Experience

Harvest Advisers LLC

• United States
• Financial Services
• 1 - 100 Employee

• Manager of Client and Administrative Services

  • 2008 - Present



Timothy T. Corcoran, CPA

• Fort Washington, PA

• Administrative Assistant

  • 2005 - 2008

  Prepare and review quarterly payroll for clients along with monthly cost analysis and quarterly asset reports for client financial investments. Enter A/P and A/R transactions into QuickBooks for client's year end P/L and Balance sheets. Draft business and personal, federal, state and local tax returns for clients using Drake software. Prepare and review quarterly payroll for clients along with monthly cost analysis and quarterly asset reports for client financial investments. Enter A/P and A/R transactions into QuickBooks for client's year end P/L and Balance sheets. Draft business and personal, federal, state and local tax returns for clients using Drake software.



MMT Solutions

• Newtown, PA

• Business Manager

  • 2001 - 2005

  Managed human resources including employment, compensation, and negotiated all Healthcare, Liability and Worker's Compensation insurance policies. Implemented new 401(k) and Section 125 plans and new project tracking software, which interfaced with QuickBooks. Maintained positive working relationships with vendors, professional contacts and clients. Managed human resources including employment, compensation, and negotiated all Healthcare, Liability and Worker's Compensation insurance policies. Implemented new 401(k) and Section 125 plans and new project tracking software, which interfaced with QuickBooks. Maintained positive working relationships with vendors, professional contacts and clients.



The Foot And Ankle Center

• Bensalem, PA

• Office Manager

  • 1986 - 2001

  Direct and coordinate a staff of six in a high-volume, four-physician medical office. Hire, train and supervise clinical and office support staff. Delegate and monitor workflow, surgical scheduling, and determine problem resolution in all areas. Implemented cross training to ensure optimum coverage. Direct and coordinate a staff of six in a high-volume, four-physician medical office. Hire, train and supervise clinical and office support staff. Delegate and monitor workflow, surgical scheduling, and determine problem resolution in all areas. Implemented cross training to ensure optimum coverage.