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Customer Service Sales

Paso Robles, California, United States
August 10, 2018

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*** ****** ******, **** ******, CA 93446


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


Masters of Business Administration Graduation: February 2012 Keller Graduate School of Management

Bachelors Degree in Agriculture Science Graduation: June 2005 California Polytechnic State University


Mrs. Amy Griffith


Mrs. Lupe Kitchen


Mrs. Liz Avila


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