Sandra (Sandy) Davis Email & Phone Number

San Francisco, California, United States

San Francisco Bay Area

▪Directly supervised and performed Accounting, Payroll, Operations and Human Resource functions ▪Supervised month-end and year-end close processes and prepared various reports for outside CPA firm for quarterly and annual tax preparation ▪Developed annual budgets and performed routine budget analysis ▪Prepared and provided actual and forecasted financial reports to Firm Partners ▪Prepared ad hoc reports and managed various projects as needed▪Managed contingency attorney fee calculations, referral fee payments and litigation cost allocations▪Managed banking relationships, processed all banking transactions and handled client trust accounts and record-keeping▪Analyzed, managed, and prepared reporting for cash flow and revenue recognition activities▪Reviewed state and federal tax returns for completeness and accuracy ▪Completed various business filings and returns, and ensured compliance with government reporting requirements ▪Recruited, interviewed, and hired new employees and ensured company compliance with current employment regulations ▪Worked in partnership with brokers for annual health, LPL, EPL, WC and business insurance policy renewals ▪Managed all facilities, office services & records functions, and in charge of day-to-day operations of all staff ▪Periodically revised staff and attorney policy manuals to ensure state and federal compliance▪Managed and tracked attorney continuing legal education requirements and completion

San Francisco, Ca

▪Directly supervised and performed Accounting, Payroll, Operations and Human Resource functions ▪Supervised month-end and year-end close processes and prepared various reports for outside CPA firm for quarterly and annual tax preparation ▪Developed annual budgets and performed routine budget analysis ▪Prepared and provided actual and forecasted financial reports to Firm Partners ▪Prepared ad hoc reports and managed various projects as needed▪Managed contingency attorney fee calculations, referral fee payments and litigation cost allocations▪Managed banking relationships, processed all banking transactions and handled client trust accounts and record-keeping▪Analyzed, managed, and prepared reporting for cash flow and revenue recognition activities▪Reviewed state and federal tax returns for completeness and accuracy ▪Completed various business filings and returns, and ensured compliance with government reporting requirements ▪Recruited, interviewed, and hired new employees and ensured company compliance with current employment regulations ▪Worked in partnership with brokers for annual health, LPL, EPL, WC and business insurance policy renewals

San Francisco, Ca

▪Prepared and analyzed annual budgets, monthly forecasts and monthly/annual financial statements ▪Completed general ledger and bank account reconciliations ▪Recruited and hired new employees and ensured company compliance with current employment regulations ▪Prepared job descriptions and annual employee performance reviews▪Processed payroll and administered employee benefits▪Managed fixed asset procurement and managed various other projects as needed▪Primary company representative for auditors and vendors