Executive Assistant Personal
Resume:
Lisa Ann Morelli-Salfelder
Laguna Beach, CA
****************@*****.***
Professional Summary
* ****/******* ************* *** project management with the ability to work independently or lead in a group environment.
Professional Experience
Independent Contractor
Accounting Specialist/Personal Assistant
5/2019
● OHA Plumbing & Jeans Marble & Tile– All bookkeeping, A/P, A/R, P/R, writing proposals, bank reconciliations, J/E, excel reports. P & L’s
● Tax Prep, individual tax, and audit assisting
TriMark Robert Clark
Accounting Specialist (Temporary Assignment) Via Randstad Staffing
● Accounts Payable Specialist
● Administrative Duties 05/2016 – 08/2016
Gem Find – Newport Beach, CA
Office Manager/Full Charge Bookkeeper 10/2012 – 12/2015
● Managed the daily operations of the entire office
● Completed monthly reconciliations and analysis of the GL, balance sheet accounts, and profit and loss accounts
● Prepared and posted monthly journal entries, A/P and A/R, Payroll and Human Resource activities
● Performed Executive Assistant duties and projects for the CEO
● Proficient in QuickBooks Pro Online, proficient in Word, Excel, Sales Force, Harvest and Intervals
● Successfully managed operating cash flow through critical periods including growth spurts, as well as times of downsizing
● Reduced merchant fees by 40%, and created processes that improved and kept projects within or under budget
● Identify and address staffing issues, help balance workloads SC-Law Group – Irvine, CA
Full Charge Bookkeeper 01/2012 – 09/2012
● A/P, A/R, payroll, weekly commissions, daily ACH’s and banking,
● Generated sales reports, financials, and human resource activities 1
Lisa Ann Morelli-Salfelder
Laguna Beach, CA
****************@*****.***
● Proficient with QuickBooks (online & desk-top), Excel, Word, Outlook, and legal databases Triton Law – Lake Forest, CA
Full Charge Bookkeeper/Accounts Receivable Specialist 07/2011 – 12/2011
● A/P, A/R, payroll, monthly commissions, generate sales reports and track sales production
● Provided customer service, human resource activities
● Proficient with QuickBooks 2011, Excel, Word, Outlook, legal databases, and 360 leads database
● Prepared and post monthly journal entries and prepare financials through P & L Diamond Travel – San Clemente, CA
Full Charge Bookkeeper/Office Management 06/2007 – 06/2011
● A/R, A/P, payroll, quarterly taxes, human resource activities, I-9, and complying and staying current with licensing with state agencies.
● Provided customer service and ensured complete satisfaction O’ Brien & Co. CPA – Torrance, CA
Office Manager/Full Charge Bookkeeper 11/2005 – 05/2007
● Managed 5-7 clients, monthly A/R, A/P, P/R as well as reconciling accounts and preparing financials
● Assist in tax preparation for all clients
Bryant Group – Marina Del Rey, CA
Executive Search Firm 02/1997 – 12/2004
● Full Charge Bookkeeper, Office Manager, Recruiter Support and Executive Assistant to the President
● Screening candidates, writing resumes
● Administrative duties, keeping calendars, arranging travel itineraries Proficient Software and Skills
Microsoft Word, Excel, QuickBooks Online Pro, All Google Docs, Excellent Customer Service, and Superior problem solving
Education
California State University – Northridge, CA
Business/Accounting Coursework 3 years
Volunteer Experience
Project Humanity – Handled and set-up online accounting system, and did bookkeeping remotely. Laguna Beach Homeless Shelter – Donate time, helped with providing shelter and supplies to the homeless in the community of Laguna Beach
2
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