Work at Home / Part Time Positions

EDUCATION

Bachelor of Science in Business Administration October 2003

DeVry University - West Hills, CA

Master of Science in Human Services December 2008

Capella University – Minneapolis, MN

PROFESSIONAL EXPERIENCE

Sharma – Wasson & Associates, Northridge, CA May 2007 - Present

Administrative Assistant/ Bookkeeper

Managing monthly financial accounts, calculating sales, and processing payroll for various

operating commercial clients.

• Performing monthly sales reports and completing corresponding sales tax returns.

• Responsible for processing payroll and filing all associated payroll tax returns.

• Accurately producing monthly financial reports and bank reconciliations.

• Effectively communicating client questions and concerns.

• Resolve issues with both Federal and State agencies on behalf of clients.

• Engaged in daily office operations, including appointment setting, returning client email and telephone messages, and taking initiative to handle other projects as needed.

Seasonal Tax Assistant January 2001 – April 2007

• Assembled individual and company tax returns.

• Analyzed and verified accuracy of tax figures and income.

• Organized accounts receivable and processed monetary intake.

• Engaged in daily office operations.

Allstate Insurance, Porter Ranch, CA August 2000 – March 2007

Licensed Sales Producer / Office Manager

Engaged in daily sales of all insurance product lines and assisted customers with policy concerns. Managed office personnel with all aspects of the business at dual agency locations.

• Responsible for leading and managing Porter Ranch Allstate Agency.

• Increased office sales growth and exceeded projected monthly goals, including auto, homeowners, commercial, and health insurance policies.

• Awarded CA Professional Partnership Sales Certificate for superceding sales projection for 2006.

• Successful in new business development including lead generation, product introduction, and account acquisition through the development of business relationships.

• Entrusted with teaching, training, and developing all personnel on agency programs and changes that directly impacted operational aspects of the agency.

• Acted as customer service liaison for new client inquires and sustaining existing client portfolios.

• Spear headed business expansion through acquisition of satellite agency in

Goleta, CA.

• Conducted employee interviews, hiring, and performance evaluations.

SKILLS

Proficient in Microsoft Word, Excel, Power Point, Outlook, QuickBooks, CA Sales Tax, Lacerte Tax, Tax Tools, and Check Magic; Troubleshoot and interface hardware/software applications; Excellent communication and customer service skills; Fluent in Hindi.

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