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L.M.T. Massage Therapist Resume
Mary
US-California-Los Angeles
Client Relations/Business Management/Controller
Seeking a part-time or full-time job in client relations with an emphasis in financial management for a non-profit or entertainment company.
ACCOUNTING AND CLIENT RELATION MANAGEMENT with 19+ years experience in public and private accounting, specializing in tax preparation, business management and personal financial management.
SUMMARY OF QUALIFICATIONS
4+ years experience with a public accounting firm
2+ years experience with a publicly traded company
Business and financial management with an emphasis in entertainment and real estate
Client relationship management for high net-worth individuals
Accounting software installation and training
Tax Preparation
Financial Statements and Consolidated Financial Statements
Automated general ledger accounting systems
Ability to build strong relationships with clients
Work well with clients of all personality types
Proficient in Microsoft Excel for Accounting and QuickBooks Pro
Currently a CPA candidate
PROFESSIONAL EXPERIENCE
BERLINER & ASSOCIATES, ARCHITECTURE, Culver City, CA 7/2007-1/2009
Controller
Develop, implement, and control cash management operations for an architecture firm with $5 million in annual sales; maintain all facets of the accounting cycle including financial statements, general ledger, bank reconciliations, journal entries, and payroll; prepare comprehensive invoicing for major colleges, charter schools and residential architectural projects monthly.
MARY WELTSCH, Los Angeles, CA 3/2004-12/2006
Sole Proprietorship
Provide accounting services to high net worth individuals including trusts, real estate and personal financial management. Responsible for: bookkeeping; preparing quarterly and year-end financial statements; tracking real estate and investment records; resolving tax issues with the IRS and the FTB; utilizing several accounting programs to accomplish tasks; liaison to financial institutions.
GURSEY, SCHNEIDER & COMPANY, LLP, Los Angeles, CA 4/2000-2/2004
Staff Accountant, Tax, Accounting and Business Management
Act as business consultant for high net worth individuals, corporations, partnerships and LLCs with an emphasis in entertainment and real estate. Responsible for: tax preparation, business management, setting up accounting systems for the clientele and training them; quarterly, year-end and consolidated financial statements. Develop new department that provides on-site full accounting services and tax preparation therefore increasing annual revenues. Achieved 4 years of experience in a public accounting firm.
SUPERIOR NATIONAL INSURANCE GROUP, Calabasas, CA 10/1997-3/2000
Executive Assistant, Finance
Provide support for the Senior Vice President and Vice President of Finance for a publicly traded private insurance company specializing in workers compensation. Responsible for: preparation of financial statements, SEC documents and filings, both the 10-Q and 10-K; business license renewals; corporate taxes; investor relations.
MOUNTAIN STATES DEVELOPMENT CO., Phoenix, AZ 3/1994 - 8/1997
Accounting Manager
Prepare quarterly financial statements; Federal and State tax returns; monthly bank reconciliations; sales tax reports; and A/R and A/P processing for 20 limited partnerships and corporations.
Vice President-Property Management
Supervise property management field operations for $10,000,000 in commercial and residential real estate throughout Arizona. Oversee 25 employees, managers, and office staff. Responsible for: sales and marketing; training; property inspections; collection reports; tenant evictions; rental assistance reports, rent increase requests and annual budgets for FmHA and HUD; real estate taxes and insurance; software maintenance.
CORDARY, INCORPORATED, Santa Monica, CA 2/1990 - 2/1994
Assistant to Vice President
Act as: Commercial Manager of 75,000 sq. ft.; Residential Property Supervisor of 1400 units; Human Resources Specialist; Customer Relations Manager; and Legal Liaison.
Residential Property Supervisor
Supervise property management field operations for 12 residential properties totaling 1400 units over Southern California. Oversee 50 employees. Responsible for: sales and marketing; training; property evaluations; Occupancy & Financial reports; Annual Budgets and Y-T-D Variance reports. Awarded Employee of the Year.
TECHNICAL SKILLS
Microsoft Word, Excel, PowerPoint, Outlook
Accounting software: ProSystems fx Tax and Planning, Turbo Tax, QuickBooks Pro, Quicken, Peachtree, Accountants Trial Balance, CFS Tax tools, wIntergrate (Data Faction), 10 Key
EDUCATION AND PROFESSIONAL COURSES
UNIVERSITY OF CALIFORNIA, LOS ANGELES BA -Economics September 1989
Becker CPA Review Courses 2009
QuickBooks Pro and Microsoft Excel for Accounting 2008
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