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I am looking for an opportunity to give back to the community and stay engaged at the local governance level. During my time as an auditor I got some exposure to government accounting and I enjoyed learning about the city’s programs and initiatives. The Measure W COC feels like it would be a good fit for me, I would like to help ensure that funds for this measure are being spent to help maintiain and enhance local services. I’m excited to learn more about the programs and work this measure is helping to support.
I am a CPA, have 9+ years of experince in accounting and a background in Audit. I feel that my professional experience could be a great resource as a member of the Measure W Committee.
In the few years that I’ve lived in South San Francisco, it’s been wonderful to watch the city invest in improving public spaces and hosting free events for families and residents. I hope the city continues to work towards fostering better relationships between it’s citizens, improving the services being provided to vulnerable individuals and ensuring citizens feels safe and happy to live here.
1/1/2025 JM
all necessary adjustments and prepared new MEC schedules for capitalization and recognition of costs to acquire customers.
● Supported transition to NetSuite, with a focus on managing the chart of accounts for scalability. ● Assisted with annual audits and required tax filings (local, state, federal). ● Empowered staff development and conducted training on new accounting processes.
HONEYBOOK - Senior Accountant
October 2019 – April 2021
● Responsible for revenue accounting and reporting including preparation of monthly analysis and journal entries to support the monthly close process.
● Prepared additional month-end balance sheet reconciliations: including accruals, prepaid, corporate card reconciliations, and other asset and liability accounts. ● Prepared monthly management reporting and variance analysis. ● Prepared goodwill impairment accounting memo.
● Actively looked for ways to build and optimize internal controls and processes e.g. Implemented FloQast, streamlined recordkeeping of support documentation, developed an accounting manual, and created a searchable database of all vendor contracts using Google forms. ● Assisted with ad hoc requests and projects as needed.
HONEYBOOK - Staff Accountant
October 2017 – October 2019
● Worked across all teams to manage the accounts payable cycle, including vendor onboarding and organization of vendor contracts.
● Worked closely with the Controller in managing month-end, quarter-end, and annual close processes.
● Assisted with month-end balance sheet reconciliations, including accruals, prepaid, and corporate card reconciliations.
● Streamlined our financial support documentation process. ● Supported the annual financial audit process, including audit schedule preparation. ● Assisted with Ad hoc requests and projects as needed.
GRANT THORNTON - Experienced Audit Associate
Irvine, CA
October 2015 – February 2017
● Communicated with client and process owners on a daily basis. ● Reviewed and evaluated risk to perform testing.
● Documented and assessed key controls and process flows. ● Identified and escalated accounting and auditing matters to senior associates, as appropriate. ● Knowledge of US GAAP and financial reporting requirements, and attend regular training to stay current with new guidance and pronouncements.
● Worked with public and private clients in various industries. ● Audit areas: sales ledger, cash transactions, fixed asset depreciation, lease amortization schedules, bonus schedules, accruals, and financial statement presentation.
EDUCATION & CERTIFICATIONS
CPA - Certified Public Accountant, California Board of Accountancy, 2018 Master of Professional Accountancy
University of California, Irvine | Graduate Fellowship Recipient Bachelor of Science Managerial Economics
Bachelor of Science International Agricultural Development University of California, Davis | Dean’s List
VOLUNTEER EXPERIENCE
Berkeley Student Food Collective, Financial Advisor
DECA, Volunteer Judge
Friends of Diamond Park, Park Clean-Up
SYSTEMS
Advanced MS Excel, QuickBooks Online, NetSuite, Salesforce, Stripe, Looker, Expensify, Bill.com, Recurly, FloQast, PeopleSoft.