Diane Meehan
El Dorado Hills,CA
Summary
Highly accomplished financial assistant to high net worth clients in the sports sector who is reliable, versatile, and inquisitive. Meticulous, efficient and able to produce high quality work to meet required deadlines. Commended by leaders for providing excellent client service and commended by clients for representing them with the upmost of professionalism.
Overview
7
7
years of professional experience
Work History
Financial Assistant
Personal Management Consultants Inc.
11.2013 - 01.2021
- Compile and prepare monthly financial reports for clients including summary of cash and investments, trust accounting, budget reports, investment statements and insurance information.
- Assist CPA with development of annual budget and analyze actual and budgeted figures on ongoing basis.
- Audit client investment statements, credit reports, payroll data, accounts payable, accounts receivable and bank reconciliations.
- Review expenses and identify variances as well as evaluate competitive bids assessing completeness, overcharges and fair market pricing. Resolve problems in timely manner with third party vendors. Prepare and submit invoices for payment ensuring accuracy and required authorization. Obtain and review lien releases.
- Process and complete loan applications, rental applications, vendor contracts, promissory notes, beneficiary forms and insurance applications.
- Analyze cash flow between expense accounts and investment accounts in order to maximize returns. Prepare check and wire requests as needed.
- Assist in preparation of tax projections for tax planning as well as consolidate information for year end tax returns with multiple states.
- Arrange travel including private flights, catering, ground transportation, transportation of vehicles and pets for both client and family. Arrange moving companies and set up/disconnect utilities.
- Correspond with team personnel, accounting office, investment advisors, insurance companies, vendors, contractors, banks, clients and their families. High degree of confidentiality always maintained.
- Create various correspondences as needed or requested.
Education
Bachelor of Science - Business Administration
California State University - Sacramento
Sacramento, CASkills
- Monthly and Annual financial reporting
- Budget Preparation/Management
- Financial recordkeeping including Payroll, A/P & A/R
- Data Analysis
- Client and Customer service
- Relationship building
- Microsoft Office Suite
- Quicken
Timeline
Financial Assistant
Personal Management Consultants Inc.
11.2013 - 01.2021
Bachelor of Science - Business Administration
California State University - Sacramento
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