My assignment was to packaged folder for Moody's full-service accounting and bookkeeping for small or large businesses, individuals, families and/or linkages with other service firms in final tax preparations, estate planning, or IRS representation.• Complied completed clients' folder for mailouts to client or directly to Federal/State Departments.• Utilized SwipeSimple to accept payments, Excel to Track Staff Vacation/Time off Schedules, Intuit to download data and Scan/Fax machines to… Show more My assignment was to packaged folder for Moody's full-service accounting and bookkeeping for small or large businesses, individuals, families and/or linkages with other service firms in final tax preparations, estate planning, or IRS representation.• Complied completed clients' folder for mailouts to client or directly to Federal/State Departments.• Utilized SwipeSimple to accept payments, Excel to Track Staff Vacation/Time off Schedules, Intuit to download data and Scan/Fax machines to file away secure tax and final outcomes documents and archived tracked lists.• Set up tax document pick-ups, handled drop-offs, and various types of mailings and tracking. Show less

Hired by Song Chuan, a manufacturer of power electromechanical relays, in their Accounting/Sales Units to index and setup files (2017-2019) for storage and to provide other assistance to staff. Used of Pvault and Iris to index Company's Sales/Purchases/Accounting Data.

Processed Clients' Redeterminations/Terminations under Broward County's Program for Children with Special Needs (COSPN) and handled Clients' Provider Transfers, utilizing Licensed Child Care Providers determined by guidelines and clients' compliances with various federal, state, or local subsidized government grants programs.

Assisted all callers to college helpline enquiring on available college degrees, certificates, academic services and programs; career related trainings and events, and/or provided directions to campus locations or staffs for key career paths and special interest curriculums.

Provided administrative support to assigned departments and to 20-70 daily customers on the availability of the WIOA grant workshops and other job trainings.

Plan assignments according to priorities, work schedules, and critical deadlines to meet contractual and funding performance requirements to ensure the efficient delivery of client services. Supervised, trained, and supported over 30 counselors and administrative staff. Dealt with a diverse population of clients and funding groups.

Lead educator for the Resource, Eligibility, and Referral Department on Specialized Contracts. Provided orientation sessions to familiarize clients with options pertaining to child care services in specialized and other contracted programs. Handled caseload and attended various local and state conferences and meetings for the collection and distribution of community resources and to do presentations as company representative.

Maintained a caseload of over 150 clients monthly. Reviewed contracts for Specialized Programs to provide amendments or corrections to upper management prior to signing. Processed reimbursements, invoices and demographic reports monthly. Completed quarterly and annual demographical data reports. Reported directly to Chief Financial Officer.

Prepared statistical data reports per funding sources and produced detailed billing summaries. Ensured data integrity to maintain compliance with company, local, state and federal regulations. Compiled a manual for database users and managers on steps to open and close billing periods. Provided database training and technical assistance to all staff

Specialized in personal injury, wrongful death, and divorce cases.

Specialized in residential and corporate real estate.