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Posted : Wednesday, January 17, 2024 05:56 AM
SUSAN BRILL
LinkedIn: www.
linkedin.
com/in/brillsusan SUMMARY OF QUALIFICATIONS Highly qualified and dedicated professional with over 15 years of accounting experience.
Adept at streamlining workflow processes, improving overall productivity and achieving all company goals and objectives.
Energetic and goal-oriented with an impressive performance record and a well-rounded background in optimizing internal support performance.
Currently seeking a position which will effectively utilize all skills, abilities, and areas of expertise as follows: Accounting/Bookkeeper Financial Management General Ledger A/R and A/P Billing/Invoicing Payroll & 401k Financial Reports Client Trust Account/IOLTA Merchant Accounts Account Reconciliations Business Administration Office Management QuickBooks Set-Up & Clean-Up Organization Multi-Entity Human Resources 1099’s CORE COMPETENCIES Consistently recognized, top-performing professional with unique skill-set in handling complex business and accounting issues for corporations, individuals and startup operations.
Leverages natural leadership talents and knowledge to assist with several financial operations, including expense reporting, accounting compliance for audits, researching and ensuring budgets.
Utilize exceptional accounting and business administrative skills combined with work experience in helping companies/individuals improve their organizational performance.
Determine organizational needs, propose business growth solutions and assess impact of solutions using strong analytical and problem solving skills.
Strong work ethic and track record of success with a history of developing long-lasting relationships based on a foundation of trust, integrity and outstanding performance.
PROFESSIONAL PROFILE Accounting Manager/Client Accounting Services/Business Consulting – Independent Contractor Jan.
2015 – Present Clients/Industries: Wealth Advisors, Inc.
– Wealth Management Private Individuals – Individual Wealth & Accounting Dare Salutum, Inc.
– Residential Properties (apartment complexes) Auditel, LLC – Software Program Development Miller, Monson, Peshel, Polacek & Hoshaw – Law Firm Caldarelli, Hejmanowski, Page & Leer, LLP – Law Firm McKee Consulting, LLC – Business Consulting South Coast Wholesale, Inc.
– Palm Tree Wholesaler M&M Patisserie – Wholesale Bakery Tigris Ventures, LLC – Venture Capital Firm Tear Film Innovations, Inc.
– Biotech Startup Strata Information Group - IT Jones Payne Group, Inc.
- Engineering Pro Trees, Inc.
– Tree Trimming Shiny Jets – Jet Cleaning, Maintenance & Education Tasks Performed/Responsibilities: Month end bank and credit card reconciliation Multi-Entity Client Trust Account/IOLTA reconciliation & compliance Financial Reports Accounts Payable Accounts Receivable Oversee day to day financial transactions.
QuickBooks set-up, clean-up and organization Set-up accounting system & procedures Billing/Invoicing Team Leader Accounting compliance for audits Employee onboarding, benefits & termination - HR Payroll processing & 401k contributions Merchant Accounts Administration, organization and management of office operations Business Consulting Expense Reports Business filings and governance 1099’s Synergy Specialists Medical Group, Inc.
· San Diego, CA Mar.
2013 – Jan.
2015 Accounting Manager/Business Administration QuickBooks clean-up and set-up of accounting procedures Responsible for managing all corporate bank accounts, each doctor’s sub account and office operations of each individual doctor for this startup company of 12 Orthopaedic Surgeons.
Oversee daily, weekly and month end bank reconciliations; A/P, general ledger, billing maintenance, cash flow reports, merchant statements, BOD meeting planning and agenda, expense reports, payroll, 401k, health benefits, office & ancillary manager.
Successfully implemented pre-tax health care and 401k while consistently handling complex issues related to starting a new business.
Corporate filings.
Rhino Linings Corporation · San Diego, CA Nov.
2012 – Mar.
2013 Accountant/Full Charge Bookkeeper/Executive Assistant Manage all personal and business bank accounts, bookkeeping (A/P, A/R, & month end reconciliation) and properties (domestic and international).
