Brittney Lucero

Accounting and finance professional with 10+ years of experience supporting small business and nonprofit financial operations, with a strong focus on accounts payable, reconciliations, and financial reporting. Hands-on experience in accrual-based accounting, general ledger maintenance, month-end close, and grant/restricted fund tracking. Proven ability to maintain accurate financial records, support audits and Form 990 preparation, and collaborate across teams in mission-driven organizations.

Director of Operations at Idaho Diabetes Youth Programs dba Camp Hodia (2022-02 – Present)

Primary focus: Accounting, financial operations, and reporting

• Execute full-cycle accounting operations, including accounts payable, payroll, account reconciliations, and general ledger maintenance in QuickBooks Online
• Process and code transactions, ensuring accuracy and proper classification across multiple funds, grants, and program areas
• Perform monthly bank, credit card, and account reconciliations to maintain accurate and reliable financial records
• Support month-end and year-end close processes, including preparation of financial reports and review of account balances
• Manage grant revenue and restricted funds, including tracking, allocation, and compliance with donor and funding requirements
• Maintain organized financial documentation and support audit preparation and Form 990 reporting in partnership with external CPA
• Monitor cash flow and daily financial activity to ensure timely processing of revenues and expenses
• Maintain vendor records and support payment processing, including checks, ACH transactions, and expense tracking
• Prepare and present financial reports, including P&L, Balance Sheet, and Budget vs. Actual, to support leadership and board decision-making
• Strengthen financial clarity and operational effectiveness by improving reporting structures, streamlining processes, and increasing visibility into financial performance
• Partner cross-functionally with leadership, program staff, volunteers, and families to support program delivery, providing responsive, high-touch support and translating financial and operational processes into clear, approachable guidance
• Drive operational execution beyond accounting, including systems management, vendor coordination, and program logistics, while implementing process improvements to increase efficiency and ensure well-run programs

Hospitality & Operations Coordinator at Franklin Hospitality Group (2021-03 – 2022-10)

• Implemented and maintained accounting processes in QuickBooks, improving financial tracking and organization
• Managed payroll processing and handled sales and occupancy tax filings, ensuring timely and accurate compliance
• Maintained financial records, performed bank and account reconciliations, and supported accounts payable and day-to-day bookkeeping functions
• Coordinated vendor relationships, inventory, and operational logistics to support efficient business operations
• Supervised staff and supported daily operations in a fast-paced environment

Managing Director at Sales & Marketing Heuristics LLC (2017-10 – 2021-06)

• Supported business operations, including invoicing, expense tracking, and financial organization
• Maintained internal documentation and workflows to support accurate financial and operational reporting
• Coordinated client billing and tracked project-related expenses
• Managed cross-functional communication to ensure timely and organized service delivery

Executive Administrative Assistant at Wevorce (2014-08 – 2018-06)

• Supported executive leadership with high-level administrative and operational coordination, including scheduling, travel, and project management
• Assisted with fundraising and investor materials, including preparation of documentation and internal reporting support
• Coordinated events, recruiting, and cross-functional communication to support organizational initiatives and day-to-day operations

Tax and Administrative Assistant at Value Resources CPAs (2011-04 – 2014-07)

• Performed bookkeeping using QuickBooks and Excel for individual and small business clients
• Maintained financial records and documentation to support tax preparation and compliance
• Assisted with tax preparation and organized client financial data for CPA review
• Managed CRM system and supported administrative operations within a CPA firm

Tax Assistant at Beverly Hills Sports Council (2011-10 – 2014-02)

• Prepared and organized documentation for tax filings, ensuring accuracy and completeness.
• Supported client communication regarding tax obligations and financial documentation
• Maintained schedules and task tracking to support CPA workflow and deadlines

Associate's degrees in Accounting and Business Information Systems - Riverside City College