Accountant, Office Manager, Bookkeeper, A/P, A/R, Payroll

Natalia Curran

* ******* *****, ********, ** ****3 631-***-**** *******@*****.***

Summary of Qualifications

Ø I have extensive Office Manager/Bookkeeping experience including performing

different accounting projects delegated by the accounting firm.

Ø Ability to work well under pressure while meeting deadlines.

Ø Profound knowledge of financial markets including Equities, options, bonds and

commodities.

Ø Consumer lending and Business Banking sales with emphasis on customer service and

uncovering cross selling opportunities.

Ø Capability to work with minimal direction, use independent judgment and manage

workload.

Ø Revenue growth producer.

Ø Software Applications: all Windows operating systems, Microsoft Office, QuickBooks

Pro, Quick Books Enterprise Solutions. Knowledge in following software: PeopleSoft

and PowerPoint.

Ø Russian fluency and conversational Italian

Experience

AutoGate Systems Inc., Westhampton Beach, New York 04/2013-Present

Office Manager/Bookkeeper

• Office Manager duties including Vendors contracts negotiation for best possible pricing, HR

compliance and record keeping, provide our customers with workers comp and liability

insurance, managing workshop for projects schedule, material purchase and on time project

completion, supply our customers with comprehensive maintenance contacts and keep track of

renewal and warranty matters..

• I assist with job estimating and customer service.

• Manage all job profitability to ensure proper billing and time management by shop fabricators,

carpenters and installers.

• All bookkeeping including management of accounts payable, accounts receivable, invoicing, in

house payroll including entering weekly time sheets and weekly online Federal and State payroll

tax payments.

• Manage 401K and medical plan.

• Presented financial reports and recommendations to the President.

Ranco Sand and Stone Company, Manorville, New York 10/2010-03/2013

Bookkeeper

• All bookkeeping including management of accounts payable, accounts receivable, invoicing,

sales tax form preparation, quarterly and year end reports.

• Bank Accounts and Credit Cards Reconciliation.

• Managing payroll, quarterly payroll reports, 401K and medical plans.

• Preparation of monthly Unemployment Insurance Tax Return.

• Preparation of Highway Miles Usage monthly Tax Return.

• Responsible for Preparation and Filing online Quarterly Estimated Corporate Tax.

JP Morgan Chase, Medford, New York 3/2010-10/2010

Licensed Personal Banker

• Obtained New York State life license.

• Completed training on Investments, Consumer Lending and Business Banking Sales.

• Responsible for acquiring new customers as well as retaining, and deepening existing customer

relationships.

• Proactively met with customers face to face to discover their financial needs and provide

product and service recommendations.

• Scheduled appointments and acquired new customers through cold calling.

• Cultivated and leveraged partnerships with Financial Advisors and Mortgage Loan Officers to

increase sales and ensure that all customer needs were met.

• Educated customers on bank’s products and convenience services such as online banking and

bill pay, direct deposits etc.

• Performed service transactions to accommodate the customer’s needs while discovering other

sales opportunities.

• Provided value and advice to help customers reach their financial goals and build trust based

relationships.

Sterne Agee Financial Services, Inc., / Emett A. Larkin Company 05/2009-3/2010

Medford, New York

Financial Consultant

• Series 7 & 63 licensed.

• Prospecting to initiate contact with high-net-worth individuals and offer them investment

opportunities.

• Responsible for opening new accounts and developing long lasting relationships with existing

clients.

• Researching different securities to best meet the individual goals and objectives of my clients.

• Servicing clients by providing them with market and portfolio updates.

Gordon L. Seaman, Inc., Yaphank, New York, USA 7/2008-10/2008

A/P Bookkeeping Position (Part-Time).

• All aspects of Accounts payable process, including data entry, reconciling vendor invoices,

statements and credit memos, dealing with A/R representatives from many vendors.

• Resolved billing discrepancies, worked closely with project managers for verifying billing

amounts and estimating costs for different projects and helping in the financial projects as

needed for the controller.

• Reviewed, obtained approval, code and inputted vendor invoices in A/P system.

• Set up new vendors in A/P system. Maintained and updated vendor files for paid invoices and

data changes.

• Analyzed payment information in a/p system and prepared reports to expedite year-end

1099's filing.

• Processed payroll activity including entering data hours and categories for the union

employees. Processed certified checks ran weekly payroll reports and filed Federal and NYS

taxes on a weekly basis.

Curran Corporate Design, Inc., Bellport, New York 4/2006-7/2008 (Full Time)

9/2000-4/2006 (Part Time)

Office Manager/Bookkeeper

• Responsible for all financial activities of the company.

• All bookkeeping including management of accounts payable, accounts receivable, invoicing,

sales tax form preparation, quarterly and year end reports.

• Managed all job profitability to ensure proper billing and time management by artists.

• Assisted with job estimating and customer service.

• Managed payroll, 401K plans and medical plan.

• Regularly studied tax strategies to ensure maximum benefit and proper filing for the company.

• Assisted in the business development, client consultation and new marketing trends research.

• Presented operations reports and recommendations to the President.

Suffolk Federal Credit Union, Medford/Islandia, New York, USA 4/2002-3/2006

Mortgage Loan Officer

• Responsible for selling residential mortgage loans for purchase and refinance and conduct pre-

approvals and pre-qualifications.

• Generated an average of twenty five million dollars per year in mortgage loan business.

• Cold calling and follow-up on leads generated by CU realty web site and call centers.

• Oversaw all aspects of the loan process to ensure closing.

• Responsible for developing and maintaining a network of realtors and other quality sources of

business.

• Responsible for cross-selling other SFCU products such as home equity loans and home equity

lines of credit, personal and business loans, etc.

Education

University Narodnova Hozaistva, Rostov-on-Don, Russia

Bachelor’s Degree in Finance and Credit

• Studied finance, credit and economics.

• Graduated with highest-honors for diploma work.

BOCES Quick Books Pro Bookkeeping Certificate, 2000.

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