Amy Swanson Email & Phone Number

Santa Rosa, California, United States

Carmel, California, United States

Santa Rosa, California, United States

Independently managed monthly payroll for 5,600 retirees and beneficiaries in Sonoma County; main point of contact for all members.Oversaw all accounts payable and check deposits for the $3 billion pension plan, utilized Microsoft Great Plains to prepare general ledger entries for AP and deposits; Regularly pulled banking statements and reconciled all ACH transactions with a custodian bank.Produced yearly 1099-MISC and 1099-NEC for vendors utilizing MS Great Plains and TFP Taxright software.

California, United States

Managed seven residential properties and one commercial medical office in California.I found, screened, and interviewed potential tenants; collected and adjusted rent; and coordinated necessary contractors for building maintenance and repairs.Using accounting skills I learned at Home Instead, I oversaw Accounts Payable, tracked property financials in Excel spreadsheets, and supported property owners.

Rohnert Park, California, United States

Accurately processed payroll weekly for 70-80 employees and billing for 50-60 clients bi-monthly. Processed customer payments and organized daily bank deposits.First point of contact for sales, current clients and employees, prospective clients and employees, healthcare contacts, fiduciary contacts, referral partners, etc.Coordinated staffing needs of 50-60 clients with 70-80 caregivers, carefully matched employees to clients.

Santa Rosa, California, United States

Worked seasonally as an administrative assistant to the Exhibits and Livestock Managers. Maintained the fair’s management software ShoWorks. Implemented new protocols utilizing features of ShoWorks previously underutilized.Responsible for communicating effectively with exhibitors and the public. Managed office calls, emails, and projects while meeting all deadlines.

Davis, California, United States

Used my IRS Certification to prepare tax returns for low socioeconomic households to maximize their tax refund.Empowered low income individuals to be more confident in accurately filing their state and federal tax returns. Leveraged strong interpersonal communication skills to effectively communicate with clients.