Tracy Simms
Palmdale,CA
Summary
Hardworking Account Manager with excellent client oversight, issue resolution and relationship-building. Utilize proven aspiring techniques to maintain client base. Knowledgeable with strong collaborative skills leading to optimum outcomes. Excellent written and verbal communication.
Overview
12
12
years of professional experience
Work History
Account Manager
Gerber & Co. CPA's, Inc.
03.2020 - Current
- Manage and establish bookkeeping for 8 high net worth clients, perform all financial reporting functions including daily review of banking transactions, weekly cash flows and monthly financial statements. Oversee daily routine tasks of assistant, interact with peers in both business management and tax department offering support when required, heavy A/P, A/R
Full Charge Bookkeeper
Cohn Handler Sturm
09.2019 - 02.2020
- Monthly and timely preparation of bank and credit card reconciliations, sales tax, monthly and quarterly, maintain orderly accounting filing system, prepare payroll, financial statement analysis, provide support to management staff
Account Manager
Entertainment Business Management
02.2012 - 02.2018
- Performed account manager tasks for 6 high net worth clients for 3 account managers with successful productivity, maintained client confidentiality *Recognized and promoted as highly achieved employee*
Education
Certificate of Completion - Culinary Arts
Los Angeles Trade Technical College
Los Angeles, CA06.2012
Skills
- Business Management
- Project Management
- Team Building
- Strong Work Ethic
- Communication
- Team Player
- Datafaction
- Datafaction Imaging
- AgilLink
Timeline
Account Manager
Gerber & Co. CPA's, Inc.
03.2020 - Current
Full Charge Bookkeeper
Cohn Handler Sturm
09.2019 - 02.2020
Account Manager
Entertainment Business Management
02.2012 - 02.2018
Certificate of Completion - Culinary Arts
Los Angeles Trade Technical College