Summary
Tim Wallace is an experienced accounting technician with over 11 years in financial services, known for translating complex transactions into accurate, audit-ready records. Based in Rancho Santa Margarita, he supports senior accounting functions including ledger maintenance, 1099 and Schedule K issuance, and preparation of monthly, quarterly, and annual financial statements. His background includes high-volume mortgage trade processing and analytical support for conduit sellers, which sharpened his data-validation and Excel automation skills. Tim combines formal accounting and business coursework with a legal studies BA, giving him a practical appreciation for compliance, document retention, and regulatory requirements. Colleagues rely on him for meticulous reconciliation, investigative research into accounting discrepancies, and steady stewardship of corporate filings. He brings a rare blend of hands-on transactional expertise and process-oriented thinking that helps keep audits smooth and timelines on track.
11 years of coding experience
Associate in Science (A.S.), Accounting, Associate in Science (A.S.), Accounting at Saddleback College
Bachelor of Arts (B.A.), Legal Studies, Bachelor of Arts (B.A.), Legal Studies at California State University, Fullerton
Spanish