Amy Z. Email & Phone Number

Saginaw, Michigan

• Facilitate annual review of client contact information for entire firm• Prepare and roll forward UltraTax client data for ten offices in preparation for the upcoming tax year• Project leader for yearly tax organizer mailing for the entire firm 5,000+ paper organizers 700+ electronic web organizers Staffing and supply management• Firm tax committee member representing administrative staff and assigned several firm projects• Detail oriented and deadline driven for a fast-paced CPA office• Skilled in multiple software programs: UltraTax, PracticeCS Time/Project Management Software, and GoFileRoom Document Storage• Produce reports from various software packages

Bay City, Michigan

• Executed accounts payable and accounts receivable transactions for two companies using Microsoft Dynamics software• Processed purchase orders insuring data accuracy for quantity, cost, shipping location and proper requisition authorization• Contacted vendors to negotiate pricing, expected arrival of products, and initiate solutions to problems when any inaccuracies may occur during shipment or invoicing• Gathered and input customer tax exempt information, vendor tax data, and material safety data sheet information necessary for audits• Maintained material usage reports and 401(k) contribution records in Excel

Saginaw, Michigan Area

• Fulfilled end-to-end product delivery processes while executing shipping logistics, quality management and inventory/warehouse management tasks• Maintained the Work in Process, Finished Goods and Sales daily ledger transactions within the Global Shop Enterprise Resource Planning software• Reviewed, packaged, and prepared domestic and international shipments for UPS or Federal Express

Saginaw, Michigan Area

• Supervised and recruited over 50 volunteers and youth each year• Identified and coordinated logistics for 10+ events per year including arrangements for registration, itineraries, transportation, lodging, and meals• Developed marketing materials for events including registration forms, brochures, newsletter articles, invitations and email blasts• Organized fundraising opportunities with local vendors; maintained cash receipts, recorded individual earnings, and total sales• Directed weekly educational activities aligning with yearly curriculum• Maintained annual $3,000-$4,000 budget and expenses

Hemlock, Michigan

• Provided support services for students, parents, and staff by assisting in the administrative office, special education classrooms and library • Updated attendance and academic records for 400+ students• Managed a reception desk, answered calls in a multi-line telephone system, produced internal and external email communications

Hemlock, Michigan

• Directed students in planning high school events including homecoming activities, prom and the baccalaureate ceremony• Assisted with the implementation and execution of annual fundraising activities• Delivered introductory speech for 2010 commencement

Saginaw, Michigan Area

• Managed membership database of 170+ donor records• Produced financial reports including year-end donation statements• Provided support for other departments by answering telephones, assisting visitors, and resolving a range of administrative problems and inquiries• Crafted weekly, monthly, quarterly and yearly organizational communications

Bachelor Of Business Administration (B.B.A.), Management, 4.0

Associate'S Degree, Business Studies And Accounting, 3.7

Education record

Education record