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Summary of Skills

Full-cycle accounting, budgeting, payroll, financial management

Proficient in Quickbooks, Microsoft Word, Excel, Powerpoint, and Outlook

Web Design and Maintenance

Special project management, including supervision of contracted services

Excellent written and verbal communication skills

Effective in conflict resolution and creating new, innovative solutions

Focused, detail-oriented, self-motivated, resourceful, committed, and organized

Work History

Dec 2013Present

Business Manager, Accountant

Julie Nation Academy
  • Accounts receivable, accounts payable, payroll, business taxes, and financial reporting, including coordination with CPA
  • Re-designed and implemented a new system for accounts receivable management and the collections process significantly increasing cash flow
  • Converted 98% of client base to e-billing
  • Designed new website including e-Commerce and ShoutOuts
  • Updated and revised all curriculum and program divisions
  • Prepared Annual Budget and kept corporate meeting minutes
  • Secretary of Julie Nation Academy Scholarship Foundation

Supervisor: Julie Nation   (707) 575-8585

Location: 2455 Bennett Valley Rd Suite 110A Santa Rosa, CA 95404

Aug 2015Feb 2016

Office Manager

Santa Rosa Center for Cognitive Behavioral Therapy
  • Accounts receivable specialist and collections
  • Pioneered a system to generate Superbills through Quickbooks
  • Maintained and updated website and used MailChimp to send out periodic newsletters

Supervisor: Litsa Tanner, Jennifer Shannon (707) 545-4600

Location: 613 College Avenue Santa Rosa, CA 95404

Jan 2013Nov 2013

Community Association Manager, Operations Manager

Emerald Dolphin Homeowners Association
  • Overseeing day-to-day operations of 17-story high-rise Emerald Dolphin
  • Supervising maintenance staff and authorized contractors
  • Maintaining financial records of the HOA, collecting Homeowner dues, paying all HOA bills, enforcing rules and regulations adopted by the HOA, and thorough understanding of the governing documents and state statutes
  • Preparing annual budgets and financial statements in accordance with GAAP
  • Attending all board meetings, presenting manager's report, and transcribing meeting minutes
  • Communicating with all owners and tenants of the 65 units in the building

Supervisor: Linda Watson CAM & Emerald Dolphin Board of Directors   (850) 934- 6401

Location: 850 Fort Pickens Road Pensacola Beach, FL 32561

Sep 2012Dec 2012

Administrative Assistant

The Rental Connection
  • Managing The Rental Connection
  • Preparing rental record reports for local appraisers
  • Maintaining Ready List (database) for Sonoma County; requiring daily data entry
  • Assisiting Nancy Lanz for Charterhill Rentals; performing tasks such as running credit reports for prospective tenants

Supervisor: Owner Nancy Lanz, Charterhill Rentals & The Rental Connection   (707) 579- 3742

Location: 3343 Industrial Drive Suite 2 Santa Rosa, CA 95403

Feb 2012May 2012

Front Desk Receptionist, Administrative Assistant

TotalCare Chiropractic Center
  • Billing and recording of patient visits on Lytec (medical office software)
  • Maintaining accurate patient files and processing of new patients
  • Obtaining authorizations from insurance companies on behalf of patients
  • Scheduling and canceling of appointments, anwering phones, and filing

Supervisor: Dr. Todd M. Wright   (707) 545-2105

Location: 1203 Fourth Street Santa Rosa, CA 95404

Nov 2009Aug 2010

Self- Employed, Owner

Em & Em's Helping Hands
  • Serving the retirement community of Oakmont with a business partner: managing our own advertisements and financial records
  • Acquiring over 60 clients in the community and serving at large community events
  • Typical Jobs: cleaning homes, running errands, organizing, walking dogs, aiding in tax-preparation, and teaching computer skills



Master of Science in Accountancy [Transferring to MSA]

Sacramento State University

Expected Start Date: August 2017

Aug 2015Mar 2017

Bachelor of Science in Business [BSB In Progress]

California State University- Channel Islands

Expected Graduation Date: March 2017

Jan 2012May 2015

Business AS-T, Business Administration AA, Social and Behavioral Sciences AA

Santa Rosa Junior College

Graduation Date: May 23, 2015  


Aug 2013Present

Community Association Manager (CAM)

State of Florida Department of Business and Professional Regulation

License # CAM41982                              Status: Inactive