Family Office Accountant

• Aug 2019 - Present

Office Manager/Project Coordinator/Bookkeeper

• Nov 2017 - Aug 2019

Responsible for all office operations for a commercial/residential irrigation company. Includes QuickBooks maintenance, Accounts Payable, Accounts Receivable, proposals, and report preparation. Interact with technicians as well as customers on a daily basis, and able to comply with construction company reporting requirements. Utilize scheduling software and responsible for maintaining president’s calendar. Utilized Paychex in the processing of employee time sheets and payroll. Responsible for all office operations for a commercial/residential irrigation company. Includes QuickBooks maintenance, Accounts Payable, Accounts Receivable, proposals, and report preparation. Interact with technicians as well as customers on a daily basis, and able to comply with construction company reporting requirements. Utilize scheduling software and responsible for maintaining president’s calendar. Utilized Paychex in the processing of employee time sheets and payroll.

Office Manager

• Jul 2015 - Nov 2017

Maintain the student information system, implement and sustain an online family directory, manage the purchasing of office and classroom supplies for a 390 student elementary/middle school. Create teacher schedules, procure substitute teachers as needed, and act as receptionist while multitasking. Manage school activities and maintain database of volunteers for school events. Upload information onto school’s website, and create brochures, programs and flyers for most school activities and… Show more Maintain the student information system, implement and sustain an online family directory, manage the purchasing of office and classroom supplies for a 390 student elementary/middle school. Create teacher schedules, procure substitute teachers as needed, and act as receptionist while multitasking. Manage school activities and maintain database of volunteers for school events. Upload information onto school’s website, and create brochures, programs and flyers for most school activities and extracurricular events. Acted as the first point of contact for the school, and maintained confidentiality with respect to family records as well as to employee matters. Show less Maintain the student information system, implement and sustain an online family directory, manage the purchasing of office and classroom supplies for a 390 student elementary/middle school. Create teacher schedules, procure substitute teachers as needed, and act as receptionist while multitasking. Manage school activities and maintain database of volunteers for school events. Upload information onto school’s website, and create brochures, programs and flyers for most school activities and… Show more Maintain the student information system, implement and sustain an online family directory, manage the purchasing of office and classroom supplies for a 390 student elementary/middle school. Create teacher schedules, procure substitute teachers as needed, and act as receptionist while multitasking. Manage school activities and maintain database of volunteers for school events. Upload information onto school’s website, and create brochures, programs and flyers for most school activities and extracurricular events. Acted as the first point of contact for the school, and maintained confidentiality with respect to family records as well as to employee matters. Show less

Provider of Management and Accounting Services

• Feb 2010 - Apr 2016

Responsible for he bookkeeping and office management for several solo practice attorneys utilizing Quickbooks and Clio. Developed accounting systems and office procedures that were adapted to each attorney's specific needs. Responsible for ongoing QuickBooks management, monthly billing, report generation, and in some cases accounts payable. Collaborated with attorneys in establishing marketing collateral for the firm, and managed and planned office operations and events. Managed time spent… Show more Responsible for he bookkeeping and office management for several solo practice attorneys utilizing Quickbooks and Clio. Developed accounting systems and office procedures that were adapted to each attorney's specific needs. Responsible for ongoing QuickBooks management, monthly billing, report generation, and in some cases accounts payable. Collaborated with attorneys in establishing marketing collateral for the firm, and managed and planned office operations and events. Managed time spent with each attorney so was able to work concurrently. Show less Responsible for he bookkeeping and office management for several solo practice attorneys utilizing Quickbooks and Clio. Developed accounting systems and office procedures that were adapted to each attorney's specific needs. Responsible for ongoing QuickBooks management, monthly billing, report generation, and in some cases accounts payable. Collaborated with attorneys in establishing marketing collateral for the firm, and managed and planned office operations and events. Managed time spent… Show more Responsible for he bookkeeping and office management for several solo practice attorneys utilizing Quickbooks and Clio. Developed accounting systems and office procedures that were adapted to each attorney's specific needs. Responsible for ongoing QuickBooks management, monthly billing, report generation, and in some cases accounts payable. Collaborated with attorneys in establishing marketing collateral for the firm, and managed and planned office operations and events. Managed time spent with each attorney so was able to work concurrently. Show less

Information Systems Manager

• Jan 2014 - Jul 2015

Responsible for the implementation of two new pieces of technology to be used by a construction development company. Set up and trained employees on web based construction management software. Responsible for the design and establishment of web portals for several condominium communities. Helped in establishing cash flow projection worksheets, and led the introduction of web portals to homeowners. Responsible for the implementation of two new pieces of technology to be used by a construction development company. Set up and trained employees on web based construction management software. Responsible for the design and establishment of web portals for several condominium communities. Helped in establishing cash flow projection worksheets, and led the introduction of web portals to homeowners.

Controller

• 1992 - 1995

Responsible for accounting after a business acquisition. Researched and established a computerized method of accounting for a 3 million dollar family owned business. Subsequently managed day to day financial and business and accounting transactions for the company. Responsible for accounting after a business acquisition. Researched and established a computerized method of accounting for a 3 million dollar family owned business. Subsequently managed day to day financial and business and accounting transactions for the company.

Reimbursement Specialist

• 1991 - 1992

Responsible for proper reimbursement accounting for a chain of nursing facilities and ambulatory care facilities. Involved traveling and assessing proper procedures at various facilities, and analyzing financial and statistical data submitted on provider cost reports. Compiled statistical data for the basis of allocation of indirect costs. Responsible for proper reimbursement accounting for a chain of nursing facilities and ambulatory care facilities. Involved traveling and assessing proper procedures at various facilities, and analyzing financial and statistical data submitted on provider cost reports. Compiled statistical data for the basis of allocation of indirect costs.

Senior Accountant

• 1989 - 1991

Earned CPA and Senior Accountant designations while working for a variety of clients. Conducted examination of internal control procedures, prepared audit reports, assisted in pre-acquisition audits, and examined bank credit files during the course of audits. Earned CPA and Senior Accountant designations while working for a variety of clients. Conducted examination of internal control procedures, prepared audit reports, assisted in pre-acquisition audits, and examined bank credit files during the course of audits.