Elizabeth R. M. Email & Phone Number

Torrance, Ca, Us

Torrance, Ca, Us

● Oversee business formation and corporate tax strategy, leveraging my expertise in registering companies and making informed tax decisions.● Involved in all stages of content creation, ensuring alignment with strategic goals and maintaining high standards of quality and creativity.● Spearheaded the development of educational video content on cultural practices, from scripting and production advising to project management.● Initiated and contributed to the creation of a children's book series, managing content ideation, research, and collaborative efforts with technical and design teams.● Led concept development for an app, overseeing research and collaborating with technical and design personnel in its development phase.

Torrance, Ca, Us

● Complete monthly management and financial reporting for merged division with both services and physical goods● Meet with business units to reconcile general ledger to business unit reports● Research non-routine transactions● Identify, research and resolve posting needs from systems issues affecting balances and reconciliations● Train new staff on Department procedures● Integrate processes into larger team in merged division● Review operational accounting for completeness and resolve issues● Participate in annual budget meetings and coordinate monthly forecast with staff● Coordinate with CPA on year-end tax reporting

• Accountant for up to 12 units• Research and analyze restricted fund transactions to updated restricted fund from a pre-merger division• Review data for payment processing systems and post-merger financial integration• Analyze monthly financial reporting and reconcilable audit transactions including divisional payroll• Assist with annual budget preparation, early business plan review• Identify systematic recording issues to improve monthly financial reporting accuracy• Prepare develop operational support plan for new business• Develop and update and WordPress pages for websites

London, England, Gb

• Analyze and advise on internal customer requests and post-merger financial integration• Prepare annual budget for unit managers• Prepare and audit transactions including divisional payroll

Santa Ana, Ca, Us

• Perform AP-to-GL posting, commission EFT setup, and check printing / posting using PTE Freedom software• Took on increasing responsibility in vendor reporting, including creating information returns and ICR reporting• Prepare reports and reconcile across payments, policy management, and general ledger systems• Research policies to identify billing anomalies; audit transactions with an emphasis on accounts receivable• Research and verify transactions in routine system reconciliations; and prepare month-end management reports

Rialto, California, Us

• Facilitated purchasing by requesting and checking quotes, placing orders, and preparing purchasing orders, including use of Steel 2000 software• Cross checked shipping documents to ensure accuracy, appropriate documentation, order completion• Communicated shipment and inspection times to appropriate personnel• Received items in Steel 2000 software, scanned mill certificates, and performed filing and other business activities as needed

Minneapolis, Mn, Us

• Research stocks and funds using Thompson One and create Excel reports of recommended stocks and funds• Verify and enter prospects into Contact Manager and follow up with them regarding additional business opportunities• Handle email marketing opportunities using Marketing On Demand software and manage social media marketing to comply with industry and corporate regulations

• Edited voter data / call sheets in Excel using filters and select formulas, and instructed new volunteers in phone banking• Attended events and provided feedback to candidates during presentation preparation• Adapted and gave presentations at college classes and summarized position statements

• Provided local processing and reporting of accounts receivable• Managed all financial documents and improved both file retention and ease of management• Resolved invoicing / customer payment discrepancies through research, customer service, and accurate deposit records• Maintained inventory, facilitated ticket counting, and ensured accurate and organized processing of orders

• Processed accounts receivable and accounts payable and entered payroll• Performed bookkeeping tasks in QuickBooks and eTapestry• Developed finance manual and trained new bookkeeping assistants

• Recruited and trained new teachers in language arts curriculum and extracurricular activities• Developed curriculum for and taught combined grade language arts classes in a new education program• Planned activities, calculated budgets, purchased supplies for, supervised children, and regularly closed a new summer daycare program

•Tutored finance (general and upper division major courses), accounting, and operations management courses •Earned a 97% superior or excellent student rating at one institution•Earned a College Learning and Reading Association General Tutoring Certificate through hours tutored and workshops attended(Also tutored additional times outside of this range)

Fp&A Certificate

Bachelor’S Degree, Business Administration: Finance