Caterina Novais
Lancaster,SC
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
15
15
years of professional experience
Work History
Accounting Assistant
CPA Firm of Rene Sarkhosh & Associates
03.2020 - Current
- Identify and rectify discrepancies by reconciling bank statements as well as preventing errors within savings and credit card accounts while providing bookkeeping services to clients utilizing QuickBooks
- Play a vital role in selection and implementation of a new workflow software within the office, resulting in reduction of 30% in payroll expenses and enhanced operational efficiency
- Deliver assistance to clients in preparing and e-filing tax returns utilizing Lacerte to meet regulatory requirements
- Prepare and e-file timely 1099’s and W-2’s for client’s workers/employees
- File timely Client’s City Business License renewals to avoid late penalties and fees
- Create electronic records by scanning essential old clients’ files/documentation, resulting in enhanced storage space.
Accounting Bookkeeper
Construction for Less
01.2020 - 03.2020
- Provided overarching support in account reconciliation, accounts payable and receivable, annual budgeting, and banking functions by utilizing knowledge of QuickBooks to ensure seamless operations
- Accurately and expeditiously managed financial information, accounting procedures, and tax preparation to drive efficiency and top-notch accuracy
- Appreciated by senior management for displaying strong work ethics and dedication to excellence.
Office Administrator
Roofing Touch
06.2019 - 03.2020
- Realized administrative efficiency by streamlining, coordinating, and facilitating routine process from first contact to final invoicing and beyond
- Managed owner’s calendar as well as scheduled appointments for estimates with prospects as per availability and in timely manner
- Handled all communication and correspondence, including all clients’, vendors’, contractors’, and insurance company’s follow-up calls to maintain communication flow
- Leveraged expertise in QuickBooks to prepare both estimates and invoices along with overseeing both account payables and account receivables to assure financial transparency and integrity
- Tracked and ensured adequate inventory levels through swift placement of orders/materials.
Office Manager - Construction
Elite Energy Home Improvement
06.2018 - 04.2019
- Established and implemented organizational procedures and systems for filing, billing, accounts payable, payroll, and scheduling within the office to maximize operational effectiveness
- Identified and fulfilled staffing requirements by hiring both W-2 employees and 1099 subcontractors
- Created, updated, and maintained field employee's portfolios used for estimations and bids along with scheduling meetings with clients and leads as well as appointments for follow-ups
- Maintained inventory of office and break room supplies
- Supervised and monitored job progress on the field, acquired information and photos for bill preparation, and coordinated with subcontractors at various job locations to ensure timely completion of work and continuous progress.
Assistant Store Manager
Extra Space Storage
09.2016 - 04.2018
- Delivered exceptional customer service, including escalation and resolution of concerns as well as following up with clients in timely manner, resulting in increased repeat and referral business
- Achieved and surpassed occupancy and revenue goals each month by following up on all internet, e-mail, and/or call center leads
- Maximized revenue generation by limiting concessions, discounts, and waiving of late fees, significantly contributing towards organizational success
- Prepared, updated, organized, and managed required documentation and accurate records for each customer including lease, addendums, and correspondences for future use and reference
- Generated and submitted weekly and monthly reports, resulting in well-informed future decisions.
Operations Coordinator
MetroFit Self Storage (www.metrofit.com.br)
04.2013 - 07.2014
- Aided in strategic startup and efficient functioning of the first facility in Sao Paulo, Brazil through development and execution of effective operational processes
- Created, translated, and updated manuals pertaining to operations for staff guidance
- Controlled costs and delivered 40% savings by researching and hiring efficient suppliers/vendors along with recruiting employees for managing workload effectively
- Introduced the SiteLink system and provided the user manual for ensuring maximum utilization of operational system
- Reviewed, analyzed, and recommended self-storage models as well as best practices/procedures along with sharing data and knowledge of Brazilian Self Storage laws and operational procedures to maintain uninterrupted operations.
Regional Coordinator of Self Storage Trade and Bilingual Executive Assistant
GuardeAqui Self Storage (www.guardeaqui.com)
06.2009 - 12.2012
- Managed and maintained properties by regularly conducting property audits, ensuring safety of properties, and facilitating adherence to company’s operational standards
- Obtained and examined reports created by managers prior to submission to shareholders as well as created and organized monthly folders for each facility within general reports for better comprehension
- Spearheaded delinquent tenant process, including coaching teams to reduce delinquency rates and improve customer retention
- Established and complied with marketing budget for three facilities and reported key findings to the officers monthly while negotiating with suppliers for purchasing required office supplies
- Set up and operated the Storage Commander System software as well as synchronized and optimized system by creating and/or adding units and sketching the dimensions to be used as marketing tools for customers to see on screen at each store.
Education
Business Management -
Booksly LLC
Bookkeeping -
Booksly LLC
ESL - Advanced in Business / HR / ESL (advanced level) -
University of California – Riverside
Post-Graduation - MBA in Human Resources (Training & Development) -
College Metropolitanas Unidas
Bachelors in Education -
University of São Paulo
Bachelors in Language and Arts (Portuguese) -
University of São Paulo
Medical Assistant - CPR
Antelope Valley Adult School
Lancaster, CA01.2024
Skills
- Office Management
- Administrative Support
- Staff Management
- Accounting & Bookkeeping
- Schedule & Calendar Management
- Team Collaboration
- Project Management
- Inventory Management
- MS Office (Word, Excel, Power Point, Access, Outlook)
- QuickBooks
- Adobe Acrobat
- Lacerte
- JetPack Workflow
Bank Reconciliation
Microsoft Excel
Journal Entries
Customer Service
Languages
Portuguese
Native or Bilingual
Timeline
Accounting Assistant
CPA Firm of Rene Sarkhosh & Associates
03.2020 - Current
Accounting Bookkeeper
Construction for Less
01.2020 - 03.2020
Office Administrator
Roofing Touch
06.2019 - 03.2020
Office Manager - Construction
Elite Energy Home Improvement
06.2018 - 04.2019
Assistant Store Manager
Extra Space Storage
09.2016 - 04.2018
Operations Coordinator
MetroFit Self Storage (www.metrofit.com.br)
04.2013 - 07.2014
Regional Coordinator of Self Storage Trade and Bilingual Executive Assistant
GuardeAqui Self Storage (www.guardeaqui.com)
06.2009 - 12.2012
Bookkeeping -
Booksly LLC
ESL - Advanced in Business / HR / ESL (advanced level) -
University of California – Riverside
Post-Graduation - MBA in Human Resources (Training & Development) -
College Metropolitanas Unidas
Bachelors in Education -
University of São Paulo
Bachelors in Language and Arts (Portuguese) -
University of São Paulo
Business Management -
Booksly LLC
Medical Assistant - CPR
Antelope Valley Adult School
Similar Profiles
ALEXANDRIA D. LLOYDALEXANDRIA D. LLOYD
Staff Accountant at Hagan, Johnson & Associates CPA FirmStaff Accountant at Hagan, Johnson & Associates CPA Firm
SHAHZAIB KHATRISHAHZAIB KHATRI
MANAGER ACCOUNTING & TAXATION at MAYA & ASSOCIATES (CPA FIRM)MANAGER ACCOUNTING & TAXATION at MAYA & ASSOCIATES (CPA FIRM)
Kershaw StumbrisKershaw Stumbris
Staff Accountant at Uphill CPA Firm, S.C.Staff Accountant at Uphill CPA Firm, S.C.