Customer Service Sales
Resume:
ALEXIS OLIVEIRA JONES
*** ****** ******, **** ******, CA 93446
ac6mje@r.postjobfree.com
Career Objective
To pursue a career in accounting and finance
Relevant Experience and Skills
• Sitting for the California CPA exam in January, 2019
• Highly skilled in team work and customer service
• Proficient in Microsoft Word, Excel, PowerPoint, Outlook, QuickBooks, Famous, MIS, AMS, Adobe Illustrator and Adobe InDesign
• Active Notary Public Commission
• Maintain a thorough understanding of GAAP and common business practices Employment
Accounting Manager/Controller with Human Resources Duties January 2017-Present
Stephan Vineyards Inc. dba L’Aventure Winery, Paso Robles, CA
• Managed daily accounting activities of the Accounts Payable and Accounts Receivable including entering invoices, check runs, invoicing, recording and processing payments
• Managed inventory control
• Reconciled multiple bank accounts for Stephan Vineyards and its parent company
• Compiled monthly, quarterly, and annual financial reports including Balance Sheet, Profit and Loss Statement, Sales by Customer, Sales by Item and Financial Overview reports for owners and shareholders
• Processed bi-monthly payroll for company
• Administered benefits such as insurance and 401K retirement accounts
• Processed new hire and termination paperwork in accordance with the laws set forth by the state of California and the US Government
• Maintained accurate and confidential personnel files
• Notarized documents as needed
• Completed quarterly government reports of the movement of wine in and out of the bonded premises and paid the appropriate taxes on such movements
• Managed the company’s sales and use tax account with the Board of Equalization and filed and paid reports in a timely fashion
Accounting Manager with Human Resources and Office Management Duties December 2009-January 2017
RBZ Vineyards LLC, dba Sextant Wines Paso Robles, CA
• Managed daily activities of the Accounts Payable and Accounts Receivable including entering invoices, check runs, invoicing, recording and processing payments and making deposits of cash and checks to the bank
• Compiled and processed 1099’s for independent contractors
• Sales and use tax preparation and reconciliation
• Reconciled multiple bank accounts and petty cash accounts on a regular basis
• Generated financial documents including the Balance Sheet, Income Statement and Budget
• Processed payroll bi-weekly, administered benefits, and processed necessary paperwork for the hiring and termination of employees as well as documents pertaining to raises, bonuses and disciplinary records
• Kept accurate and confidential personnel files
• Compiled monthly compliance reports to each state that wine was shipped to and calculated necessary taxes due
• Renewed all wine shipping licenses and bonds for each state and registered the company to ship wines to new states as they became eligible
• Reported the movement of bonded wine to the Alcohol and Tobacco Tax and Trade Bureau on a monthly basis as mandated by law and calculated the corresponding excise taxes
• Notarized documents
• Managed office administration staff and worked closely with the owners and CPA to maintain a financially healthy company
Sales Coordinator with Accounts Receivable Duties
February 2009-December 2009
Gold Coast Packing Santa Maria, CA 93456
• Manage Accounts Receivable for sales department using Famous software program
• Take orders from customers, enter into computerized software program, Famous
• Work closely with production department to plan raw product to finished goods production
• Provide customer service and sales support
• Coordinate freight for local orders
Compliance Manager with Accounting Duties
March 2006-February 2009
Laetitia Vineyard & Winery Inc Arroyo Grande, CA 93420
• Compiled state, and federal excise taxes, and 702 report each month using AMS, ShipShape and Excel programs
• Registered and renewed all labels and brands in each state and kept shipping licenses current
• Maintained physical inventory at 11 locations and entered into computerized accounting system (AMS) and kept an Excel spreadsheet of all transactions, movements and gallons of wine
• Notarized documents
• Compiled Vineyard Payroll and allocated jobs and blocks, entered into AMS
• Worked closely with sales managers to provide necessary administrative and sales support
• Provided customer service to wine club members by updating information and processing shipments using AMS
• Assisted with the planning and execution of events including food selection, entertainment, decoration and wine pairing
• Design and create various publications using Adobe software including but not limited to quarterly newsletter and wine club brochure
Education
Masters of Business Administration Graduation: February 2012 Keller Graduate School of Management
Bachelors Degree in Agriculture Science Graduation: June 2005 California Polytechnic State University
References
Mrs. Amy Griffith
Mrs. Lupe Kitchen
Mrs. Liz Avila
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