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Manager Administrative Assistant

Newport Beach, California, United States
February 23, 2018

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Erika Udall

Laguna Niguel, CA *****



• Leadership

• Communication

• Negotiation

• Team Work

• Personal Organization

• Risk Management

• Cost Management

• Quality Management

• 15 years Quickbooks software experience

• 15 years A/P, A/R, Reconciliations, Invoicing, Payroll and Billing

• 15 years sales, contract negotiations, sales training and implementation

• 15 years of financial planning and reporting, P/L, and forecasting


Chief Financial Officer and Stager, Orange County Staging Company 2015- Present

• Sells over 20 million dollars in homes and decreased expenses by over $30,000.00

• Analyzes, organizes, and produces monthly and yearly financial reports to staff

• A/P, A/R, monthly reconciliations, invoicing, payroll and billing through Quickbooks accounting software

• Uses ADP payroll software

• Assists in formulating the company's future direction and supporting tactical initiatives

• Monitors and direct the implementation of strategic business plans

• Develops financial and tax strategies

• Manages the capital and budgeting processes

• Monitors cash balances and cash forecasts

• Arranges for debt and equity financing

• Invests funds

• Monitor all open legal issues involving the company, and legal issues affecting the industry

• Construct and monitor reliable control systems

• Maintains appropriate insurance coverage

• Ensure that the company complies with all legal and regulatory requirements

• Directs and oversees various Accounting functions including revenue and expense recognition, cash management, general ledger accounting and regulatory reporting.

• Prepares and reviews financial planning process for budgeting, forecasting, and long-range strategies.

• Generates and distributes monthly, quarterly, and annual financial reporting. Reviews and analyzes monthly financial statements and explains variances to budget, forecast and prior year.

• Develops, analyzes and implements necessary internal controls and processes improvements.

• Ensures legal and regulatory compliance to GAAP

• Certified in Quickbooks accounting software

• Employment law enforcement. Up to date with employment law guidelines and procedures

Consulting Manager, Concept Synergy Irvine, 2010-2015

• Managed client accounts, business operations, financials, and life process

• Identified and trained highly talented individuals on work, life, relationships and health for overall wellness

• Managed a portfolio of $60,000,000.00 in assets and digital products

• Coordinated live events for a loyal clientele of 750

• Responsible for the Accounting Manager role and responsibilities for the company

• Sold over $150,000.00 in digital products to clientele, their staff and loved ones per year

• Managed a talented group of 12 associates

• Designed, wrote, and initiated business plans, operations plans, and financial plans

• Interviewed and hired qualified employees for clientele’s businesses and performed background checks

• Managed staff that were responsible for maintaining healthy relationships with clientele

• Developed, analyzed and implemented necessary internal controls and processes improvements

• Wrote 3 Self Improvement books for teens and several children’s books (In process)

• Managed, budgeted, implemented and internally controlled projects of the company

• Designed, coordinated and performed corporate workshops for Jach’s clientele and staff to increase performance and identify talented individuals

• Managed the work structure by updating job requirements and job descriptions for all positions

• Managed organization staff by establishing a recruiting, testing, and interviewing program; conducted and analyzed interviews; recommended changes.

Property Manager and Accountant, Udall Property Management - Laguna Niguel, CA 2005-2010

• A/P, A/R, monthly reconciliations, invoicing, payroll and billing through Quickbooks accounting software

• Provided status reports to tenants and follow through until each situation is resolved and confirmation is received.

• Ensured the property and lease files, primarily electronic (but some paper) are kept up-to-date in accordance with company policy and lease requirements.

• Prepared and maintain accurate tenant lease files, records, correspondence and file notes.

• Maintained all key event schedules including insurance verification's ensuring that each complies with the specific terms of the lease.

• Monitored all key dates for lease renewals, property tax payments and CAM reconciliations.

• Sent notices at the appropriate times in accordance with the notice provisions of the underlying leases.

• Responsible for the verification and collection of all rents, taxes and CAM payments

• Responsible for the verification and timely disbursement of accounts receivable.

• Surveyed competitive market conditions and make data-driven lease renewal recommendations on a timely basis.

• Assisted in the preparation and distribution of monthly and annual management and investor reports.

• Obtained bids for repairs of properties.

• Generated and tracked service orders and permits Investigated cost reduction opportunities.

• Assisted with the implementation and compliance of policies and procedures.

Administrative Assistant and Accountant, IslandStyle – Laguna Niguel, CA 2003-2005

• Supported the Owner of the company.

• Anticipated the executives’ needs and be proactive about achieving them.

• Commanded highly-detailed and complex calendars, plan meeting itineraries, schedule conference calls, navigate frequent travel logistics, organize events and board meetings.

• Ensured accuracy and handle sensitive and confidential information.

• Managed day-to-day office operations (answering/screening phone calls, order supplies, handle mail, etc.)

• Expense reports, bill paying, manage bank deposits and credit card transactions.

• A/P, A/R, monthly reconciliations, invoicing, payroll, and billing through Quickbooks accounting software


Master's in Business Administration

Pepperdine University

September 2010 to August 2013

Bachelor's of Science in Accounting

With an Emphasis in Business Administration

Duke University, Durham, North Carolina

September 2008 to August 2010

Associate in Business Administration

Saddleback College - Mission Viejo, CA

September 2005 to June 2008


Personal Shopper at all major shopping malls in Orange County 2015-Present

Professional Psychic Medium & Astrologer (nationwide) 2010- Present

Real Estate Advertising 2005-Present

Math Tutor 2005-2007







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