Bank Transactions, Inc.
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Bank Transactions, Inc. Employees
Employee
Years
Job
Industry
Nadxelli Hernandez Nadxelli Hernandez's Bank Transactions, Inc. Experience October 2006 - February 2010
Job Office Manager at San Diego Trading Company
Industry Retail
Experience
San Diego Trading Company February 2010 - March 2013
Nine Dragons, Inc. May 2010 - January 2013
Bank Transactions, Inc. October 2006 - February 2010
Skills
Fluent in Spanish., Excellent negotiator..., Independent and..., Team Player., Ability to organize,..., Active listener and..., Highest levels of..., Honest, enthusiastic,..., Payroll, Customer Service, Accounts Receivable, Administrative..., Accounts Payable
Education
UCSD 2012 — 2012
Bookkeeping Certificate
San Diego Mesa College 2011 — 2011
English Language and Literature, General
Universidad Casa Blanca 2001 — 2005
Bachelor's degree, Graphic Design
San Diego Trading Company February 2010 - March 2013
Nine Dragons, Inc. May 2010 - January 2013
Bank Transactions, Inc. October 2006 - February 2010
Skills
Fluent in Spanish., Excellent negotiator..., Independent and..., Team Player., Ability to organize,..., Active listener and..., Highest levels of..., Honest, enthusiastic,..., Payroll, Customer Service, Accounts Receivable, Administrative..., Accounts Payable
Education
UCSD 2012 — 2012
Bookkeeping Certificate
San Diego Mesa College 2011 — 2011
English Language and Literature, General
Universidad Casa Blanca 2001 — 2005
Bachelor's degree, Graphic Design
Kirk Ehrhart, CPA Kirk Ehrhart, CPA's Bank Transactions, Inc. Experience June 2011 - August 2011
Job Senior Staff Accountant at The San Diego Foundation
Industry Accounting
Experience
The San Diego Foundation March 2015 - Present
CBIZ MHM, LLC August 2014 - March 2015
CBIZ MHM, LLC January 2012 - August 2014
Blackslate Group LLP June 2011 - December 2011
Bank Transactions, Inc. June 2011 - August 2011
Show Baseball January 2011 - May 2011
University of San Diego October 2009 - May 2010
JK Mullen High School May 2009 - July 2009
Vector Marketing May 2008 - September 2008
Skills
Accounting, Tax, Management, Leadership, Financial Statements, Budgets, Finance, Accounts Payable, Payroll, QuickBooks, Tax Preparation, Tax Accounting, Financial Analysis, GAAP, Financial Reporting, Microsoft Excel
Education
University of San Diego 2009 — 2011
Bachelor, Accountancy
Cochise College 2007 — 2009
Associates of Business Administration, Business
The San Diego Foundation March 2015 - Present
CBIZ MHM, LLC August 2014 - March 2015
CBIZ MHM, LLC January 2012 - August 2014
Blackslate Group LLP June 2011 - December 2011
Bank Transactions, Inc. June 2011 - August 2011
Show Baseball January 2011 - May 2011
University of San Diego October 2009 - May 2010
JK Mullen High School May 2009 - July 2009
Vector Marketing May 2008 - September 2008
Skills
Accounting, Tax, Management, Leadership, Financial Statements, Budgets, Finance, Accounts Payable, Payroll, QuickBooks, Tax Preparation, Tax Accounting, Financial Analysis, GAAP, Financial Reporting, Microsoft Excel
Education
University of San Diego 2009 — 2011
Bachelor, Accountancy
Cochise College 2007 — 2009
Associates of Business Administration, Business
Key Tsui Key Tsui's Bank Transactions, Inc. Experience January 2012 - April 2012
Job Accounting Analyst at TVB (USA) Inc.
