Anelya Grant Email & Phone Number

Leading product development and sales for the next-generation intelligent payment solutions.

San Francisco, California, US

Offering accounting services for Angel and VC-funded tech startups. - Setup of Quickbooks database; Chart of accounts;- Database upkeep; - Payroll setup and management;- Health benefits;- Revenue recognition;- Budgeting and Cash Flow analysis;- Accurate and timely monthly, quarterly and year end close;- Monthly Internal and External (Investor) Financial.

• Providing full charge bookkeeper services in public accounting firm to 13 clients (renewable energy development company, media advertising, tech start up, advertising agency, law firms, beverage manufacturer and.
• Accounts Payable; Accounts Receivable;
• Managing the collections and timely invoicing for all clients;
• Budgeting and Cash Flow analysis;
• Ensuring accurate and timely monthly, quarterly and year end close;
• Assets and Liability tracking and reconciliations (prepaid assets, retainer, trust account balances)

DK

• Created and maintained custom multi-currency double-ledger accounting system in Excel for consolidating GL of offshore subsidiaries and US headquarters.
• Maintained general ledger and audited ledgers of offshore subsidiaries.
• Prepared financial statements, expense reports, monthly budgets, and pro-forma forecasts.
• Managed accounts receivable, billing, collections, accounts payable, vendor relations, depreciation, HR, payroll, benefits, payroll taxes, income taxes.
• Consolidated monthly timesheets for 40+ developers and 5000+ hours/month in Excel; created reports with pivot-tables; reconciled billable hours with accounts receivable and ledger.

US

• Originated mortgages for home purchases, refinances, and new home constructions.
• Maintained contacts with local realtors, contractors, financial advisors, and other referral sources. Met all potential borrowers, and inspected all properties that requested financing.
• Reviewed and analyzed loan transaction packages for preliminary approval or denial in accordance with bank guidelines.
• Assembled all required documentation for processing and underwriting on each transaction; prepared and presented all related deal points to Loan Committee when required.
• Balanced books, managed daily deposits, and assisted customers with insurance and financing.

Almaty, KZ

• Part-time during studies.
• Sold and processed loans, managed customer relationships, cultivated dealer relationships.
• Developed direct-selling skills through cold calls and distribution of marketing materials.
• Supported VP of Credit Department with office administration, process-developer, and HR.

Education record

Financial Projections And Budgeting

Bs, Finance