(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
Dynamic, detail-oriented, analytical professional with experience in accounting and finance combined with a demonstrated aptitude in IT. Pro-active, highly organized and accuracy driven. Adept at managing multiple assignments efficiently. Quickly grasps complex concepts, analyzes and interprets ideas into a logical strategy. Exhibits strong listening and communication skills while able to mediate varied situations. A real team player.
California State University Northridge, California Expected in 2001 Bachelor of Science Degree : Business Administration, Finance - GPA :
Benefitmall Inc. - Collections Specialist
Concord, CA, 06/2015 - Current
  • Collect on complex accounts receivable.
  • Provide prompt and accurate support to customers, sales reps and other company staff.
  • Create and submit billing adjustments.
  • Reconcile customer accounts and payments in legacy system and SAP.
  • Prepare ad-hoc and monthly reports.
  • Manage special projects.
THE WALT DISNEY COMPANY - Senior Collections Analyst and Volunteer Event Planner
City, STATE, 11/2000 - 06/2015
  • Collected on customer accounts and determined appropriate action for delinquent accounts.
  • Provided clear, concise and timely communications to internal and external stakeholders.
  • Recommended and implemented strategies to improve collections.
  • Negotiated customer settlements and payment plans.
  • Evaluated credit limits and updated client credit files to ensure continuous credit worthiness.
  • Managed order release to ensure the free flow of product to customers.
  • Maintained policies and procedures and desktop procedures related to business unit.
  • Prepared monthly and quarterly reports, bad debt reserve and write off recommendations, consolidated accounts receivable report and ad-hoc reports.
  • Managed the bankruptcy process to ensure claims are filed in an accurate and timely manner. Collaborated with Disney Legal as complexity of bankruptcy cases require.
  • Planned and facilitated all department events including year end holiday party, oversaw production budget for events, and submitted expense reports.
MEDICAL COSMETIC CENTERS - Office Manager, Assistant Bookkeeper
City, STATE, 03/1998 - 10/2000
  • Duties included office administration, general bookkeeping, inventory management, auditing patient files and sales coordination.
  • Performed accounts receivable functions, balancing cash and posting sales invoices.
  • Worked with accounts payable department to post invoices.
  • Facilitated consultation scheduling and arranged and distributed promotional media.
NSG BOOKKEEPING - Full-Charge Bookkeeper and Database Administrator
City, STATE, 1995 - 03/2000
  • Bookkeeping and Database Services for Companies in the Industries that follow: Heating & Air-Conditioning, Architecture, Dental Supply and Wholesale Distribution
  • Reconcile the accounts and bring them up to current through bank reconciliation, verification and entry of month-end journal entries, vendor statement reconciliation, and auditing of customer accounts.
  • Maintain the general ledger, a current accounts receivable and accounts payable employing various accounting systems such as QuickBooks and Peachtree.
  • Perform Job Costing Duties for Bids and Invoicing.
  • Furnish payroll and facilitate tax compliance (1099, Sales Tax, Payroll Tax, & Income Tax).
  • Prepare financial statements and design a budget.
  • Implement a new accounting system (QuickBooks Pro) and input all data from five years prior and prepare State and Federal Taxes.
CBS TELEVISION NETWORK - Marketing and Event Coordinator
City, STATE, 03/1995 - 03/1998
  • Coordinated all activities for CBS' Los Angeles International Screening Event.
  • Provided operational services to CBS' international sales force.
  • Assisted in the full facilitation of all promotional and marketing materials for clients.
  • Managed screening location and hosted daily client lunches.
SUNN-STARR ARCHITECTURAL, INC - Bookkeeping and Office Manager
City, STATE, 1992 - 03/1998
  • Managed accounts payable and receivables, prepared invoices, managed payroll and maintained client database.
  • Prepared various reports as needed to assist in the forecasting and analysis of marketing success utilizing Excel pivot tables, filters, macros, and complex functions.
  • Answered phones, scheduled appointments and meetings, and generally maintained office.

Riemer Trade Group President 2014/2015, Riemer Trade Group Vice President 2013/2014 Alpha Gamma Sigma Honor Society Member, Moorpark Accounting Society (Vice President/Treasurer) CSUN Dean's List Award 2001, CSUN Finance Alumni (Marketing Manager)


Experience in DOS, Windows for Workgroups, and Windows-NT Operating Systems, Microsoft Office (Word/Excel/Access/PowerPoint/Outlook), JD Edwards, Oracle, AS400, SAP, Siebel, Quick Books Pro, On-Air, ProAct, Laika and Ventura Publisher.

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School Attended

  • California State University

Job Titles Held:

  • Collections Specialist
  • Senior Collections Analyst and Volunteer Event Planner
  • Office Manager, Assistant Bookkeeper
  • Full-Charge Bookkeeper and Database Administrator
  • Marketing and Event Coordinator
  • Bookkeeping and Office Manager


  • Bachelor of Science Degree

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