Assistant CFO
Evergreen Investments, LLC
Lebanon, MO
February •••••Present
Evergreen Investments, LLC is a private investment company which owns interests in multiple business ventures. These ventures range from a local gas station to a multi-million dollar pipeline. Due to the nature of the business and the increasing need for accurate recordkeeping, I was brought on to assist the CFO. In my years there I have served as controller to several companies and have performed all accounting duties expanding from basic bookkeeping to financial statement preparation and analysis.
Tasks
- Cary out daily accounting duties for multiple business entities using Peachtree Accounting software
- Manage external as well as intercompany accounts payable and receivable
- Reconcile accounts
- Calculate and record periodic closing and adjusting entries
- Prepare periodic financial statements and reports
- Handle all processes of creating new business entities
- File annual reports for multiple entities
- Organize •••••k implementation, testing and reporting
- Maintain and monitor confidential files
- Delegate tasks efficiently
- Work extensively with Microsoft Office programs
- Generate complex form spreadsheets and reports
- Create documents with graphics (Letterhead, stationary, office forms, etc.)
- Create, review, and correct legal documents
- Compose effective business letters and reports
- Perform basic computer hardware and software repairs through effective troubleshooting
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Office Manager
Sycamore Investments, LLC
Lebanon, MO
May •••••February •••••
Sycamore Investments, LLC is an office which houses the operations of a CPA and a property management business. In my time there I assisted both businesses by helping the CPA with document handling and basic bookkeeping and by keeping all records for the property management business.
Tasks
- Performed bookkeeping duties for business as well as clients using Quickbooks Accounting software
- Collected business revenues and made daily bank deposits
- Composed letters, forms, and reports to assist in business processes
- Worked regularly with Microsoft Office Programs
- Tracked inventory of retail sale items as well as office supplies
- Maintained and monitored confidential client files
- Answered multiple telephone lines and directed calls accordingly
- Opened and closed business for daily operations
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Additional Skills
- Fully Bilingual English-Spanish, conversational and written
- Write in Calligraphy
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Education
Drury University &#•••••; Springfield, MO
Bachelor of Science
Ma•••••rs: Accounting and Business Administration, GPA •••••/••••• Honors: Cum Laude
Drury University &#•••••; Springfield, MO
Associate of Science
Ma•••••rs: Accounting and Business Administration, GPA •••••/••••• Honors: Graduation with Honors
H&R Block &#•••••; Lebanon, MO
Income Tax Return Preparation Certificate
Income Tax Return Preparation Courses - Part I: Personal & Part II: Business, Grade A+
••••• References available upon request