Patty F Weber Email & Phone Number

Santa Clara, California

QuickBooks ProAdvisorServices:1099 filingAccountingBook cleanupBookkeepingConsultingCost accountingFinancial reportingIn-house CFOQuickBooks consultingQuickBooks setupQuickBooks trainingStartup consulting

Santa Maria, California

• Analyzes and oversees the general ledger, ensuring accuracy from the accounting team in accounts payable, accounts receivable, payroll, and processes journal entries.• Prepares financial statements accurately and on time.• Tracks and reports assets for financials, and annually reports assets to the County.• Reports daily cash activities to the company President and Vice President, and initiates further discussion regarding cash activities when needed. • Identifies entry… Show more • Analyzes and oversees the general ledger, ensuring accuracy from the accounting team in accounts payable, accounts receivable, payroll, and processes journal entries.• Prepares financial statements accurately and on time.• Tracks and reports assets for financials, and annually reports assets to the County.• Reports daily cash activities to the company President and Vice President, and initiates further discussion regarding cash activities when needed. • Identifies entry errors, and provides guidance to staff for reducing errors. • Reduced time required for preparing job cost reports from two days to half a day by improving efficiency.• Works well with the outside CPA firm for annual and semi-annual reviews. • Communicates with bank vice-president. • Prepares bank reconciliations for four main accounts. • Moved books of the related vehicle leasing LLC to a new setup in QuickBooks. Show less

• Worked for an aerospace company (assisted controller), a college (set up accounting files and procedures for construction bond projects), and a general contractor (Smith Electric Service).

• Managed accounting and human resources for a childcare facility, prepared payroll for a staff of 40, billed an average of 100 clients per month, tracked scholarships, and met with clients as needed.

South Orange County, California

• Provided accounting services for two clients; Bottom Line Utilities (low flow toilet installers), and Lighthouse Church.• Tutored students for improvement grades in math, accounting, Excel and computers.

• Worked in a payables program that provided rebates based on the quantity of fountain products, bottles and cans customers sold.• Worked with field salespeople and financial analysts to report budgetary forecasts.• Saved hundreds of thousands of dollars by reorganizing contract data and by improving tracking of education scholarship payments.Ensured timely payments to customers according to contract terms.Provided documentation and invoices to partner companies, Pepsi Cola… Show more • Worked in a payables program that provided rebates based on the quantity of fountain products, bottles and cans customers sold.• Worked with field salespeople and financial analysts to report budgetary forecasts.• Saved hundreds of thousands of dollars by reorganizing contract data and by improving tracking of education scholarship payments.Ensured timely payments to customers according to contract terms.Provided documentation and invoices to partner companies, Pepsi Cola North America and DPSG.Responsible for streamlining payment and reporting processes from two major business units into one.Communicated with directors of food service, finance, marketing, and field sales associates throughout the business unit providing accurate account information as requested. Worked as team lead providing supervision and direction to a permanent staff person and temporary staff accountant.Note: Job function moved in merger to Colorado. Show less

• Worked under the VP of Finance at 3 companies; a real estate brokerage, a custom home developer, and Pepsi.• Analyzed and reconciled loans, multiple bank accounts, and other accounts.• Processed accounts payable, managed lien releases, and submitted payroll tax.• Worked at Pepsi Beverages Company till hired at their Western Business Unit.

• Directed administration of payroll, budgets, insurance plans, worker’s comp audit oversight, new hires, and layoffs.• Managed, trained, and scheduled a volunteer team of fifteen receptionists.

• Signed up new accounts for workers at clients’ locations and in a bank branch.• Won a top sales performance rating for two quarters.

• Billed customers, calculated payroll.• Designed marketing mailers and presentations for selling software• Conducted cold calls and meetings with prospective customers.

• Processed weekly payroll and billed an efficient 400 exceptions per day for a workforce of over 800 multi-state union employees.

• Reported daily mortgage receivables.• Month end reporting.• Worked with computer programmers verifying integrity of mortgage data for system upgrade.• Reported to VP of Finance.

• Billed customers, placed collection calls, and terminated services.• Calculated and processed payroll.

Bachelors, Entrepreneurship (Professional Business)

Activities and Societies: • Completed extensive coursework in finance, accounting, and management. • Developed two business plans.

Mathematics

Patty attended Cal Poly SLO where she completed numerous courses in mathematics.