Alexandra L. Montalvo, CB (TL-43AB96)
Certified Professional Bookkeeper (CB); Senior Accountant
Accounting
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Professional Bio
Alexandra L. Montalvo is a Certified Professional Bookkeeper and senior‑level accounting professional with more than 15 years of experience supporting corporate, multi‑entity, and client‑service environments. She brings deep expertise in GAAP‑compliant financial reporting, month‑ and year‑end close, complex reconciliations, and full‑cycle accounting operations. Her background spans industries including construction, manufacturing, real estate, professional services, and multi‑entity investment groups. Alexandra has held progressive roles ranging from Consultant and Controller to Director of Finance & Human Resources and Senior Accountant. She has led accounting teams, managed software conversions, streamlined financial processes, and delivered measurable improvements in reporting accuracy, operational efficiency, and cost control. Her experience includes overseeing AP/AR, payroll and tax compliance, budgeting and forecasting, cash flow management, fixed asset and depreciation schedules, intercompany reconciliation, and audit support. Known for her integrity, analytical strength, and ability to quickly stabilize and optimize accounting environments, Alexandra excels in both hands‑on technical work and high‑level financial leadership. She is proficient in a wide range of accounting systems, including Oracle, QuickBooks, Sage, Peachtree, Workamajig, and multiple third‑party platforms. Alexandra holds a Bachelor of Accountancy, graduating Summa Cum Laude, and maintains multiple professional certifications.
Skills & Expertise
GAAP‑compliant financial reporting
month‑end close
year‑end close
general ledger management
account reconciliations
financial statement preparation
financial analysis
budgeting
forecasting
cash flow management
accounts payable
accounts receivable
payroll processing
payroll tax return preparation
sales tax filing
Texas Franchise tax preparation
fixed asset management
depreciation schedules
intercompany reconciliation
chart of accounts management
W‑9 maintenance
audit support
due diligence support
system conversions
process improvement
procedure development
job costing
work‑in‑progress analysis
credit card reconciliation
banking transaction management
cash and accrual accounting
inventory reconciliation
loan and line‑of‑credit reconciliation
regulatory compliance
insurance administration
human resources oversight
staff supervision
client service management
documentation administration
QuickBooks Desktop
QuickBooks Online
Oracle
Oracle R12
Sage 100
Sage 500
Peachtree
Workamajig
Proliant HRIS
CCH ProSystem FX
Budget Manager
HubDoc
ShareFile
1099 ETC
GFR
Karbon
Slack
Zoom
Teams
Bill.com
Clover POS
Stripe
Square
Sysco Merchant
ServiceMinder
DoorDash integrations
UberEats integrations
Experience
Accomplished senior‑level accounting professional with more than 15 years of experience delivering full‑cycle accounting, financial reporting, and operational leadership across corporate, multi‑entity, and client‑service environments. Demonstrated expertise in GAAP‑compliant reporting, month‑ and year‑end close, complex reconciliations, budgeting, forecasting, cash flow management, and audit coordination. Adept at stabilizing and restructuring accounting functions, improving financial accuracy, and streamlining processes to enhance operational efficiency. Background includes senior roles in public accounting, outsourced client services, and in‑house leadership positions such as Director of Finance & Human Resources, Controller, and Senior Accountant. Proven ability to manage diverse portfolios, oversee accounting teams, implement new systems, and support organizations through software conversions, due diligence projects, and multi‑entity consolidations. Experienced across industries including construction, manufacturing, real estate, professional services, oil and gas, and investment groups. Recognized for strong analytical skills, exceptional attention to detail, and the ability to quickly assess and optimize accounting environments. Skilled in a wide range of accounting platforms, including Oracle, QuickBooks, Sage, Peachtree, Workamajig, and multiple third‑party systems. Known for integrity, professionalism, and a commitment to delivering accurate, timely, and actionable financial insights that support strategic decision‑making.
Education
~Southern New Hampshire University | Bachelor of Accountancy ~Summa cum Laude | 3.959 GPA ~Graduated 09/2020
Certifications
~American Institute of Professional Bookkeepers: Certified Public Bookkeeper #04183, 2014-current ~Intuit QuickBooks ProAdvisor, 2015-2020 ~QBO Certified, 2015-current ~IRS PTIN #P01594662, 2015-2025