Kathleen Olmos

Available for assignments near Oakland, CA and surrounding cities.

Sorry, no travel.


To obtain a part time position that uses my strong accounting and organizational skills to increase efficiency and productivity in an accounting department.


Certified Public Accountant, California State Board of Accountancy, License #74715


California State University, East Bay (Hayward)

Bachelor of Science Degree/Business Administration/Accounting Option


Microsoft Word and Excel, Relius Retirement Plan Software, Advent Software


6/11 – 8/13 – St. Theresa School, Oakland California

Scrip Coordinator

Responsible for reconciliation and recordkeeping of family scrip contribution accounts. Duties include maintaining school inventory of gift cards, determining inventory supply levels, and providing support to school personnel and families. Prepare family account reconciliations on monthly and yearly basis. Also responsible for determining family account balances due at year end.

12/97 – 3/07 Lawrence Johnson & Associates, Oakland, California

Senior Retirement Plan Administrator/Trust Accountant:

Balance forward Department Team Leader. Administer 401(k), profit sharing and money purchase retirement plan for small and large organizations. Duties include reconciliation of trust assets and preparation of financial statements for trust fund. Responsible for year end 401(k) discrimination and compliance testing, calculating maximum retirement plan contributions and preparing individual plan participant reports. Prepare year end tax returns including Forms 1099R, 5500, 5500C/R and supporting schedules.

12/95 -12/97 Armanino, Jones and Lombardi, LLP, San Leandro, California

Staff Accountant/Auditor:

Conducted audits and reviews of an organization's financial statements, internal controls, processes and policies to ensure that they adhere to regulatory , top management's recommendations and industry practices. Audit experience includes audits of Form 5500 for 401(k) Retirement Plans, credit unions and service and manufacturing companies. Worked under the leadership of audit manager to prepare and issue audit report and financial statements.

Provided ongoing accounting support to client accounting departments, including month end close functions. Duties included preparing consolidated financial statements by gathering information from the general ledger system and departments, preparing month end general ledger entries and reconciliations, and preparing payment schedules by accruing expenses and reconciling accounts.

08/93 – 12/95 Lawrence Johnson & Associates, Oakland, California

Trust Accountant:

Duties include reconciliation of trust assets and preparation of financial statements for trust funds. Prepare journal entries for trust funds on monthly basis.


Expert problem solver. Excellent written / verbal communication skills. Strong organizational and reconciliation skills.

U.S. Citizen, born in Oakland, CA.