Summary
Overview
Work History
Education
Skills
QUALIFICATIONS
Timeline
Generic

CHERYL ABUAN

Lake Elsinore,CA

Summary

Experienced team player with a keen eye for detail and a master in juggling multiple tasks effectively. Proven track record of delivering accurate and efficient results, while meeting deadlines in fast-paced environments. Known for fostering collaboration and driving success through strong communication and problem-solving skills. Dedicated professional committed to exceeding expectations and contributing to the overall success of the team.

Overview

28
28
years of professional experience

Work History

Senior Case Specialist

Financial Industry Regulatory Authority (FINRA)
10.2008 - 09.2025
  • Applies specialized analytical skills to research, review, analyze, and process legal documents filed in FINRA’s arbitration forum. Independently prioritize routine and complex matters with limited supervision.
  • Responsible for processing intake and service of new claims filed for arbitration, including analyzing initial pleadings to ensure proper jurisdiction and that all required information has been provided. Analyze and process subsequent pleadings, including amended claims, answers, counterclaims, crossclaims, and third-party claims. Assist with appointing the proper panel of arbitrators. Monitor case-related reports to ensure compliance with deadlines and expectations. Utilize internal electronic docket management systems for processing assignments, maintaining electronic files, and entering all case-related information in accordance with established protocols.
  • Motions: Brief and calendar motions, soliciting responses as needed. Timely provide fully briefed motions to arbitrators for decision, attend pre-hearing conferences on the motions, and process the arbitrators’ orders. Independently make recommendations for administrative motions.
  • Financial Review: Assess applicable fees at various stages of the case according to the Code of Arbitration Procedure. Make written recommendations on fee waiver requests. Conduct financial review of settled/withdrawn cases and hearing awards for case closure within expected timeframes.
  • Customer Service: Provide exceptional customer service, including responding to inquiries, orally via phone or in writing, regarding FINRA arbitration policies and procedures, status of cases, and assessment of fees.
  • Train and provide guidance to staff as needed. Serve as a role model and subject matter expert for staff in the department.


Inventory Set-up/UPC Ticketing Coordinator

Another Line, Inc.
10.2006 - 04.2008
  • Responsible for entering new style numbers in inventory via MAS90 in a fast-paced fashion accessories design house
  • Generate UPC codes for new styles when necessary
  • Create Purchase Orders for packaging trims, hangtags, and UPC price tickets
  • Verify quantities of items ordered upon receipt; and approve invoices for payment
  • Ship hangtags and price tickets to factories overseas for production
  • Extensive communication via email and phone with Asia and US contacts

Office Manager / Bookkeeper

Nakoma Group, LLC
11.2005 - 10.2006
  • Manage office activities in a staffing/recruiting firm including reception, mail distribution, post office errands, preparing packages for shipment, and ordering office supplies. Request necessary maintenance services for office equipment & facilities
  • Arrange travel and prepare expense reports
  • Bookkeeping duties include petty cash, Accounts Payable, Accounts Receivable, collection of past due invoices, month-end closing, bank reconciliation, and journal entries for accruals
  • Maintain inventory of promotional items, create forms for candidate interviews, enter candidate information in the database, and distribute resumes
  • Request certificates of insurance to be issued to clients as necessary
  • Manage weekly timesheet collection & time-tracking summarization for payroll processing; enter hours from timesheets in QuickBooks
  • Support the HR Dept. by preparing new hire packets, managing employee files, and monitoring background check results. Special projects as assigned

Administrative Assistant II

PacifiCare
06.2005 - 08.2005
  • Support the Director of Medical Management and 3 department managers
  • Maintain calendars, schedule meetings in MS Outlook, reserve conference rooms, and arrange for catering if necessary
  • Prepare and photocopy documents for distribution (create flowcharts using VISIO, and presentations using PowerPoint)
  • Order supplies and equipment as needed
  • Prepare expense reports, and create spreadsheets for information analysis
  • Process new employee transactions which include requesting workstation equipment and supplies (i.e. computer, phone), scheduling orientation meetings with staff, and providing paperwork to request employee badge and parking permits
  • Collect and submit timesheets for department staff
  • Occasionally assist others within the department with various administrative duties

