Teresa Avina

Teresa Avina Email and Phone Number

Asset Management Professional | Micro Accounting @
Teresa Avina's Location
Newport Beach, California, United States, United States
About Teresa Avina

Teresa Avina is a Asset Management Professional | Micro Accounting at IGlobal Asset Management. She possess expertise in management, account management, quickbooks, microsoft excel, brandwise sales software and 9 more skills.

Teresa Avina's Current Company Details
IGlobal Asset Management

Iglobal Asset Management

Asset Management Professional | Micro Accounting
Teresa Avina Work Experience Details
  • Iglobal Asset Management
    Controller
    Iglobal Asset Management 2012 - Present
    Anaheim, Ca
    I successfully manage accounting and assets for a sales company that manages various refurbished medical equipment along with a wide range of computer servers/equipment on Ebay, Dotmed, and numerous medical websites. I work directly with the owner and outside CPA. I also execute ad-hoc and sales tax reports along with managing record monthly sales of $200k+ per month. Key contributions:◆ Analyze and confirm debit and credit transactions listed on bank statements. Record financial data to accounting system/Excel, and maintain file records; supporting documentation, invoices, and receipts.◆ Establish and maintain records of accounts, general ledger, credits, financial information, IRS correspondence, journals and logs.◆ Monitor expenses and identify 1099 expenses. Collect required W-9 info from sub-contractors. ◆ Calculate variances on statements and resolve discrepancies. Report significant issues.◆ Manage medical/hospital consignment accounts and outstanding A/R invoices. Arrange and negotiate payment methods with medical facilities.◆ Serve as Controller role for Owner Commercial Property; submit applications and supporting documentation for large supplemental tax rebates from Orange County Sanitation, Orange County Water District and LACWD.
  • Stephen Young
    Account Coordinator
    Stephen Young 2011 - Present
    Los Angeles, Ca
    I coordinated Orange County Accounts for Stephen Young by representing over 100 luxury manufacturers located in various global regions spanning across the US, London/UK, and Belgium. I worked closely with major New York Publishing companies such as Random House, Chronicle, Hachette, and more. I reviewed and confirmed sales orders and approvals, fulfilled purchase orders, and prepared suggested orders. I engaged and informed business owners of industry top sellers and new market products while executing and tracking daily orders ranging from $10k-$25k per day. In addition, I worked exclusively with accounting departments of all manufacturers and supervised the account approval process for high business credit lines, credit memos, and invoices.Key Contributions: ◆ Processed, submitted, and supervised customer applications applying for credit with manufacturers and Publishers. ◆ Reviewed 40+ purchase orders daily. Processed and submitted $25,000+ sales into software◆ Served as webmaster. Responded and managed large data base of customer account issues and inquiries promptly. ◆ Effectively coordinated with Publishers, Vendors, and Customers to arrange large purchases on credit with special pricing.◆ Managed internal disclosures and maintained accurate dates and signatures.◆ Tracked and managed large quantities of invoices, shipping info, and purchase orders on behalf of retail store managers. ◆ Submitted credit memo request and resolve account issues on behalf of customer. ◆ Fulfilled sales quotas for various promotions.

Teresa Avina Skills

Management Account Management Quickbooks Microsoft Excel Brandwise Sales Software Blackthorn Accounting Act Contact Management Sales Management Strategic Planning Negotiation Marketing Access Database Pricing Purchasing

Frequently Asked Questions about Teresa Avina

What company does Teresa Avina work for?

Teresa Avina works for Iglobal Asset Management

What is Teresa Avina's role at the current company?

Teresa Avina's current role is Asset Management Professional | Micro Accounting.

What are some of Teresa Avina's interests?

Teresa Avina has interest in Social Services, Economic Empowerment, Environment, Science And Technology, Human Rights.

What skills is Teresa Avina known for?

Teresa Avina has skills like Management, Account Management, Quickbooks, Microsoft Excel, Brandwise Sales Software, Blackthorn Accounting, Act Contact Management, Sales Management, Strategic Planning, Negotiation, Marketing, Access Database.

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