Customer Service Manager

TARA L. GOLDWASSER 949-***-**** or (***)

***-****

***********@***.***

SUMMARY

Experienced finance and accounting professional seeking a new

challenge with a growing and innovative company.

AREAS OF EXPERTISE AND EXPERIENCE

Quarterly financials and Supervisions of A/P staff Year end reporting and

audits and A/R review 1099 preparation

General Ledger Analysis Forecast Analysis Loan Draw Preparation

Bank Reconciliations Team player Property Tax Estimation

EDUCATION

. Master of Business Administration; California State

University Fullerton, May 2008

. Bachelor of Arts, Communicative Disorders; California

State University Long Beach, May 1998

ASSISTANT CONTROLLER Jan 2001-Jan 2010

Rivendell Land Company, Inc.; San Juan Capistrano, California

Property management firm that managed and developed company owned

commercial and residential properties with rent revenues in excess of $5MM

annually.

. Managed tenant rent collections of $350k per month and successfully

reduced late payments and outstanding balances by 10% by creating a

reporting system three times a month.

. Directed accounts payable staff and reviewed coding for accuracy.

Coordinated cash flow to process utility payments in the amount of

approximately $300k per month.

. Oversaw contract administration for $40MM in commercial and

residential construction projects, including tracking preliminary

notices, releases and notices of completion.

. Conducted quarterly job costing audits which resulted in an annual

savings of $500k.

. Organized and created annual budgets and accounting reports.

Generated annual common area maintenance (CAM) booklets and tenant

CAM reconciliations, as well as pro rata invoicing.

. Prepared quarterly financial statements, supporting schedules and

year end reports for 15 different entities.

. Support Controller in year end review and closing, prepared yearly

1099s and 1096s.

. Maintained over $100MM in insurance contracts for buildings,

equipment, automobiles and employees.

. Periodically reviewed property taxes and annual estimations for

budgets.

. Created loan draw reports and requests for funding.

. Prepared and entered all cost reallocation journal entries and

compiled cost data for use in developing operating and project

budgets.

. Served as back up to Senior Property Manager for vendor and tenant

related issues.

CLIENT SERVICES ASSOCIATE II 1998-2000

Blue Cross of California, Newbury Park, California

Individual medical insurance plan department of Blue Cross of California.

. Responded to high volumes of telephone inquires daily while

providing accurate membership and billing information to Blue Cross

subscribers and agents.

. Handled questions and complaints in a professional manner, which

enabled the manager to continue her supervisory duties.

. Researched and analyzed correspondence and premium payments to help

facilitate workflow throughout the membership unit in a timely

manner.

. Applied knowledge of Blue Cross policies and procedures, which

allowed me to refer customers to other departments for specific

information regarding their insurance.

. Used computer system designed for Blue Cross of California to

update, modify and enroll new subscriber files.

. Nominated as associate of the month twice and received an impact

award for outstanding performance and customer service.

COMPUTER SKILLS

. MS Office, ACT!, Internet

. Accounting Software: QuickBooks Pro, BudgeTrac

Systems (Construction and Property Management

software)

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