career profile

 

qualified professional with 15+ years of proven success in accounting, business administration, and financial management. spearhead vision, strategy, and execution of financial operations. highly analytical with strong knowledge of financial management, a/r and a/p, able to prepare financial statements with great accuracy and precision. maintain record of assets, liabilities, profit/loss, and tax liability. record of achievement developing and directing the activities of multifunctional personnel in ever-changing, dynamic environments. intuitive leader with astute ability to analyze business trends, costs, revenues, financial commitments, and obligations, to project future revenues and expenses. financial professional with acute business acumen and expertise in analyzing budgets, preparing periodic reports that comparing prospective costs versus actual costs. core competencies include:

 

technical competencies include: word, excel, outlook, powerpoint, access, quickbooks, and adp payroll.

career history

 

ann arbor city club, ann arbor, mi

bookkeeper, 8/2007 to present

• oversee timely payroll processing for 25+ employees ensuring that payment reflects gratuities, commissions, and health benefits.
• generate payroll reports including 941, 940, michigan unemployment, w-4, w-2 and i-9s and prepare monthly sales and payroll tax returns.
• classify, record, and summarize numerical and financial data to compile and keep a/p and a/r records, using quickbooks, journals and ledgers.
• reconcile 9 bank/investment accounts, sales records, payroll, budget, and general fiscal activity; define annual budget needs and forecast cash projections.
• track expenses and generate periodic reports utilizing restaurant manager software.
• monitor the status of personal property taxes and support the tax return preparation process.
• impact the financial operations directly and indirectly as an active member of the finance committee.
• manage the functions of subordinate bookkeepers and administrative professionals.

 

estate one, linda garrett, dexter, michigan

bookkeeper/assistant, 10/1999 to 11/2006

• performed any combination of routine calculating and posting duties to obtain primary financial data for use in maintaining accounting records for an independent sales agent.
• verified the accuracy of figures, calculations, accounts, and postings pertaining to business transactions recorded by other workers.  
• accessed computerized financial information on clients and sales territory to answer general questions as well as those related to specific accounts.
• engaged in business re-engineering by introducing innovative software applications, digital imaging, website development, a computerized farm database, and automated bookkeeping.

 

***additional experience as a bookkeeper for tax & accounting service and office manager for dave s repair service****

education

 

cleary university, ann arbor, michigan

degree???, major in accounting, 2006 c 2008    

-         dean's list each quarter

 

baker college, jackson, michigan and online

degree???, major in business management and accounting, 1996 c 1997 and 2005 c 2006

professional development & training

 

-         advanced excel seminar, august 2008 ~ fred pryor seminars

-         quickbooks seminar, may 2008

-         coping with payroll hot spots workshop, september, 1999 ~ american management association

-         principles of shop management workshop, march 1998 ~ management success seminar

-         income tax preparation course, november 1994 ~ h & r block tax school