accountant, executive assistant
Resume:
Patricia Ann Greene
Reno, NV *9519
******.******@***.***
With over thirty years experience in accounting, office management and training, I have a proven ability to design and facilitate accounting systems, office management systems and procedural programs. I have maintained detailed financials for a wide variety of companies including construction, real estate, property management, insurance and pharmaceuticals to name just a few. I have excellent oral and written communication skills and a passion for detail and accuracy.
Significant work experience
Jobs have included assistant controller, full charge bookkeeper with day-to-day data entry, as well as profit and loss and tax reporting responsibility for retail and wholesale businesses, real estate, construction, insurance, and service organizations for both corporations and individuals. Responsibilities included full audit and interfacing with company CPAs. In addition, jobs have included executive assistant positions where responsibilities included everything that went on in the office including but not limited to travel arrangements, research projects, design and completion of Excel and PowerPoint presentations, interfacing with lawyers, corporate presidents and executives, and coordination of office staff to complete specific projects. Most all positions and jobs were conducted partially in the home and in the office
Professional experience
Masco Corporation -- Executive Assistant to the Group President of the Architectural Group
February 2000 to December 2006
As executive assistant to the president, I managed the office and the schedule for the president. Since this was a remote, two person office representing over 3 billion dollars in revenue, I assumed many jobs. Administratively, I answered phones, typed letters, maintained computers, networks and all office equipment. As technical assistant, I created Excel spreadsheets for multiple companies on budgets, profit and loss, production and annual bonuses and many PowerPoint presentations. I created a filing and record retrieval system to quickly find archived records often many years old. One of the most significant additions to the office occurred after the 9/11 tragedy. To reduce travel and maintain face-to-face communication, I facilitated the installation of a Polycom video conferencing system, developed procedures for use and often implemented the actual video calls. Due to the president’s 75% travel schedule, I ran a functional travel agency within the office, which preformed the booking of all travel items, as well as, the details of travelling internationally. Most complex of these trips was to China where visas, passports and letters of invitation had to be arranged with every location visited. The final and most important area of business was communications. Since the president traveled so extensively, I often spoke with the company executives at the operating companies in the division, as well as, the executive and legal staff at the corporate headquarters in Taylor Michigan.
Significant Achievements: Developed a “White Paper” analyzing joint venture expansion of manufacturing into China. Designed and maintained complex system for record retrieval.
Wellington Rockwell Corp -- Controller
April 1997 to February 2000
I was the office manager and assistant controller, as well as personal manager for a high wealth individual who was seldom in the office. His holdings constituted major investment properties in multiple states, investment in many diverse companies and a dynamic portfolio as a day trader. I completed all financial reports, managed all bank accounts and dealt directly with his accountants and lawyers regarding his business entities and his complex trusts, corporations and partnerships. Organized all his files from his move from Montana to Incline Village, arranged for and interviewed prospective employees, set them up with their job responsibilities and tracked their progress. Managed the records for his remodeling of his private home, which was over a 5 million dollar project. I paid all bills, payroll, and taxes, making decisions, etc. and worked closely with the CPA. I set up a system to track the equipment purchases on his construction business and track jobs with hours to billing. It was a one-person office where everything that came through this multi-million dollar office was handled by me.
Significant achievements: Preformed a detail analysis of the owner’s numerous stock trades, found a $48,000 error on the part of the brokerage, and recovered the funds. Implemented the Mas90 software for multiple companies.
Automation Technologies – Owner
January 1990 to present
Renaissance Pharmaceuticals – Controller
Set up their accounting on the MAS90 accounting software, responsible for all accounting procedures from accounts receivable, accounts payable, inventory, payroll, bank statement reconciliation and training their office staff how to work the MAS90 system. While there, worked with the manufacturing production of liquid creams which involved coordination between the graphic art department in getting the labels designed and produced, as well as the production of the bottles and caps, which all had to be ready when the liquid manufacturer was ready to fill and ship to the customers. Tracking the orders and making sure all the customers received the correct order. Inventory and the detailed dealings with the customers to the coordination with all manufacturing elements was probably the most important part of the job after the MAS90 system was installed, information audited and beginning balances entered.
Significant achievements: Setup the Mas90 accounting system to work in a manufacturing environment to assure part availability for on time manufacturing.
Quick Quote Insurance – Assistant Controller
Assistant controller in charge of accounts receivable, accounts payable, payroll including payroll taxes, preparation and audit of financials reporting directly to the CFO. Defined and established procedures and computer implementations for tracking policy commission (database and spreadsheets) including interfacing with carriers and sub-agents regarding their commissions and their required reports. Responsible for defining contractual obligations and implementing integration to accounts receivable and accounts payable. Phased out the QuickBooks system and moved accounting into Mas90 giving the company its first true audit trail and comprehensive reports. Also managed the compliance department to assure adequacy of all insurance licenses, carrier appointments, business licenses and tax requirements and filings in 48 states.
Significant achievements: Designed and administered a time-motion study to test the effectiveness of policy order processing, which lead to major changes in the company’s cost accounting model. Compiled a detailed audit trail to successful defend the company from an investor accusation of mismanaging funds.
RE/MAX Tahoe Village Realty
Complete setup, operations and training for the Aspen Resort Property Management software and First Resort property management software. Included all account entry, monthly closing, financial report design and production and client statements both monthly and year end. Conducted monthly and quarterly audits as necessary including room tax filings. Established procedures and wrote documentation for payments to owners, agents, and renter refunds. Year end procedures included full audit of owner, renter, and room tax records, bank reconciliations and 1099 filings.
Daylight Construction
Full charge bookkeeper responsible for accounts payable, accounts receivable, payroll, bank reconciliations, full general ledger and financial reports. Converted business from manual system to MAS90 including training on spreadsheet analysis and accounting software. Developed various office procedures such as backup systems, database and calendar systems.
Additional clients for accounting and management:
Bowl Incline (and related companies), Ted Montgomery Inc., Cruz Construction, Dan Swartz Chartered LLC
Special Skills
Ability to learn any software very quickly. Highly experienced in all elements of office management. Strong knowledge of accounting and accounting practices. Strong computer skills in Microsoft Word, Excel, PowerPoint with working knowledge of Publisher, Access and Outlook. Very specific skills in accounting software to include Mas90, Quick Books Pro, One Write Plus, Unilink, and many others no longer in existence. Special skills in the resort property management software Aspen and First Resorts.
Education– Accounting and office management
Bachelor of Science, Radford College, Radford, Virginia, Business Education Major.
Master of Education, University of Maryland, Business Education Major.
References
Marsha Strand – Re/Max Tahoe Village Realty
Chris Jacobsen – Wellington Rockwell Corporation
Charles Dowd – Masco Cor
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