Elk Grove, CA *****
*********@*****.***
Financial and accounting professional with 25+ years of experience seeking an accounting position with an employer who offers recognition and advancement for performance and initiative. Advanced skills in multi-entity accounting and proficiency in restaurant, farming, manufacturing, construction, real estate, inventory control, retail and non-profit accounting.
EMPLOYMENT HISTORY
Controller
Self Employed/Independent Contractor
Jan 2025 – present
Multiple clients - all accounting and payroll functions including month end, bank reconciliations, AP, AR, financial statement analysis and recommendations to owners
Full time – remote position
Controller
Sage Regenerative Kitchen, The Kind Sage, Sow A Heart Farm, Sowing Sovereignty Ranch, Wild Texas Brewing
Dec 2020 – Jan 2025
Controller for 9 entities including 4 restaurants, 2 breweries, 2 farms and a management company in CA and TX
All accounting functions including high volume AP and credit card expenses, payroll, monthly financial statements, inventory, monthly/quarterly tax filings, a large quantity of intercompany transfers, 1099’s, 8027’s, 571L’s, investor distributions, inventory management, cash flow management, balance sheet reconciliations, auditing and reconciling all GL accounts with workpapers, A/R, budget prep, strategic analysis, liaison with management and support staff to provide further support to the businesses, other accounting and GL activities.
Full time - Remote position
CA entities/restaurants closed January 2025
Accounting Supervisor
Vine Solutions
Oct 2019-Dec 2020
Promoted within Vine Solutions to Accounting Supervisor
Mentored, trained and supervised 7 employees
Continued to service 8 large restaurant clients with all accounting functions
Monitor and analyze financial accounting data – 3 entities
Communication with General Managers and support staff at 3 restaurants in Los Angeles and San Francisco
Full time - Resigned to work for client who was leaving Vine Solutions to bring their accounting in-house
Senior Staff Accountant
Vine Solutions
April 2017 – Oct 2019
Team lead for 16 restaurant entities in California
All accounting functions including high volume A/P (over 1000 invoices per week) and payroll (over 500 employees), monthly financial statements, quarterly tax filings, bank account and vendor statement reconciliation, percentage rent calculations, 1099’s, and other accounting duties
Communication with General Managers and support staff at each restaurant (Los Angeles, San Francisco)
Full time – promoted Oct 2019
Accounting/Operations Manager
LPC Consulting Associates, Inc.
Sept 2016 – March 2017
Full charge bookkeeper for small consulting company in mid-town Sacramento
Temporary/Part time (20 hours per week) - Resigned
Accounting and Operations Manager
Advocacy & Management Group
June 2014 - July 2016
A Non-Profit Management company in Sacramento, CA.
Managed all financial and accounting responsibilities for 8 Non-Profit Associations
Managed all operations within Advocacy & Management Group including all coordination of complete office move in March 2015
Processed payroll for the CA Massage Therapy Council – 18 employees.
Full time - Resigned
Accounting Manager
Potter-Taylor & Co
December 2009 – May 2014
A leading commercial real estate and property management company in Sacramento, CA.
Reporting directly to the Owner of the company, my duties included: all accounting functions for more than 32 entities; including A/R, A/P, G/L reconciliation, invoicing, banking, contract management, financial reporting to owners/investors, payroll for 5 companies, benefits and other human resources, maintaining policies and procedures, budgets, and internal operations.
Managed a staff of 2.
Some marketing experience for the retail locations.
Full time - Resigned
Administration/Accounting Manager/Financial Analyst
Inter-Tel Technologies/Mitel Technologies
April 05 – December 2008
Manufacturer and distributor of business phone systems and technology in Sacramento CA.
Duties included: all accounting functions for 3 entities.
Managed a staff of 3.
Some travel required.
Full time - Laid off due to company restructure and downsizing
EDUCATION
Bachelor of Science in Business Management - University of Phoenix, September 2010
Associate of Arts in General Education – Las Positas College, Livermore, CA
Diploma – Foothill High School – Pleasanton, CA
Highly Proficient in the following computer software:
QuickBooks, Plate IQ/Ottimate, Bill.com, SAGE MAS, Oracle, M.Y.O.B., Business Works, Aloha, MemberSuite, Sitelink, ADP, Paylocity, Paychex, Quickbooks Payroll, Toast, R365/CTUIT, Microsoft Word, Excel & Power Point, Transaction Pro, BlueCart, TValue, Salesforce.com, Banking Systems, Merchant Account Systems, Delivery Systems (UberEats, DoorDash, GrubHub, etc), POS software, UHaul, Fed Ex and UPS shipping software