Teresa Belfanti

Experience

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  KPMG

  Sept 1985 - Jun 1989

  Senior Auditor

  Performed financial statement audits and prepared reports, in accordance with government regulations, for manufacturing, high tech, engineering and other companies.

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  H&R Block

  Nov 2009 - Apr 2011

  Tax Preparer and Office Manager

  Managed office staff of 10, including training, scheduling, and reviewing all staff.Executed the office business plan and met the tax return budget through marketing the tax services, leading the office staff, and managing the client experience.Participated in tax training classes to expand tax knowledge and management training classes to gain effective management skills.

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  Data Recognition Corporation

  May 2010 - Jul 2010

  Examination Scorer

  Scored standardized state examinations in math and writing in accordance with scoring guidelines.

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  Fairview Home Care and Hospice

  Sept 2011 - Nov 2012

  Volunteer Specialist

  Managed approximately 140 volunteers with the responsibility to maintain volunteer hours in excess of 5% of total patient care in accordance with Medicare reimbursement guidelines.Documented volunteer related information for approximately 300 home care and hospice patients in accordance with Fairview reporting requirements and government regulations.Processed volunteer requests and assigned volunteers to home care and hospice patients.Participated in interdisciplinary team meetings, quality control meetings, and volunteer training. Show less

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  Insignia Health, LLC

  Nov 2012 - Apr 2019

  Corporate Accountant

  Manage all aspects of company accounting, including A/P, A/R, Payroll, Financial Statements, Budgeting/Forecasting, and Tax Reporting.Manage Human Resources and related professional relationships, including Payroll, Accounting, Banking and Insurance (health, commercial & liability, workers' compensation, unemployment).Manage company licenses of intellectual property, including related BAA's, NDA's, renewals, amendments, and customer relationships.

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  JMC Retail Group

  Apr 2019 - May 2022

  Controller and Human Resource Manager
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  Moraga Country Club

  Jun 2022 - now

  Director of Finance