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Skills

  • Accounting
  • Accounts Payable
  • Admin Support
  • Bookkeeper
  • Bookkeeping
  • Client Services
  • Customer Service
  • Financial Management
  • Management
  • Payroll
  • QuickBooks
  • Reconciliation
  • Relationship Management
  • Taxes
  • Wealth Management

Services

  • Experienced Bookkeeper

    $20/hr Starting at $25 Ongoing

    Dedicated Resource

    MBA who is Experienced in Bookkeeping / Wealth/financial management AREAS OF EXPERTISE: EXPERIENCE HIGHLIGHTS: *5.5 years of money management & client service experience in NYC wealth management firm...

    AccountingAccounts PayableAdmin SupportBookkeeperBookkeeping

About

Bookkeeper aficionado | Wealth/financial management administrator

MBA who is Experienced in Bookkeeping / Wealth/financial management

EXPERIENCE HIGHLIGHTS
*5.5 years of money management & client service experience in NYC wealth management firm
*Bookkeeping Certification in progress (AIPB) – expected completion Fall 2017
*American Association of Daily Money Managers (AADMM) certification – expected completion Fall 2017
*QuickBooks Pro Certification – expected completion Summer 2017
*1 year of Accounting experience in hotel industry – Accounts Payable & Revenue Audit
*10+ years of customer service experience building relationships with customers and clients
*6.5 years of administrative assistant experience

AREAS OF KNOWLEDGE:
Accounts Payable
Variance Analysis
Revenue Audit
Bill pay
Tax payments - quarterly and annual
Working with accountants and lawyers directly
Revenue forecasting
Financial reports
Cash balance monitoring and reconciliation
Adjusting entries
Charitable contributions
Money movement: ACH, wire, check
Investment cost basis

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