Accounts Payable & Bookkeeping Professional
Resume:
RESUME OF:
William D. Passera
Clinton, CT 06413-1357
*************@*****.***
*/**/** ** *******: Retired work for my own part time bookkeeping business.
*/**/** to 8/18/23: Assignment ended.
Middlesex Center for Advanced Orthopedic Surgery (MCAOS), Middletown, CT.
Temporary Position for Vaco Agency: This was a part time position that was willing to make a full time position to make it worth the right person to come to work for a full day. I was placed to work as an assistant to the Office Manager doing Accounts Payable entries. This work only was about half a day’s work and was asked if I would be willing to take on additional duties to make it a full day. I informed Vaco Agency about the offer and said I would like to work a full day if at all possible. We agreed to make it a full day and I agreed to learning the new job. The additional work consisted of answering the phones, helping with making the patients charts for the next three days, keep all patient folders up to date on an hourly basis, calling patients to give them instructions for the next days appointment arrival time and helping the patients family when they arrived for their procedure the next day. This new work help relieve the receptionist to expand her job for work that she needed to do that hasn’t been done in a long time. It also included both folding and stuffing the outgoing mail on a daily basis as well as receiving the incoming mail to be opened and distributed to the proper people.
5/2/20 to 8/15/22 Retired
2007 to 5/1/20:
Ametek/Zygo Corp., Middlefield, CT.
Duties: Process incoming A/P from our various offices across the United States. This involved a 3 way match before the invoices were entered into the accounting system after proper approval was received. Once they were entered into the computer, they were selected for payment and the checks were cut in PA. They mailed all the checks that were approved. I made monthly journal entries for corrections as well as to accrue estimated costs that we did not have invoices for and had them reversed in the next month and replaced with the correct invoice numbers. I retired from Ametek just after Covid came in force.
2003 to 2007:
Mortgage Lenders Network, USA, Inc. Middletown, CT.
Duties: Process incoming A/P from the various different office locations through out the United States and the Virgin Islands. Processed travel expense reports. Cut checks for A/P twice a week. Maintained a few schedules for the different rents/leases and update them as needed. Process bank checks and make general journal entries as needed.
Page 2.
2002 to 2003:
Connecticut Puerto Rican Forum, Hartford, CT.
Duties: Monthly and quarterly reports to the different government agencies for a not for profit business.
This included all the monthly reports for the Board of Directors. Process all incoming invoices for payment. Call payroll into the payroll company each week. Maintain employee records for health benefits. Do several monthly bank reconciliations.
1999 to 2002:
Connecticut Coalition against Domestic Violence, East Hartford, CT.
Duties: Monthly and quarterly reports to the different government agencies for a not for profit business. This includes all monthly reports for the Board of Directors and the Board of Finance Committee. I was also responsible for setting up budgets and sending monies to the 18 off site locations within the state once we received our funds from both the state and federal agencies. Managed a 3.2 million dollar budget. Processed and paid all incoming bills. Process payroll and called it in on a weekly basis. Do bank reconciliations on several cash accounts. Set up the nightly float account to earn interest on our daily money in the bank.
1990 to 1990:
Did temp work for several agencies. The duties performed while with these agencies varied from: A/P entry, Purchasing, Bank Reconciliations, Fixed Asset Breakdown, Research of G/L accounts, Journal entries and Financial reports. The above spreadsheet information was used on Microsoft,. Windows 95, 98 & ME. Also used Word, Excel & Lotus 123.
1986 to 1990:
R & M Provisions, Essex, CT.
Duties: Billing & collections of the money for products delivered. Reconcile the bank accounts. Process and pay bills as they came due. Process payroll weekly. Also help load the trucks and make deliveries when short handed.
1985 to 1986:
Millane Nursery, Cromwell, CT.
Duties: To oversee the clerks doing accounting functions. Payroll, A/P, A/R, Journal entries, Financial statements, Quarterly Tax returns and bank reconciliations.
1985 to Present:
Self employed-Bills Bookkeeping, Clinton, CT.
Page 3.
Do handle personal, small businesses and various types of taxes. On the personal side, most of the work is done on the clients computer. The only records that left their homes were the bank statements that I
would take home to work on in my spare time. On the small business, I would go into their business office and work on their computer. I organize the bills to be paid, write the checks in alpha order and leave them for signature. The next time I go back, I then file all paid invoices so that they can be located by anyone when needed. At year end I gather all the information for the CPA to file the business tax returns. I also do personal tax returns for around 40 clients.
Education:
Saint Joseph College (Now known as Southern Vermont University).
Graduated in 1970 with an ABS degree in Accounting, Magna Cum Laude.
Outside Interests:
Motor Cycle Riding, Gardening, Yard Work & Masonic Activities.
