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Insurance Agency Accounts Receivable

Location:
Riverside, CA
Posted:
October 08, 2023

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Resume:

Dang, Ann CPA

*** *. **** #***, *******, CA *****

Cell 714-***-****

adz8p1@r.postjobfree.com

Summary:

With recent graduate in accounting for passion CPA and CPP experiences, Solid expertise in managing account payable, receivable functions, verifying vendor accounts, reconciling financial statements, checking payments and sale receipts. Process MBA

Academic Status:

University of Phoenix, AZ Bachelor of Arts in Finances/Accounting - (GPA 3.8/4.00) May 2019

University of Arizona Global Campus, AZ MACC PROGRAMS- GPA 3.5

CPA (California Broad Accountancy) & CPP

University of People, MBA, Pasadena, CA

Coastline Community College & California State Fullerton, CA

Minors: Bio/Chemistry, Real Estates, and Pre-Nursing

Activities and Awards: Certified 610 -10 IPC Electronic Assemblies;

A.A degree at Community Colleges

National Society of Leadership and Success Golden Key Honor Society

Delta Mu Delta Work

Experience:

NPI Realty & Financial 2007 – present

Assisted senior accountants generate sales tax reports and perform yearly audits

Process monthly payroll for branch employees, updating information as needed to ensure payment accuracy; ensuring prompt processing or accounts receivable and accounts payable;

Maintain bookkeeping records and accounting systems files 100% compliance with company policies and state and federal guidelines

Crowdfunding to borrowers/ lenders by integrating the reduction payments and low payments, offsetting transaction fees

AmorePacfic,

Audit intern

Analyzed inventory cost averaging 10,000 per month to minimize waste cost and maximize profits.

Evaluating monthly sale reports averaging 250,000

Confidence & Professional Insurance Agency 1996 – Jan 2006

Financial Analysis Intern

Generating invoices, and bank account statements; verifying account reconciliations; maintaining accounts receivable files and records. producing monthly financial and management reports; investigating and reporting any irregularities and inquiries; assisting in general financial management and analysis processing clients’ files, contacting the majors of insurances companies; auditing clients’ income tax files. Assisting personal income financing;

California International of Technicality Institute Jan 96—Jan 2010

Accounting associates

Identifying between US GAAP and IFRS; accounting management; reconciling; performance invoices on spreadsheet; documenting journal entries; account receivable; compliance; created program in Excel to automate complex filing, cut billing entry time 40%; methods and timing of pay; calculated compensation benefits and fringe benefits;

Viet solar panel cargo,

Supplying integrators

Managing inventory levels, shipments, and customer data must be easily accessible in real time for the members to be successful.

Handle customer disputes by communicating with customers and investigating non-payment issues, clearing $1.2m+ in accounts receivable

Additional Skills:

Argus, Calyx point 9.0; Proficiency on MS Offices, Excel, PowerPoint, Photoshop CS; QuickBooks 2010, Intuit QuickBooks online; C++ ; Python; Update Tax; internal Audit, MICROSOFT OFFICE 365, MS EXCEL, combined with pivot tables, formulas, macros, Time tracker, attention on issues, trouble shoot problem team issues



Contact this candidate