Elizabeth R. M. Email & Phone Number

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

• 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

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