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CFO Resume Example

Resume Score: 80%

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CV
CFO
Professional Summary

High-energy, resourceful and persistent, with background working with and serving high-end clientèle. Experience in strategic planning, organization and providing comprehensive support to company leaders. Goal-oriented with ability to meet long-term goals through daily task management. Dedicated to excellent customer service.

Skills
  • Strong problem solver
  • Scheduling and calendar management
  • Administrative support
  • Meeting arrangements
  • Business correspondence
  • Professional and mature
  • Workflow planning
  • Travel planning
  • Office administration
Work History
05/2012 - 06/2020CFO | Arbor Pro Of Virginia - Cumberland, Virginia

Financial Management

- Banking – daily reconciliation of all accounts

- Credit cards – daily/weekly bank feeds into Quickbooks

- Coding of all transactions that come in via bank and AmEx through paper or electronic receipts to ensure proper financial monitoring is tracked according to CPAs requirements.

- Tracking purchases with unpaid sales tax and remitting Sales & Use Tax per Virginia Code section 58.1-609.5 Service Exemptions

- Reimbursement for supplies to employees as needed

- Accounts Payable - monitor incoming invoices via email and mail and ensure that payments are made both online and by check in a timely manner.

- Accounts Receivable – Create and send invoices out to clients for work as specified by project managers

  • Payroll

- Employee payroll, pay checks, direct deposit, tax withholding, etc.

- Withholding of Garnishments & dispersing of funds

- Withholding of Child Support & dispersing of payments

-Managed withholding and payment of Federal and State payroll related taxes.

  • Employee Management-

-Input employees into Quickbooks using information supplied in the new hire packets

- Merge info from in Quickbooks with T-Sheets, invite user, set up profile, and ensure time is being tracked properly.

-Issued gear to employees as needed.

  • Drug Testing

- Setting up of new hires to take drug test at their location or ours in order to get them into our PHMSA & FMCSA Policies.

- Review of drug test results to give go ahead for hiring process.

- Receiving of PHMSA and FMCSA quarterly Random Selections and creating order for employees to be tested.

  • Compliance

- Monitoring of various contractor compliance websites to ensure that company was in good standing and all appropriate insurance, RAVS, Safety Programs meet hiring client expectations

- Ensure that company stays 100% compliant with drug testing in DISA

  • Lodging

- Using project overlay, search relevant areas for hotels as needed/directed by foremen *taking into consideration budgeted rate, location to work sites, trailer parking, nearby food, billing method, payment method, etc.

- Negotiate price and repetitive reservation details by working with sales manager or GM to meet budget requirements.

- Ensure that all billing details are correct, and hotel is paid in time frame agreed upon.

  • Company Inventory

- Keep accurate records of company inventory as items are bought/sold/traded.

- Organized and filed all documents pertaining to specific vehicles & equipment

- DMV trips as necessary to get items properly tagged, titled, and registered.

- Annual filing of 2290 HVUT as needed.

- Registration renewals as necessary.

  • Equipment & Vehicle Maintenance:

-Procure fleet management application to consolidate equipment info and needed service into one cloud based system

12/2016 - 05/2018Remote Personal Assistant | Boston Personal Assistant - Boston, Massachusetts
  • Researched and arranged world-wide travel, booked transportation, and accommodations for both work and pleasure trips - created itinerary and travel details for ease of trip. Pets need travel visas also!
  • Arranged Quality of Life activities based on each clients' preferences, time constraints, location, attendees, etc.
  • Managed clients' calendar of important tasks, deadlines, meetings, social activities, family schedule, etc.
  • Researched, typed, compiled data, and prepared reports, presentations and correspondence.
  • Screened applicants for various corporate positions within clients' companies.
  • Managed databases and filing systems.
  • Managed clients' emails, contacts, and calendaring.
  • Created expense reports for submission to clients' employers.
  • Aided in the design and implementation of websites, social media, and online presence.
  • Organized events and liaised with vendors for a wide variety of events such as a Cape Cod wedding for 250, an 11-year-old's birthday party for 20, and a romantic anniversary dinner for 2 - just to name a few.
  • Procured unusual items as requested; Pappy Van Winkle 's Family Reserve, rare greenery for a wedding, tickets to Burning Man, spirits for privately tended corporate retreats
  • Sold various items for clients including several block seats of Hamilton tickets at Broadway, rare wines, concert tickets and much more.
  • Managed large range of various services catered to 20-30 clients' needs including pet care, phone screening, online shopping, and bill paying to provide clients with premium family time.
06/2012 - 12/2013Executive Assistant | The Woodland Group - Farmville, Virginia
  • Assisted Director of Therapy with managing 20-30 therapists and 40-60 patients
  • Produced accurate office files, updated spreadsheets and crafted presentations to support Director of Therapy and boost team efficiency.
  • Developed and updated spreadsheets and databases to track, analyze, and report therapist and patient performance and compliance with Medicare guidelines.
  • Managed office inventory by restocking supplies and placing purchase orders to maintain adequate stock levels.
  • Responded to emails and other correspondence to facilitate communication within company for direct reporting needs.
  • Promoted team productivity by keeping supplies organized and well-stocked.
  • Contributed to smooth business operations by planning and organizing meetings and conferences, including conference calls.
  • Managed administrative functions, including complex calendar management with focus on proper allocation of Director's availability.
  • Supported human resources department in hiring process as well as employee review process to manage performance and
  • Completed audit results as required by Medicare by thoroughly performing audits of inpatient and outpatient files.
Education
Longwood University, Farmville, VANo Degree: Computer Science
2000Prince Edward County High School, Farmville, VAHonors Diploma:
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Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.

Resume Overview

Companies Worked For:

  • Arbor Pro Of Virginia
  • Boston Personal Assistant
  • The Woodland Group

School Attended

  • Longwood University
  • Prince Edward County High School

Job Titles Held:

  • CFO
  • Remote Personal Assistant
  • Executive Assistant

Degrees

  • No Degree : Computer Science
    Honors Diploma :

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