Cindy S. Email & Phone Number

San Francisco Bay Area

Andersen provides a wide range of tax, valuation, financial advisory and related consulting services to individual and commercial clients. This includes state income taxes, franchise tax, AMT, nexus review, apportionment, ERC (employee retention credit), mediating with state and federal institutions, filing SF GRT (gross receipts tax) and unclaimed property.

 Control daily cash reconciliation and monthly bank reconciliations for 100+ bank accounts across three banks tofund notices, process high volume of wires, and download statements. Track high volume receipts of capital call and distribution notices – cash, stock, and FX. Review and track on a quarterly basis reports for 500+ funds including capital account statements, financialstatements, and quarterly reports . Assist with quarterly closings, management fee calculations, general ledger reconciliations, limited partnerstatements, set up new funds, wire templates, data uploads, journal entries. Execute data migration from Equitrak to eFront. Manage LastPass for 100+ sites.

San Francisco Bay Area

• Reconcile bank deposits monthly for the company’s 26 retail stores and web channels• Manage AR aging collection and discrepancies in time for monthly AR closings to ensure accounts are current and to reduce the average outstanding balance • Review through Duns and Bradstreet credit of potential customers that purchase through the company’s wholesale and international channels• Collect payments or forward to Transworld Systems information pertaining to negligent payments of purchases through the company’s wholesale, international and private-label channels• Process through SAP and Mercury charges and refunds of all payments and returns, including identifying and managing discrepancies such as duplicate transactions and fraudulent payments• Research and review data on chargeback claims relating to incorrect PO prices, packaging, shipping and invoicing, process credit memoranda and write offs• Conduct monthly forecast of sales goals and weekly forecast of collections, including highlighting any potentially delinquent accounts

San Francisco Bay Area

• Negotiated and coordinated media buys to ensure maximum exposure to target market with the least amount of cost• Organized sponsored events, including planning employee coverage and preparing media packages for attendees• Performed industry analysis to conduct monthly seminars to address current topics and new changes or trends• Prepared data for performance and budget analysis• Maintained accurate records of projects, correspondence and agendas

Bachelor Of Arts (Ba), Economics

Certificate Of Completion, Meeting And Event Planning