Andrea Pugh, MAcc
Bookkeeper at Sodoma Law- Claim this Profile
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English Native or bilingual proficiency
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Japanese Limited working proficiency
Topline Score
Bio
Experience
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Sodoma Law
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United States
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Law Practice
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1 - 100 Employee
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Bookkeeper
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Mar 2022 - Present
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First American Title
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United States
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Real Estate
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700 & Above Employee
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Quality Control Specialist
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Oct 2019 - Mar 2022
Prepare, maintain, and update general ledger, including charts of accounts, in an accurate manner. Ensure regulatory compliance by reviewing offering documents and marketing materials. Disburse funds from client accounts to creditors. Handle cash and disbursement-related tasks, including collecting and depositing money into accounts, keeping records of collections and disbursements, and ensuring the balancing of accounts. Presented asset utilization and audit results and recommended changes in operations and financial activities. Provided regular updates to team leadership on quality metrics by communicating consistency problems or production deficiencies. Show less
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Howard Hanna Real Estate Services
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United States
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Real Estate
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700 & Above Employee
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Insurance Coordinator
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Oct 2018 - Sep 2019
Ensured compliance with policy requirements by performing necessary examinations and completing appropriate forms.Coordinated and processed payments and resolved related issues.Achieved growth in accounts by attending meetings, seminars, and programs to learn about new products and services.Drove the sale of insurance policies by identifying customized needs of clients and explaining features, advantages, and disadvantages of various policies.Reviewed accounts receivable reports, insurance contracts and weekly and monthly financial reports.Carried out administrative tasks by communicating with clients, distributing mail and scanning documents. Show less
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Set-Up Coordinator
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Aug 2017 - Oct 2018
• Submitted applications to credit analysts for verification and recommendation.• Evaluated applicants' financial status, credit, and property evaluations to determine the eligibility.• Accurately obtained and compiled copies of loan applicants' credit histories, corporate financial statements, and other financial information.• Set up and completed loan submission packages.• Processed loans within various departments to achieve timely, accurate and fair proceedings.• Upheld complete confidentiality of all submitted information according to release guidelines Show less
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Relocation Specialist
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Jan 2017 - Aug 2017
• Maintained general ledger and analyzed monthly balance sheet accounts for corporate reporting.• Receive payments and post amounts paid to customer accounts.• Reviewed and authorized requests for disbursements in accordance with company policies and procedures.• Orchestrated, implemented, modified, and documented recordkeeping and accounting systems by making use of current computer technology.• Gained extensive accounting experience through accurately keeping track of over 50 accounts for properties.• Prepared and submitted financial statements and facilitated account closing procedures each month.• Reviewed collection reports for determining the status of collections and the amounts of outstanding balances.• Created budgets and forecasts for management group to meet regular accounting deadlines.• Gathered financial information, prepared documents, and closed books. Show less
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Education
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Strayer University
Master of Science (M.S.), Forensic Accounting -
Slippery Rock University of Pennsylvania
Bachelor's Degree, Finance, Asian Studies w/ Language (Japanese)