Experience

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  Us merchant systems

  Sept 2006 - Oct 2007

  Sales support administrator

  Pre-underwrote merchant applications for Underwriting and Risk team to ensure accurate and timely approval.Ensure both inside and outside sales team satisfaction through providing supportive and resourceful assistance.Prepared and reviewed both merchants’ personal and business credit reports.Provided sales and finance statistical reports for Sr. Vice President to make tactical and strategic decisions.Assisted staff coordinator and training manager with monthly sales orientation. Show less

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  Paypros payment solutions

  Oct 2007 - May 2014

  Coded invoices with proper G/L accounts and matched them against purchase orders.Obtained approvals from managers for all invoices for payments.Reviewed and processed all vendor invoices, ensured invoices were legitimate and resolved any discrepancies.Audited and reconciled corporate credit card expenses and employee reimbursements. Posted all corporate credit cards transaction and ensured purchases orders were approved and received for applicable expenses.Monitored and verified adherence to company spending and T&E policies.Communicated and escalated relevant issues to managers and executives to obtain the appropriate approvals when necessary.Processed weekly check runs and monthly sales commission under extreme deadlines. Answered and resolved internal and external payable inquiries.Reviewed, developed and modified AP methods to improve exiting procedures regularly.Assisted with monthly closes and annual audit.Provided support to the Controller and performed ad-hoc AP research as needed.Completed monthly fixed asset additions, and depreciation process.Completed journal entries, and accruals expenses.Performed monthly account reconciliations for balance sheet accounts to AP & AR aged reports. Show less Reduced and avoided potential financial losses through vigilantly analyzing and evaluating critical aspects of new and existing businesses. Presented and recommended approvals to the Director of Underwriting and CEO for high risk and multi-million dollar merchant accounts.Collaborated and resolved discrepancies across departments to ensure customer satisfactions.Achieved 33% of company applications with a 98% approval rate in a timely manner by promptly communicating side by side with stakeholders.Delved into personal credit reports and business financial statements to make sound judgments on business stability. Show less

  • AP Accountant

    Jun 2011 - May 2014

  • Underwriter

    Oct 2007 - Jun 2011
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  Openedge

  May 2014 - May 2015

  Staff accountant

  Administered in the transition and merger of 2 private buyouts with a publicly traded company.Completed in joining 2 companies’ vendor databases into a uniformed structure.Coached and prepared managers on the transition from a paper-based to a cloud-based paperless invoice environment.Developed and maintained accurate bank reconciliation for multiple bank accounts including foreign currency by ensuring all transactions were legitimate and researching any discrepancies.Handled issuance of high domestic and international wires and ACHs.Provided reliable, timely, and accurate financial data compilation by reviewing and reconciling accounts and performing efficient, accurate month-end closes. Show less

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  Armanino llp

  Aug 2016 - Jan 2018

  Senior consultant - intacct

  Managed implementation engagements to ensure projects were completed on time and on budget to ensure customer satisfaction.Analyzed systems and business requirements for buildout that met and exceeded clients’ expectations.Evaluated operational processes and recommended improvements to client’s SOP from a manual to an automated process.

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  Self-employed

  Oct 2018 - now

  System implementation specialist

  Collaborate and build out Tableau visualization with the Head of Analytic resulting in instance access for accurate and timely financial reporting and KPIs for the leadership teams.Integrates all business systems with Intacct including Bill.com, Expensify, FloQast, RAMP, Tableau and provide exclusive support and troubleshoot all sync errors to 35 entities to ensure smooth day to day operation.Build financial reporting with special requirement needs for various audiences to effectively secure loans, and close M&A opportunities.Strategize and develop billing requirements with finance leaders to ensure compliance with ASC 606 at the most cost beneficial way.Train team members on system operation along with accounting principles.Implement internal controls to safeguard client’s data. Show less

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  Asg

  Oct 2021 - now

  Collaborate and build out Tableau visualization with the Head of Analytic resulting in instance access for accurate and timely financial reporting and KPIs for the leadership teams.Integrates all business systems with Intacct including Bill.com, Expensify, FloQast, RAMP, Tableau and provide exclusive support and troubleshoot all sync errors to 35 entities to ensure smooth day to day operation.Build financial reporting with special requirement needs for various audiences to effectively secure loans, and close M&A opportunities.Strategize and develop billing requirements with finance leaders to ensure compliance with ASC 606 at the most cost beneficial way.Train team members on system operation along with accounting principles.Implement internal controls to safeguard client’s data. Show less

  • Sr. Financial Systems Manager

    Dec 2023 - now

  • Senior Business Systems Analyst

    Oct 2021 - now