Daniel Garcia
Redondo Beach,CA
Summary
Highly skilled senior financial accountant with over three years of hands-on experience in the private industry, bringing a strong foundation in financial reporting, auditing, and tax preparation. Proficient in financial statement analysis, GL maintenance, fixed asset accounting, tax compliance, and capital expenditures management. I have experience using multiple accounting systems including JD Edwards EnterpriseOne (Oracle), SAP Business One, Visual Lease, Vintrace (Wine software) and Excel. Proven ability to support audits and streamline financial procedures for improved efficiency and accuracy. Currently completing CPA eligibility requirements and always seeking skills to build long-term growth and leadership opportunities.
Overview
3
3
years of professional experience
Work History
Senior Financial Accountant
Jackson Wine Estates Australia II
Yarra Glen, Victoria AUS
06.2025 - Current
- Manage financial reporting processes for Jackson Wine Estates, Australia II.
- Prepare monthly reconciliations and financial statements for accuracy.
- Prepare various financial reports, including cash flow statements, income statements, and budget variance analysis.
- Monitor performance indicators, such as revenue growth and cost control measures.
- Create comprehensive management reports and dashboards illustrating key insights from the company's performance data.
- Manage company balance sheets, inventory, and monitor capital expenditure.
- Utilize SAP Business One and Vintrace Wine software for financial data management.
- Process payroll for bi-weekly employee compensation and deductions.
- Maintain employee records and updated information in the payroll system.
Staff Accountant
Jackson Family Wines
Santa Rosa, California US
05.2022 - 06.2025
- Oversight of general ledgers by managing entries and performing regular accounts reconciliation.
- Managed accounting processes for property taxes, fixed assets, and capital expenditures.
- Compiled and prepared journal entries to ensure accurate general ledger records.
- Support external financial audits by preparing schedules, and compiling audit-ready documentation.
- Utilize JD Edwards EnterpriseOne, Tax.com, and BNA for transaction processing, fixed asset tracking, 571 filing, and financial data management.
- Coordinated project materials and schedules, facilitated communication and prepared reports.
- Prepared and analyzed financial statements, ensuring accuracy and compliance with GAAP.
- Reconciled intercompany accounts on a monthly basis.
- Performed month-end close activities such as accruals, amortization, allocations.
- Maintained fixed asset registers in accordance with GAAP requirements.
- Analyzed existing accounting processes to recommend improvements in efficiency or effectiveness.
Education
Bachelor of Science - Business Administration
Sonoma State University
Rohnert Park, CA05-2022
Skills
- Financial reporting
- Budget variance analysis
- Cash flow and balance sheet management
- Cost accounting
- General ledger management
- Accounts reconciliation
- Audit preparation
- Month-end, quarter-end, and year-end close processes
- GAAP accounting
- Tax filings (571, property taxes, government rebates, etc)
- Capital expenditures and project coordination
- Fixed asset accounting
- Related party and intercompany reconciliation
- Oracle JD Edwards EnterpriseOne
- SAP Business One
- Excel (Pivot Tables, VLOOKUP, XLOOKUP, Spreadsheet Server, Sharperlight)
- Lease accounting (ASC 842, Visual Lease software)
- Payroll administration
Websites
Early Career Experience
- Service Writer, Oil Stop, 07/2020 - 06/2021
- Estate Host, Kendall Jackson Winery, 06/2021 - 06/2022
Timeline
Senior Financial Accountant
Jackson Wine Estates Australia II
06.2025 - Current
Staff Accountant
Jackson Family Wines
05.2022 - 06.2025
Bachelor of Science - Business Administration
Sonoma State University