Industry Accounting
Experience
TVB (USA) Inc. January 2014 - Present
TVB (USA) Inc. November 2012 - January 2014
Bank Transactions, Inc. January 2012 - April 2012
International Financial & Insurance Services, Inc. September 2011 - December 2011
Two Group Flag Co. 2007 - 2010
Skills
Microsoft Excel, Microsoft Word, QuickBooks, Payroll, Account Reconciliation, Bilingual, Accounts Payable, Accounts Receivable, SBT Accounting Software, Invoicing, Cash Flow, Bank Reconciliation
Education
University of California, San Diego 2010 — 2012
Bachelor of Arts (B.A.), Economics and Accounting
TVB (USA) Inc. January 2014 - Present
TVB (USA) Inc. November 2012 - January 2014
Bank Transactions, Inc. January 2012 - April 2012
International Financial & Insurance Services, Inc. September 2011 - December 2011
Two Group Flag Co. 2007 - 2010
Skills
Microsoft Excel, Microsoft Word, QuickBooks, Payroll, Account Reconciliation, Bilingual, Accounts Payable, Accounts Receivable, SBT Accounting Software, Invoicing, Cash Flow, Bank Reconciliation
Education
University of California, San Diego 2010 — 2012
Bachelor of Arts (B.A.), Economics and Accounting
Moses Herrera Moses Herrera's Bank Transactions, Inc. Experience June 2011 - June 2012
Job Staff Accountant at Team Jenn Corp
Industry Accounting
Experience
Team Jenn March 2015 - Present
Atlas Marine Inc July 2014 - March 2015
US Tax Credits August 2012 - July 2014
Bank Transactions, Inc. June 2011 - June 2012
Sanford Studios May 2006 - September 2010
Lake Center Middle School September 2006 - June 2007
Skills
QuickBooks, Accounting, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Bank Reconciliation, Customer Service, Account Reconciliation
Education
UC San Diego 2007 — 2012
Bachelor of Arts (B.A.), Economics
UC San Diego 2007 — 2012
Minor, Accounting
Team Jenn March 2015 - Present
Atlas Marine Inc July 2014 - March 2015
US Tax Credits August 2012 - July 2014
Bank Transactions, Inc. June 2011 - June 2012
Sanford Studios May 2006 - September 2010
Lake Center Middle School September 2006 - June 2007
Skills
QuickBooks, Accounting, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Bank Reconciliation, Customer Service, Account Reconciliation
Education
UC San Diego 2007 — 2012
Bachelor of Arts (B.A.), Economics
UC San Diego 2007 — 2012
Minor, Accounting
Ashlee Betts Ashlee Betts's Bank Transactions, Inc. Experience June 2015 - Present
Job Speech Language Pathologist
Industry Public Relations and Communications
Experience
Speech Language Pathologist, Independent August 2014 - Present
Bank Transactions, Inc. June 2015 - Present
Ashley Falls Elementary January 2015 - May 2015
San Diego County Public School District September 2012 - September 2014
Dr. Ed Thile, County Speech May 2012 - 2013
Lab Manager June 2010 - July 2012
Gregory W. Koehler, Attorney at Law March 2009 - July 2012
Red Tracton's Steakhouse 2009 - 2012
Rancho Santa Fe August 2011 - December 2011
Village Studios Los Angeles and Warner Chappell: New York, NY 2004 - 2009
Education
California State University-Northridge 2013 — 2015
Bachelor of Communication Disorders (B.A. C.D.), Communication Sciences and Disorders, General, 3.0
San Diego Mesa College 2011 — 2012
Associate of Science (A.S.), Speech-Language Pathology and Hearing, 3.6
Speech Language Pathologist, Independent August 2014 - Present
Bank Transactions, Inc. June 2015 - Present
Ashley Falls Elementary January 2015 - May 2015
San Diego County Public School District September 2012 - September 2014
Dr. Ed Thile, County Speech May 2012 - 2013
Lab Manager June 2010 - July 2012
Gregory W. Koehler, Attorney at Law March 2009 - July 2012
Red Tracton's Steakhouse 2009 - 2012
Rancho Santa Fe August 2011 - December 2011
Village Studios Los Angeles and Warner Chappell: New York, NY 2004 - 2009
Education
California State University-Northridge 2013 — 2015
Bachelor of Communication Disorders (B.A. C.D.), Communication Sciences and Disorders, General, 3.0
