Jaclyn O. Email & Phone Number

Pleasanton, California, United States

I am a responsible leader with an analytical and strategic mind. I oversee and consult on all finances, operations, design policies, oversee customer service and help implement technology solutions. I ensure our finances and operations run smoothly and that people on our team are happy and productive. I created Who'z Nxt business strategy with our.

Walnut Creek, CA

I worked with the CEO to prepare annual budgets and forecasts. I was responsible for all accounts and collections (both Fiscal and Calendar). I maintained monthly reconciliation for all bank accounts as well as monthly, quarterly and annual close and reporting for CEO and Board. I prepared all tax documents for the fiscal year and 1099 forms for year-end..

Danville, California, United States

I was responsible for AP, AR and bi-monthly billing for all attorneys. I maintained monthly trust reconciliation and attorney client status report spreadsheets. I managed daily deposits, processing of payments and all 1099 forms upon year end. I helped develop more accurate processes for collections. I entered in all new client information and kept current.

Danville, California, United States

I was responsible for Accounts Payables, Accounts Receivables and monthly billing for all attorneys. I maintained monthly fiscal spreadsheets. I managed daily deposits, processing of payments and all 1099 forms upon year end. I entered in all new client information and kept current client information up to date. I handled misc. projects for accounting.

San Leandro, California, United States

I managed all day-to-day office duties: financial, marketing, administrative, and managerial. Processed Accounts Payables, Accounts Receivables and Collections. I co-manage a team of nine employees and developed & implemented marketing plans. I was responsible for the entire insurance claims department. I had a key role in achieving #1 rank for.