Claudia Sanchez
Phoenix ,AZ
Summary
Experienced accounting professional prepared for this role, known for strong analytical skills and precision in financial management. Proven ability to drive results through team collaboration and adaptability to changing needs. Expertise in financial reporting, budgeting, and compliance, with focus on accuracy and efficiency. Reliable, dependable, and committed to achieving organizational goals.
Overview
15
15
years of professional experience
Work History
Senior Accountant
Naumann Hobbs Material Handling
04.2021 - 08.2025
- Collaborate with cross-functional teams on financial analysis, account analysis, and process improvements to enhance overall financial health.
- Multi-State and Multi-Company margin analysis, operating expenses, balance sheet reconciliation and financial reporting.
- Creating Standard Operating Procedure (SOP) manual for accounting policy and regulations and roll out reconciliation procedures.
- Lead and support additional GL areas such as operating expense accruals, vendor-related transactions, and intercompany reconciliations.
- Manage general ledger accounting processes, including journal entries, account reconciliations, and month-end closing activities.
- Provide support to internal and external audit firms during annual audits.
- Track and manage fixed assets, including depreciation schedules.
Senior Accountant
Consulting roles
08.2015 - 02.2021
- Banking Activities-Bank Balance reporting, Transfers, prepare bank deposits, Reconciling cash accounts.
- Fixed Asset Management-Implemented the module in NetSuite, Asset Proposal and Creation, Run Asset Depreciation.
- Expense Analysis and Gross profit margin. Monthly meeting with department managers to review my analysis and margin reports.
- AP/AR support-Approve ach templates for customer/vendors payments, remote check deposits, collections management.
- Implementing ERP systems Dynamics NAV to SAP S/4HANA.
- Streamlined accounts payable and receivable processes, enhancing cash flow management and operational efficiency.
- Led month-end close processes, ensuring accurate financial reporting and compliance with accounting standards.
- Mentored junior accountants, fostering professional development and improving team performance through knowledge sharing.
- Implemented advanced accounting software solutions, increasing data accuracy and reducing processing times significantly.
Staff Accountant
Isagenix International
03.2010 - 07.2015
- Expense Reporting: Preparing employee expense reports and processing reimbursements.
- General Ledger Management: Assisting in maintaining and updating the company’s general ledger and recording journal entries.
- Accounts Payable/Receivable: Assisting with accounts payable and receivable, processing invoices, and ensuring timely payments.
- Health and Wellness
- Conducted internal audits to ensure compliance with regulatory standards and organizational policies.
- Monitored accounts receivable, accounts payable and other account balances to track transactions, avoid discrepancies and maintain accuracy.
- Maintained fixed asset records and depreciation schedules to establish accurate calculations.
- Created journal entry schedules to improve efficiency, support, and documentation of accounting processes.
Education
Bachelor of Science - Accounting
University of Phoenix
Phoenix, AZ01.2015
Skills
- General business knowledge
- Data analysis
- Attention to detail
- Effective communication
- Strong personnel training abilities
- Exceptional computer software skills
- Excellent organizational skills and attention to detail
- Ability to motivate staff
- SAP S/4HANA
- Great Plains
- Microsoft Dynamics AX/NAV
- Peoplesoft
- NetSuite Oracle
- Yardi
- Quickware
- Salesforce
- Microsoft Office related
- General ledger accounting
- Financial reporting
- Audit support
- Bank reconciliation
- Inventory accounting
- Accounts receivable management
- Generally accepted accounting principles
- Tax preparation
- Intercompany transactions
- Variance analysis
- Audit preparation
Languages
Spanish
Full Professional
English
Full Professional
Timeline
Senior Accountant
Naumann Hobbs Material Handling
04.2021 - 08.2025
Senior Accountant
Consulting roles
08.2015 - 02.2021
Staff Accountant
Isagenix International
03.2010 - 07.2015
Bachelor of Science - Accounting
University of Phoenix