Matthew Gallagher
Administrative Assistant at Prince CPA Group- Claim this Profile
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Bio
Experience
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Prince CPA Group
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United States
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Accounting
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1 - 100 Employee
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Administrative Assistant
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Apr 2021 - Present
Multi-faceted role which, in addition to typical administrative responsibilities, facilitated information requests for in-progress returns and produced reports from tax software for Managers. Identified existing issues with software settings and created new tracking template to fully utilize software suite's integration. Evaluated technology stack and developed software proposal to modernize the firm and improve staff efficiency.
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Firm Administrator
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Oct 2018 - Feb 2021
Viera, Florida Keystone role in active CPA firm responsible for A/R, A/P, tax return processing, fielding inbound calls, client requests, and database management. • Helped to increase realized income by 12% through mitigation of aging WIP. Implemented new technology such as DocuSign to modernize the firm. • Spearheaded the system migration and implementation of a brand-new cloud-based software solution (Onvio). The complete overhaul of the existing software suite revolutionized and consolidated the… Show more Keystone role in active CPA firm responsible for A/R, A/P, tax return processing, fielding inbound calls, client requests, and database management. • Helped to increase realized income by 12% through mitigation of aging WIP. Implemented new technology such as DocuSign to modernize the firm. • Spearheaded the system migration and implementation of a brand-new cloud-based software solution (Onvio). The complete overhaul of the existing software suite revolutionized and consolidated the pre-existing document storage, client portal, time & billing, and project management systems. • Absorbed several operational functions and coordinated the installation of new network, server, and desk phone hardware. Role also oversaw the documentation and reimbursement of expense reports. Show less
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Closing Processor
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Mar 2018 - Oct 2018
Responsible for a seamless loan signing process. Position was predominantly composed of queue management, discrepancy remediation, document review, and correspondence with borrower/lender.
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Customer Service Representative
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Nov 2016 - Mar 2018
Representatives worked to ensure all Valuation reports were completed in a timely manner, resolving issues/delays as needed, and keeping the lender and client updated on the order’s status.
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Property Research Analyst
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Mar 2016 - Nov 2016
Identify and Compile Property Information - Quality Review - Abstracting
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YMCA of Greater New York
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United States
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Non-profit Organizations
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700 & Above Employee
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Counselor/Administrative Assistant
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May 2015 - Aug 2015
Greater New York City Area Role focused on fulfilling various administrative tasks and assisting the Program Director with functions such as data entry, event coordination/management, and lesson planning.
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Florida Institute of Technology
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United States
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Higher Education
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700 & Above Employee
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Lead Cashier
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Oct 2014 - May 2015
Melbourne, Florida Area Food/Drink Preparation - Customer Service - Coordinated Cafe Operations - Cleaning/Sanitization
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Hollister Co.
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United States
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Retail
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700 & Above Employee
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Sales Associate
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Jun 2013 - Oct 2014
Melbourne, Florida Area
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Administrative Intern
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Jul 2012 - Aug 2012
Melbourne, Florida Area Shadowed various department heads throughout the Airport, observing and assisting with tasks such as AP processing, database management, and reporting.
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Education
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Eastern Florida State College
Bachelor of Arts - BA -
Melbourne High School
High School Diploma