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Executive Assistant Administrative

Alameda, California, United States
December 18, 2018

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

Alameda, CA ****1

501-***-**** (Home) 408-***-**** (Cell)


SC Creative Innovations, LLC 2010 – 2017


Maintained all financial records including accounts receivable and accounts payable.

Prepared correspondence and answer all financial and tax related inquiries.

Prepared financial information for business tax returns.

Formed the Limited Liability Company.

Edward L. Grant, CPA 2004 – 2010

Executive Assistant/Office Manager

Provide administrative support to the owner Edward Grant and senior accountant.

Managed accounting office including staff, work planning, and supply management.

Managed accounts payable, accounts receivable, payroll and client billing including preparation of financial statements and payroll and sales tax forms.

Inventoried and purchased all materials and supplies.

Customer relations, reception and interactions with clients.

Addressed client inquiries regarding tax returns and basic tax related questions.

Researched and resolved tax matters. Prepared correspondence to the Internal Revenue Service, Franchise Tax Board, and State Bureau of Equalization.

Interviewed potential employees.

Tom L. Hall, CPA 1997 – 2004

Administrative Assistant/Bookkeeper

Provided support to the owner, Tom L. Hall and senior accountant.

Assisted the office manager with scheduling, work flow and customer relations.

Recorded and evaluated accounts payable, accounts receivable, payroll and sales for clients producing financial statements as well as payroll and sales tax forms.

Conducted all company billing and accounts receivable.

Implemented new billing and accounting software.

Addressed inquiries regarding tax returns and answered tax related questions.

Prepared correspondence to the Internal Revenue Service, Franchise Tax Board, and State Bureau of Equalization.

Prepared financial statements for Mr. Hall's personal finances.

Cabrillo Unified School District 1991 – 1996

Teacher – 2nd Grade/School Improvement Plan (SIP) Coordinator

Developed and presented curricular material for all subject matters.

Conducted staff development.

Evaluated students.

Wrote school improvement plan detailing planning and evaluation tools used in the implementation of curricular, emotional and social advancement for students and staff.

Evaluated and updated plan based on goals and objectives.

Presented the updated plan to staff and school board.

Was a member of the school’s Site Council.

Participated in budgetary decisions at the school level.


St. Joseph Elementary School 2015 – Current

Art Docent Program Classroom Coordinator

Served as a liaison between the school coordination, classroom teacher, presenters and volunteers.

Organized art presentations and volunteer assignments

Created program materials

Conducted art presentations and activities.

St. Joseph Elementary School 2013, Current

Parent - Faculty Liaison

Served as a liaison between the classroom teacher and parents and communicated information between St. Joseph and the parents.

Organized Maintained classroom budget.

Classroom events and coordinated grade level participation.

RotaCare Free Clinics, Inc. 1998 – Current


Prepared minutes for board meetings.

Participated in discussions about free clinic implementation and management.

Recorded accounts payable and accounts receivable for the organization.

Filed documentation with the Internal Revenue Service and Franchise Tax Board.

Rotary District 5170 2003


Maintained accounting for district including accounts payable and accounts receivable, provided financial statements.

Evaluated outgoing expenses.

Assisted in evaluation and updating of past accounting practices.


M.A. in Education, Claremont University 1987

B.A. in Psychology, Scripps College 1985


Proficient in QuickBooks, MS Word, MS Excel, PowerPoint, Lacerte and Creative/Practice Solutions

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