Angel C.

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Accounting Associate

Supports a Newport Beach CPA firm by managing full-cycle accounting operations and financial documentation for a diverse client portfolio. Focuses on maintaining accurate books through daily transaction management, specialized trust account reconciliations, and tax compliance filings. Combines recurring operational tasks with technical research and Excel-based analysis to ensure financial data is accurate and ready for client review.

Foundever

Team leader

Led and supported a 15-agent operations team in a high-volume customer service environment, aligning daily performance with business objectives through data analysis, planning, and continuous follow-up. Acted as a bridge between frontline operations and leadership by translating performance data into actionable insights.

OneLink

Back-Office agent

Handled high-impact customer escalations through detailed audits and policy-based analysis, ensuring financial accuracy, accountability, and ethical resolution under tight deadlines.