Seeking a position in a progressive organization where I can utilize my skills and experience in the field of finance and accounting. I am a self-motivated, and organized professional with a strong work ethic.
Promoted to senior Accountant in the office of the organization. The company was sold to the firm. The position was a major role in the financial crisis.
Organized and maintained all financial records for the company, and reported to the general Manager. Prepared and delivered monthly sales report.
Worked with clients to ensure that all transactions were properly recorded in QuickBooks. Reconciled bank statements. Assisted in the preparation of financial documents.
Assisted in the development of new business and personal relationships. Developed and maintained a strong network of referral sources.
Created a Microsoft Excel spreadsheet to track and report on the company's financial status. Worked with the CFO to develop a new system to track and monitor the progress of the project.
Trained and supervised staff of five in the use of Microsoft Excel. Reduced errors by 60%. Increased productivity and efficiency.
Executive Personal Assistant
Los Osos High School
Managed all aspects of the organization including: billing, client relations, and customer service. Created and maintained a database of all office equipment.
Assisted in the development of presentations, budgets, and PowerPoint presentations for the Board of Directors. Organized and managed the research and editing of the media advertising and advertising arrangements.
Created and maintained all client files, including new business, personal and professional contacts, and other financial documents.
Maintained communication with the client, the bank, and the investment management team. Prepared and delivered presentations to the Board of Directors.
Responsible for all aspects of the company, including the creation of new business, and the development of new and existing spreadsheets, presentations, and reports.
Coordinated with the IT department to ensure all information was accurate and up to date. Prepared and maintained client files and documentation for the company.