Anna Bloomfield

Northridge, CA *****

adtfsr@r.postjobfree.com

+1-818-***-****

Significant experience providing financial services and office management to profit and not for profit organizations. Financial analyst for low-income/HUD housing. Experience utilizing financial and general software including Quicken, Quickbooks, Appfolio, Peachtree, Yardi, Sage, Excel, and Office suite. Expertise in providing payroll and assisting with tax preparation oriented services. Interacting with senior managers and board members regarding an organizations' financial circumstances. Background creating budgets ranging from $30K to $15M. Skilled at serving customers and vendors. Adaptable and functions effectively in fast paced, changing environments. Authorized to work in the US for any employer

Work Experience

Bookkeeper & Household Coodinator

Kerry White Household - Tarzana, CA

October 2019 to August 2020

• Reconciled transactions from bank statements weekly

• Reconciled credit card statements (4)

• Maintained travel and mileage logs for work-related trips

• Kept track of family calendar and scheduled outings/entertainment related trips

• Prepared daily meals for the family

• Maintained cleanliness of the home

• Transported children to and from school and extra-curricular activities

• Assisted children with homework

Director of Finance

Tai Lopez - Beverly Hills, CA

August 2018 to September 2019

• Prepared financial reports for view of the daily P&L for 37 companies.

• Exclusively made all vendor and mortgage payments for client.

• Supervised a team of data entry specialists in the Philippines (5 members).

• Created investor amortization schedules/assisted in maintaining investor relationships.

• Prepared 1099s and 1096 reports for vendors and the IRS.

• Opened new bank accounts/liaison between client and bank services.

• Secured insurance for newly acquired properties and ensured it met the standards per the State company was acquired in.

• Maintained calendar of expenses and ensured taxes were paid on time per the State company was acquired in.

• Liaison between vendors and accounts payable department.

• Trained and maintained the activity of a full-time assistant.

• Created filing system for invoices, bank statements, and checks. Finances/FASFA Advisor/Student Affairs

Northwest Suburban College - Rolling Meadows,

IL January 2017 to April 2017

• Bookkeeping & financial duties processing student payments, reconciling bank statements, assisting with the yearly audit and budget preparation.

• Guided students through the financial aid process, FASFA, and worked with a third party provider to obtain funding on their behalf.

• Trained three individuals to fill these roles at departure.

• Assisted the Dean of Admissions with new student enrollment.

• Ordered all supplies and equipment and maintained inventory. Bookkeeper/Office Manager

Great Lake Informatics - Chicago,

IL August 2016 to December 2016

• Reconciled bank and credit card statements for a medical software company.

• Assisted the owner with daily activities, met with the CEO routinely to provide and gather information.

• Performed HR duties such as payroll and office administration.

• Interviewed new hires for support positions and made hiring recommendations.

• Handled tax issues and filed returns.

Lake Cook Plumbing

Heating, and Cooling - Lake Zurich,

IL June 2016 to August 2016

Dispatch Coordinator/Bookkeeper

• Handled in-bound customer service related phone calls/coordinating the technician's schedules.

• Assisted with reconciling accounts.

• Performed on-call duties/working closely with the customers and technician on call during that time.

Bookkeeper

Georgetown Gas & Go - Georgetown, CA

April 2015 to December 2015

• Assisted with reconciling monthly financial reports.

• Processed employee payroll.

• Performed cashier/money handling duties.

Accountant/Property Manager

Ross Morgan & Company, Inc - Sherman Oaks, CA

April 2005 to April 2015

• Oversaw the accounting duties of more than 75 community associations for the largest single family property management company in Los Angeles.

• Developed budgets and reconciled bank accounts for individual organizations with budgets up to $5M.

• Accurately entered detailed journal entries.

• Prepared month-end/quarterly financial statement reports for organization members and management.

• Prepared property/organization's taxes for review of the external tax preparation company’s signature.

• Made financial presentations to the Board of Directors.

• Analyzed profit & loss and income statements and reported results.

• Participated in process improvement projects resulting in more streamlined processes and financial savings.

• Assisted with year-end financial statement reviews, schedules, and tax preparation for outside CPA.

• Posted weekly payroll to the general ledger.

• Logged and paid invoices by or before due date.

• Established and fostered solid relationships with company vendors.

• Managed 14 homeowner's associations in the greater Los Angeles area, with most Associations consisting of 45 units or more. Ran the association's board meetings.

• Trained approximately 25 new hires as assistants and subsequently as portfolio managers.

• Assisted with escrow, front desk reception duties, and office management.

• Assisted company Vice President, a CPA, for four years by scheduling and attending meetings, obtaining new client business, and coordinating day to day activities. Education

High school diploma

Los Angeles Baptist High School - North Hills, CA

Some college with intention of completing a degree Skills

• Peachtree

• Quicken

• Quickbooks - Enterprise, Online, Desktop

• Scheduling

• Excel

• Outlook

• Word

• New hire training

• Financial Reporting

• Payroll

• Strategic Planning

• Management

• Financial Modeling & Analysis

• Bank account reconciliation

• General Ledger Accounting

• Accounts Payable

• Office Management

• Tax Experience

• Escrow experience

• Financial Statement Preparation

• Microsoft Excel

• Property management

• GAAP

• Profit & loss

• Administrative experience

• Google Docs

• Pivot tables

• Organizational skills

Additional Information

• Well established managerial, training, organizational, and customer service skills.

• Works effectively and efficiently in fast-paced, high-volume environments.

• Demonstrates consistent follow-up with clients and scheduling.

• Excellent computer skills and knowledge of various programs such as Appfolio, Quicken, Quickbooks2012-2022, Quickbooks Enterprise, Quickbooks On-line, Excel, Outlook, Word, WebEx, Complete Control for Communities (C3), Dell Interface, Yardi, Peachtree, Condo Manager, Sage, and Strong Room.

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