Cindy Emerick
Manteca,CA
Summary
Accounting, Finance and Analytical Audit and Tax Consultant with 20+ years expierance known for high productivity and efficient completion of tasks. Possess specialized skills in financial analysis, office management, regulatory compliance, and tax planning. Excel in problem-solving, critical thinking, and effective communication, ensuring successful navigation through complex audit and tax landscapes.
Overview
33
33
years of professional experience
Work History
Tax and Consulting
Emerick's Tax and Consulting
Manteca, California
03.2016 - Current
- Prepard tax return
- Developed audit programs based on client needs, industry standards, and risk assessment.
- Reviewed financial statements and tax returns for accuracy and compliance with applicable laws.
- Identified discrepancies in data and proposed solutions to resolve issues.
- Advised clients on best practices related to accounting methods, internal controls, and taxation.
- Prepared corporate income tax returns for businesses of varying sizes.
- Drafted reports outlining the results of audits conducted.
- Provided guidance regarding federal, state, and local regulations governing taxes.
- Mad contact with the IRS to discuss past due tax monies and come to a satisfactory agreement for both parties.
Finance Manager
Elk Grove Kia
Elk Grove, California
05.2015 - 08.2016
- Developed strategies to increase auto finance sales volume while maintaining profit margins.
- Prepared and presented financial reports to upper management.
- Created and implemented policies and procedures related to automotive financing activities.
- Managed customer accounts to ensure timely payments were made according to loan terms.
- Analyzed customer credit histories in order to determine eligibility for loans.
- Reviewed contracts for accuracy prior to signing by customers.
- Provided guidance and advice on the best financing options available for customers.
- Resolved customer complaints regarding auto financing services in a timely manner.
- Assessed risk associated with potential borrowers in order to minimize losses.
- Processed applications for new vehicle loans efficiently and accurately.
- Ensured compliance with all applicable state and federal regulations pertaining to auto financing services.
- Developed relationships with third-party vendors who provided additional products or services related to automotive finance.
- Conducted credit analyses to determine customer financing options based on credit scores and financial history.
- Maintained up-to-date knowledge of automotive finance industry trends, products, and technologies.
Automotive Office Manager
Lasher Automotive Group
Elk Grove
08.2011 - 05.2015
- Developed and implemented office policies and procedures.
- Assisted with the preparation of budgets, forecasts and financial statements.
- Supervised staff members, organized schedules and delegated tasks.
- Maintained filing system for records, correspondence and other documents.
- Ordered supplies and equipment to maintain adequate inventory levels.
- Resolved customer inquiries in a timely manner while maintaining positive relationships with clients.
- Organized company events including holiday parties, team building activities .
- Performed general bookkeeping duties such as reconciling bank statements and creating journal entries.
- Ensured compliance with applicable laws regarding employment practices.
- Reviewed contracts for accuracy prior to signing off on behalf of the company.
- Provided training to new hires on office policies and procedures.
- Maintained impeccable office organization to support efficiency, professionalism and performance objectives.
- Used judgment and initiative in handling confidential matters and requests.
- Trained and mentored administrative staff members in company policies, daily task execution and industry best practices.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
- Resolved customer inquiries and complaints requiring management-level escalation.
- Reviewed completed work to verify consistency, quality, and conformance.
- Recruited and trained new employees to meet job requirements.
- Interviewed prospective employees and provided input to HR on hiring decisions.
- Assigned work and monitored performance of project personnel.
- Reviewed employee performance and provided ongoing feedback and coaching to drive performance improvement.
- Mediated conflicts between employees and facilitated effective resolutions to disputes.
DMV Title Clerk
Fairfield Subaru
Fairfield , Washington
10.2009 - 08.2011
- Reviewed documents to ensure accuracy and completeness of information, such as vehicle titles and registration applications.
- Processed title applications for new vehicles or transfers of ownership.
- Verified accuracy of customer data entered into system, including name, address, date of birth and other information.
- Provided assistance to customers with inquiries regarding DMV services and procedures.
