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Customer Service Human Resources

Santa Rosa, California, 95409, United States
September 10, 2018

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Patricia McCaffrey

*** ********** **

Santa Rosa, CA 95409



• Accounting • Interview-Hire-Train

• Event Planning • Human Resources

• Budget • Client Relations

• Marketing • Payroll


Certified Excel QB Pro Treasury ADP Run

Certified PowerPoint ADP Pay Chex VIN 65

Certified Word MAS200/Sage Famous Software (vineyard/crop software) LMN Certified Outlook HRIS Tiger Jill (crop chemical compliance)


Staff Accountant for Nelson & Associates Assignments as Follows: January 2017 – Current

Joseph Phelps Vineyards LLC

Ongaro & Sons Santa Rosa, CA

Precision Crane Windsor, CA

Gamble Family Vineyards Napa, CA

• General Ledger through Financial Statements

• A/P & A/R

• ADP Run Payroll

• Sales Reports & Commissions

• Bank Recs

• Inventory Responsibilities

• Asset Accounting

Vine (formerly Vine Solutions) Novato, CA

Accounting Firm with Focus on Restaurant Industry

Staff Accountant for up to Sixteen Clients September 2015 – October 2016

• General Ledger through Financial Statements for approximately $2,485,000 in Revenues per Month

• As Part of Accounting Group consisting of A/P, P/R, GL & Group Supervisor performed:

• Balance Sheet Account Reconciliations

• Bank Reconciliations

• Sales Taxes, 571Ls, Assemble Federal & State Tax Return Info

• Payroll Uploads

• Review of A/P & P/R

• Year End Assembly of Financial Packages for Client CPAs to generate tax return

Balzac Communications & Marketing, Napa, CA

Public Relations Firm with Focus on Wine Industry

Controller/Event Planning, February April 2012- June 2015

• General Ledger through Financial Statements for PR Agency with 35 Clients Budgets totaling approx. $15 million per year

• A/R for all Clients both domestic and international, exchange rate conversions for international activities

• A/P for a vendor base of approx. 250 both Agency and event related Client

• Extensive Event Planning including venue selection, caterer selection, wine purchasing via distributors, A/V, event themed décor, hiring event staff remotely and locally, Client pouring & food tables rentals and décor, attendee traffic flow

• Client Relations and Customer Service

Michael J Neal Viticultural Services, St Helena, CA

Vineyard Management Company

Accountant/Marketing/Human Resources, April 2009 – 2010

• General Ledger through Financial Statements for a vineyard management company with an office staff of 5 and 70-80 vineyard workers

• Marketing activities including media and website design coordination

• Extensive Client relations and Customer Service

• Human Resources and in house payroll for all employees (4-5 page checks for the vineyard workers each week)

• Fluent in Spanish

Classic Party Rentals, Napa, CA

Event Planning Company

Accounting/Human Resources, April 2007 – March 2009

• Accounts Receivable and Collections

• Monthly Billing/Statements for all Northern California Customers

• Human Resources

• Evaluated and interviewed potential employees; assisted in hiring process

• Administered benefits plans including bi-lingual company presentations

Napa Valley Community Housing, Napa, CA

Affordable Housing Agency

Executive Assistant to Vice President, 2006

• Complex administrative duties for Vice-President

• Developed and administered budgets for 14 properties

• Property Management including rentals & tenant issues, Contractor selections

• Playground install

• Recommended, administered and ensured compliance of rules, policies and procedures

Consulting Roster

Long term (eight to twelve months or longer) project based occupations

Accountant/Human Resources, 2001 - 2006

• E*Comnetrix/Exstream Data – Internet Service Provider

• Digital Eclipse – Video Game Developer (X-men, Game Boy Advance)

Technology Licensing

• University of California at Berkeley

• Intellectual Property Department

• Assembled Inventor Contract Information

• Formulated Spreadsheet to determine University’s quarterly financial obligations for residual payments to Inventors

Other Relevant Experience

Controller/Human Resources 4 years

The Merchandising Factory – Advertising Agency

Accounting Manager 4 years

Robertson, Stephens & Company – Investment Bank


University of Rochester

Double Major – English/Spanish

University of Madrid

Study Abroad – One year, Communications

University of California at Berkeley

Intermediate Accounting - Semester

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