Details-focused professional eager to offer 19+ years of combined Accounting, Finance, Project / Operations Management, Consulting, and Team Building experience toward maximizing a progressive employer s bottom-line.

 

 

         Ambitious self-starter who offers fundamental accounting knowledge of high-volume accounts payable / receivable, financial statements, taxation, and auditing procedures, and demonstrates skill with budget preparation, cost analysis, and payroll.

         Top performer who analyzes and interprets statistical data to optimize companywide profits in coordination with business objectives, including accurately monitoring large-scale finances, adjusting internal parameters, and delivering key reports.

         Integral leader who excels at seamlessly interfacing among public- / private-sector executives, vendors, clientele, and business peers within varied organizations, and builds strong accounting and administrative teams to achieve organizational goals.

         Fluent in English and Vietnamese; serves an interpreter / translator for the courthouse, police station, and medical centers.

 

 

Mandated Reimbursement Processes    Accounts Payables / Receivables    General Ledger Management    Financial Accounting

Fixed Assets / Annual Operating Procedures    Private- / Public-Sector Relations    Policy / Procedure Development    Tax Consultations / Processes

Human Resources / Payroll    Team Building / Training    Regulatory Compliance    Budget Preparation

 

 

 

SB90 Practice Manager SB90 Mandated Cost (2010 C Present)

         Utilize broad scope of industry knowledge to manage SB90 Mandate Reimbursement Practices encompassing all California cities, counties, schools, community colleges, and special districts and direct a nine-member Northern / Southern California staff.

         Develop and direct marketing initiatives while maintaining high-quality client service, technical performance, and project support.

         Prepare and file state mandated cost claims, and effectively design, develop, implement, and manage all SB90 claiming efforts.

         Develop California State Mandated Reimbursement Parameters and Guidelines, along with investigating, gathering, and interpreting data for claim processing / submissions and managing staff on mandated cost processes and internal procedures.

         Serve as primary point-of-contact on numerous mandate reimbursement projects, and perform detailed client claim analysis review.

 

Senior Project Manager SB90 Cost Services (2006 C 2010) • Project Manager SB90 Cost Services (2002 C 2006)

         Led targeted decision-making among a Cost Services division to proactively manage 240+ school districts and community colleges, including directing a top-performing seven-member Northern / California staff in ensuring seamless project processes.

         Supported school in recovering reimbursement funds from the State of California s Controller s Office within set internal / external parameters, along with managing multiple key projects and successfully filing mandated reimbursement claims for all schools.

 

Senior Consultant SB90 Cost Services (2001 C 2002)

         Liaised among school districts regarding claims management to serve as clients primary point-of-contact, perform quality assurance claims reviews, prepare and present reports for reimbursable activity, and conduct daily comprehensive cost analysis.

         Provided small- to large group in-services for school district administrative personnel in efficiently tracking time on existing and new mandated reimbursement activities and proper documentation requirements set by the State Controller s Office.

         Directed all facets of marketing department operations while developing innovative materials to drive success.

 

 

 

Operations Supervisor (1999 C 2001)

         Applied dynamic leadership talents toward directing a preparations of Mandated Reimbursement for State of California school districts, including managing 248+ school districts and community colleges and supervising a team of 10 in the operations of mandated cost processes, internal policies / procedures, and assurance of accurate claims filed with the Controller s Office.

 

Associate Consultant (1998 C 1999) • Senior Consultant (1997 C 1998) • Staff Consultant (1996 C 1997)

         Consulted among school districts regarding claims management while serving as clients primary point-of-contact, performing quality assurance claims reviews, preparing and presenting reimbursable activity reports, and conducting daily cost analysis.

         Contributed strong communication skills toward facilitating group in-services for school district administration in efficiently tracking time on existing and new mandated reimbursement activities and proper documentation requirements.

 

 

Assistant Office Manager / Bookkeeper / Accountant / Human Resource Administrator

         Strategically steered a forensic laboratory s front office operations, including recruiting, training, and managing a four-member administrative staff; handling wide-ranging human resources activities; processing payroll; and administering benefits programs.

         Demonstrated sharp analytical abilities toward preparing quarterly taxes (Forms 941 and DE3) and end-of-year 1099 and W2s, handling month-end financial statements and forecasts, posting journal entries to the general ledger, and reconciling bank accounts.

         Optimized productivity by conducting research and managing special projects while maintaining high-volume confidential files.

         Built valuable professional relationships with customers, vendors, and District Attorneys throughout Sacramento County, Solano County, Butte County, Yolo County, Yuba County, Placer County, El Dorado County, Stanislaus County, and Sonoma County.

 

 

Accounting Administrator

         Expertly processed accounts payable / receivable, computed and produced payroll, posted to the general ledger, reconciled bank accounts, prepared quarterly taxes (Forms 941 and DE3), and maintained and processed varied employee benefit programs.

         Established and maintained solid relationships with customers and vendors, and supported business with miscellaneous projects.

 

Accounts Payable / Payroll Department Supervisor (1993 C 1994) • Accounts Payable III / I (1992 C 1993)

         Directed as six-member staff in processing accounts payables; researching, resolving, and documenting discrepancies; reconciling ledgers / payables; tracking daily bank balances; controlling petty cash funds; and overseeing corporate credit card accounts.

         Input AOP (Annual Operating Procedures), monthly accruals, inter-company journal entries, and spreadsheets for month-end close, along with preparing spreadsheet reports for cash requests, expense report logs, invoices, and manual check statistics.

         Audited expense and accounts payable / receivable reports; processed fixed-asset accounts; and prepared Forms 1099 and W2.

 

 

Associate of Applied Science in Accounting & Business Management                                                             Heald Business College

Certified Public Notary (Commission)                                                                                                                             State of California

Registered Tax Preparer                                                                                                           California Tax Education Council (CTEC)

 

Microsoft Office • Lotus Notes • Intuit QuickBooks • Quicken • Corel WordPerfect

TaxPro • Broderbund Print Shop • FoxPro • dbase • Microsoft Access • Microsoft Windows XP / Vista