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.