Pamela Rudee

• Part time job remote 5-10 hours per week
• Manage accounts payable and receivable, ensuring timely processing of invoices and payments.
• Reconcile financial statements, maintaining accuracy across all accounting records.
• Execute timely filing of quarterly and annual taxes to ensure compliance with regulations.
• Oversee the processing of 1099 forms for independent contractors.

CMG Partners is an investment company that purchases illiquid REITS from shareholders who wish to sell their shares rather than wait for liquidation event.

I handled all of the transfer paperwork for each shareholder, which included communicating with the shareholders to facilitate transfer. This includes filling out transfer paperwork on their behalf (very detail oriented), instructions to shareholder, and if there is a custodian involved I communicated to them with instructions as well. Customer service definitely played a huge part as I was dealing with many shareholders from all over the US.

I created many standard letters for custodians (as there were many) to save time and streamlined other administrative operations which was helpful for the organization.

• Prepared monthly bank reconciliations to ensure accurate representation of company''s financial position.
• Reviewed and filed financial documents, coded accounting entries for data processing, and posted daily receipts and payments in accordance with all corporate protocols.
• Maintained and processed invoices, deposits, and money logs.
• Managed accounts payable maintaining vendor relationships
• Established QuickBooks accounting system to reflect accurate financial records.