Senior Administrative & Financial Operations Pro

Emily Smith

Telephone: 540-***-**** * ******@****.***

Haymarket, Virginia 20169

SUMMARY OF QUALIFICATIONS

Property and Casualty Insurance Licensed in Virginia and West Virginia. Life Insurance Licensed in Virginia and West Virginia. Producer #21624977

Providing Over 25 years of experience including executive-level support, ranging from basic tasks such as time and calendar management and travel arrangements using multiple platforms, to in-depth bookkeeping and daily administrative support. This assistance enables streamlining office processes and record keeping, leading to a 30% increase in operational efficiency across multiple departments.

Attention to detail and field experience supports the ability to help companies in all aspects of day-to-day management, including maximizing tax benefits through in-depth examination of business and personal spending habits and working in tandem with tax preparers to save money and optimize productivity. FOCUSED TALENTS

Skilled in all aspects of recording transactions, posting debits and credits, general ledger, journal entries, reconciling accounts and ensuring accuracy and completeness of data.

On-boarding and file start-up and maintenance.

Website design and marketing through social media including Facebook, X, Twitter and Instagram.

Organize databases to maximize tax breaks and benefits with a 45% increase in revenue with monthly reviews and detailed analysis of all accounting reports while following all GAAP practices.

Assessing the most appropriate business structure eg, LLC, S Corp, LLP etc. to minimize clients’ tax liabilities.

Proficient with Microsoft Word, Microsoft Excel, QuickBooks, QuickBooks Online, Sage, Peachtree, Quicken, Microsoft Outlook, Portal, Project360 and Teams.

Personal Assistant work includes travel preparation, tracking personal expenditures, real estate interactions and medical aid.

EDUCATION

1993-1997

Pepperdine University, Seaver College- Malibu, CA

Bachelor of Arts degree in Production

Minor in English

Emily Smith

Telephone: 540-***-**** * ******@****.***

Haymarket, Virginia 20169

1989-1993

Jakarta, Indonesia

Jakarta International School High School

PROFESSIONAL EXPERIENCE

CBS Studio Center, Studio City, CA 1997 – 1998

Accounting Department Manager

Oversight of all aspects involved in the accounting aspect of running a television production studio. Duties included accounts receivable, accounts payable, payroll, budgeting, vendor and customer record maintenance.

SERVICES CLIENTS: 1998-PRESENT

TELECOMMUNICATIONS COMPANY

RESPONSIBILITIES INCLUDED:

Weekly bill-pay and expense tracking to maintain Accounts Receivable and Account Payable’s

Monthly bank reconciliation to capture accurate financial company snapshot

Daily interaction with multiple vendors and distributors

Project Management including working with subcontractors, permit work, budgeting and invoicing

Programs used include Portal, Timesheets, Project360, QuickBooks, Teams

Scheduling, Record Keeping, Meeting Coordination, Executive Support, Travel Arrangements and Communications with accountants for tax filing purposes

Increased yearly revenue by over 50% with strategic marketing and maintaining accurate books.

NON-PROFIT ASSOCIATION

Bookkeeping Services included:

Weekly bills pay and expense tracking to streamline budget objectives Emily Smith

Telephone: 540-***-**** * ******@****.***

Haymarket, Virginia 20169

Monthly bank reconciliation

Manage deposits from online pay and match accordingly through QuickBooks Online

Aid in conference preparation to identify key strengths and weaknesses compared to

Communications with accountant for tax filing purposes

Create monthly reports to be presented to the Board of Directors

Payroll Processing through QuickBooks and monthly State and IRS filings MARKET-RESTAURANT

Bookkeeping Services included:

Vendor and Customer file setup with an onboarding process into QuickBooks

Set up a detailed inventory tracking system to reduce food waste and ensure the ability to follow FIFO (First-in-first-out) practices.

Setup QuickBooks files for both personal and business

Budgeting and Projections to alleviate

Tax filings and tax preparation

Interface with 3rd party payroll company to process bi-weekly payments

Advertising and Marketing through website development and local networking LAW OFFICE- WASHINGTON, DC

Bookkeeping Services included:

Conversion of 15 years of data from Peachtree to QuickBooks Desktop

Through forensic accounting, reconciled $250,000 of outstanding balances

Vendor and Customer file set-up to streamline and organize computer and physical files

Timeslips time and expense tracking

QuickBooks expenditure tracking to process reports for monthly board meetings

Client invoicing and bill pay

PEYTON’S PLACE- FURNITURE STORE

Bookkeeping Services included:

Vendor and Customer file setup

Emily Smith

Telephone: 540-***-**** * ******@****.***

Haymarket, Virginia 20169

Inventory tracking

On-boarding QuickBooks files for both personal and business PIEDMONT GOURMET- GOURMET FOOD STORE

Services included:

Vendor and Customer file setup

Conversion of complete paper filing accounting to QuickBooks

Inventory tracking

Payroll

Vendor maintenance

Invoicing

Tax preparation for accountants

DINE BY DESIGN- CATERING COMPANY

Services included:

Vendor and Customer file setup

Office reorganization

Setup QuickBooks files for both personal and business

Advertising and marketing

Online billing and account setup

Budgeting and bill consolidation

HABITAT FOR HUMANITY- NON-PROFIT ORGANIZATION

Services included:

Reorganization of entire accounting system

Vendor and customer file billing and maintenance

Interface with a 3rd party Payroll Company

Tax preparation for a non-profit organization to assist in year-end tax filings

Monthly tax deposits and quarterly tax reports

STRATEGIC PROPERTIES, INC.- CONTRACTING COMPANY

Services included:

Company incorporation

Emily Smith

Telephone: 540-***-**** * ******@****.***

Haymarket, Virginia 20169

On-boarding QuickBooks accounting

Website design and maintenance to increase customer traffic through advertising and marketing

INTERNATIONAL GAS AND POWER VENTURES, INC.- INVESTMENT COMPANY Services included:

On-boarding QuickBooks accounting

Vendor and customer file billing and maintenance including overseas vendors

Advertising and marketing

Accurate monthly maintenance of the financial books to aid in yearend tax preparation

Monthly distributions and investor communication to detail monthly payouts from stock investments

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