Teresa F. Email & Phone Number

Eau Claire, Wisconsin, United States

Analyze Balance Sheet, Income and Cash Flow Statements to recognize potential for gains. Technical analysis of Beta, Standard Deviation, PE and PEG ratios, volume, RSI and MACD to determine buys and sells.

San Diego, California, United States

• Formulated Chart of Accounts and Accounting System for 4 Organizations following GAAP accounting principles.• Initiated the use of Accounts Payable, Accounts Receivable system, Adjusting Journal Entries.• Implemented invoicing for over 2000 clients with online credit card payments.• Strategic analytical thinker, organized and able to drive efficiencies saving over $50k year-over-year; by reducing costs, renegotiating vendor contracts for Nonprofit pricing, putting the organization… Show more • Formulated Chart of Accounts and Accounting System for 4 Organizations following GAAP accounting principles.• Initiated the use of Accounts Payable, Accounts Receivable system, Adjusting Journal Entries.• Implemented invoicing for over 2000 clients with online credit card payments.• Strategic analytical thinker, organized and able to drive efficiencies saving over $50k year-over-year; by reducing costs, renegotiating vendor contracts for Nonprofit pricing, putting the organization on the correct solar pricing program (saved $40K the first year)• Investment reconciliation (buys, sells, dividends, capital gains, and principal payments), cost basis, $25M.• Managed budgeting, monthly Financial Reports for Board Meetings with Q & A• Calculated Asset Tracking and Depreciation system, F571-I Tax, Sale Tax, 1099 Tax Forms• Work with CPA for tax purposes. Show less

San Diego, Ca

General Ledger Accounting following GAAP with AJE, A/R, A/PPayroll, Sales Commissions, F571-I Tax, Sales Tax, Chart of Accounts.Analyze and adjust books in complete 4-years back taxes.Managed VRBO vacation rentals; leasing, booking, detailed calendar of arrivals and departures, client communications to maintain 5-star rating.Research and file of Alcohol Excise Taxes for Winery startup and formulated system’s for tracking production, inventory; and excise tax payment schedules.

Eau Claire, Wisconsin Area

Government and High-tech Electronics Finishing (Aluminum/Magnesium)GAAP Accounting, Payroll, human resourses, Office Management, FinancialsOperations Management i.e.: Strategic planning, systems expansion, Process development and Progress Reports

Eau Claire, Wisconsin Area

Build and Managed Rental Properties