San Diego Mesa College 2011 — 2012
Associate of Science (A.S.), Speech-Language Pathology and Hearing, 3.6
John Paterniti John Paterniti's Bank Transactions, Inc. Experience June 2012 - May 2013
Job Retired
Industry Accounting
Experience
Retired July 2014 - Present
Clearstory Productions LLC August 2013 - July 2014
Bank Transactions, Inc. June 2012 - May 2013
Cal State San Marcos June 2011 - July 2011
Francis W. Parker School February 2011 - April 2011
San Diego Museum of Art January 1996 - January 2009
San Diego Museum of Art January 1990 - January 1996
Yegen Associates, Inc January 1987 - January 1990
Sax, Macy, Fromm & Company January 1986 - January 1987
Weidenbaum, Ryder & Company January 1986 - January 1987
Skills
Non-profits, Accounting, Budgeting, Financial Reporting, Excel, Marketing, Budgets, Auditing, Microsoft Excel, Payroll, Management, Finance, Internal Controls, Nonprofits, Internal Audit, Financial Statements, Leadership
Education
Rutgers University School of Law - Newark 1980 — 1983
B.A, Accounting
Bergen Community College 1978 — 1980
A.A, Journalism
Retired July 2014 - Present
Clearstory Productions LLC August 2013 - July 2014
Bank Transactions, Inc. June 2012 - May 2013
Cal State San Marcos June 2011 - July 2011
Francis W. Parker School February 2011 - April 2011
San Diego Museum of Art January 1996 - January 2009
San Diego Museum of Art January 1990 - January 1996
Yegen Associates, Inc January 1987 - January 1990
Sax, Macy, Fromm & Company January 1986 - January 1987
Weidenbaum, Ryder & Company January 1986 - January 1987
Skills
Non-profits, Accounting, Budgeting, Financial Reporting, Excel, Marketing, Budgets, Auditing, Microsoft Excel, Payroll, Management, Finance, Internal Controls, Nonprofits, Internal Audit, Financial Statements, Leadership
Education
Rutgers University School of Law - Newark 1980 — 1983
B.A, Accounting
Bergen Community College 1978 — 1980
A.A, Journalism
Brett Rooks's Bank Transactions, Inc. Experience March 2012 - June 2012
Job Consultant at ADI Strategies
Industry Management Consulting
Experience
ADI Strategies May 2013 - Present
Alupka Asset Management June 2012 - May 2013
Bank Transactions, Inc. March 2012 - June 2012
Interfraternity Council February 2011 - February 2012
Lincoln Financial April 2011 - August 2011
Mt. Carmel February 2011 - May 2011
Zodiac Pool Systems June 2008 - August 2008
Skills
Hyperion Planning, PowerPoint, Microsoft Excel, Hyperion Financial..., EPMA, ERPi, ODI, Morningstar, Stata, QuickBooks, Microsoft Word, Economics, Management, Budgets
Education
UCSD 2008 — 2012
Management Science, Minor: Accounting
University of Richmond in Florence 2010 — 2011
ADI Strategies May 2013 - Present
Alupka Asset Management June 2012 - May 2013
Bank Transactions, Inc. March 2012 - June 2012
Interfraternity Council February 2011 - February 2012
Lincoln Financial April 2011 - August 2011
Mt. Carmel February 2011 - May 2011
Zodiac Pool Systems June 2008 - August 2008
Skills
Hyperion Planning, PowerPoint, Microsoft Excel, Hyperion Financial..., EPMA, ERPi, ODI, Morningstar, Stata, QuickBooks, Microsoft Word, Economics, Management, Budgets
Education
UCSD 2008 — 2012
Management Science, Minor: Accounting
University of Richmond in Florence 2010 — 2011
Nicholas Ruzette Nicholas Ruzette's Bank Transactions, Inc. Experience September 2012 - December 2012
Job Associate Investment Operations at Aspiriant
Industry Financial Services
Experience
Aspiriant December 2014 - Present
Alpha Strategies Investment Consulting July 2013 - November 2014
Bainbridge Capital February 2013 - June 2013
Bainbridge Capital September 2012 - February 2013
Bank Transactions, Inc. September 2012 - December 2012
Plaza Cafe 2008 - September 2012
Skills
Customer Service, Microsoft Excel, Microsoft Office, Data Analysis, PowerPoint, Microsoft Word, Financial Analysis, Investments, Social Media, Sales, Management, Accounting, Leadership, Mergers & Acquisitions, Market Research
