Career Goals – I would like to work for a company that has a great culture, demonstrates appreciation and respect for my experience and diverse talents while making a good living. I want to LOVE coming to work and giving 200%!

Professional experience

01/2009 to 05/2017 Independent contractor - Accountant

●Monthly write up and account reconciliation with General Journal adjustments. Preparation of financial statements and full charge bookkeeping services. Weekly, bi-weekly, and monthly payroll preparation including payroll liability processing, inclusive of EFTPS system.

●Daily transaction recordings utilizing QuickBooks Pro.

●Prepared 941, 940, UCT-6, Sales Tax, Corporate Income tax, and personal tax returns. Payroll reporting requirement preparation including W2s, W3s, 1099s, 1096s for end of year.

●Ran credit cards through merchant services and generate revenue tracking and trending reports.

●Handled all Human Resources inclusive of new hires state reporting.

●Familiar with IRS and State Department of Revenue Audit process and procedures including but not limited to the appeals process.

08/2006 – 01/2009 Independent Life Insurance Sales Agent – Pasco, Pinellas, & Hernando Counties

●Contacted prospective clients, arrange appointments and give client evaluations and consultations for variable insurance products including Life Insurance Products and Annuities, Long Term Care products with Florida Partnership Program, Disability Insurance and Medicare Supplements as well as other individual and small group health insurance policies.

●Comfortable with multiple clients ranging from average income individuals to high net worth individuals, and small business owners and represent multiple insurance companies with varying underwriting guidelines

05/2005 – 08/2006 Staff Accountant - Waters CPA Group, PA - Oldsmar, FL

●Monthly write-up and account reconciliations with General Journal adjustments and preparation of monthly, quarterly, and annual Financial Statement Reports

●Full Charge Client Bookkeeping for corporations of various sizes using QuickBooks and Peachtree

●Responsibilities included working with various clients inclusive of high net worth client caseload, incorporated on site bookkeeping and troubleshooting for high priority clients.

●Tax Return Preparation including 1120, F-1120, S1120, 990, 1040, 1041 and related K1s, and including quarterly sales tax and payroll reporting requirements (W2, W3, 1099 and 1096, 941, 940 and state unemployment forms)

6/2002 – 10/2003 Administrative Assistant to Vice-President of Sales TEC Systems, Inc.

Long Island City, NY

Created job bids for estimating department, Change order / Change Estimates (creation, logging, and maintenance, as well as tracking with Excel spreadsheets) to maintain running balance of all master contract balances, and Job Purchase Orders Preparation of all sales bids to Mechanical Contractors and/or General Contractors

Handled all executive correspondence, marketing packages and various projects as required for VP.

5/2000 – 6/2001 Rosen, Seymour, Shapps, Martin & Co. CPA Firm New York, New York

Administrative Assistant –

●Reported directly to and responsible for three Executive Partners

●Typed all correspondence using dictation and dictation tapes, billing and timekeeping, customer service.

1999 - 2000 Various Assorted Temporary Positions New York, NY

Administrative Assistant for Executive Officers in Assorted Corporate Firms

●Lord, Bissell, & Brooks – Law Firm – Reported to C.E.O.; Medsite.com - Reported to C.O.O., Fleet Bank/Quick & Reilly, Branch administration Corporate offices – Reported to VP of Branch Administration.

5/1994 – 9/1999 Diana & Yuras, Inc. Commercial Real Estate Brokers Long Island City, NY

Administrative Assistant for Principal and Sales Support

●Industrial and Commercial Real Estate sales

●Created and maintained all sales listings and contact lead databases

●Handle specifications work for the New York City Department of Human Resources to assist partners as Exclusive Tenant Agents

●Prepare leases for owners, and for managed properties

●Handling property management issues / customer service for managed tenant buildings

●Typing of correspondence and filing as well as bookkeeping for managed properties

1987 - 1992 Turner Construction Company General Contractor New York, NY

Field Secretary / Assistant to Project Manager

●Handle all correspondence for executive and engineering departments

●Preparation of all change estimates and change orders to Owner

●Preparation of all change orders to subcontractors

●Maintenance of contractor punch list and Certificates of Occupancy

Software Applications and Office Machines

QuickBooks, Peachtree, Excel, Word, PowerPoint, Access, Microsoft Project, Visio,Creative Solutions Accounting Software, CSA Fixed Assets and Depreciation Solution, Ultra Tax – Tax Preparation Software, Turbo Tax Pro Software, Crystal Report, T-Value Amortization Software, WinFlex Assorted Product rate software,

SalesForce Sales Software, 10 Key Adding Machine, Small Business back office, all web browsers for research and social media.

Education

●Degree earned from FMU Associates in Science – Accounting Degree July 2006 summa cum Laude 3.98 GPA

●Continued education with Kaplan University for Business Administration BA (short 12 credits).

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