Davis Kaufman
Sacramento,CA
Summary
Dependable and results-driven administrative expert and Fintech BA student with a solid foundation in accounting practices as a Certified Bookkeeper. Proven track record in managing high-level executive functions, including coordinating complex projects, managing large staff, processing accounts payable and receivable, and financial reporting using accounting software. Skilled in streamlining operations with a strong focus on team collaboration, delivering results, and handling and streamlining financial records. Renowned for excellent organizational skills, effective communication, and problem-solving abilities.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Executive Administrator/ Accounting Assistant
Pure Beauty
07.2023 - Current
- Led 60+ staff across multiple departments and enhanced team productivity by implementing efficient workflow processes and monitoring progress.
- Delegated tasks effectively, balancing workload across the team while considering individual strengths and areas for improvement.
- Evaluated employee performance through ongoing feedback sessions, annual reviews, and goal-setting exercises to promote growth and development.
- Developed proficiency in industry-specific software programs such as QuickBooks, Excel, and other accounting applications.
- Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
- Assisted in employee appraisals, promotions and terminations based on performance reviews.
- Assessed and analyzed departmental budgets to find ways to minimize expenses and optimize profits.
- Increased efficiency within the organization through regular review and improvement of administrative policies and procedures.
Accounting Assistant/ Bookkeeper
Vibe by California
04.2022 - 06.2023
- Maintained detailed financial records of accounts receivable, payable status, and bank reconciliations, maintained vendor relationships and positive cash flow.
- Established QuickBooks accounting system to reflect accurate financial records.
- Assisted with monthly and quarterly income statements, balance sheets and cash flow reports to inform decision-makers.
- Maintained and processed invoices, deposits, and money logs.
- Handled payroll processing for employees, ensuring timely payment and adherence to tax regulations.
- Ensured compliance with company policies and applicable regulations.
- Implemented a more efficient filing system for financial documents, improving accessibility and organization.
- Reduced errors in financial reporting by conducting thorough reviews and ensuring accurate data entry.
Inventory Manager/ Bookkeeper
Big Tree/ Friendly Farms
02.2021 - 03.2022
- Maintained sufficient inventory levels to meet customer demands at all times.
- Analyzed and enhanced inventory data to identify and address stock discrepancies by conducting regular audits and implementing efficient tracking systems.
- Developed and implemented policies and procedures for inventory management.
- Streamlined SOP creation processes by implementing efficient templates and guidelines.
- Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices.
- Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
- Reviewed and filed financial documents, coded accounting entries for data processing, and posted daily receipts and payments in accordance with all corporate protocols.
Education
Bachelor of Arts - Financial Technology
University of Phoenix
Pheonix, AZ05-2027
Associate of Arts - Business Administration
University of Phoenix
Pheonix, AZ06-2020
Skills
- Quickbooks
- Stampli
- Organizational leadership
- Payroll processing
- Staff management
- Training coordination
- Expense reporting
- Spreadsheet tracking
- Accounts receivable
- Invoice processing
- MS office expert- Word, Excel, Outlook
- Office administration
- Customer and client relations
- Clerical support
- Data entry
- Time management
- Project management
Certification
Certified Bookkeeper, Intuit Academy, 2025
Timeline
Executive Administrator/ Accounting Assistant
Pure Beauty
07.2023 - Current
Accounting Assistant/ Bookkeeper
Vibe by California
04.2022 - 06.2023
Inventory Manager/ Bookkeeper
Big Tree/ Friendly Farms
02.2021 - 03.2022
Bachelor of Arts - Financial Technology
University of Phoenix
Associate of Arts - Business Administration
University of Phoenix
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