(Relocating to NH)

Kimberly S. Pellegrino *** Druid Way, Lutz, FL 33548 813-***-****

Qualifications

I am an extremely productive and results-oriented individual with strong public relation skills. My work history includes financial management, executive administration, real estate, mortgage, life insurance and all phases of accounting

Professional Experience

June 2015 – Present

Earth Tech, (DE) LLC

Assistant Controller for Geotechnical Construction Company

Daily QuickBooks A/P & A/R, Job cost accounting, month-end and year-end reporting, yearly audit

Collected last of all bad-debt accounts on company records

Contract savvy, AIA/SOV invoicing, Warranties, Liens, NOC, NTO, Lien Waivers

Expense checks, reconciliations of multiple accounts and credit cards

Heavy Civil Division retainage collections

Collection contacts consist of Engineers, General Contractors, Home Owners, Insurance Companies, Mortgage Lenders, Attorneys and DOT

September 2013 – June 2015

Stuart Angelo & Co, CPAs

Administrative Assistant to the President

Office Management

A/R, A/P, payroll

Month-end/year-end financials

Assist in processing tax documents for clients and/or IRS

Assemble RFPs and Financial Statements for clients

October 2012 – September 2013

New York Life Insurance Co.

Licensed Insurance Agent

Licensed 215 Life, Health and Annuities Agent

Cold call and face-to-face client meetings to present and process life insurance policies

Developed and managed comprehensive plans to ensure maximum training and personal sales revenue

Researched multiple trends and markets to target sales calls

November 2001 – July 2012

Psychological Assessment Resources, Inc.

Administrative Assistant and Receptionist for International Publishing Company

Answer and route calls efficiently

Assist the Executive Department with overflow tasks

Daily customer letters, sales reports based on catalog orders

Complete quarterly productivity reports for the Director of T&D

Take minutes for bi-weekly meetings

Extensive internal staff support from mail to confidential projects

August 2002 – 2005

People’s Choice Realty Service, LLC

Licensed Real Estate Associate

Progressively managed client relations, established initial contacts and community involvement, developed a clear plan resulting in closings and working hand in hand with all clients and vendors

December 1998 – August 2001

GreatStone Mortgage

Assistant General Manager of Corporate Management

Management and support for: Secondary Marketing, HR, In-House Counsel, Marketing, Programming, Auditing and Telemarketing Departments

Researched relevant markets and financial trends for future offices

Hired managers and established leases for 20 external branches throughout the US

Worked directly with the GM and CEO to support the production staff in closing FHA refinance loans

March 1994 – December 1998

Psychological Assessment Resources, Inc

Assistant to the VP of R&D

Administrative functions for VP of R&D

Correspondence, reports, meeting minutes

Initiate off-site product archive

August 1988 – December 1993

Family Chiropractic Health Center

Office Manager & X-ray Technician

Hired/trained staff and managed the day-to-day office functions

A/R, A/P, insurance billing

Developed recommendations for community events to increase new patient growth

Experienced record patient volume, assisted with the opening of two additional offices and 18 staff members

Licensed X-ray Technician

Education

2013 Florida State Life, Health, Annuities License

2001 Florida State Real Estate License

1998 Florida State Mortgage Broker License

1989 Florida State X-Ray Technician License

1988 Pensacola University, Business Administration Certificate

Assets

- Microsoft Suite, Creative Solutions Accounting, QuickBooks Pro, Certified Public Notary

- Effectively communicate with all levels of employees and clients

- Excellent quantitative, analytical, problem solving and interpersonal skills

- Understanding of operations, internal controls and risk management

- Proven skills in tracking and resolving operational issues

- Trustworthy with confidential information

- Respond appropriately under pressure and effectively multi-task in a fast paced environment

References upon request

Contact this candidate