Sales Management

Joanne Richmond

** ********* ******, **. ******, NY 10550 - 914-***-**** (Cell) -

***********@*******.*** (Email)

Experienced Accounting Bookkeeper; Jr. Controller

• Certified QuickBooks ProAdvisor (All Series)/Educator/Restructure

• Professional Accounting/Bookkeeping Skills

• Software Skills (MS Office; Outlook; Turbo Tax; Internet)

• Superior written, and verbal means of communication

• Office Management; Supervision; HR • Auditing

• US GAAP Compliance • Assist with Year

End/Monthly Closing

• Budget Development • Tax Forms: 1120;

1040;W2;1099 MISC

• Financial Reporting • Payroll Specialist (ADP;

Paychex; Intuit)

Accomplishments:

Accounts Payable/Receivable

• Invoice; Sales Receipt; Disbursements; Collections

• Exceptional Communication Skills with Customers/Vendors

Expense Control

• Substantiate Vendor Billing.

• Competitive Management and Pricing

Accounting Skills

Chart of Accounts; Journal Entries; General Ledger Entries; Reconcile Bank, Credit Card, &

PayPal Statements; Website Sales Orders; Adjusting Entries; Auditing Accounts.

Tax Preparation

• Quarterly Withholding Tax

• Quarterly/Annual Sales Tax

• Experienced Tax Consultant

Auditing

• The Internal Audit of Chart of Accounts; the review of all vendor/customer records

Auditing Procedures

• Knowledge of planning techniques involved in conducting audits.

General Ledger Accounts

• Management of Accounts: Assets (Current/Fixed); Liabilities; Equity; Income/Expense; Investment

Portfolio; Inventory Adjustments

Work Experience:

Gretchen Scott, LLC: Jr. Controller-Accountant-F/C Bookkeeper-Office Management

November, 2012 – October 30, 2014

• Account Payable & Accounts Receivables - Collections

• Reconcile Company Bank Accounts; Credit Cards; and PayPal Bank Account

• Reconcile On-Line Website Sales & Returns

• Quarterly Sales Tax Preparation (for 3 - Companies)

• Generate Reports for Office Management: Workman’s Comp; PCI Compliance; Insurance Audits;

• Dept of Labor Compliance; Personnel Compliance with Government and Immigration Authorities

• Payroll Specialist – Prepare Payroll Bi-Weekly (Paychex; & Paylocity)

• Financial Reporting for Company

Robert Half/Accountemps Inc.: Accounting, F/C Bookkeeper, Controller

January 1983 to 2012

(Temporary Accounting Assignments for: both Non-Profit & For Profit Businesses)

• Accounts Payable (disbursements); Accounts Receivable (receipts/invoice)

• Reconciliation of all Accounts (Bank; Credit Cards; Investment Portfolio)

• Budgets & Financial Reporting

• Full Payroll Specialist

• Federal/State Withholding Tax Preparation, including W2 and 1099

• Audit & Review of Chart of Accounts: financial documentation; and compliances

American Artists Rep., Inc., Larchmont, NY: F/C Bookkeeper & Office Manager

November 2006 to September 2009

• Established and managed accounting and office operations to comply with GAAP practices, and agency

regulations and compliance.

• Budgeting and Forecasting Analysis, using company financial information.

• Payroll and Quarterly Reporting (941; NYS-45; W2; 1099; annual 940).

• Financial Reporting on profit/loss and balance sheet accounts.

• Created Excel Spreadsheets using financial transactions transferred from QuickBooks software.

• Office Management: employee regulations, office compliance and documentation, and supervising.

Scarsdale Edgemont Family Planning (Non-Profit), Scarsdale, NY: P/T Financial Consultant

August 2004 to September 2006

• Maintenance of Accounts Receivables and Payables.

• Financial Reporting and analysis.

• Prepare Budgets and Treasury Reports for Board Members.

• Communications, written and oral with clients and vendors.

Westchester Institute for Computer Technology, New Rochelle NY : Licensed Business School Teacher

Jan. 2001 to September 2006 - Syllabus

• Computerized Bookkeeping, using QuickBooks

• MS-Office: Word; Excel; Access; PowerPoint; Office Outlook.

• Learn how to use the Internet.

• Exceptional Customer Services.

• Marketing & Strategic Tools

• Small Business Management

Mason Transparent Package Co., Bronx, NY: F/C Bookkeeper - October 2001 to July 2004

• Managed accounting operations for both sales and manufacturing industries as Full Charge

Bookkeeper

• Sales commission reviews, disbursements and accounting.

• Responsible for employee payroll analysis by departments; Labor Union dues, and contracts;

management of corporate books.

The Bank of New York, Harrison, NY: Management Trainee - May 1978 to December 1982

• Branch Operations & Supervision of Tellers

• Auditing Department

• Long Term/Short Term Credit Lines

• Customer Services & Sales

Education: • Mercy College: Bachelor of Science Degree, Management

(Dean’s List; Student Body Treasurer)

• W.I.C.T.: Certified Computerized Bookkeeper - Valedictorian Certificate

• Intuit – QuickBooks: Certified QuickBooks ProAdvisor

• Delta Mu Delta Business Honor Society

Affiliations

• Sister To Sister International, Inc.

Reference Furnished Upon Request

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