Maggie Simmons
Santa Cruz,United States
Summary
Meticulous Full Charge Bookkeeper with over 10 years of accounting, problem-solving and Quickbooks expertise.
Overview
13
13
years of professional experience
Work History
Finance Manager
Future2 Labs Health Services
12.2020 - 11.2023
- Forecasted trends and recommended improvements based on financial risk analyses.
- Complied and trained staff on internal controls and policies, including SOP's.
- Managed reports used to calculate taxes and made monthly and quarterly tax payments to EDD, CDTFA, City of Santa Cruz, Franchise Tax Board, etc.
- Completed bi-weekly payroll for company employees.
Senior Bookkeeper (Temp Position)
The Glass Jar, Inc.
06.2020 - 11.2020
- Maintained 100% accuracy while processing $100,000 worth of payments each week to 75+ vendors.
- Managed payroll data entry and processed Quickbooks payroll for 85 employees on bi-weekly basis.
- Picked up POS cash from all store locations then counted, verified, and handled bank deposits and updated financial spreadsheets.
Full Charge Bookkeeper
Pacific Tax Service
03.2016 - 02.2020
- Maintained accounts receivables and payables for up to 5 businesses.
- Created spreadsheets using Microsoft Excel for daily, weekly, and monthly reporting.
- Processed credit card and bank reconciliations on monthly basis using Quickbooks online and desktop.
Bookkeeper
Dahlen Structural, Inc.
09.2014 - 01.2016
- Developed QuickBooks desktop accounting system to reflect accurate financial records.
- Distributed W-9's and managed 1099 tax forms and assisted in year-end closing procedures.
- Established office inventory management system.
Administrative Assistant/Bookkeeper
Complete Security Systems, Inc.
07.2010 - 08.2014
- Supported CEO through personal document management, calendar organization, and meeting preparation.
- Developed and updated spreadsheets and databases to track, analyze and report on performance and sales data.
- Offered technical support and troubleshot issues to enhance office productivity.
Education
Bachelor of Science - Accounting
University of Louisville
Louisville, KYSkills
- Bank Statement Reconciliation
- Accounts Payable
- QuickBooks
- Time Management
- Attention to Detail
- Data Entry and 10-Key
Timeline
Finance Manager
Future2 Labs Health Services
12.2020 - 11.2023
Senior Bookkeeper (Temp Position)
The Glass Jar, Inc.
06.2020 - 11.2020
Full Charge Bookkeeper
Pacific Tax Service
03.2016 - 02.2020
Bookkeeper
Dahlen Structural, Inc.
09.2014 - 01.2016
Administrative Assistant/Bookkeeper
Complete Security Systems, Inc.
07.2010 - 08.2014
Bachelor of Science - Accounting
University of Louisville
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