- Resolved customer complaints in a timely manner by utilizing problem-solving techniques.
- Maintained accurate records of all transactions performed in the office.
- Performed daily audits to verify accuracy of paperwork and payments received from customers.
- Prepared reports for management review related to office performance metrics.
- Conducted research using various databases to answer customer questions about title processing issues.
- Ensured compliance with state laws and regulations related to vehicle titling processes.
- Processed lien releases on existing titles according to established timelines.
- Accepted payment from customers via cash, check or credit card transactions.
- Reconciled accounts receivable balances at end of day and shift.
- Responded quickly to emails sent by customers seeking information or resolution of issues.
- Performed monthly inventory count of supplies needed for office operations.
- Updated database with changes in vehicle owner information as required by law.
- Managed and filed paperwork to transfer vehicle ownership title from dealer to purchaser for new, used and wholesale sales.
- Maintained current DMV title regulations knowledge for each state and processed compliant paperwork regardless of states involved.
- Posted and tracked titling transactions and completed month-end accounting reports.
Contract Clerk
Elk Grove Toyota
Elk Grove, California
04.2000 - 10.2009
- Reviewed contracts and determined the need for amendments or renewals.
- Created, updated, and maintained contract database records.
- Researched and analyzed contractual terms and conditions to ensure compliance with relevant laws and regulations.
Automotive Contact Clerk
Stockton Nissan
Stockton, California
10.1997 - 04.2000
- Organized and maintained filing systems for confidential documents.
- Assisted customers with inquiries and complaints in a professional manner.
- Processed payments, refunds, and exchanges accurately and efficiently.
- Operated cash register to process cash, check, and credit card transactions.
- Generated daily reports of sales activity for management review.
- Prepared deposits according to established procedures.
- Developed detailed spreadsheets to track financial data and trends.
- Resolved discrepancies between invoices and purchase orders quickly.
- Verified accuracy of all paperwork prior to submission for processing.
- Created memos, letters, emails, reports, presentations as requested by management.
- Organized physical files on an ongoing basis to ensure efficient retrieval times.
- Utilized computer software programs to create reports, labels, forms.
- Operated photocopiers and scanners, facsimile machines and personal computers.
- Collected, counted and disbursed money to complete basic bookkeeping and banking transactions.
- Completed and mailed contracts, invoices or checks.
- Audited and posted vehicle contracts
- Processed take information making sure title and all DMV required documents were recieved, processed trade payoff.
Accounts Payable/Receivables Manager
Geweke Ford
Lodi, California
06.1991 - 10.1997
- Developed and implemented strategies to reduce overdue receivables.
- Analyzed customer creditworthiness and established credit limits.
- Maintained accurate records of all invoices, payments, and adjustments.
- Negotiated payment terms with customers to ensure timely receipt of payments.
- Conducted periodic reviews of accounts receivable aging reports.
- Resolved billing disputes in a timely manner.
- Prepared monthly financial statements related to accounts receivable activities.
- Reconciled discrepancies between internal records and customer account balances.
- Performed detailed analysis on customer accounts to identify delinquent payments or potential issues.
Education
Business Accounting Degree -
Heald Business Coĺlege
Stockton, CASkills
- Cash Flow Management
- Audit Documentation
- Business process improvement
- GAAP knowledge
- Financial statement preparation
- Internal Controls
- Cost accounting
- Tax planning
- Balance sheets
- Account Reconciliation
- Debt management
Timeline
Tax and Consulting
Emerick's Tax and Consulting
03.2016 - Current
Finance Manager
Elk Grove Kia
05.2015 - 08.2016
Automotive Office Manager
Lasher Automotive Group
08.2011 - 05.2015
DMV Title Clerk
Fairfield Subaru
10.2009 - 08.2011
Contract Clerk
Elk Grove Toyota
04.2000 - 10.2009
Automotive Contact Clerk
Stockton Nissan
10.1997 - 04.2000
Accounts Payable/Receivables Manager
Geweke Ford
06.1991 - 10.1997
Business Accounting Degree -
Heald Business Coĺlege