Sign in

Accounting Assistant Financial

San Francisco Bay Area, CA
March 05, 2019

Contact this candidate



**** **** *** *** *********, CA *****

415-***-**** SUMMARY

• An accomplished finance professional with 2 + years analytical experience and project management support within the consulting service firm and real estate industry

• Process strong working knowledge of Microsoft Excel, Microsoft Office and Oracle

• Consistently seek out future development and process the aptitude to identify new ways to approach problems and arrive at a solution

• Adept at interdepartmental collaboration and communication EXPERIENCE

FINANCE ASSOCIATE Tetra Tech - San Francisco, CA / Arlington, VA 11/2016 - 11/2018

• Analyzed estimated revenue accrual amounts and the actual invoice amount

• Analyzed monthly financial reports, grant agreement and payroll calculations

• Prepared monthly revenue reports for submission to corporate and invoices for project

• Monitored and submitted obligated fund requests to the client upon reaching assigned project threshold

• Processed ACH transfers for 12 contractors, 30 consultants, 25 suppliers and field funding requests

• Served as an auditor for expense reports and timecards for 40 employees

• Collaborated with PM team and other departments to address travel policies and procedure issues Achievements

• Developed and improved necessary financial processes in support of the PM team’s objectives

• Successfully assisted the PM and finance teams to set up financials during the start-up of 100MM JSSP project

• Prepared and reviewed accurately more than 60 financial documents during auditing to meet the tight deadlines ACCOUNTING ASSOCIATE Gerson Bakar & Associates - San Francisco, CA 06/2015 - 08/2016

• Analyzed purchase orders and approved workflow for 17 properties

• Provided support in financial statement analysis given by CFO

• Prepared and distributed budget reports to 8 Property Managers/Directors and 3 partners

• Generated per unit financials and variance portal follow-up with Property Directors

• Reported unclaimed properties while processing over 200 check payments and ACH transfers monthly Achievements

• Improved spreadsheets to track utility cost for renters ACCOUNTING ASSISTANT (Contract) Nelson Staffing - San Francisco, CA 02/2015 - 05/2015

• Entered and balanced accounts receivable and payable on a daily basis

• Reviewed all invoices for appropriate documentation and approval prior to payment

• Monitored payment discrepancies, refunds and miscellaneous charges

• Audited financial and administrative reports, ensured all calculations and data entries are correct EDUCATION

Master of Science in Finance: Golden Gate University, CA 08/2016 - 04/2018 Completed Courses: Corporate Finance, Financial Statement Analysis, Financial Modeling Financial Modeling, Data Analysis, Capital Budgeting, Venture Capital Investment, Behavior Finance

Bachelor of Art in Environmental Studies: UC Santa Barbara, CA 06/2010 - 09/2013 TRAININGS

SQL and Advanced Excel - 04/2018 - Present

Billing and Revenue Training Forum 2018 - Tetra Tech, Inc. 04/2018 - 05/2018

Contact this candidate