Full Charge Bookkeeper with a strong background in administration and customer service. Consistently enhances organizational efficiency by identifying process improvements and collaborating with team members to exceed project objectives.
Overview
36
36
years of professional experience
Work History
Full Charge Bookkeeper
Independent Contractor
01.1995 - Current
Executed full charge bookkeeping duties while managing administrative and customer service functions.
Maintained organization and efficiency by identifying and implementing process improvements.
Collaborated with team members to meet and exceed project objectives.
Industries Serviced: Publicly Listed, Mutual Funds, Pension Plan Administration, Office Equipment, Sales, Service and Supplies, Merchant Credit Card Enrollment, Home Construction and Renovations, Pharmaceutical Sales Analysis, Real Estate, Residential & Commercial, Public Accounting, Retail, Advertising, Auto Body Repair, Property Management, Residential & Commercial, Call Center Service, Veterinarian & Animal Emergency Hospitals, Managed Service Provider.
Controller
The Roadhouse Group, LLC
Summit
01.1995 - 01.2012
Oversaw financial reporting and ensured compliance for The Roadhouse Group, supporting regulatory adherence.
Reviewed operations and recommended modifications to enhance financial performance.
Conducted detailed analysis of investment opportunities to inform strategic decision-making.
Monthly, Quarterly and Annual Auditing
Fund Accountant
Claremont Investment Partners, LLC
Summit
01.1995 - 01.2012
Fund Accounting
Oversaw daily accounting functions for diverse investment portfolios, ensuring accuracy and compliance.
Executed full charge bookkeeping, maintaining comprehensive financial records and facilitating accurate reporting.
Advised Industry Leaders Fund “ILFIX” on strategic financial decisions and compliance matters.
SEC Compliance
Annual Audit preparation
Assistant Portfolio Manager
Customer Support Specialist
Lewis Studios
Fairfield
01.1990 - 01.1994
Delivered exceptional service and support to customers, resolving inquiries and enhancing satisfaction.
Inside sales support
Conducted quality control inspections, ensuring compliance with product standards and improving overall quality.
Production scheduling
Operated dark room equipment to develop and process photographs.
Designed mechanical graphics that enhanced visual communication in projects, aiding in clearer project presentations.