Provide bookkeeping and tax preparation services to individuals and small businesses.Authorized ADP wholesaler providing comprehensive payroll services. Ensure internal controls and compliance with generally accepted accounting practices. Maintain, reconcile and analyze general ledger accounts. Ensure internal controls for cash receipts, cash disbursements, general journal entries, A/R & A/P. Oversee and manage the preparation and analysis of monthly cash flow, profit and loss, and balance sheet reports.

Co-founder of a non-profit corporation to benefit young men ages 13 to 20 through initiation events that promote character building through adult and peer mentoring (see www.ymuw.org). Created a 200+ page manual providing comprehensive operational guidelines for initiation events and mentoring programs.Composed a loss control manual documenting operational protocols, mentor screening and qualifications, event rules and regulations, and safety guidelinesExpanded outreach to six California locations within three years.Designed affiliate operational model and opened one affiliate office.Hosted 1,500 young men during 27 initiation events with event revenue of $375,000.Managed teams of 40 volunteers to facilitate YMUW events including equipment management, activities scheduling, and transportation.Organized pre-event volunteers for equipment procurement, event registration, food planning and preparation, safety guidelines, and audio-visual production. Managed YMUW event budgets of $15,000Provided corporate oversight of operations and non-profit guidelines.Represented the YMUW to over 50 agencies and non-profits to support event enrollment and fundraising.

Provide daily administrative oversight of employment, consumer and securities cases from planning through distribution.Provide support to case managers and supporting services to attorneys and class members.Case specific supervision of clerical support staff.Organize the scanning, proofing, and auditing of claims, exclusions, objections, and related material case documents.Perform QA check of filed claims and distribution calculations.Read and resolve claimant correspondence including dispute resolution.Prepare weekly case statistical reporting and draft declarations to counsel and courts.

Established, implemented and maintained policies and procedures for all financial management functions including accounting, payroll, human resources, employee benefits, and property & liability insurance.Ensured internal controls and compliance with generally accepted accounting practices. Maintained, reconciled and analyzed general ledger accounts for all funds. Ensured internal controls for cash receipts, cash disbursements, general journal entries, A/R & A/P. Maintained asset and depreciation schedules.Collaborated with board president and finance committee to develop annual income and expense budgets; controlled expenditures against budgets.Oversaw and managed the preparation and analysis of monthly cash flow, profit and loss, and balance sheet reports.Maintained a high sense of stewardship by proactively identifying and evaluating opportunities for improved financial operations, recordkeeping and reporting.Worked with external auditors to prepare and review audit schedules and annual report of audit findings. Acted as staff liaison to Audit Committee.Managed POS software and its interface with the general ledger, performed proof of cash.

Member of first-line management; administering company policies, practices and procedures.Implement and supervise systems to ensure trade compliance and financial reporting practices. Direct and support effective internal control practices, training and evaluation.Manage and coordinate activities of the staff, create measures to improve performance and increase efficiency, recommend or initiate personnel actions including hiring, promotions, terminations, and disciplinary actions.Follow guidelines and procedures for regulatory mandated reporting; provide information, explanations and disclosure to internal and external auditors.Monitor client portfolios of over $200 million in assets, perform financial analysis and develop recommendations for investment performance. Co-develop and model firm’s five proprietary investment portfolios with demonstrated success in meeting performance projections.

Member of executive team, directing daily sales and office operations, budgets, goal setting and performance plan development for 55+ career agents.Managed agency staff of 18 serving new business and policyholder service departments.Held agency expense increases to an average of 7% per year.Increased annual sales revenue an average of 12% per year distinguishing SF Agency as the leading sales agency among 11 in the Western Region for 1993, 1994, 1995, and 1996.Received special recognition award for leading 64% agency wide increase in revenue 1995.Recognized for outstanding leadership and awarded special recognition for personal sales revenue in 1990, 1991, and 1992. Recruited, trained, or supervised 75 new sales agents with retention rate of 15% at two years tenure. Lead facilitator of MONY’s 10 session training program for new insurance agents. Instructed 90 total classes with attendance averaging eight students.