Sandra Galvan
Oroville,CA
Summary
Experienced and seasoned administration professional with 15+ years experience in overseeing a wide variety of essential functions in business. Organized and motivated to apply the multiple skills and experience I've obtained throughout my work history. Seeking position to expand skills while facilitating company growth. Highly organized with strengths in prioritizing tasks and managing deadlines. Energetic and equipped to support day-to-day operational functions and accomplish business goals. Blends advanced organizational, technical and business expertise to enhance workflows.
Overview
25
25
years of professional experience
Work History
Bookkeeper/HR Manager/CFO/Office Manager
Mark Trumm Insurance Agency, Inc.
Oroville, CA
02.2017 - Current
- Administered payroll and maintained proper documentation of employee personnel.
- Interviewed prospective employees and provided input to HR on hiring decisions.
- Ordered supplies and equipment to maintain adequate inventory levels.
- Processed payroll accurately ensuring all employees were paid on time.
- Managed office inventory and placed new supply orders.
- Performed general bookkeeping duties such as reconciling bank statements and creating journal entries.
- Maintained filing system for records, correspondence and other documents.
- Provided administrative support to management team including preparing reports and presentations.
- Facilitated and processed payroll using Quickbooks online.
- Coordinated workers' compensation insurance and managed claims.
- Handled sensitive employee and company information with highest level of confidentiality and discretion.
- Managed company-wide budgets, payroll, accounting and other financial operations.
- Reconciled balance sheet accounts at the end of each month or quarter as necessary.
- Prepared bank reconciliations, managed field audits and reviewed accounting records for accuracy.
- Prepared detailed reports of all accounts receivable and payable activities.
- Developed and implemented bookkeeping procedures to ensure accuracy of financial records.
- Performed basic accounting, payroll and bookkeeping services to manage business operations.
- Managed bookkeeping and accounting systems and completed data entry with accuracy and efficiency.
Tax Preparer Assistant
Randi Clarke, MBA, E.A
San Jose, CA
02.2012 - 06.2014
- Checked data input or verified totals on forms prepared by others to detect mathematical or procedural errors.
- Assisted tax preparers in gathering and organizing client documents.
- Liaised between clients and tax authorities such as IRS representatives.
- Input data into the company's software for preparation of returns.
- Organized files in an orderly fashion both electronically and physically according to established procedures.
- Finalized and processed paperwork with local, state and federal government authorities.
- Displayed strong telephone etiquette, effectively handling difficult calls.
- Assisted with customer requests and answered questions to improve satisfaction.
- Exceeded customer satisfaction by finding creative solutions to problems.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
Wholesale Underwriting Coordinator
HCL Finance, Inc.
San Jose
06.1999 - 12.2011
- Evaluated customer files to determine if additional documentation was needed prior to closing.
- Communicated regularly with applicants throughout the underwriting process.
- Provided support to lenders regarding questions or concerns related to underwriting processes or decisions.
- Inspected financial statements, credit information and title data to complete underwriting process.
- Utilized diverse data tools and processes to analyze, interpret and manage data.
- Reviewed and analyzed loan applications for accuracy and completeness.
- Understood and followed oral and written directions.
Education
High School Diploma -
Foothill High School
San Jose, CA06-1984
Some College (No Degree) - Business Administration And Management
San Jose City College
San Jose, CASome College (No Degree) - Accounting And Business Management
Butte College
Oroville, CASkills
- Payroll Administration
- Quickbooks
- Invoice Processing
- Quicken Expertise
- Financial Recordkeeping
- Bank Statement Reconciliation
- Accounting and Bookkeeping
- Accounting Operations Management
- Bank Reconciliation
- Tax Preparation
- Superior Attention to Detail
- Financial Management
References
References available upon request.
Timeline
Bookkeeper/HR Manager/CFO/Office Manager
Mark Trumm Insurance Agency, Inc.
02.2017 - Current
Tax Preparer Assistant
Randi Clarke, MBA, E.A
02.2012 - 06.2014
Wholesale Underwriting Coordinator
HCL Finance, Inc.
06.1999 - 12.2011
High School Diploma -
Foothill High School
Some College (No Degree) - Business Administration And Management
San Jose City College
Some College (No Degree) - Accounting And Business Management
Butte College
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