Jaime Morales

Finance Specialist @WestGate Church

San Jose, CA, US

Finance SpecialistChurch-based Nonprofit Organization |Own and manage full-cycle accounts receivable and payable processes, including monthly reconciliations across high-volume accounts to ensure accuracy and compliance.Collaborate cross-functionally with internal departments—including senior leadership and the missions outreach team—to align donor giving records with general ledger entries, ensuring monthly accuracy, transparency, and streamlined reporting.Lead monthly financial reconciliations by aggregating donor activity and posting totals, contributing to audit readiness and clean financial reporting.Developed skill set in structured tracking systems using Excel and financial software to streamline recurring tasks and minimize errors.Collaborate with leadership to identify process gaps and implement improvements, reducing time spent on manual reconciliation and increasing team efficiency.Communicate clearly with internal teams to resolve discrepancies and provide timely financial updates that inform decision-making.Regularly work in fast-paced, deadline-driven environments requiring high attention to detail, adaptability, and accountability