Monday, July 25, 2011

My Professional Life

·     Background in accounting, with strong emphasis in payroll and payroll taxes
·     Consistently exceed goals and expectations
·     Experienced in TIC real estate investment accounting
·     Skilled in developing and implementing standardized policies and procedures
·     Strong background in various computer software programs
·     Goal oriented individual with strong leadership skills
·     Organized, highly motivated, detail oriented
·     Committed to excellence
·     Proven ability to work in unison, as a team player

Bachelor of Science,  Accounting, Utah State University
Associates of Science. Accounting, Utah Valley University

Central Bank Insurance, Inc.,  Provo, UT
May 2009 - Present


·     Processed semi-monthly payroll and meet all filing requirements
·     Responsible for deposits,  cash in general
·     Created spreadsheets to meet the needs of daily tasks
·     Reconciled "sweeps" from insurance companies
·     Monitored Trust Account
·     Maintained Depreciation Schedule and General Ledger
·     Reconciled Petty Cash daily
·     Reconciled client/insurance company balances
RealtyNet Advisors, Inc., Provo, UT
February 2005 -  January 2009

Accountant, Escrow Agent, Qualified Intermediary Coordinator

·     Performed all duties for internal accounting, including, but not
 limited to bank reconciliations, trial balance proofing, accounts 
receivable, accounts payable, for over 30 accounts/business entities
·     Processed bi-weekly payroll and meet all filing requirements
·     Liaison between the company and the property management company
·     Responsible for deposits, wire transfers, cash in general
·     Performed duties of an in-house escrow agent  which included, but not
 limited to, processing Sale and Purchase Agreements, preparing docs for
 closing in commercial real estate RIC investments,  researching county
 and states’  filing requirements, prepared re-conveyance docs
·     Performed duties of an exchange accommodator to fulfill 
Section 1031 of the IRS code for like-kind exchanges,
 which included preparing the documents for title companies
 and clients
·     Set up business entities


·     Served as PTA  President of local elementary school & Council
·     Served on the SCC (School Community Council)
·     President of the Student Chapter of IMA (also known as CMA)
·     Dean’s List, Spring 1989
·     Managed and supervised fund raisers for various organizations
·     Served on the board of a local Non-profit organization, 
as well as performed the accounting functions
·     Own and manage a small accounting business with 
emphasis in payroll and all filings associated with the commitment
·     Prepare personal and business tax returns for accounting clients

No comments:

Post a Comment

Thank you for your comment.