Experienced Professional

Keith B. Bernstein

Objective

To obtain a full-time position that will allow me to contribute to the company’s success while further developing my business skills.

Experience

Accounting Associate

Mar ‘09 – May ’09 (Laid off due to economy )

Montgomery Professional Services Corp, San Jose, Ca

Provide finance & accounting support to small to mid-size businesses

Financial Reporting: provide management and stockholder’s with all necessary financial reports

Financial Consulting: analyze client financials, understand client financial goals, help client implement processes and procedures that would allow them to achieve their financial goals

Accounts Receivable: receive and enter all bills into accounting system; prioritize payments; receive and enter all customer payments into accounting system

Accounts Payable: monitor, prioritize, and pay all bills and invoices

Accounting: monitor and enter daily transactions; transfer funds between accounts as needed; monitor cash balance; reconcile accounts monthly; delete unnecessary accounts; re-number & re-organize chart of accounts; add additional bank accounts

Database Management: file and organize all paperwork and records dating back to inception both electronic and hard copy

Operations Manager

Apr ’07 – Mar ‘09

Esria, Inc., San Jose, CA

Accounts Receivable: receive and enter all bills into accounting system; prioritize payments; receive and enter all customer payments into accounting system; deposit payments into proper bank accounts

Accounts Payable: monitor, prioritize, and pay all bills and invoices

Customer Invoicing: create and send customer invoices

Accounting: monitor and enter daily transactions; transfer funds between accounts as needed; monitor cash balance; reconcile accounts monthly; delete unnecessary accounts; re-number all accounts; add additional bank accounts; create cash flow model

Implementation of NetSuite, online accounting and CRM system, and the MaxHire recruiting system: upload data from QuickBooks; import and add customer and vendor profiles; establish all user accounts; train myself, the staff, and management to fully utilize tool

Time Entries: send daily time entry reminders to consultants across the country; review time entries for approval or rejection

Human Resources: setup and maintain employee sign-up packages and benefits; calculate and commit bi-weekly payroll; distribute payroll vouchers and W2 & 1099 tax information; organize Intranet and create a seamless on-boarding and training process

Contract Coordination: write and send all MSAs, MNDAs, employment offers, and contractor agreements; maintain all records and files

Database Management: file and organize all paperwork and records dating back to inception both electronic and hard copy; write on-boarding and training material and post to Intranet

NetSuite training videos: teach myself, create brief 5 minute training videos, post training videos to the Intranet for employee use

Expense Reports: receive all expense reports, review all reports against PDF receipts for approval or rejection

Travel arrangements: research and setup all flight arrangements, hotel stays, and car rentals

Legal: apply for and maintain Visa filings (H1B & E-2); apply for and maintain liability insurance; update and maintain workers comp insurance; coordinate lease signings and contract agreements; initiate and run background checks for new hires; research and develop employee manuals; develop corporate business plan

Marketing campaigns: setup email campaign templates; put together and send out marketing campaigns

Mortgage Specialist / Team Leader

Dec ’04 – Apr ‘08

Royal Alliance Mortgage / Wealthbridge Financial Network, Los Gatos, Ca

Team Management: manage, oversee, and motivate all loan officers

Training: train all new employees on proprietary software

Financial Analysis: analyze client financials, understand client financial goals, help client into the right mortgage vehicle that would allow them to achieve their financial goals

Distribution / Spa Attendant

Feb ’04 – Dec ‘04

Burke Williams, San Jose, CA

Product Management: inventory and order all necessary products

Scheduling: set and assign all room, maintenance, and specialty treatment schedules

Maintenance: maintain all spa equipment, maintain all specialty treatment equipment

Inventory: take monthly inventory of products, take weekly inventory of supplies, order inventory

Customer Relations: settle customer disputes

Tire Installation & Repair

March ‘03 – Jan ‘04

Costco Wholesale, San Jose, CA

Customer Relations & Sales: evaluate customer and vehicle needs, recommend work based upon the needs and desires of the customer and the vehicle

Repairs and Maintenance: mount, balance, and rotate tires, fix tire punctures

Display Room Presentation: organize and maintain showroom

Inventory: take inventory, inform management of orders to be made

Tire Installation & Repair

Sept ‘02 – Mar ‘03

A Used Tire Warehouse, Santa Clara, CA

Customer Relations: evaluate customer and vehicle needs, recommend work based upon the needs and desires of the customer and the vehicle

Repairs and Maintenance: mount, balance, and rotate tires, fix tire punctures

Display Room Presentation: organize and maintain showroom

Inventory: take inventory, inform management of orders to be made

Education

Foothill College, Los Altos, CA

Dec ’05 – Mar ‘10

Concentration in Business

Wyotech, Fremont, CA

Jan ’05 – Dec ‘05

A.O.S. Applied Automotive Technology

ASE Certified A2, A4, A5, A6, & A8

State Alternate Certified A6, A8, & L1

State Certified Brake Adjuster and Headlamp Adjuster

Hunter Certified

Snap-on Training Cert

Honor Student, 4.0 GPA

Foothill College, Los Altos, CA

2002 - 2004

General Education

Cal Poly, San Luis Obispo, CA

2001 - 2002

Computer Engineering

General Education

Pioneer High School, San Jose, CA

1997 - 2001

Salutatorian

4.11 GPA

Skills & Accomplishments

Bank of America Mathematics Award

Marine Corp. Academic Excellence Award

Who’s Who In American High Schools (all 4 years)

U.S. Presidents Award for Academic Excellence

Golden State Seal of Academic Excellence

Scholar Athlete Award

Proficient in Microsoft Office, QuickBooks, NetSuite, and MaxHire

Nominated for the 2009 Administrative Excellence Award

California Real Estate License

California Notary License

References

References are available on request.

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