I am a friendly, outgoing, professional with an extensive background in Accounting and Finance. I have approximately nine years of financial analysis and reporting/accounting experience working in financial institutions, large corporations and indirect lending with auto dealerships, and over 5 years of billing and administration in billing and management companies. I am extremely technology efficient in many programs such as Quick-books, Microsoft Word and Excel, and Payroll Applications. I am fun and have a great personality and a phenomenal sense of humor. I am dedicated to completing multiple tasks in an accurate and timely manner. I want to be a part of something that makes me happy and helps others achieve greatness.
Palm Beach Distillery
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Owner/Distiller/Operations ManagerPalm Beach Distillery Jun 2017 - PresentWest Palm Beach, Florida, United StatesFounder of Palm Beach Distillery and creator of line of Spirits (Lost Harbour Spirits). Manufacturing of spirits, create formulas for spirits and produce my own and other spirit lines. Bottling, production accounting and all day to day operations of the business.
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Accounting Clerk/Legal & ComplianceMosaic Management Group, Inc. Mar 2015 - Jun 2017Compile financial reports pertaining to cash receipts, expenditures and profit and loss. Perform complex general accounting functions, including preparation of journal entries, account analysis, and balance sheet reconciliations. Perform periodic budgeting/modeling to project monthly cash requirements. Perform Insured Health Tracking. Manage corporate documents, records and filings. Prepare administrative and specialized legal documents.
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Executive Legal AssistantBoca Raton Regional Hospital Nov 2014 - Mar 2015West Palm Beach, Florida AreaSupport the General Counsel, Compliance Officer and other executives as assigned. Manage the organizations contract administration process, corporate documents, records and filings. Prepare administrative and specialized legal documents. Coordinate requests for documents and information. Perform day-to-day office administrative support activities such as routine and special assignments for the assigned executives. Manage all contacts with the executives including meetings, phone calls, mail… Show more Support the General Counsel, Compliance Officer and other executives as assigned. Manage the organizations contract administration process, corporate documents, records and filings. Prepare administrative and specialized legal documents. Coordinate requests for documents and information. Perform day-to-day office administrative support activities such as routine and special assignments for the assigned executives. Manage all contacts with the executives including meetings, phone calls, mail, travel, calendar and filing. Show less -
Sr Reporting AnalystUnifirst Corporation Apr 2013 - Sep 2014Greater Boston AreaNational Accounts Division. Create and use queries to extract information from internal and external software. Create, weekly, monthly, quarterly and annual spreadsheet reports. Oversee subcontractor invoicing and vouchering. Oversee subcontracting annual subsidizing budget reporting. Sort, create and analyze data. Relay report findings to customers, managers, account executives, and upper management. Compile financial reports pertaining to cash receipts, expenditures and profit and loss… Show more National Accounts Division. Create and use queries to extract information from internal and external software. Create, weekly, monthly, quarterly and annual spreadsheet reports. Oversee subcontractor invoicing and vouchering. Oversee subcontracting annual subsidizing budget reporting. Sort, create and analyze data. Relay report findings to customers, managers, account executives, and upper management. Compile financial reports pertaining to cash receipts, expenditures and profit and loss. Prepare accurate financial statements at quarter end. Show less -
Sr. Account ExecutiveUtility Billing West May 2008 - Jun 2012Provide utility billing services for apartment management groups and residents. Maintain a good relationship with management and residents. Help residents develop a good understanding of the billing system and methods used. Help property owners and management companies conserve natural resources and dramatically improve their Net Operating Income. Wrote introduction for several website property descriptionsWrote Utility Billing West marketing letter for management companies and property… Show more Provide utility billing services for apartment management groups and residents. Maintain a good relationship with management and residents. Help residents develop a good understanding of the billing system and methods used. Help property owners and management companies conserve natural resources and dramatically improve their Net Operating Income. Wrote introduction for several website property descriptionsWrote Utility Billing West marketing letter for management companies and property ownersInitiated a new system for bill mailing procedures to flow more smoothly and have fewer discrepancies Show less
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Loan Officer Assistant / Commercial Credit AnalystBarnes Banking Co May 2006 - May 2008Prepare files and loan documents for underwriting. Analyze financial statements and pertinent information to determine creditworthiness of prospective customers. Follow and track daily operations for retail bank, including branch sales, business development, customer service, and credit analysis. Perform analysis of tax returns, financial statements, and cash flow, review preliminary title reports, and spread financial statements. Provide underwriting and credit risk analysis for all types, new… Show more Prepare files and loan documents for underwriting. Analyze financial statements and pertinent information to determine creditworthiness of prospective customers. Follow and track daily operations for retail bank, including branch sales, business development, customer service, and credit analysis. Perform analysis of tax returns, financial statements, and cash flow, review preliminary title reports, and spread financial statements. Provide underwriting and credit risk analysis for all types, new and renewal, commercial and construction loans. Make recommendations for loan structure. Meet with and interview clients to develop a good understanding of their loan request to ensure accuracy and completeness of financial information. Maintain a good relationship between bank and customer to ensure customer satisfaction. Cross-sell bank products and services to clientele. Participate in community events to position the bank as a leader within the community.Key Accomplishments:Successfully certified in the following branch positions; Developed and implemented a new robbery procedure to ensure safety and security within the branch. This procedure has made branch employees more alert and conscious of what needs to be done in a number of security or robbery situations. Show less
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Indirect Lending SpecialistIdaho Central Credit Union Sep 2003 - May 2006Analyze financial statements and pertinent information to determine creditworthiness of clients. Process and input data to book loan in system. Follow up with customers and dealers to ensure accuracy of application and loan documents. Set and track departmental goals. Prepare daily, monthly, quarterly, and annual reports and spread sheets maintaining progress of goals within the department.Key Accomplishment:Single-handedly keyed $18.5 million in Indirect Car loans at an average of 60… Show more Analyze financial statements and pertinent information to determine creditworthiness of clients. Process and input data to book loan in system. Follow up with customers and dealers to ensure accuracy of application and loan documents. Set and track departmental goals. Prepare daily, monthly, quarterly, and annual reports and spread sheets maintaining progress of goals within the department.Key Accomplishment:Single-handedly keyed $18.5 million in Indirect Car loans at an average of 60 loans booked per day in order to report a record month. Show less
Summer P Education Details
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Gold Coast SchoolsLife Insurance -
Idaho Bankers AssociationFinance
Frequently Asked Questions about Summer P
What company does Summer P work for?
Summer P works for Palm Beach Distillery
What is Summer P's role at the current company?
Summer P's current role is Owner/Distiller/Operations Manager at Palm Beach Distillery.
What schools did Summer P attend?
Summer P attended Gold Coast Schools, Idaho Bankers Association.
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