Operations and Accounting Department Specialist at Fortuity, INC (2024-05 – 2025-05)
- Directed cross-functional oversight of two internal teams while mentoring and developing new account representatives, delivering training in business structures, financial analysis, and client service execution
- Maintaining contact with high-net-worth clients to collect necessary information and complete their financial profiles
- Compiling comprehensive financial profiles by gathering relevant data and ensuring compliance with regulatory requirements
- Supported international trust filings, including Forms 3520 and 3520-A; represented Switzerland's top 20 private banks under partner's tutelage, supporting high-level financial operations and complex international client structures.
Accountant Assistant at Monarch Consulting Group, LLC (2023-05 – 2025-05)
- Managing bookkeeping tasks for startups and large corporations, ensuring accurate recording and classification of financial transactions; clients included 25+ Burger King franchises; 3,000+ transactions completed quarterly.
- Handle partnerships and S-corp filings, including preparation and submission of relevant documentation to regulatory authorities.
- Prepared S-Corp tax filings for 10+ IHOP franchise entities by analyzing financial records, organizing supporting documentation, and ensuring compliance with federal and state tax requirements
- Conducting financial reviews to assess the accuracy and integrity of financial records, identifying areas for improvement and recommending corrective actions as needed.
Accountant Assistant at East Los Angeles College Foundation (2023-10 – 2024-04)
- Processed distribution authorization and purchase orders for funding allocations
- Completed audit filing tasks in compliance with regulatory requirements
- Calculated the distribution of funds to students, college, and donors, ensuring accurate allocation
- Managed stipend disbursements, including 300+ distribution authorization (DA) and purchase orders (PO) on monthly basis, adhering to established procedures and guidelines
Security Specialist, Asset Protection at Target (2022-06 – 2023-05)
- Investigate security breaches, thefts, and incidents; documented findings and implemented measures to prevent recurrence
- Collaborate with law enforcement and emergency responders to coordinate responses to security emergencies
Theater Host at LOOKS Dine-in Cinema (2021-06 – 2021-12)
- Greet and welcome guests as they enter the theater, providing a friendly and positive first impression
- Communicate effectively with theater management and staff to address any operational issues or emergencies