Office Manager / Bookkeeper

Downey Studios, LLC
06.2004 - 03.2005
  • Administer front office functions for operations, marketing, finance, and capital projects for Downey Studios, a movie studio facility offering shooting space
  • Respond to tenant requests by processing work orders for equipment rental, office suite repairs, keys, parking permits, and phone system set-up. Prepare and distribute Tenant Lease Agreement for new tenants
  • Create and order customized forms as needed such as parking passes, parking violation forms, memo cards, business cards and letterhead
  • Maintain office supplies, equipment, and furniture
  • Support Marketing Dept. by ordering and maintaining marketing promotional items, and processing periodic promotional mailers. Occasionally create company gift baskets for fundraisers and benefits
  • Initially hired as an Accounting temp, continue to provide back-up support for Accounts Payable & Accounts Receivable. Assist with the preparation and distribution of annual and monthly financial reports as well as monthly loan draw paperwork. Perform monthly bank reconciliation. Report capital projects, and track payments of capital expenses. Organize financial files.
  • Special projects include the creation of graphics, layouts, and project scope development for capital projects during construction

Accounting / Administrative Assistant

Leader Instruments Corporation
09.2000 - 03.2004
  • Awarded the President’s Award in 2001 for outstanding performance in maintaining bookkeeping records in the areas of A/R, A/P, light journal entries, and inventory control to accurately perform month-end closing of books using a customized windows-based Accounting Software programmed by Office Master Systems.
  • Administrative duties include phones, correspondence, office supplies and equipment maintenance. Distribute mail and maintain postage meter balance
  • Accounts Receivable: Billing and monthly statements. Enter cash receipts, and process bank deposits daily. Review A/R aging report to identify delinquent accounts. Prepare daily and weekly billing reports to provide Management with sales figures.
  • Credit & Collections: Minimize past due accounts by offering payment options while meeting collection goals; use collection agency if necessary. Obtain credit references for new accounts, and provide credit rating upon request
  • Accounts Payable: Process A/P invoices against purchase orders; obtain management approval for check run payments processed semi-monthly. Maintain petty cash; classify credit card expenses and employee expense reports; review monthly A/P aging report
  • Banking: Assist with daily bank reconciliation; perform wire transfers using online banking. Order bank supplies such as deposit slips and laser checks
  • Inventory control: Input inventory transfers and adjustments to match physical stock; investigate and adjust discrepancies when necessary

Accounting / Administrative Assistant

Tangent Trading Corporation
07.1997 - 07.2000
  • Provide administrative support to the President and Operations Manager. Compose letters/faxes, create company forms using spreadsheets, maintain office supplies, answer phones, file contracts, various general office duties
  • Perform in-depth analysis to calculate the profit/loss for vendor purchases against customer sales
  • Promptly prepare international shipping documentation for import/export which include invoices, packing lists, bills of lading, and marine insurance certificates
  • Accounting duties performed on Peachtree software. A/R includes billing, collection, bank deposits, and preparing documents for collection under Letter of Credit for overseas customers. A/P responsibilities involve checks payments and wire transfers. Provide daily cash flow report to the President.

Education

B.S. - Biological Sciences (School of Biological Sciences)

University of California
Irvine, CA
09.1995

B.A. - Psychology (School of Social Sciences)

University of California
Irvine, CA
03.1995

Skills

  • Microsoft Word
  • Microsoft Excel
  • Microsoft Outlook
  • Administrative
  • Office Equipment
  • QuickBooks
  • Peachtree
  • Bookkeeping
  • Credit & Collections
  • Bank Reconciliation

QUALIFICATIONS

  • Solid record of working quickly yet efficiently in administrative and accounting duties
  • Top-notch multi-tasking abilities with exceptional accuracy and attention to detail
  • Strong organizational, analytical, and follow-through skills
  • Consistently maintains high ethical and professional standards
  • Effective working independently and as a team member
  • Seeks constant improvement

Timeline

Senior Case Specialist

Financial Industry Regulatory Authority (FINRA)
10.2008 - 09.2025

Inventory Set-up/UPC Ticketing Coordinator

Another Line, Inc.
10.2006 - 04.2008

Office Manager / Bookkeeper

Nakoma Group, LLC
11.2005 - 10.2006

Administrative Assistant II

PacifiCare
06.2005 - 08.2005

Office Manager / Bookkeeper

Downey Studios, LLC
06.2004 - 03.2005

Accounting / Administrative Assistant

Leader Instruments Corporation
09.2000 - 03.2004

Accounting / Administrative Assistant

Tangent Trading Corporation
07.1997 - 07.2000

B.A. - Psychology (School of Social Sciences)

University of California

B.S. - Biological Sciences (School of Biological Sciences)

University of California

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