Construction Accountant, Audit, Project Manage and Executive Assistant
Resume:
Tracy M. Marx
Huntington Beach, CA 92647
Cell: 714/262-8385
Email: *****.****@*****.***
Date:
Hello,
Thank you for taking the time to read my enclosed resume for the position I am applying for. My attached resume outlines my accomplishments with one company for the past twenty- eight years. I believe my background and versatility to achieve the position you need to fill will be honored by the credentials I have.
I look outside the box, educate myself if challenged, and provide an active problem skill set required in any position. I am old-fashioned with many attributes of ethics that have benefited my career with my current employer. My resume highlights the particulars of my work history and resembles many jobs I have performed outside the given title of executive assistant/construction accountant.
I am honored to the consideration for this position, and I am here if you need further assurance that I will be the perfect candidate for your company by contacting me. Happy Holidays,
Tracy M. Marx
Enclosed: Resume
References Upon Request
Social Media: ~Facebook: Tracy Marie Stark
~Linkedin: Positive Discoveries, LLC (My Company since 2016)
~Instagram: momma_marx
Tracy M. Marx
Cell Phone: 714-***-**** 17362 Gibson Circle
Email: *****.****@*****.*** Huntington Beach, CA 92647 Objective
My Objective is to be responsible for managing the company’s risk through their company’s endeavors. Ensuring all policies and procedures are honored, including, but not limited to, audit of files, insurance certificates, execution contract, change orders, construction loans, all procedures of day-to-day operations to create securities of the company, and all accurate allocations for project assertations. Work Experience
Construction Accountant & Executive/Personal Assistant to Owners, CFO, and CAO Ashby Construction Company, Inc.: April 14, 2014 – Current 5642 Research Drive, Unit A Owner: Richard K. Ashby Huntington Beach, CA 92649 Recreational Land Investment, Inc.: July 1, 2009 – April 14, 2014 714-***-**** Owner: Richard K. Ashby
Fiesta Development Company, Inc.: August 4, 1994 – July 1, 2009 Owners: Lawrence E. Redman and Richard K. Ashby
Fiesta Development Company, Inc. closed due to the housing market crash of 2008. I started Recreational Land Investments, Inc. and Ashby Construction Company, Inc. with one of the owners, Richard K. Ashby (CSLB #28771). Limited scope of work over the past twenty-eight years; all duties have not been listed:
Company Creation: Formation of any format of a company, applications with government offices, company document creator from bylaws to operation agreements, administrator of compliance of entity.
Acquisition: Company’s creator and liaison with escrow offices with all details of purchase or sale of single or multiple parcels of land and lending escrows. Largest Escrow managed $35,000,000.00.
Financial Lending: Company’s creator and liaison with banks, private lenders with all details of the application process to funding, loan document auditor, deed administrator, and final funding.
Project Manager: Formation of the new project in QuickBooks, and start-up budgets, bid administrator, contract author, preliminary title monitoring, scheduling, permit/insurance administer, and maintaining city/county compliances. Gather relevant information on the entire project.
Accounting: A/P processing from invoice and release verification with the contract, confirm invoice amount with contract scope/amount, issuing payments, allocating cash/credit card expenses, administer financial draws from the lenders and monitor budget. Allocate all expenses to administer the actual project cost to result in profit or loss of the entire project. Worked with ADP on certain projects.
Compliance: Liaison with outside auditors, insurance protocols, government/state licenses, permit ramifications of the project(s), and maintain compliance with company regulations and project administration.
Month End: Bank, credit card, and petty cash reconciliation, journal entry author and administer, quarterly reports, creator of financial statements, cash flows, administer sick/vacation reports of employees, and allocate any expense through overhead to miscellaneous expenses under the umbrella to accumulate precise expenditures.
Author: Spreadsheet and word document creator
Taxes: Preparing tax planning, IRS/FTB liaison, and preparing certain returns when needed. Tracy M. Marx Page Two
Executor: Bankruptcy author and monitor of Fiesta Development Company, Inc.’s Chapter 11 and compliance executor for years after, and executor of Lawrence E. Redman’s Chapter 13 reorganization during yearly compliance regulations.
Misc. Assignments: Worked with SEC and provided Forensic Accounting in an embezzlement case against a A private Lender who had created a Ponzi scheme worked with Richard K. Ashby in FDIC. Medical insurance administration for a large office.
Personal Assistant: CEO’s personal Hobbies: Not limited to but contained.
~Personal financial matters, all financial aspects listed above in personal administration.
~Flight logs and other FAA compliances for a private plane, Accounting for a large horse ranch.
~Charter Yachts, Acquisition of vessels, assisted in escrow and build of a yacht, vehicle dealer for personal collection of exotic vehicles. Bookkeeper, Compliance Liaison, Tax Preparation
Positive Discoveries, LLC, a California Limited Liability Company April 4, 2016 – Current My Company for Accounting/Compliance Orchestration Education
Southern New Hampshire University, Online Education: June 2020 to Current
~Associates in Science, Accounting with High Honors/Magna Cum Laude Received August 2022
~ Bachelor’s Degree in Accounting, Forensic Accounting/Fraud Exam with High Honors/Magna Cum Laude. The graduation date shall be on December 18, 2022
Received Numerous Acclimations on President’s List and Honor Roll Skills
~Accounting ~Compliance Officer ~Word, Excel, PowerPoint
~10 Key ~QuickBooks ~Transportation CPUC/DMV
References
Upon Request
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