Client Relations/Business Management/Controller Resume
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Resume:
ACCOUNTING AND CLIENT RELATION MANAGEMENT with + years experience in public and private accounting, specializing in tax preparation, business management and personal financial management.
SUMMARY OF QUALIFICATIONS
• + years experience with a public accounting firm
• + years experience with a publicly traded company
• Business and financial management with an emphasis in entertainment and real estate
• Client relationship management for high net-worth individuals
• Accounting software installation and training
• Tax Preparation
• Financial Statements and Consolidated Financial Statements
• Automated general ledger accounting systems
• Ability to build strong relationships with clients
• Work well with clients of all personality types
• Proficient in Microsoft Excel for Accounting and QuickBooks Pro
• Currently a CPA candidate
PROFESSIONAL EXPERIENCE
BERLINER & ASSOCIATES, ARCHITECTURE, Culver City, CA /-/
Controller
Develop, implement, and control cash management operations for an architecture firm with $ million in annual sales; maintain all facets of the accounting cycle including financial statements, general ledger, bank reconciliations, journal entries, and payroll; prepare comprehensive invoicing for major colleges, charter schools and residential architectural projects monthly.
MARY WELTSCH, Los Angeles, CA /-/
Sole Proprietorship
Provide accounting services to high net worth individuals including trusts, real estate and personal financial management. Responsible for: bookkeeping; preparing quarterly and year-end financial statements; tracking real estate and investment records; resolving tax issues with the IRS and the FTB; utilizing several accounting programs to accomplish tasks; liaison to financial institutions.
GURSEY, SCHNEIDER & COMPANY, LLP, Los Angeles, CA /-/
Staff Accountant, Tax, Accounting and Business Management
Act as business consultant for high net worth individuals, corporations, partnerships and LLC’s with an emphasis in entertainment and real estate. Responsible for: tax preparation, business management, setting up accounting systems for the clientele and training them; quarterly, year-end and consolidated financial statements. Develop new department that provides on-site full accounting services and tax preparation therefore increasing annual revenues. Achieved years of experience in a public accounting firm.
SUPERIOR NATIONAL INSURANCE GROUP, Calabasas, CA /-/
Executive Assistant, Finance
Provide support for the Senior Vice President and Vice President of Finance for a publicly traded private insurance company specializing in worker’s compensation. Responsible for: preparation of financial statements, SEC documents and filings, both the -Q and -K; business license renewals; corporate taxes; investor relations.
MOUNTAIN STATES DEVELOPMENT CO., Phoenix, AZ / - /
Accounting Manager
Prepare quarterly financial statements; Federal and State tax returns; monthly bank reconciliations; sales tax reports; and A/R and A/P processing for limited partnerships and corporations.
Vice President-Property Management
Supervise property management field operations for $,, in commercial and residential real estate throughout Arizona. Oversee employees, managers, and office staff. Responsible for: sales and marketing; training; property inspections; collection reports; tenant evictions; rental assistance reports, rent increase requests and annual budgets for FmHA and HUD; real estate taxes and insurance; software maintenance.
CORDARY, INCORPORATED, Santa Monica, CA / - /
Assistant to Vice President
Act as: Commercial Manager of , sq. ft.; Residential Property Supervisor of units; Human Resources Specialist; Customer Relations Manager; and Legal Liaison.
Residential Property Supervisor
Supervise property management field operations for residential properties totaling units over Southern California. Oversee employees. Responsible for: sales and marketing; training; property evaluations; Occupancy & Financial reports; Annual Budgets and Y-T-D Variance reports. Awarded Employee of the Year.
TECHNICAL SKILLS
• Microsoft Word, Excel, PowerPoint, Outlook
• Accounting software: ProSystems fx Tax and Planning, Turbo Tax, QuickBooks Pro, Quicken, Peachtree, Accountants Trial Balance, CFS Tax tools, wIntergrate (Data Faction), Key
EDUCATION AND PROFESSIONAL COURSES
UNIVERSITY OF CALIFORNIA, LOS ANGELES BA -Economics September
Becker CPA Review Courses
QuickBooks Pro and Microsoft Excel for Accounting
