- Prepared and reviewed monthly P&L and BS reports for Senior Management- Utilized Paylocity software to run bi-monthly payroll and reconcile monthly- Tax preparation and review for Form 990, W-2s, et all- Approved outgoing payments via check, ACH, wire- Assisted CPAs in completion of audit process, formatting of reports using V-Lookup and Pivot tables

- Recorded monetary transactions for a large commercial real estate company- Assisted the Controller and Assistant Controller with corporate A/R and reconciliations- Maintained QuickBooks files and the personal finances for The Kane Company’s two primary partners- Responsible for accuracy of every outgoing check, confirming amount, address, order number, etc. - Audited and reconciled over 30 bank accounts and credit card transactions monthly- Communicated frequently with banks, sub-contractors, lawyers and clients to complete tasks

- Produced financial reports including P&L and BS for high net worth individuals, families, and LLCs- Provided confidential personal assistance with regard to bill payment and organization of vendor invoices- Processed tax payments and identified tax-deductible expenses- Reconciled clients’ bank accounts and credit card activity monthly- Assessed budgeting needs and cash flow management- Developed an understanding of insurance policies with regard to property, umbrella and valuables to notify broker when a new purchase might warrant a policy adjustment

- Reconciled cash postings daily and coordinated follow-up on any inconsistencies- Analyzed weekly positions to ensure custody bank correctly reflected all buys and sells- Managed 7 portfolios and was the sole contact for any issues – including recalculating bank loan interest, questions on transactions or pulling statements and reports- Researched information through 5 different systems to correctly answer daily client queries- Sole developer of a database for all contacts necessary for the whole back-office accounting team

- Prepared, analyzed and filed valuation and accounting reports for daily and monthly valued companies- Performed quarter end and month end closing for 6 complex clients in a fast paced environment- Managed and allocated sums of up to $300M to various 401K funds daily- Utilized Bloomberg Terminals to analyze market discrepancies.

- As a collector, I was responsible for hospital billing collections for a large hospital in North Carolina, Cape Fear Valley Health Systems - Handled 100+ incoming/outgoing calls per day - Coordinated between Cape Fear Valley Hospital, the patients, insurance companies, attorneys, and worker's compensation adjusters- Collected $85,000 in February 2011, the largest amount ever singularly collected in one month- Continuously meet a $725,000 monthly team goal

- Collected charge transactions and booked lessons for clients, handling up to $700 per day.- Scheduled 60 classes per two-week sessions for instructors and students.- Maintained and would troubleshoot database issues, served as problem-solver regarding scheduling and personal customers.- Taught swimming lessons to 1,000+ children; ages ranging from 6 months to 17 years.

- Handled calls concerning customer issues.- Instructed customers over the phone how to check and fix home telephone lines safely.- Scheduled and dispatched up to 30 technicians per day to households throughout Massachusetts, Maine, Vermont, and Rhode Island.- Handled angry customer complaints with knowledge, patience, and sincerity; resulting in a 90% success rate in alleviating phone problems without the dispatch of a technician.