Summary
Overview
Work History
Education
Skills
Timeline
Generic

Irma Olvera

Accountant
Santa Rosa

Summary

Dynamic Senior Accountant with extensive experience at Allen Wine Group, adept in GAAP and proficient in QuickBooks. Proven track record of leading teams to enhance efficiency and accuracy, while managing high-stakes projects. Recognized for exceptional communication and multitasking skills, consistently delivering quality results under tight deadlines.

Overview

7
7
years of professional experience

Work History

Senior Accountant

Allen Wine Group
Santa Rosa
07.2023 - Current
  • Prepared monthly journal entries and reconciliations.
  • Reconciled accounts and created documents for monthly closure procedures.
  • Reviewed documents and accounts for discrepancies and resolved variances.
  • Maintained accurate depreciation schedules for fixed assets, coordinating with asset managers for timely recording of acquisitions or disposals.
  • Successfully managed multiple high-stakes projects concurrently, consistently meeting deadlines while maintaining exceptional attention to detail and quality control.
  • Spearheaded a team of junior accountants, providing mentorship and guidance to improve efficiency and accuracy in their work.

Staff Accountant

Allen Wine Group
01.2019 - 07.2023
  • Prepared and processed journal entries to record in general ledger and maintain consistent documentation.
  • Monitored accounts receivable, accounts payable and other account balances to track transactions, avoid discrepancies and maintain accuracy.
  • Managed DTC sales reconciliations from POS systems
  • Payroll and human resources
  • Month-end accounting close
  • CA sales tax reporting
  • Credit card, bank, and inventory reconciliations

Office Manager

Allen Wine Group
10.2018 - 01.2019
  • Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.
  • Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
  • Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.

Audit Intern

KPMG US
06.2018 - 08.2018
  • Supported senior auditors in developing detailed audit plans, ensuring all necessary steps were taken to achieve desired results.
  • Efficiently managed multiple tasks and deadlines by prioritizing assignments and maintaining a high level of focus throughout each engagement.

Education

Bachelor of Science - Accounting

Sonoma State University
Rohnert Park, California
05.2001 -

Skills

Accounting software systems: QuickBooks Online, QuickBooks Desktop, and Sage

Expertise in POS systems: Commerce7, eCellar, and Winedirect

GAAP proficiency

Experience with BILL and BILL spend and expense

Teamwork and collaboration

Excellent communication

Reliability

Multitasking

Timeline

Senior Accountant

Allen Wine Group
07.2023 - Current

Staff Accountant

Allen Wine Group
01.2019 - 07.2023

Office Manager

Allen Wine Group
10.2018 - 01.2019

Audit Intern

KPMG US
06.2018 - 08.2018

Bachelor of Science - Accounting

Sonoma State University
05.2001 -

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