Client Relations/Business Management/Controller

Posted on: 2009-09-09

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 LLC’s 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 worker’s 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