Olivia Pendergast
Meredith
Summary
Detail-oriented, driven and analytically minded. Demonstrates a commitment to continuous learning, precision, and high‑quality work. Known for a strong work ethic, attention to detail, and the ability to quickly grasp complex financial concepts. Passionate about contributing to strategic investment insights and supporting sound financial operations
Overview
3
3
years of professional experience
1
1
Certification
Work History
Paraplanner
Aiken Financial Planning
Moultonborough, NH
01.2025 - Current
- Prepared financial plans utilizing client data and investment strategies.
- Conducted research on investment options and market trends for client portfolios.
- Assisted in developing comprehensive financial reports for client meetings.
- Supported the implementation of new financial planning software tools and systems.
- Collaborated with financial advisors to develop customized financial plans for clients to meet their long-term goals.
- Organized and maintained accurate records of client interactions and transactions.
- Monitored market performance regularly to provide insightful updates to both advisors and clients as needed.
Reconciliation Account Specialist
Laconia Country Club
Laconia, NH
01.2025 - Current
- Streamlined reconciliation processes to enhance accuracy and efficiency in financial reporting.
- Collaborated with accounting team to resolve discrepancies in member accounts promptly.
- Developed and maintained comprehensive documentation for reconciliation procedures and best practices.
Bookkeeper
HC Bookkeeping
Moultonborough, NH
06.2023 - 12.2024
- Managed accounts payable and receivable processes, ensuring timely payments and accurate record-keeping.
- Reconciled bank statements with company records to maintain financial accuracy and integrity.
- Processed payroll for employees, maintaining compliance with tax regulations and reporting requirements.
- Utilized QuickBooks to track expenses, generate financial reports, and streamline bookkeeping operations.
- Assisted in preparing monthly financial statements, enhancing visibility into organizational performance.
Accounting Intern
Leonne McDonnell & Roberts Professional Association
Wolfeboro, NH
05.2023 - 08.2023
- Assisted in preparing monthly financial statements and reports for management review.
- Conducted reconciliations of accounts to ensure accuracy and completeness.
- Utilized accounting software to record transactions and maintain accurate ledgers.
- Supported audit preparations by gathering necessary documentation and information.
- Gained hands-on experience with various accounting software programs such as QuickBooks, Excel, and Sage, enhancing overall efficiency in daily tasks.
Education
Bachelor of Science - Accounting
Plymouth State University
Plymouth, New Hampshire, NH05-2024
Skills
- Financial planning
- Investment strategies
- Account reconciliation
- Bookkeeping
- Tax preparation
- Auditing procedures
- Strategic thinking
Certification
- SIE
- New Hampshire Life and Health Insurance Producer
- Currently studying for the Series 65
Timeline
Paraplanner
Aiken Financial Planning
01.2025 - Current
Reconciliation Account Specialist
Laconia Country Club
01.2025 - Current
Bookkeeper
HC Bookkeeping
06.2023 - 12.2024
Accounting Intern
Leonne McDonnell & Roberts Professional Association
05.2023 - 08.2023
Bachelor of Science - Accounting
Plymouth State University