Rob W. Email & Phone Number

Irvine, California, United States

Irvine, California, United States

Irvine, Ca

Assist the Controller with managing the finance team. Responsible for all ERP system administration for Deltek Vision. Handle all the month-end closing, bank reconciliations, payroll reconciliations, Balance Sheet accounts review and reconciliation and P&L review and analysis. Responsible for reviewing, updating and creating processes for finance team. Complete setup of all new projects and billing terms. Manage the billing for the Computer Software departments. Ad hoc reports and projects as necessary.

Irvine, Ca

Assisting CFO with month-end closing processes, responsible for monthly billing, overseeing A/R & A/P processing. Lead accounting team with processes and policies, Manage and oversee CRM system input and processes, ERP System Administrator.Successfully recovered A/R in the amount of $32K previously considered unrecoverable.Successfully completed a seamless upgrade of ERP system while simultaneously transitioning to a cloud based system.

Irvine, Ca

Managed a team of six professionals. Developed policies and processes to maximize the productivity of the billing department. Completed monthly Revenue Recognition and assisted with month-end processing. System Administrator for ERP system (BST Enterprise).Increased productivity of billing department by 15%.Developed and then implemented new training processes for billing team which lead to a reduction in billing errors of 14%

Torrance, Ca

Managed a team of three professionals. Month-end & Year-end closing process including Financial Statement Preparation (both Regional and Company), Balance Sheet Reconciliations, G/L review and journal entries. Payroll processing on a semi-monthly basis. Assisted Regional Managers to understand regional financial reports and increase their regions performance. Responsible for weekly Cash Management and provided oversight to A/R & A/P functions.Audit of VoIP system bills found billing errors, resulting audit saved company $24K.Review of Workers Comp Audit and reconciling details resulted in $14K savings to company.

Corona, Ca

Developed accounting policies and procedures to manage inventory control and billing processing. Assisted Controller with month-end closing process, processing payroll. Assisted Production Department with material ordering processes and tracking for projects. Conducted internal audits of cost accounting tracking to ensure proper recording.Implemented inventory controls to reduce product loss, saving the company $40K annually.

Irvine, Ca

Responsible for monthly billing, contracts review and interpretation. Assisted CFO with month-end closing processes. Performed monthly revenue recognition. Provided guidance to Project Managers with budget establishment and tracking.Developed Excel training program for new and existing staff.

Buena Park, Ca

Complete moth-end closing process for small and medium size companies including: Financial Statement preparation, Payroll Processing, Balance Sheet reconciliations, journal entries. Prepared Sales Tax, Payroll Tax, Corporate Tax and Individual Tax Returns.Certified QuickBooks trainer.Provided guidance and training for clients in both QuickBooks and Excel.

West Covina, Ca

Preparation of Corporate and Individual Tax Returns. Performed annual financial audits and reviews, prepared the review compilation reports. Performed annual inventory audits. Prepared bank reconciliations for large corporate clients.

Bachelor Of Science - Bs, Accounting

Bachelor's achieved.

Associate’S Degree, Accounting

Completed December 2017