Education
UCSD 2008 — 2012
BA, Economics
Colfax High School 2004 — 2008
High School Diploma
Aspiriant December 2014 - Present
Alpha Strategies Investment Consulting July 2013 - November 2014
Bainbridge Capital February 2013 - June 2013
Bainbridge Capital September 2012 - February 2013
Bank Transactions, Inc. September 2012 - December 2012
Plaza Cafe 2008 - September 2012
Skills
Customer Service, Microsoft Excel, Microsoft Office, Data Analysis, PowerPoint, Microsoft Word, Financial Analysis, Investments, Social Media, Sales, Management, Accounting, Leadership, Mergers & Acquisitions, Market Research
Education
UCSD 2008 — 2012
BA, Economics
Colfax High School 2004 — 2008
High School Diploma
Justin Gordon, CPA's Bank Transactions, Inc. Experience March 2012 - June 2012
Job Assurance Staff at EY
Industry Accounting
Experience
EY July 2015 - Present
FMJ, LLP June 2012 - June 2014
Bank Transactions, Inc. March 2012 - June 2012
San Diego Bike and Kayak Tours, INC May 2011 - June 2012
Gap, INC August 2008 - June 2012
University of California October 2011 - February 2012
Bridger Commercial Funding February 2005 - February 2007
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, Customer Service, Social Media, QuickBooks, Great Plains Software, Sales, Fundraising, Data Analysis, Management, Financial Analysis, Accounting, Public Speaking
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2013 — 2015
Master of Accountancy, Accounting
University of California, San Diego 2007 — 2012
Bachelor of Arts (B.A.), Economics
Tamalpais High School 2003 — 2007
EY July 2015 - Present
FMJ, LLP June 2012 - June 2014
Bank Transactions, Inc. March 2012 - June 2012
San Diego Bike and Kayak Tours, INC May 2011 - June 2012
Gap, INC August 2008 - June 2012
University of California October 2011 - February 2012
Bridger Commercial Funding February 2005 - February 2007
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, Customer Service, Social Media, QuickBooks, Great Plains Software, Sales, Fundraising, Data Analysis, Management, Financial Analysis, Accounting, Public Speaking
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2013 — 2015
Master of Accountancy, Accounting
University of California, San Diego 2007 — 2012
Bachelor of Arts (B.A.), Economics
Tamalpais High School 2003 — 2007
Laura Bosick Laura Bosick's Bank Transactions, Inc. Experience May 2008 - May 2009
Job Sr. Administrative Assistant at Visa
Industry Financial Services
Experience
Visa June 2014 - Present
GCA Savvian Advisors, LLC October 2010 - June 2014
Seefeldt & Associates, Inc. May 2009 - September 2010
Bank Transactions, Inc. May 2008 - May 2009
Skills
Microsoft Excel, Outlook, Microsoft Word, WordPerfect, PowerPoint, Navision, Concur, Interaction, Compliance11, QuickBooks, Finance
Education
San Diego State University-California State University 2004 — 2008
Bachelor of Science, Business Administration, Finance
Visa June 2014 - Present
GCA Savvian Advisors, LLC October 2010 - June 2014
Seefeldt & Associates, Inc. May 2009 - September 2010
Bank Transactions, Inc. May 2008 - May 2009
Skills
Microsoft Excel, Outlook, Microsoft Word, WordPerfect, PowerPoint, Navision, Concur, Interaction, Compliance11, QuickBooks, Finance
Education
San Diego State University-California State University 2004 — 2008
Bachelor of Science, Business Administration, Finance
Ricky Luu Ricky Luu's Bank Transactions, Inc. Experience March 2012 - June 2012
Job Accounting Analyst at Farmers Insurance
Industry Accounting
Experience
Farmers Insurance October 2015 - Present
Farmers Insurance November 2014 - Present
Farmers Insurance October 2013 - November 2014
Gano Excel (USA), Inc. March 2013 - October 2013
Bank Transactions, Inc. March 2012 - June 2012
Skills
QuickBooks, Microsoft Excel, Microsoft Word, PowerPoint, SAP, Microsoft Dynamics, Access, Journal Entries, Cash Flow, Accounting
