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Manager Personal Assistant

Woodbury, NY
June 11, 2018

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Marla Massey

** **** **** *****, *** Bethpage, NY

(H) 516-***-**** (Cell) 516-***-****


Bookkeeper/Office Manager with more than 15 years in accounting and office management.


Microsoft Office proficiency

Customer service-oriented

Excel spreadsheets

Strong problem solver

Quick Books Accounting


Meeting and event planning

Time management

Travel administration

Business correspondence


Supported the CEO/President by setting up and managing all Quick Books accounting, document management, calendar organization, and preparation for meetings. Decreased costs by 15% by negotiating pricing with vendors.


Bookkeeper/Office Manager, 2017 to Present

QoScience, Inc. Long Island, NY

Utilizing Quick Books, set-up multiple company chart of accounts as well as all A/P, A/R, inventory and tax liabilities.

Prepare and submit daily, weekly and month-end reports and bank reconciliations.

Enhance policies and procedures for start-up company.

Prepare 1099’s and financial statements for outside accountant.

Maintains the accountability of the financial resources of the company.

Manage all Human Resources including new employee payrolls, insurance and eligibility requirements.

Bookkeeper/Office Manager, 2014 to 2017

Book & Tax, Long Island, NY

Set-up and managed all A/P, A/R, invoices, job costing, payroll, and cost of goods sold for multiple clients.

Reconciled monthly bank and credit card reconciliations.

Preparation of payroll and sales tax returns.

Supervised and audited work flow to ensure all accounting transactions are processed correctly.

Filed tax returns with the IRS and State as well as contacted them with various client issues.

Assisted with financial audits.

Office Manager/Bookkeeper, 2013 to 2014

Student Debt Assistance, Long Island, NY

Instituted an in-house bookkeeping system utilizing Quick Books.

All Bookkeeping and office management (bills, invoices, payroll, disputes on payments, reconciled credit cards, wiring, petty cash, spreadsheets).

Managed all aspects of start-up company sales force and clients (employee hiring/firing, new hire orientation, benefits, accounting, vendors/billing, human resources, and commissions).

Calculated all payroll including sales commissions and taxes.

Supervised and managed day-to-day activities, including facilities management.

Established and wrote procedures to enhance policies and office operations.

Managed relationships with vendors and service providers with analysis of cost allocation to ensure costs are effective.

Bookkeeper/Personal Assistant, 2012 to 2013

Todd Shapiro Associates, Long Island, NY

Handled all aspects of A/P, A/R and met with outside accountant to prepare quarterly & yearly taxes.

Liaised with high profile clients, government officials, and the media on behalf of the President. Managed day-to-day operations of the President's business and personal life.

Extensive calendar management.

Prioritized tasks, projects, and events on to help President achieve objectives; updated To-Do list, call sheets; prioritized callbacks and pending items.

Arranged international and domestic travel for President and clients.

Coordinated all events for clients from concept to execution.

Conducted extensive online and phone research.

Executive Personal Assistant, 1994 to 2011

CWH Associates Hedge Fund, Inc., New York, NY

Prepared reports in both Excel and Quick Books for corporate and personal expenditures and invoices.

Created comprehensive databases that helped improve availability, and confidentiality of all client files.

Administered all human resource related matters, including but not limited to health benefits and life insurance policies.

Reduced contracting costs by 20% as they pertained to household relocation’s, hiring of new staff, and a variety of construction projects.


Pace University – New York, N Y, U S A

Associate of Science: Business, 1993

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