Self-Directed, Results-Oriented Professional offering a positive attitude
and ability to thrive in a fast-paced work environment. Seasoned
interpersonal skills and at ease interacting with high profile clients.
Possesses the ability to cultivate and maintain long-standing
relationships. Successfully manages time, prioritizes tasks, and organizes
projects to improve quality with proven superior problem solving,
communication and management skills.
Professional Experience
David L. Stocking, CPA, Ltd.
(12/26/10 - Present)
Office Manager
Phoenix, AZ
. Assist president on special projects as assigned.
. Tax assembly.
. General front office duties, including filing, answering phones,
schedule client meetings.
. Time and billing entry.
Mollen Immunization Clinics
(8/29/10 - 11/22/10)
Cash Management (Seasonal)
Scottsdale, AZ
. Verify clinic documents.
. Process patient consent forms for billing purposes.
. Manage incoming revenue process.
Rojan Holdings, LLC
(04/2009 - 12/2009)
Finance Manager
Mesa, AZ
. Worked with operational managers within the organization.
. Develop comprehensive evaluation of financial results.
. Review and interpret monthly profit and loss statements.
. Prepare monthly forecasts and budgets including payroll and billing,
accounts payable and receivable.
. Develop financial and operational presentations for internal/external
use.
Virtuoso Business Center (2004
- 2009)
Center Manager Glendale, CA
. Interface with corporate departments regarding leasing, operations,
marketing, accounting and financial performance.
. Monitor tenant relations including analyzing and abstracting and
monitoring leases, tenant billings, prepare lease reports and enforce
tenant compliance.
. Involved in all accounting activities including but not limited to
accounts receivable, accounts payable, G/L entries,
reconciliations, payroll, cash and inventory management, along with
collections.
. Maintain office building appearance and product presentation to company
standards.
. Provide explanations and solutions for financial performance.
. Maintain customer service and selling as the number one priority.
. Maintain a positive work atmosphere by acting and communicating in a
manner to get along with clients, customers, co-workers and management.
Seiler & Associates, CPA's/RIA
(1999 - 2004)
Administrative Assistant
Pasadena, CA
. Bookkeeping including payroll, bank reconciliation, accounts payable
and disbursements,
. Billing and cash receipts, sales tax, financial statements.
. Format client correspondence, newsletters, fliers and email
communication.
. Organize tax preparation workflow as well as other special projects.
. Tax return assembly
Belinkoff & Simon, CPA's (1989 -
1999)
Executive Assistant Los
Angeles, CA
. Develop and maintain reports, client billing.
. Process correspondence, mail and invoices.
. Maintain personnel files.
. Responsible for managing the overall smooth operation of the office
environment.
. Work on special projects for clients.
. Interact with vendors
. Tax return assembly Plan meetings and events.
. Coordinate travel.
Education
2001 - 2004 Citrus College Glendora, CA
A.A., Behavioral Health
2010 - Present University of Phoenix Phoenix, AZ
B.S., Health Administration/Management
Computer Skills
( Windows 7 ( MS Office ( QuickBooks Pro ( Lacerte ( BNA and CFS Tax
Software ( Internet
Special interests
( Music ( Cooking ( Travel ( Sports