Pedro Vidaña, Msa Email and Phone Number
Finance industry professional, with nearly 2 decades of experience in finance, leadership, coaching, mentorship and development. I have a passion for equipping, training and teaching individuals to help master their skills, and take their careers to the next level. I am also passionate about helping families, entrepreneurs, and individuals master their finances. It is fulfilling to help a family on their financial journey via education and solutions, to reach their financial goals. Whether their goals are a well-funded retirement, giving their children a financial head-start, or simply protecting their family and their income from the unexpected, it is my mission to help.If you are curious about a career in finance, but are not sure where to start, feel free to reach out. Let’s have a conversation and see if our comprehensive training program, our structure, matched with your experience, entrepreuneurial mind, and passion for helping others may be a mutual fit. Additionally, if you have any questions; debt management, budget, retirement, college planning, or insurance please feel free to reach out and let’s have a conversation, I’m here to help.
Prestige Partners
View- Website:
- prestigepartnerstbg.com
- Employees:
- 11
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Financial ProfessionalPrestige PartnersGlendora, Ca, Us
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Financial ProfessionalEscalate Financial May 2019 - PresentGlendora, California, United StatesAs a Financial Professional, my primary focus, is on helping individuals, families, and businesses attain their financial goals; eliminating debt, college for kids, emergency funds, retirement, protection, philanthropy and various other financial goals. As a Financial Professional, I also have an interest in helping others establish themselves in this industry. I provide training, coaching, support to help individuals with a transition into the industry, whether it be on a part-time or full-time basis. -
Director Of AccountingUniversity Of La Verne Jun 2017 - Oct 2021La Verne, CaliforniaTo teach, mentor, and equip a team of seasoned accounting professionals, to continue their growth as accountants. Continuously challenging them, but equipping them with the support and knowledge to set them up for success. On the technical side of things, a responsibility for the overall integrity of the financial statements, to include; investment portfolio reconciliation review, capital expenditures, cash position reconciliation review, and accounting accruals.Through a team effort in my tenure, we received four out of four clean audit opinions, from our outside audit firm. -
AccountantSelf-Employed Sep 2018 - Apr 2020Glendora, CaliforniaPartnered with independent business owners, to improve their bookkeeping, analyze revenue sources and finding ways to strategically increase them, analyze expenses and cut unnecessary spending, and finally helping them have a healthier bottom line to scale their business.
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ControllerPilgrim Place Jun 2015 - May 2017Claremont, CaliforniaLead, mentor, teach, and manage a group of seasoned financial professionals in the areas of; accounts payable, accounts receivable, procurement, and payroll. Also responsible for managing relationships with outside consultants like; investment managers, audit firms, tax consultants, and banking institutions. Responsibility of the overall integrity of the financial statements, and analysis of budget status.
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Accounting SupervisorPilgrim Place Apr 2013 - Jun 2015Claremont, CaliforniaLead, mentor, and train seasoned accounting staff. I oversaw and managed the accounts payable, accounts receivable, and payroll operations. I was also solely responsible for the integrity of the financial statements, as well as the availability and integrity of all accounting records.
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Accounting ClerkMt. San Antonio Gardens Jul 2006 - Apr 2013Pomona, CaliforniaResponsible for coordination of the month/year end closing process. Reviewed and reconciled all cash and investment accounts, as well as posted the activity on to the general ledger. As time went on, my responsibility shifted to analyzing budgets, and ensuring the integrity of the general ledger/financial statements. I was also intimately involved with maintaining departemental relationships across the organization, as well as with outside entities like investment managers, banking institutions, audit firms, and other professional consultants.
Pedro Vidaña, Msa Skills
Pedro Vidaña, Msa Education Details
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Accountancy -
Business/Accounting
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Business Administration And Management, General
Frequently Asked Questions about Pedro Vidaña, Msa
What company does Pedro Vidaña, Msa work for?
Pedro Vidaña, Msa works for Prestige Partners
What is Pedro Vidaña, Msa's role at the current company?
Pedro Vidaña, Msa's current role is Financial Professional.
What schools did Pedro Vidaña, Msa attend?
Pedro Vidaña, Msa attended University Of Phoenix, University Of Phoenix, San Joaquin Valley College-Rancho Cucamonga.
What are some of Pedro Vidaña, Msa's interests?
Pedro Vidaña, Msa has interest in Children, Education.
What skills is Pedro Vidaña, Msa known for?
Pedro Vidaña, Msa has skills like Accounting, Financial Statements, Account Reconciliation, Accounts Receivable, Accounts Payable, Payroll, General Ledger, Financial Reporting, Financial Accounting, Microsoft Excel, Variance Analysis, Bookkeeping.
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