Education
University of California, San Diego 2010 — 2012
Bachelor of Arts (B.A.), Economics and Accounting
Farmers Insurance October 2015 - Present
Farmers Insurance November 2014 - Present
Farmers Insurance October 2013 - November 2014
Gano Excel (USA), Inc. March 2013 - October 2013
Bank Transactions, Inc. March 2012 - June 2012
Skills
QuickBooks, Microsoft Excel, Microsoft Word, PowerPoint, SAP, Microsoft Dynamics, Access, Journal Entries, Cash Flow, Accounting
Education
University of California, San Diego 2010 — 2012
Bachelor of Arts (B.A.), Economics and Accounting
Rachel Tsui's Bank Transactions, Inc. Experience October 2011 - March 2012
Job Associate Financial Analyst at Edwards Lifesciences
Industry Medical Devices
Experience
Edwards Lifesciences May 2014 - Present
Color Marble Commercial Projects, Inc. April 2013 - May 2014
Bank Transactions, Inc. October 2011 - March 2012
Skills
Financial Analysis, Cost Accounting, Variance Analysis, Standard Costs, JD Edwards, Microsoft Excel, Accounting, SAP BPC, Hyperion HFM, Access, Analysis, Forecasting, Quickbooks, Stata, Accounts Receivable, Accounts Payable, PowerPoint, Microsoft Word, Financial Reporting, Peachtree, SAP
Education
University of California, San Diego 2008 — 2012
Bachelor of Science (B.S.), Management Science
Edwards Lifesciences May 2014 - Present
Color Marble Commercial Projects, Inc. April 2013 - May 2014
Bank Transactions, Inc. October 2011 - March 2012
Skills
Financial Analysis, Cost Accounting, Variance Analysis, Standard Costs, JD Edwards, Microsoft Excel, Accounting, SAP BPC, Hyperion HFM, Access, Analysis, Forecasting, Quickbooks, Stata, Accounts Receivable, Accounts Payable, PowerPoint, Microsoft Word, Financial Reporting, Peachtree, SAP
Education
University of California, San Diego 2008 — 2012
Bachelor of Science (B.S.), Management Science
Jason S. Lee, CPA's Bank Transactions, Inc. Experience March 2012 - June 2012
Job Advanced Staff Accountant at Holthouse Carlin & Van Trigt LLP
Industry Accounting
Experience
Holthouse Carlin & Van Trigt LLP July 2014 - Present
Spott, Lucey & Wall, Inc. CPAs June 2013 - May 2014
Bank Transactions, Inc. March 2012 - June 2012
Skills
Accounting, Tax, Customer Service, Accounts Payable, GoSystems, Tax Research, CCH Intelliconnect, RIA, Microsoft Office, ProSystem fx Tax, Quickbooks, QuickBooks
Education
University of Southern California - Marshall School of Business 2012 — 2013
MAcc, Leventhal School of Accounting
University of California, San Diego 2008 — 2012
Mangement Science, Accounting Minor
Yonsei University 2009 — 2009
Study Abroad Program, 3.7
Holthouse Carlin & Van Trigt LLP July 2014 - Present
Spott, Lucey & Wall, Inc. CPAs June 2013 - May 2014
Bank Transactions, Inc. March 2012 - June 2012
Skills
Accounting, Tax, Customer Service, Accounts Payable, GoSystems, Tax Research, CCH Intelliconnect, RIA, Microsoft Office, ProSystem fx Tax, Quickbooks, QuickBooks
Education
University of Southern California - Marshall School of Business 2012 — 2013
MAcc, Leventhal School of Accounting
University of California, San Diego 2008 — 2012
Mangement Science, Accounting Minor
Yonsei University 2009 — 2009
Study Abroad Program, 3.7
Ethan Yu's Bank Transactions, Inc. Experience July 2012 - Present
Job Accounting Intern at Bank Transactions, Inc.
Industry Accounting
Experience
Bank Transactions, Inc. July 2012 - Present
UC San Diego September 2010 - Present
Pu You Souvenir and Gifts Co. Ltd June 2008 - August 2010
Julie of California June 2006 - June 2009
Skills
Accounts Payable, Accounts Receivable, Crunching Numbers
Education
UCSD 2009 — 2013
Management Science
Bank Transactions, Inc. July 2012 - Present
UC San Diego September 2010 - Present
Pu You Souvenir and Gifts Co. Ltd June 2008 - August 2010
Julie of California June 2006 - June 2009
Skills
Accounts Payable, Accounts Receivable, Crunching Numbers
Education
UCSD 2009 — 2013
Management Science