Cassandra Anthony Email & Phone Number

Santa Maria, California, United States

Santa Maria, CA

• Coordinate external and internal financial reporting including month-end and closings
• Prepare monthly reports, reconciliation of the general ledgers, and liability accounting.
• Assures accuracy of all financial accounting
• Works with external audit and compliance.
• Create audit schedules and prepares all payroll clearing account reconciliations
• Identifies and resolves discrepancies

Assume full accountability in performing general office duties and clerical tasks which include maintenance of filing and records systems. Track and retrieve customer financial data. Handle the preparation of clients’ personal and small business income tax returns; answer and settle customer inquiries and complaints; and proficiently process instant refund.

Pismo Beach, California

Built and maintained client bases, updating current client plans and recruiting new clients on an ongoing basis. Liaised with clients periodically in identifying changes in their financial status. Devised debt liquidation plans, including payoff priorities and timelines. Interviewed clients to determine their current income, expenses, insurance coverage.

Accomplished and submitted tax forms and returns, workers' compensation forms, pension contribution forms, and other government documents. Oversaw Accounts Payable and Receivable; posted to and balanced accounts; prepared invoices; and applied discounts, bank deposits, and collections. Provided bookkeeping services as well as purchase orders and expense.

Spearheaded and coordinated workers ‘activities in clothing and general merchandise department of retail store. Delegated duties to workers and scheduled break periods, work hours, and vacations. Suggested additions and deletions of merchandise sold in the department. Initiated the preparation of sales and inventory reports. Master-planned department.

Bachelor Of Arts, Accounting

Associate Of Applied Science, Business Administration And Accounting