RESUME OF:
William D. Passera
6 Slocum Road
Clinton, CT 06413-1357
*************@*****.***
8/18/23 to Present: Retired work for my own part time bookkeeping business.
8/15/22 to 8/18/23: Assignment ended.
Middlesex Center for Advanced Orthopedic Surgery (MCAOS), Middletown, CT.
Temporary Position for Vaco Agency: This was a part time position that was willing to make a full time position to make it worth the right person to come to work for a full day. I was placed to work as an assistant to the Office Manager doing Accounts Payable entries. This work only was about half a day’s work and was asked if I would be willing to take on additional duties to make it a full day. I informed Vaco Agency about the offer and said I would like to work a full day if at all possible. We agreed to make it a full day and I agreed to learning the new job. The additional work consisted of answering the phones, helping with making the patients charts for the next three days, keep all patient folders up to date on an hourly basis, calling patients to give them instructions for the next days appointment arrival time and helping the patients family when they arrived for their procedure the next day. This new work help relieve the receptionist to expand her job for work that she needed to do that hasn’t been done in a long time. It also included both folding and stuffing the outgoing mail on a daily basis as well as receiving the incoming mail to be opened and distributed to the proper people.
5/2/20 to 8/15/22 Retired
2007 to 5/1/20:
Ametek/Zygo Corp., Middlefield, CT.
Duties: Process incoming A/P from our various offices across the United States. This involved a 3 way match before the invoices were entered into the accounting system after proper approval was received. Once they were entered into the computer, they were selected for payment and the checks were cut in PA. They mailed all the checks that were approved. I made monthly journal entries for corrections as well as to accrue estimated costs that we did not have invoices for and had them reversed in the next month and replaced with the correct invoice numbers. I retired from Ametek just after Covid came in force.
2003 to 2007:
Mortgage Lenders Network, USA, Inc. Middletown, CT.
Duties: Process incoming A/P from the various different office locations through out the United States and the Virgin Islands. Processed travel expense reports. Cut checks for A/P twice a week. Maintained a few schedules for the different rents/leases and update them as needed. Process bank checks and make general journal entries as needed.
Page 2.
2002 to 2003:
Connecticut Puerto Rican Forum, Hartford, CT.
Duties: Monthly and quarterly reports to the different government agencies for a not for profit business.
This included all the monthly reports for the Board of Directors. Process all incoming invoices for payment. Call payroll into the payroll company each week. Maintain employee records for health benefits. Do several monthly bank reconciliations.
1999 to 2002:
Connecticut Coalition against Domestic Violence, East Hartford, CT.
Duties: Monthly and quarterly reports to the different government agencies for a not for profit business. This includes all monthly reports for the Board of Directors and the Board of Finance Committee. I was also responsible for setting up budgets and sending monies to the 18 off site locations within the state once we received our funds from both the state and federal agencies. Managed a 3.2 million dollar budget. Processed and paid all incoming bills. Process payroll and called it in on a weekly basis. Do bank reconciliations on several cash accounts. Set up the nightly float account to earn interest on our daily money in the bank.
1990 to 1990:
Did temp work for several agencies. The duties performed while with these agencies varied from: A/P entry, Purchasing, Bank Reconciliations, Fixed Asset Breakdown, Research of G/L accounts, Journal entries and Financial reports. The above spreadsheet information was used on Microsoft,. Windows 95, 98 & ME. Also used Word, Excel & Lotus 123.
1986 to 1990:
R & M Provisions, Essex, CT.
Duties: Billing & collections of the money for products delivered. Reconcile the bank accounts. Process and pay bills as they came due. Process payroll weekly. Also help load the trucks and make deliveries when short handed.
1985 to 1986:
Millane Nursery, Cromwell, CT.
Duties: To oversee the clerks doing accounting functions. Payroll, A/P, A/R, Journal entries, Financial statements, Quarterly Tax returns and bank reconciliations.
1985 to Present:
Self employed-Bills Bookkeeping, Clinton, CT.
Page 3.
Do handle personal, small businesses and various types of taxes. On the personal side, most of the work is done on the clients computer. The only records that left their homes were the bank statements that I
would take home to work on in my spare time. On the small business, I would go into their business office and work on their computer. I organize the bills to be paid, write the checks in alpha order and leave them for signature. The next time I go back, I then file all paid invoices so that they can be located by anyone when needed. At year end I gather all the information for the CPA to file the business tax returns. I also do personal tax returns for around 40 clients.
Education:
Saint Joseph College (Now known as Southern Vermont University).
Graduated in 1970 with an ABS degree in Accounting, Magna Cum Laude.
Outside Interests:
Motor Cycle Riding, Gardening, Yard Work & Masonic Activities.
Contact this candidate