I am a successful service industry business owner focusing into the Accounting and data analysis field. As an experienced entrepreneur, I am looking for a job where I can use my various accounting experiences, software skills, and customer service/sales skills to embark in a challenging opportunity. 

 
I am a CPA with twenty-six years of progressively responsible experience, with a specialty in data analysis and demonstrated skills in automating reporting processes to improve accuracy and efficiency. I have expert level understanding of all accounting concepts which helps me solve problems efficiently and accurately.

My dream assignment will be to help retail stores increase their gross revenues by 20%. I have achieved this target many times with different employers. My data analysis and understanding of financial statements helps me achieve my benchmarks.

Currently I am preparing for CMA,CIA,CFA, and PMP certifications.

PROFESSIONAL EXPERIENCE

Pacific Gas and Electric

San Francisco, CA.

04/2021 to Current

Senior EGI Business Analyst - San Francisco

• Regularly produce standard reports from EGI databases, including but not limited to Sarbanes Oxley report (quarterly  reports), Revenue Accounting – Transmission Project Billing Credits,  Distribution generation cost tracking, etc.
• Perform regular queries to produce FERC and  CPUC compliance reports and billing inquiries.  
• Perform monthly QF Conversion (cost of ownership) reconciliations.
• Assist in providing detailed specifications and cost/benefit analysis of proposed changes and enhancements.
• Manage all incoming funds for generation interconnections, including capital, expense, and other balance sheet.  
• Reconcile outstanding billing documents.
• Create and Close study and expense order numbers
• Assist in developing and administering training material specific to enhancements of customer software that is vital to communication process improvements.
• Perform accounting settlement for interconnection projects.
• Manages invoicing process for deposits required for engineering, procurement and construction and ensures deposits are collected and in compliance with contracts.
• Receives and processes new applications for distribution interconnection queue. 
• Ensures timely processing in compliance with tariff application milestone durations

 Club 93 – San Francisco, California 

Owner/General Manager

7/2008-current

I wanted to explore the business world as an entrepreneur and decided to buy a bar. 

I had to deal with the financial crisis of 2008 and decided to focus and use my various skills on this business venture. 

Over the past 12 years, I learned about customer service and operations, increased the sales of a dive bar from 155k to 520k, and expanded my clientele. 

• Re-strategized business plan  
• Increased gross revenues 25% annually from 2009 to 2016
• Decreased operating costs and Payroll processing 
• Preparing financial statements
• Established a 4-star Yelp presence 

San Francisco State University Foundation (Consultant) - San Francisco, California 

03/2006 to 06/2008

Senior Accountant/Internal Auditor

This was my first experience with fund ware and with this assignment I successfully completed two audits with SFSU foundation.  I assisted the Foundation to export GL and project module data by analyzing, preparing, and uploading into the new oracle system. SFSU substantial funding was contingent on the completion of this audit, for this reason I received an exceptional recommendation letter from the VP of Finance of SFSU.

• Preparing financial statements  
• Preparing Ad hoc reports for Executive Directors
• Maintaining Fund ware (ERP database) 
• Data analysis and conversion
• Completed Two Audits
  
   

J.P. MORGAN CHASE- Tempe, Arizona

01/2005 to 12/2005

Fraud Analyst

At J.P. Morgan Chase I acquired customer service skills, self-control, empathy, persuasive speaking skills and the mental flexibility to respond to a variety of situations.

• Update and open new accounts with Fraud issues 
• Answer fraud and security related questions
• Provide screening and security for in bound customer calls 
• Follow through internal control procedures in fraud cases.
  
   

Christies Cabaret – Phoenix, Arizona

05/2004 to 11/2004 

General Manager

One of my acquaintances suggested me as a personal reference which led me to become a manager at Christies. Within six months I was promoted to General Manager.  

I analyzed four years of company’s data, implemented and improved better pricing rate / policies which led to an increase of sales of over 40 percent within a short amount of time. 

• Re-strategized business plan  Increased gross revenues by over 40 percent within months
• Inventory control and ordering Preparing deposits

Robert Half – San Francisco, California

12/2003-3/2004

Senior Accountant 

• Learned and evaluated the process of determining the intrinsic value of stock
• Preparing pro forma financial statements 
• Designing Excel sheets for portfolios
• Designing Access data base for the Stock valuations

L3 Communications – San Carlos, California

10/2000 to 11/2003

Senior Cost Accountant/Internal Auditor  

As a Senior Cost Accountant, I prepared monthly reports and variance analysis and developed interest in learning programming software and focused on automating reporting. 

I learned SQL and worked with a relational data base (MS Access.)

• Preparing monthly and weekly Variance analysis report  
• Preparing monthly and weekly gross margin report
• Preparing monthly backlog and acquisitions report 
• Programming databases
• Ensure accuracy of Time card and direct labor charges
  
   

LEATHERBACK INDUSTRIES/GAF INC - Hollister, California

07/1999 to 07/2000

Cost Accountant

I prepared budgets and month end reports for the plant and corporate office. Contributed to improve efficiency and profitability and did month end variance analysis.

• Variance analysis between actual and budgeted amount 
• Preparing and monitoring budgets 
• Inventory reconciliation and adjustments 
• Month end closing and updating inventories
• Establishing standard product cost 
• Establishing and implementing Internal Control Procedures
   

SNIDER, CORALES & ASSOCIATES - Lexington, Kentucky

12/1998 to 06/1999

Staff Accountant

As a staff accountant I completed my CPA certificate requirement.

• Preparing and reviewing individual and corporate tax returns 
• Preparing and reviewing sales tax, and tangible tax returns
• Preparing trial balances and Financial Statements. 
• Reconciling bank statements

Department of Wildlife - Frankfort, Kentucky 

11/1997 to 11/1998

Senior Accountant

This job was my first permanent job and expanded my knowledge on federal grant reimbursements and implementing strong internal controls. I also implemented and designed a control process to stop duplicate payments on the same invoice.

• Responsible for setting up, monitoring, and closing federal grants  
• Passing Journal Entries to correct inconsistencies 
• Reconciling bank statements Designing spreadsheets and databases 
• Preparing federal reimbursement reports Preparing trial balances
  
   

INTERIM PERSONNEL - Lexington, Kentucky

09/1995 to 10/1997

Accounting Specialist / Bookkeeper

I began my career with a temporary agency and started preparing for the CPA exam

• Reviewing daily financial reports of 85 stores for inconsistencies 
• Posting payments of vendor payables of 85 stores
• Responsible for keeping record of several jobs orders 
• Preparing job orders daily status reports

Bachelor of Science in Accounting-May 1993- Arizona State University - Tempe, Arizona

• Microsoft Access (Advanced)  
• Microsoft Excel (Advanced)      
• Tableau
• Microsoft Word                                
• Power Point                           
• Safari
• Monarch                               
• Introduction to Visual Basics                   
• Introduction to Problem Solving with C  
• HTML CSS Java Script  
• Baan
• Sap
• python