Accountant

Arabia Alvarez

Cell Phone: 310-***-**** Email: ****.*****@*****.*** Los Angeles, CA

PROFESSIONAL EXPERIENCE

Cohn Handler Sturm an Accountancy Corporation Los Angeles, CA

Bookkeeper/ Accountant September 2015 – January 2020

Prepared, maintained, and compiled financial statements and supporting financial schedules annually for over 20 clients that consisted of entities such as S corporations, LLCs, Partnerships, and high net-worth individuals.

Performed monthly balance sheet account reconciliations as well as recorded general ledger and year-end financial statement closing activity journal entries for numerous entities to ensure financial statements were prepared accordingly and timely for income tax return preparation purposes.

Conducted annual and quarterly financial analysis for various entities by producing comparative budget and variance schedules as well as performed financial ratio analysis to determine entity financial position.

Prepared and filed form 1099, business license tax returns, property tax returns, excise tax returns, and payroll tax returns as well as provided payroll processing support to several entities and clients.

Corresponded with government agencies such as the CA FTB, CDTFA, CA Secretary of State, City of Los Angeles, and Los Angeles County Assessor’s Office to resolve agency reporting discrepancies and entity tax issues.

Enhanced client relationships and cultivated client rapport by attentively overseeing specific individual client needs and requests on an ongoing basis.

Provided ad hoc project assistance to the firm and clients as necessary.

Western Asset Management Company a Subsidiary of Legg Mason Pasadena, CA

Request for Proposal Associate September 2014 – April 2015

Developed, prepared and overlooked customized responses to Request for Proposals (RFPs) from prospective and existing clients, questionnaires for consultants, special requests for clients, and ad hoc reports for Client Service, Marketing and Consultant Executives.

Updated and maintained Consultant Databases (e.g., Evestment Alliance, Callan Associates, Mercer, and Cambridge Databases) with financial product-specific performance outputs and firm information.

Formed relationships with Product Managers, Client Service Executives, and other departments to facilitate responses needed to complete the RFP process.

Interfaced between departments to resolve issues (e.g., resolving data consistency issues between CS/Marketing and Investment Support departments).

Cetera Advisor Networks Santa Barbara, CA

Administrative Assistant October 2012 – June 2014

Assisted Office Management by organizing and preparing client reports, management’s schedules and recording the outcomes of cliental meetings into a management database.

Scheduled clients to meet with financial advisors regarding their retirement and potential investment opportunities.

Corporate Social Responsibility Intern October 2012 – June 2014

Served as the liaison between cliental and financial advisors and worked jointly with a team of interns to prepare a client outreach layout to maintain and develop relationships with existing and potential investees.

Educated cliental on prospective investment horizons and benefits of possessing IRA and tax-sheltered accounts such as 403B, 457, and Roth IRA.

Reinforced company social responsibility policies and externally communicated to clients that social responsibility is a priority within management through marketing and public relations efforts.

EDUCATION

University of California Santa Barbara Santa Barbara, CA

B.A., Economics with an Emphasis in Accounting June 2014

ADDITIONAL

Fluent in Spanish

Advanced Proficiency: QuickBooks Desktop, QuickBooks Online, Word, Excel, PowerPoint, and Outlook

References Available Upon Request

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