Shanna Simon
Yonkers,NY
Summary
Dynamic Account Manager with extensive experience in client services. Highly organized professional establishes relationships with clients. Stays calm under pressure.
Overview
12
12
years of professional experience
Work History
ACCOUNT MANAGER
GELFAND, RENNERT & FELDMAN, LLC
2021.05 - Current
- Respond to client inquiries and requests in a timely manner, disseminating client information internally as appropriate
- Coordinate workflow of bookkeeping team
- Review and distribute mail
- Oversee daily client activity, including requests and timely follow up on all outstanding matters
- Review work of bookkeepers (AP/AR, cash receipt and journal entry coding, general ledger, payroll and financial statement review)
- Cash management by reviewing bank balances and statements and approving transfers as needed
- Monitor credit card activity fraud alerts and credit score issues
- Download credit card activity and order new credit cards
- Monitor Insurance renewals and claims
- New client set up, including bank accounts
- Assist with home and car purchases
- Work with internal firm resources to assist with client contracts, royalties processing, and customized financial schedules
- Assist with other financial transactions and reporting, such as 1099s, and annual/quarterly filings
- Coordinate with accounting/tax department to provide a continuum of service
- Assist with other special client and firm projects.
CLIENT SERVICES SPECIALIST
CBIZ MHM, LLC
2019.01 - 2021.05
- Concierge services for clients
- Entered cash receipts and disbursements for personal and business accounts
- Prepared vendor 1099 Misc
- Forms, payroll taxes, sales tax and W2's
- Created and maintained financial reports (such as budgets and projections) using excel spreadsheets
- Accounts Payable
- Drafted correspondence via letter and memo using MS Word and Outlook
- Acting as a liaison between clients, vendors, and agents
- Prepared payroll
- Managed workflow of (1) bookkeeper
- Reviewed payables and receivables
- Submitted medical claims and inquiries for clients
- Client billing using QuickBooks Online, Xero products.
ACCOUNT MANAGER
PRAGER METIS CPA'S LLC
2017.04 - 2018.12
- Concierge services for clients
- Entered cash receipts and disbursements for personal and business accounts
- Prepared vendor 1099 Misc
- Forms, payroll taxes, sales tax and W2's
- Created and maintained financial reports (such as budgets and projections) using Excel spreadsheets
- Accounts Payable
- Drafted correspondence via letter and memo using MS Word and Outlook
- Acted as a liaison between clients, vendors, and agents
- Prepared payroll
- Managed workflow of (1) bookkeeper
- Reviewed payables and receivables
- Submitted medical claims and inquiries for clients
- Prepared invoices for billing of professional services using MS Excel.
BOOKKEEPER
ALTMAN, GREENFIELD & SELVAGGI
2016.02 - 2017.01
- Monthly Bank Reconciliations
- Entered cash receipts and disbursements for personal and business accounts
- Prepared vendor 1099 Misc
- Forms, payroll taxes and W2's
- Created and maintained financial reports using Excel spreadsheets
- Special projects as requested by Account Managers
- Accounts Payable for high net clients and their business entities.
BOOKKEEPER
COHNREZNICK LLP
2012.02 - 2016.02
- Monthly Bank Reconciliations
- Concierge services for high net clients
- Entered cash receipts and disbursements for personal and business accounts
- Prepared vendor 1099 Misc
- Forms, payroll taxes and W2's
- Created and maintained financial reports using Excel spreadsheets
- Special projects as requested by Account Managers
- Accounts Payable for high net clients and their business entities
- Drafted correspondence via letter and memo using MS Word and Outlook
- Acted as a liaison between client and vendors.
Education
MASTER OF PUBLIC ADMINISTRATION -
PACE UNIVERSITY
12.2019
B.A. FORENSIC PSYCHOLOGY -
JOHN JAY COLLEGE OF CRIMINAL JUSTICE
12.2015
Skills
- Proficient in MS Word
- Excel
- Outlook
- PowerPoint
- Access
- QuickBooks
- Datafaction products
- XERO
- Account Management
- Schedule Management
- Customer Service
- Vendor Relations
- Account Servicing
- Client Relationship Management
- Coordinating paperwork
- Client meetings
- Client Development
- Relationship building and management
- Teamwork and Collaboration
- Employee Mentoring
- Performance Tracking
- Performance Evaluations
- Client Relations
- Vendor Management
- Goal Setting
- Staff Management
- Prioritizing workflows
- Overcoming Objections
- Account verification
- Goal-Oriented
Timeline
ACCOUNT MANAGER
GELFAND, RENNERT & FELDMAN, LLC
2021.05 - Current
CLIENT SERVICES SPECIALIST
CBIZ MHM, LLC
2019.01 - 2021.05
ACCOUNT MANAGER
PRAGER METIS CPA'S LLC
2017.04 - 2018.12
BOOKKEEPER
ALTMAN, GREENFIELD & SELVAGGI
2016.02 - 2017.01
BOOKKEEPER
COHNREZNICK LLP
2012.02 - 2016.02
MASTER OF PUBLIC ADMINISTRATION -
PACE UNIVERSITY
B.A. FORENSIC PSYCHOLOGY -
JOHN JAY COLLEGE OF CRIMINAL JUSTICE
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