Anneliese Hanson
@anneliesehanson
I support accurate banking close, reconciliation, reporting, and financial process automation at Axos Bank.
What I'm looking for
At Axos Bank, I support the close process through journal entries, variance analysis, account reconciliations, and cross-functional coordination. I also prepare sections of 10-Q and 10-K reports to support GAAP-compliant external reporting.
Since joining Axos Bank as a Junior Staff Accountant, I have processed vendor invoices, managed accruals, reconciled loan-related general ledger accounts, and supported month-end and year-end close. I've led automation initiatives and cross-functional projects that improve financial reporting, reconciliation workflows, audit readiness, and operational efficiency.
I build financial scenarios and models for forecasting and budgeting, and report cost-management insights to executives. My tools include Excel, Oracle Financials, EPBCS, Jack Henry, SQL Server Management Studio, and FloQast.
I earned a Bachelor of Science in Management Science with a minor in Accounting from UC San Diego. My earlier food-service leadership experience strengthened my customer service, team coaching, inventory, and operational problem-solving skills.
Experience
Work history, roles, and key accomplishments
- Support the close process through timely journal entries, variance analysis, and cross‑functional coordination.
- Identify and implement process improvements, leveraging new software and automation tools to streamline workflows.
- Perform monthly and quarterly account reconciliations, researching and clearing variances to ensure accurate financial data.
- Update and prepare sections of 10‑Q and
Accounts Payable
- Processed vendor invoices and ensured timely payments while maintaining accurate records.
- Reconciled accounts and managed accruals to support month-end and year-end close activities.
Bank GL Loans
- Posted journal entries and performed reconciliations for loan-related general ledger accounts.
- Led automation initiatives to streamline reconciliation workflows and reduce manua
Delivered Outstanding Guest Experience: Consistently connected with guests to provide top-notch handcrafted beverages and food, resulting in a high guest satisfaction rate and positive feedback.
Maintained Food Safety Standards: Diligently executed food and beverage processes, including inventory management, temperature monitoring, cleaning tasks, and packaging guidelines, ensuring adherence to s
Elevated Guest Experience: Motivated the team to consistently deliver exceptional guest experiences, resulting in increased customer satisfaction scores and positive online reviews.
Efficient Store Operations: Successfully opened and closed the store with minimal supervision, ensuring smooth daily operations and timely completion of tasks.
Team Morale and Development: Empowered team members thro
Team Member
Jan 2019 - May 2019 (4 months)
Exceptional Customer Service: Provided outstanding service to guests, ensuring a positive dining experience and receiving consistent positive feedback.
Efficient Food Preparation: Demonstrated proficiency in preparing and expediting food orders, ensuring timely delivery and maintaining food quality standards.
Team Collaboration: Worked seamlessly with the salad bar team, contributing to a well-c
Exceptional Customer Service: Consistently provided friendly and enthusiastic service, building emotional connections with guests and ensuring their satisfaction.
Efficient Cash Handling: Demonstrated proficiency in operating cash registers, maintaining accuracy in transactions, and minimizing discrepancies.
Team Collaboration: Valued teamwork and actively supported the visions and values of the
Education
Degrees, certifications, and relevant coursework
UC San Diego
Bachelor's degree, Management Science
2021 - 2023
University of California, San Diego
Bachelor of Science, Management Science
2021 - 2023
Grade: 3.5
Activities and societies: Chief of Records for the All Campus Transfer Association (ACTA); member of the Undergraduate Economics Society and Tau Sigma National Honor Society.
Pursued a Bachelor of Science in Management Science with a minor in Accounting, achieving a GPA of 3.5.
Availability
Location
Authorized to work in
Job categories
Skills
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