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Work Background
Confident Bookkeeping ServicesIndependent Business Owner
Jan. 2016Boca Raton, FLServing small to medium sized business with their bookkeeping needs. Palm Beach and Broward Counties. Specializing in QBDT and QBO
DeliverLeanFinance Manager
Sep. 2014 - Nov. 2015Oakland Park, FloridaDaily Financial Operations using Quickbooks
WeichertSales Representative
Aug. 2013 - Jul. 2014Actively seek customers in the sale and purchase of real estate
Supremia InternationalFinancial/Operations Coordinator
Oct. 2009 - Jan. 2013• Used accounting software to record, store, and analyze information..
• Prepared journal entries for monthly bank activity.
• Prepared yearly expense budget using Microsoft Excel • Reported monthly management account information to parent company in the UK • High level of communication with clients and vendors
• Account Executive for company’s largest client – Worked hand in hand with Account Manager to help facilitate communications and estimates of various products.
• My accomplishments included achieving a cost savings on Internet and phone services totaling $10,000 per year.
• Established new expense reporting spreadsheet for all employees with credit cards.
• Debit, credit, and total accounts on computer spreadsheets and databases, using specialized accounting software.
• Receive, record, and bank cash, checks, and vouchers.
• Compile statistical, financial, accounting or auditing reports and tables pertaining to such matters as cash receipts, expenditures, accounts payable and receivable, and profits and losses.
• Perform general office duties such as filing, answering telephones, and handling routine correspondence.
• Prepare bank deposits by compiling data, verifying and balancing receipts, and sending cash, checks, or other forms of payment to banks.
• Calculate, prepare, and issue bills, invoices, account statements, and other financial statements according to established procedures.
• Calculate and prepare checks for utilities, taxes, and other payments.
• Reconcile records of bank transactions.
• Prepare purchase orders and expense reports.
• Monitor status of loans and accounts to ensure that payments are up to date.
• Calculate costs of materials, overhead and other expenses, based on estimates, quotations and price lists.
• Compile budget data and documents, based on estimated revenues and expenses and previous budgets.
**Liason between management and OPS
italtrendOwner
Jan. 2005 - Jun. 2012As owner of italtrend I developed a client and vendor base to sell dog related products to retail boutiques. Frequently attended trade shows to attract more business. Took care of all business activities including but not limited to sales, purchasing, bookkeeping.
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