Professional Summary
Licensed CPA and senior accounting professional with experience in general ledger accounting, month-end and quarter-end close, financial reporting, account reconciliations, cash management, treasury operations, audit support, and internal controls across corporate, real estate, portfolio, and multi-entity environments. Experienced in preparing journal entries, reconciliations, variance analysis, cash flow reporting, financial statement support, loan draw documentation, and property-level accounting review. Recognized for improving reporting accuracy, strengthening close processes, resolving accounting backlogs, organizing complex accounting records, and translating financial activity into meaningful information for management, treasury, audit, tax, and cross-functional stakeholders. Licensed by the California Board of Accountancy, California CPA License No. 162830.
Professional Experience
Corporate Accountant | 2019–2021
Carmel Partners, San Francisco, CA
- Owned GAAP-compliant corporate journal entries and general ledger account reconciliations within month-end and quarter-end close deadlines, supporting accurate and timely financial reporting.
- Processed check deposits, wire transfers, and book transfers, ensuring accurate cash activity recording, treasury reporting, and month-end close support.
- Partnered closely with job costing accounting teams to validate transaction coding, project allocation, and completeness of checks received before recording activity.
- Reviewed incoming cash transactions for completeness, coding accuracy, and proper project assignment, maintaining consistent communication with accounting teams to resolve discrepancies.
- Used Oracle and other financial systems to support reconciliations, reporting, and month-end close activities.
- Performed bank reconciliations and cash account analysis to support treasury reporting accuracy and timely month-end close activities.
- Prepared and supported payroll-related accounting activities, including journal entries, reconciliations, accruals, and process improvements that strengthened reporting accuracy and consistency.
- Reviewed corporate credit card activity, coordinated with executives to verify transactions, resolved discrepancies, and reinforced compliance with internal controls.
- Maintained daily cash position reporting, contributing to stronger liquidity visibility, treasury operations, and executive cash reporting.
- Revitalized a backlogged accounting function by redesigning workflows, improving documentation, and increasing productivity and reporting timeliness.
- Trained team members while adapting accounting processes for remote work during the pandemic, helping sustain close schedules, reporting quality, and team productivity.
Corporate Accountant | 2017 - 2019
Marcus & Millichap Corporate Services, Palo Alto, CA
- Prepared GAAP-compliant journal entries, general ledger reconciliations, financial schedules, and monthly fair value adjustments for company-held equity investments, supporting accurate subsidiary reporting and month-end close.
- Prepared variance analysis, financial statement roll-forwards, CAM reconciliations, and account reconciliations for subsidiaries and property-related activity, improving reporting accuracy, reviewability, and management visibility.
- Prepared the statement of cash flows for one subsidiary, supporting financial reporting, liquidity analysis, and executive review.
- Processed check deposits, wire transfers, and book transfers while maintaining accurate cash activity documentation and treasury support.
- Performed bank reconciliations, cash account analysis, sweep account reconciliations for 50+ accounts, and interest calculations to support treasury reporting accuracy and timely close.
- Participated in the implementation of Kyriba, contributing accounting and treasury-process knowledge during the system transition.
- Partnered with property management companies to review financial statements and validate accounting coding before integrating property-level financials into corporate reporting.
- Managed fixed asset accounting across multiple subsidiaries, including asset additions, disposals, depreciation processing in SAP, reconciliations, monthly depreciation review, and month-end close support.
- Prepared audit schedules and supporting documentation, contributing to audit readiness and timely resolution of auditor requests.
- Participated in financial reporting system integration efforts, helping reduce errors, improve data access, and accelerate reporting workflows.
- Supported high-discretion executive aircraft accounting and administration, including usage tracking, annual tax filing support, documentation, and related financial activity.
- Inherited a high-turnover accounting function with inconsistent documentation and limited process structure; rebuilt journal entry workflows, reconciliations, and organized support files, improving continuity, audit/tax readiness, and access to financial information for tax, audit, and leadership stakeholders.
Portfolio Accountant | 2016 - 2017
BRIDGE Housing, San Francisco, CA
- Prepared GAAP-compliant journal entries and reviewed financial statements to support accurate monthly reporting for portfolio operations.
- Prepared loan draw packages and coordinated directly with bank representatives to understand funding requirements, improve submission accuracy, and reduce funding delays.
- Helped establish control procedures around loan draw submissions by clarifying documentation requirements and improving timing of funding requests.
- Partnered with property budget teams to review reclassifications and budget movements, ensuring activity followed applicable public housing and government funding restrictions.
- Prepared monthly variance explanations for assigned properties, supporting management review, financial reporting accuracy, and audit readiness.
- Coordinated quarterly reviews and annual audits with auditors, supporting regulatory compliance, audit readiness, and stronger documentation.
- Used Yardi and Excel-based reconciliations to support portfolio accounting, property-level financial review, and monthly reporting.
- Maintained reporting continuity and deadlines during high team turnover through strong organization, prioritization, and process discipline.
Finance Associate Consultant / Full-Time Employee | 2015 - 2016
Accountemps Inc., engagement with Pearl Therapeutics Inc., Foster City, CA
- Designed and implemented AP and procurement workflows across three sites, improving transaction control, documentation quality, and operational consistency during a critical finance transition.
- Improved payroll processing methodologies, increasing accuracy, control, and reliability of financial disbursements.
- Conducted financial analysis and provided actionable information to senior management for budgetary control and forecasting support.
- Modernized AP operations while maintaining compliance with financial procedures, approval requirements, and internal control expectations.
- Led sales and use tax filing and reconciliation across three U.S. sites, addressing prior unfiled periods, improving documentation, and strengthening compliance and reporting accuracy.
Accounts Payable Accountant | 2013 - 2014
Mekanism, Inc., San Francisco, CA
- Verified and processed vendor payments using Workamajig, ensuring alignment with financial controls, documentation standards, and audit requirements.
- Implemented and refined accounts payable procedures, improving accuracy, efficiency, and consistency of transaction processing and reporting.
- Strengthened credit-card review controls, improving documentation, accountability, and the timely identification of errors and unauthorized charges.
Additional Experience: Finance Associate Consultant / Accounting Principals, engagement with Eleven Inc.