(555) 432-1000,
, , 100 Montgomery St. 10th Floor
Professional Summary

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.

  • 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
DeVry University Los 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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School Attended

  • DeVry University

Job Titles Held:

  • Accountant
  • Regional Manager
  • Accounting Assistant to Controller
  • Accounting/Administrative Office Manager
  • Worker's Compensation Clerk


  • Bachelor of Science

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