Elizabeth Patterson
Los Angeles,CA
Summary
Accomplished Office Manager, Executive Assistant, and PTIN licensed Bookkeeper with extensive experience in diverse office settings and a comprehensive understanding of standard accounting practices. Experienced in staff management, assisting C-level executives, and Human Resources experience. Excellent written and verbal communication skills. Proficient in Microsoft Word, Excel - including Accounting Excel, Pivot Tables & Data Visualization, Outlook, QuickBooks, ADP, Google Docs, Fusion, AppFolio, Yardi, Toast, and Apricot.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Case Manager
The Francisco Homes
04.2024 - 04.2025
- Provided case management services including but not limited to Individual Opportunity Plan (IOP) development, referral for supportive services, outreach and connection to community resources to address barriers to employment and life management challenges.
- Provided information and referral to community resources to help participants address their employment and life management barriers that could affect ability to achieve career goals.
- Conducted ongoing assessments and one-hour sessions to identify the specific needs and strengths of each individual reentering the community. This included evaluating factors like housing, employment, substance abuse, mental health, and social support.
- Worked closely with parole officers, social service agencies, and other community partners to ensure a coordinated approach to reentry.
- Maintained accurate and up-to-date case files, documented all interactions, assessments, plans and progress using Apricot.
Licensed Tax Preparer - (PT Seasonal)
Carlos F. Castillo Tax Preparation
01.2023 - 04.2025
- Adept at supporting individuals and businesses with all aspects of the tax preparation process.
- Maximized client deductions while ensuring compliance with financial regulations.
- Answered phone calls as part of a team, filing, and continuous training to meet requirements and ensure that filings are accurate and up to date.
Office Administrator
Sashco, Inc.
02.2022 - 11.2024
- Manage Accounts Payables using the three-step verification method to include purchase order, verified delivery receipt, and invoice adhering to company policy.
- Research, analyze, and resolve payment and vendor issues. Provide follow-up on identified issues and discrepancies.
- Process weekly payroll for all field employees. Maintain employee records and ensure compliance with state and federal employment laws.
- Managed the employee recruitment and selection process, including job postings, screening resumes, scheduling interviews, and overseeing the onboarding process and paperwork.
- Responsible for the inventory and ordering of all office supplies, maintaining a filing system, answering calls on the CEO’s behalf.
Executive Administrative Assistant to CEO
Levine Management Group, Inc.
12.2019 - 04.2021
- Analyzed internal processes, recommending and implementing procedural or policy changes to improve operations. Responsible for office staff quarterly performance review and any pay raises.
- Directed and coordinated with the front office staff to set goals and deadlines for the department. Responsible for leading an office staff meeting on a weekly basis.
- Establish and maintained physical and electronic filing systems for the CEO’s personally owned portfolio including private finances with the highest level of discretion.
- Attend weekly meetings as part of the management team, including taking minutes and distributing within two hours. Followed up on designated tasks to report status and completion to the CEO.
- Compiled statistical, financial, and accounting reports, including cash flow, balance sheets, bank & credit card reconciliations, accounts payable and receivable, and profit and losses.
- New hire process, including phone interviewing all prospective applicants, forwarding all qualified applicants for in-person interviews to the Property Supervisor and Property Management Director.
Full Charge Bookkeeper – (Temporary Assignment)
First Call Staffing
12.2018 - 11.2019
- Responsible for the complete process of bi-weekly payroll via QuickBooks, including payroll taxes.
- Manage Accounts Payables using QuickBooks, review invoices, match against purchase orders, ensure proper coding for policy adherence. Worked directly with vendors and company purchasing agents.
- Process all shipments and invoicing to the company’s largest client with locations in Torrance, Tempe, Malaysia, and Mexico. Familiar with U.S. Customs, UPS, Fed-Ex, and commercial invoicing.
- Manage and enter PTO requests, new hire paperwork, termination paperwork, EDD, FMLA, Worker’s Compensation and disability for all employees.
- Compiling financial reports in QuickBooks for the CEO, assisted in Accounts Receivables and created a more efficient filing system.
Executive Assistant
Levine Management Group, Inc.
09.2011 - 06.2013
- Executive Assistant to the Chief Financial Officer, CEO and Property Manager Director.
- Entered rental checks into AppFolio and QuickBooks for twenty properties and applied any late fees.
- Managed all property insurance policies, including the processing for payment, maintenance of files, all incident reports, and the tracking of insurance policies to ensure current and accurate certifications.
- Managed the bookkeeping process including all financial statements, reconciliations, loan tracking, deposits, and check processing for all properties owned and managed by the CEO to ensure confidentiality.
- Managed in analyzing and preparing the annual budgets for over sixty properties.
- Assisted in the administration and processing of property distribution checks to partners, including the filing and submission of any appropriate tax forms and payments.
- Created and maintained a master Audit and Tax Control List to include all properties.
Office Manager
Aspire Public Schools
08.2008 - 08.2011
- Assistant to the Principal in the management of classified staff.
- Assisted Human Resource department with all new hire paperwork, medical benefits, and payroll information.
- Prepared and submitted payroll for hourly staff on a bi-weekly schedule using Replicon.
- Supervised, trained, and provided directions for the Office Assistant.
- Supervised the management of student records and daily attendance, including weekly and monthly reports to LAUSD.
- Accounting duties, including maintaining and submitting accounting reports, petty cash, and general bank ledgers.
- Worked closely with LAUSD to submit various reports in a timely manner to meet critical deadlines.
- Liaison between home office and all employees, including human resources and payroll inquiries.
Education
PTIN - Licensed Tax Preparer
Liberty Tax
Los Angeles, CA12-2024
Skills
- Tax preparation
- Vendor management
- Expense tracking
- Bank statement reconciliation
- Invoice processing
- Accounts payable and receivable specialist
- Internal controls implementation
- Financial statement preparation
- Month-end and year-end closing
- Payroll processing
- Project management
- Superior attention to detail
Certification
- PTIN License - December 2024
Languages
Spanish
Professional Working
Timeline
Case Manager
The Francisco Homes
04.2024 - 04.2025
Licensed Tax Preparer - (PT Seasonal)
Carlos F. Castillo Tax Preparation
01.2023 - 04.2025
Office Administrator
Sashco, Inc.
02.2022 - 11.2024
Executive Administrative Assistant to CEO
Levine Management Group, Inc.
12.2019 - 04.2021
Full Charge Bookkeeper – (Temporary Assignment)
First Call Staffing
12.2018 - 11.2019
Executive Assistant
Levine Management Group, Inc.
09.2011 - 06.2013
Office Manager
Aspire Public Schools
08.2008 - 08.2011
PTIN - Licensed Tax Preparer
Liberty Tax
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