recording and verifying financial transactions, while supporting the accounting team with a variety of functions, which include financial analysis, training of accounting staff, and participation in regulatory audits. Responsible for account reconciliation, journal entries, and analysis to produce accurate financial reporting in accordance with US GAAP. Conduct expenditure analysis to identify, research and resolve issues and interface with multiple departments to resolve discrepancies and address procedural issues. Maintain and reconcile prepaid amortization schedules, liability accruals, fixed assets and capital expenditures, payroll, and inventory accounting for all divisions. Research tax compliance guidelines and ensure timely filing of monthly sales tax returns and annual property tax returns for multiple states. Implement control procedures to mitigate risk and stay current on sales tax rate changes and state regulations.

Manage day-to-day operations and supervision of accounting and administrative staff. Oversee accounting, purchasing, shipping and receiving, and inventory. Supervise and direct administrative and accounting staff to ensure financial accuracy and operational efficiency. Conduct month end and year end close activities and inventory audits. Prepare weekly and monthly financial reports. Review and audit accounting transactions and inventory shipments, resulting in significantly reduced discrepancies. Act as employee liaison to corporate office regarding HR and personnel matters. • Reduce inventory loss by 80% from previous year by taking ownership of inventory process and implementing inventory control procedures.• Train staff on new ERP accounting system and develop standard operating procedures and training guides.

Responsible for financial aspects of the business to ensure compliance with corporate policies and procedures. Produce monthly financial statements, respond to internal and external audits, forecast and monitor annual budget in alignment with business goals and objectives. Act as a liaison with CPA firm to prepare statements and documents needed for tax preparation. Prepare timely and comprehensive reports including analysis of financial data, statements, earnings, profits, cash balances, and financial metrics based on past, present, and expected operations. Monitor budget on a monthly basis, research variances and report significant issues to management. Manage, supervise, and support accounting and office staff. Oversee daily accounting transactions to ensure accurate record keeping. Research and reconcile client accounts to resolve discrepancies, issue journal entries, and audit bills for accuracy. Responsible for internal Human Resources functions, including new hire procedures, exit interviews and terminations, and payroll administration. Communicate HR policies and serve as main point of contact regarding HR related questions.

Manage day-to-day operations of the Cisco and Hewlett Packard training schedule. Rely on extensive industry knowledge and apply strong analytical skills to forecast, plan, and schedule course offerings on a 6 month rolling schedule. Analyze class revenue and address budget concerns to minimize costs and maximize gross profit while retaining consistency in quality of training. Work closely with multiple teams and departments to coordinate logistics and delivery of classes. Leverage good relations with contractors and vendors to obtain necessary classroom resources. Manage instructor schedules and collaborate with educators on special projects and assignments. Direct rollout of new course offerings by collaborating with instructors, sales, and marketing. Make quick, tactical decisions to resolve scheduling conflicts, logistical concerns, and customer satisfaction issues. Serve as sole decision maker on class cancellations and business decisions that directly impact gross revenue. • Received an average student evaluation score of 8.4 out of 9 by directly impacting quality of training • Successfully managed highly complex resource schedules requiring analysis of situations and a variety of factors• Proven track record of successfully coordinating logistics and adjusting to last minute changes and requests • Improved upon current processes by recognizing loopholes and implementing tracking procedures, resulting in lower class expenses and higher revenue• Effectively communicate with multiple teams and departments, contractors, and vendors; earning a solid reputation of being a reliable leader and team player

Manage Business Operations to enhance customer experience, company efficiency, effectiveness, and profitability. Direct Human Resources to create an employee base that exemplifies company values. Ensure corporate policies and procedures are compliant and up-to-date. Administer open enrollment and provide guidance to employees on benefit plans. Direct new hire orientation training and compile onboarding materials. Assist in recruitment efforts pertaining to job postings, phone screening, and interviews. Create employee annual evaluation forms and develop employee annual review process. Spearhead employee recognition and wellness programs. Plan and coordinate company events, fundraisers, and volunteer activities to support the local community. • Awarded Employee of the Year• Improved upon and structured HR processes• Cultivated a “family” work environment resulting in increased employee morale and retention• Created and implemented highly popular employee recognition program and team building activities• Increase company visibility via entry into the Orange County Register and OC Business Journal Top Workplaces program, ranking among the top in our category

Manage all functions of HR including new hire orientation, benefits administration, open enrollment, leaves of absence, and Cobra. Maintain employee files with utmost confidentiality, complete I-9 verification, ensure compliance and adherence to HR policies and procedures. Update employee handbook, address employee questions regarding benefits, and coordinate medical and dental deductions with payroll department. Assist with recruiting efforts in regards to job postings, phone screenings, and interviews. • Trained and mentored all incoming Accounts Payable and Accounts Receivable associates • Streamlined and improved accounting processes to ensure maximum efficiency and accuracy• Analyzed company expenses and introduced cost saving initiatives

Highly accomplished, seasoned AR and AP specialist responsible for all aspects of AR and AP including invoicing, collections, cash receipts, weekly check runs, month end account reconciliation, 1099 tax forms, purchase orders, credit and debit memos, refunds, and chargebacks. Research and resolve customer satisfaction issues and account discrepancies in a prompt, urgent manner. Manage employee expense reports and reimbursements. Thorough follow up on major collection accounts to minimize bad debt and write offs. Generate weekly financial reports to track and analyze operating costs. • Awarded Employee of the Quarter• Proficient in QuickBooks, Acuity MAS 500, Microsoft Excel, Training Server • 90% success rate on collecting outstanding invoices• Solid reputation for producing detailed and accurate work with efficiency