Megan Punelli
Chief Operating Officer at DPVB
- Role
- Chief Operating Officer at Daniells Phillips Vaughan & Bock, Cpas & Advisors
- Location
- Bakersfield, CA, US
- LinkedIn followers
- 500 followers
Experience
Chief Operating Officer
Daniells Phillips Vaughan & Bock, Cpas & Advisors
Aug 2014 — Present · Bakersfield, CA, US
Purpose: Plans, directs, and oversees operational policies, rules, initiatives, and goals. Help execute long-term and short-term plans and directives by implementing judgement, vision, management, and leadership- Administration Department Head- Oversee HR, Marketing, IT, Finance personnel- Create and implement policies and procedures - Recruiting - Training of employees- Software and system implementation - Analysis of financial statement and production reports- Planning of Firm events and meetings
Education
California State University- Bakersfield
Bachelor of Science (BS), Accounting
Skills
- Fixed Assets
- Training
- Auditing
- General Ledger
- Sage
- Account Reconciliation
- Peoplesoft
- Strategic Financial Planning
- Sarbanes-Oxley Act
- Small Business
- Accruals
- Financial Analysis
- Bank Reconciliation
- Invoicing
- Tax Returns
- Accounts Receivable
- Tax Accounting
- Payroll Taxes
- Quickbooks
- Business Planning
- Revenue Recognition
- Cash Management
- Bookkeeping
- Balance Sheet
- Gaap
- Grants
- Cash Flow Forecasting
- Us Gaap
- Pivot Tables
- Accounts Payable
- Financial Reporting
- Payroll
- Tableau
- Cash Receipts
- Tax Preparation
- Nonprofits
- Accounting
- Financial Accounting
- Non-Profits
- Cash Flow
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