ANNETTE ALLEN
San Francisco,CA
Summary
Dedicated accounting professional with over 30 years of experience in payroll processing, HR compliance, and general ledger bookkeeping. Expertise in evaluating financial statements and ensuring adherence to budgetary guidelines, alongside a successful track record of implementing streamlined fiscal management solutions.
Overview
31
31
years of professional experience
Work History
Tech Support
SAN FRANCISCO DAY SCHOOL
San Francisco, CA
10.2023 - 06.2025
- Offering users email or chat support
- Answering the teacher, staff, and students' questions to learn about their situation.
- Asking questions to get a better idea of what might be wrong
- Diagnosing and providing clear advice on what the user can do to solve their problem
- Logging information about the correspondence into the school's system to keep a record of actions
- Maintaining composure and a positive attitude during difficult situations
- Maintaining and solving the printer copiers' problems
- Knowing when it's time to pass the customer to a supervisor, repair expert, or another appropriate team member for further assistance
Bookkeeper
SAN FRANCISCO DAY SCHOOL
San Francisco, CA
04.1994 - 06.2025
- Manage all aspects of general ledger accounting and payroll for a private school, including verification of tuition payments, collections, and payments to vendors, reconciliation of bank accounts, and payroll preparation.
- Responsible for entering payroll data into the system.
- Ensure payroll products and processes are compliant with established internal controls, and all state and federal regulations
- Maintain accurate employee records and HR compliance.
- Administer benefits, and respond to employee questions
- Review income and expenses, and provide recommendations to ensure budgetary compliance.
- Prepare, process, and review for quality control and accuracy, up to 15,000 checks monthly.
Bookkeeper
A & E ACCOUNTING SERVICES
San Francisco, CA
01.2005 - 03.2019
- Establish relationships working with small businesses and startup organizations, providing a full range of bookkeeping and payroll services to clients.
- Travel to clients' offices to review billing and accounts payable, verify vendor invoices, process payments.
- Reconcile bank statements and pay sales and payroll taxes.
- Evaluated the needs of individual businesses to determine their needs; established and implemented new accounting and computer procedures to streamline operations, enhance billing, and improve customer service.
- Successfully brought up to date a 6-year backlog of financial and accounting records and converted the manual bookkeeping system onto a computer, including payroll.
Administrative Assistant - Lower School Head
SAN FRANCISCO DAY SCHOOL
San Francisco, CA
04.1994 - 07.1996
- Administrative support included scheduling appointments, meeting planning, research projects, and database management and the organization of the office operations.
Education
Major - Accounting
SAN FRANCISCO STATE UNIVESITY
San Francisco, CASkills
- PC
- Windows
- Microsoft Office
- Excel
- PowerPoint
- Word
- Access
- Outlook
- Blackbaud
- Veracross
- Notion
- QuickBooks
Timeline
Tech Support
SAN FRANCISCO DAY SCHOOL
10.2023 - 06.2025
Bookkeeper
A & E ACCOUNTING SERVICES
01.2005 - 03.2019
Bookkeeper
SAN FRANCISCO DAY SCHOOL
04.1994 - 06.2025
Administrative Assistant - Lower School Head
SAN FRANCISCO DAY SCHOOL
04.1994 - 07.1996
Major - Accounting
SAN FRANCISCO STATE UNIVESITY