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Accounting and Payroll specialist

Location:
Simi Valley, CA
Posted:
February 18, 2024

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Resume:

Glenn Cates

ad3qeb@r.postjobfree.com 818-***-****

Comprehensive knowledge and application of accounting principles, A/R, A/P, Payroll and bookkeeping procedures. Detail oriented, quick learner with support experience in a variety of industries, delivering results in remote and in-person office settings. Employment:

January 2018 – Current Accounting / Payroll Associate, Taqueria El Tapatio, Moorpark, CA

Bank reconciliation, deposit preparation, and payroll, including deductions, for small Los Angeles & Ventura County quick-service local taco shop chain with 40+ employees

Post and balance monthly expense reports. Maintain company records for OSHA, insurance compliance and worker’s compensation

Quickbooks, Microsoft Office Suite, Excel, Paychex Flex, and SAP Concur used regularly for all duties August 2015 – October 2017 Leasing Consultant, Lofts at Lakeview (Sentinel Real Estate), Durham, NC

Assist all prospective applicants through the leasing process, from initial tour to move in date, at large luxury apartment community. File creation and maintenance following strict fair housing laws

Daily use of YARDI property management software for all residential/property business, and Blue Moon software for lease creation. Daily Excel, Word, and Outlook use

Heavy phones, e-mail, and in person sales traffic. Prioritizing of all maintenance requests and general resident needs

Accept payments in person and over the phone for rent as well as all other fees due to the apartment community.

July 2012 – July 2015 Prudential Insurance Company of America, Sherman Oaks, CA

Licensed sales agent: Series 6, Series 63 and Health

Daily interaction with prospects, in person as well as phone and e-mail, securing new business for Prudential, all while building my sales techniques and conforming to compliance requirements

Completed Prudential’s rigorous Career Development Program early and received accelerated bonus compensation for high performance

Sept. 2007 – Dec. 2011 Office Manager, Physicians Resources Consulting, Long Beach, CA

Managed office functions and discrete account responsibilities for a general ledger/payroll firm with state-wide clientele of small businesses and individuals in medical or surgical practices

Reconciled invoice billing activity as conducted by multiple billing providers to ensure ledgers for each account were accurate. Frequent negotiations over fees.

MS Office suite, QuickBooks, phones, filing, record maintenance and portfolio management for client pool Education:

State University of New York: Empire State College: BS, Accounting (104 units completed)

Google: IT Support Professional Certificate (Coursera)

UC Irvine: Accounting Cycle (Coursera)



Contact this candidate