In pursuit of a challenging position in Accounting/Administrative or related industry with a long-term career mindset and to contribute to the growth and effectiveness of the Accounting Department.
Skills
Auditing Financial Statements and Contracts
Financial Analysis of Revenue and Expenses
Strategic Planning - Reposition of Company Assets and Liabilities
Conduct Training Classes
Develop internal team coordination
Education
DeVry UniversityLos Angeles, CA, Expected in 06/2012 – –Bachelor of Science:Technical Management Emphasis: Accounting - GPA:
GPA: 3.89, Dean's List 2009 - 2012
Graduated magna cum laude
Work History
American Electric Power - Accountant Lawton, OK, 08/2005 - Current
Created budgets and forecasts for the management group to meet regular accounting deadlines.
Gathered financial information, prepared documents, and closed books.
Supported monthly reporting analysis to achieve validation of internal reports and to reconcile production operations and general ledger
Tracked financial progress by creating quarterly and yearly balance sheets
Reconciled accounts and reviewed expense data, net worth, and assets
Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash and banking reconciliations
Gathered data on taxable income, deductibles, and allowances for tax preparation
Modified comprehensive financial reporting package to reflect growing organizational complexity
Maintained up-to-date knowledge on permits, certificates, and documents mandatory for government departments
Gathered data on taxable income, deductibles, and allowances for tax preparation
Bastian Material Handling - Regional Manager Novi, MI, 01/1992 - Current
Conducted training seminar.
Supervised Agents and Representatives.
Reviewed paperwork for Branch Office.
Marketed Insurance and Securities Products.
Developed and presented financial plans and analyses for individual clients.
Marketed over $1,000,000 worth of Insurance and Securities
AAA Electrical &
Communication Inc - Accounting Assistant to Controller City, STATE, 01/2017 - 08/2021
Created and distributed reports on internal and external finances, audits, and budgets
Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management
Managed budgets, assets, portfolios, accounts payable and receivable, and general financial reporting procedures
Directed clients to appropriate accountants, answered phone calls, and replied to office emails for excellent customer service
Input financial data and produce reports using C/F Data Systems
Investigated daily variances uncovered with reports and corrected errors to resolve discrepancies
Assisted management with the finalization of annual expense plans
Created plans to remedy financial discrepancies and reconcile issues with records
Accurately completed financial statement audits and thoroughly reviewed results
Oversaw accounts payable and receivable operations for Enterprise Fleet Maintenance business with $100,000 in monthly expenses
Managed 5 financial statement reviews in month-end to coordinate variance reporting
Provided treasury and cash management by overseeing reconciliation of banking activity, credit card processing, and sales tax returns
Reviewed general ledger entries and assessed accuracy
Reconciled account information and reported figures in the general ledger by comparing to bank account statement each month
Supervised accurate, efficient and compliant completion of monthly financial reporting packages.
Lattanzi Construction Inc - Accounting/Administrative Office Manager City, STATE, 07/2013 - 01/2017
Bookkeeping, General Ledger, A/P, A/R, and Reconcile Bank accounts.
Prepare and review Balance Sheet, Profit, and Loss, and Cash Flow Statement.
Handle inquiries and requirements from Financial institutions and Government Agencies.
Develop 20 Project's Budget and conducted Financial Project Analysis.
Process administrative paperwork and payroll.
Resolve contract issues and reposition project budgets.
Utilize QuickBooks, Microsoft Excel, Word, and Outlook.
Established and developed highly efficient and dependable administrative team by delivering ongoing coaching and motivation and fostering career advancement
Monitored and evaluated personnel performance to complete annual reviews, recommend advancement or address productivity concerns
Installed new property management applications
Oversaw office inventory activities, including ordering and requisitions, stocking and shipment receiving
Developed and implemented policies and procedures and scaled for growth
Established efficient workflow processes, monitored daily productivity and implemented modifications to improve overall effectiveness of personnel and activities
US Census Bureau - Worker's Compensation Clerk City, STATE, 11/2009 - 03/2011
Initiated over 150 contacts with Health Providers and Injured employees.
Prepared and submit Worker's Compensation documents to Home Office.
Maintained 250 files and updated documents.
Continued verbal and written communications to 250 Injured Employees and Providers.
Determined and processed 100 Injured Employees' salary payments.
Maintained energy and enthusiasm in fast-paced environment
Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity
Created spreadsheets using Microsoft Excel for daily, weekly and monthly reporting
Carried out day-day-day duties accurately and efficiently
Additional Information
California Life and Health Insurance License and Washington State Life and Health
Insurance License
Registered Securities Representative
(Series 6, Series 26 and Series 63)
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