Julie Tobias-Pancoast
Lafayette,CA
Summary
Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level accounting position. Ready to help team achieve company goals.
Overview
34
34
years of professional experience
Work History
Personal Assistant
Dr. Cheruba Prabakar
09.2024 - Current
- Provide multifaceted services to career professionals by running errands, managing mail, scheduling appointments, and arranging transportation.
- Respond to emails and other correspondence to facilitate communication and enhance business processes.
- Display absolute discretion at handling confidential information.
- Oversee personal and professional calendars and coordinated appointments for future events.
- Streamline operations and prioritized tasks, allowing senior staff to increase productivity.
- Coordinate events and worked on ad hoc projects.
Chief Executive Officer
PanCoast Pizza Inc
02.2012 - 06.2024
- Created weekly rotating schedules for 15 employees.
- Recruited, hired and onboarded all employees.
- Handled all accounts payable, accounts receivable, and payroll for processing.
- Communicated with customers and vendors to ensure quality and consistency.
- Managed community outreach, marketing, and advertising.
- Made large-scale financial decisions and supervised company spending to reduce material losses and maximize profits.
- Established QuickBooks accounting system to reflect accurate financial records.
- Completed payroll for employees and maintained detailed records of procedures.
- Maintained and processed invoices, deposits, and money logs.
- Reconciled and corrected issues with financial records.
- Developed monthly, quarterly and annual profit and loss statements and balance sheets.
- Reconciled company bank, credit card and line of credit accounts, investigating, and resolving discrepancies to keep accounts audit-ready..
- Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
- Inspected account books and recorded transactions.
- Generated invoices upon receipt of billing information and tracked collection progress.
- Handled day-to-day accounting processes to drive financial accuracy.
- Recorded deposits, reconciled monthly bank accounts and tracked expenses.
- Managed and responded to correspondence and inquiries from customers and vendors.
- Completed tax forms in compliance with legal regulations.
Owner
Toast Catering & Private Household Services
10.1999 - 02.2012
- Organized UHNW households moves and relocation
- Assisted households with bookkeeping
- Planned all business and personal events in their entirety
- Created daily menus for meals in regard to clients preferences
- Hired staff as needed to assist with special events
- Worked closely with clients and their budgets
- Stocked supplies, inventory and handled any errands
- Consulted with customers to assess needs and propose optimal solutions.
- Assisted in recruiting, hiring and training of team members.
- Reduced financial inconsistencies while assessing and verifying billing invoices and expense reports.
- Interacted well with customers to build connections and nurture relationships.
- Enhanced operational efficiency and productivity by managing budgets, accounts, and costs.
- Negotiated price and service with customers and vendors to decrease expenses and increase profit.
Accounts Payable Clerk
MovieCast
09.1990 - 09.1991
- Prepared vendor invoices and processed incoming payments.
- Reviewed vendor invoices for appropriate documentation and validity prior to payment.
- Maintained good working relationships with vendors and resolved disputes.
- Evaluated financial records to detect errors and discrepancies.
Education
Associate of Arts - Culinary Arts
Le Cordon Bleu College of Culinary Art - Portland
Portland, OR01.1995
Bachelor of Arts - Major: Sociology Minor: Business
University of California - Los Angeles
Los Angeles, CA06.1990
Skills
- Organizational Leadership
- Executive Leadership
- Customer Relations
- Staff Management
- Business start up
- Fiscal Management
- Business Management
- Multi-task management
- QuickBooks
- Self-starter
- Professional and mature
- Strong grasp of Spanish
- Complex Problem-solving
Accomplishments
Guided restaurant through COVID, starting first essential grocery store in the East Bay.
Chosen by The Small Business Majority to attend the Small Business Retreat in Washington DC in 2016 meeting with lawmakers, white house seminars and Google headquarters
Languages
Spanish
Professional Working
Education
Portland, OR,Los Angeles, CA
Contact
Lafayette, CA 94549
Timeline
Personal Assistant
Dr. Cheruba Prabakar
09.2024 - Current
Chief Executive Officer
PanCoast Pizza Inc
02.2012 - 06.2024
Owner
Toast Catering & Private Household Services
10.1999 - 02.2012
Accounts Payable Clerk
MovieCast
09.1990 - 09.1991
Associate of Arts - Culinary Arts
Le Cordon Bleu College of Culinary Art - Portland
Bachelor of Arts - Major: Sociology Minor: Business
University of California - Los Angeles
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