Business filings with the Secretary of State, County Assessor’s Office and Franchise Tax Board, as well as domestic and international travel arrangements.
Special projects as needed Coast Law Group, LLP · Encinitas, CA Jul.
2008 – May 2012 Full Charge Bookkeeper/Executive Legal Assistant//Property Manager Support the legal transactional group to include; business formation and governance, contracts, license agreements, garment licenses, intellectual property, trademarks, travel, calendaring, meeting set-up and correspondence.
Assisted with civil litigation, event planning for community volunteering, monthly staff meetings and company functions.
Month end reconciliation, credit card reconciliation, A/P, A/R, financial reports.
Client Trust Account/IOLTA Vice President and Property Manager of the Managing Partner’s commercial and residential property business.
EDUCATION HISTORY Bowling Green State University, Bowling Green, OH QuickBooks Certified CA Notary Public (expired) TECHNICAL PROFICIENCY Word, Excel, Outlook, (Microsoft Office) QuickBooks Desktop and Online (certified)(Intuit) Payroll Processing (Paychex, ADP, QuickBooks & Paylocity) Adobe Acrobat TimeSlips (Sage) Slack Lacerte ECF/PACER EDGAR Serengeti LexisNexis Proteus iStation, Redtail Project Management Engagement DocuSign Teams eMoney SPECIAL INTEREST Daughters of the American Revolution (DAR) De Anza Chapter Treasurer Finance Committee Long Distance Runner Marathon Maniacs Lifetime Gold Member Abbott World Marathon Major – 2 Star Finisher OC Marathon Legacy Runner Seven Continents Club Member
linkedin.
com/in/brillsusan SUMMARY OF QUALIFICATIONS Highly qualified and dedicated professional with over 15 years of accounting experience.
Adept at streamlining workflow processes, improving overall productivity and achieving all company goals and objectives.
Energetic and goal-oriented with an impressive performance record and a well-rounded background in optimizing internal support performance.
Currently seeking a position which will effectively utilize all skills, abilities, and areas of expertise as follows: Accounting/Bookkeeper Financial Management General Ledger A/R and A/P Billing/Invoicing Payroll & 401k Financial Reports Client Trust Account/IOLTA Merchant Accounts Account Reconciliations Business Administration Office Management QuickBooks Set-Up & Clean-Up Organization Multi-Entity Human Resources 1099’s CORE COMPETENCIES Consistently recognized, top-performing professional with unique skill-set in handling complex business and accounting issues for corporations, individuals and startup operations.
Leverages natural leadership talents and knowledge to assist with several financial operations, including expense reporting, accounting compliance for audits, researching and ensuring budgets.
Utilize exceptional accounting and business administrative skills combined with work experience in helping companies/individuals improve their organizational performance.
Determine organizational needs, propose business growth solutions and assess impact of solutions using strong analytical and problem solving skills.
Strong work ethic and track record of success with a history of developing long-lasting relationships based on a foundation of trust, integrity and outstanding performance.
PROFESSIONAL PROFILE Accounting Manager/Client Accounting Services/Business Consulting – Independent Contractor Jan.
2015 – Present Clients/Industries: Wealth Advisors, Inc.
– Wealth Management Private Individuals – Individual Wealth & Accounting Dare Salutum, Inc.
– Residential Properties (apartment complexes) Auditel, LLC – Software Program Development Miller, Monson, Peshel, Polacek & Hoshaw – Law Firm Caldarelli, Hejmanowski, Page & Leer, LLP – Law Firm McKee Consulting, LLC – Business Consulting South Coast Wholesale, Inc.
– Palm Tree Wholesaler M&M Patisserie – Wholesale Bakery Tigris Ventures, LLC – Venture Capital Firm Tear Film Innovations, Inc.
– Biotech Startup Strata Information Group - IT Jones Payne Group, Inc.
- Engineering Pro Trees, Inc.
– Tree Trimming Shiny Jets – Jet Cleaning, Maintenance & Education Tasks Performed/Responsibilities: Month end bank and credit card reconciliation Multi-Entity Client Trust Account/IOLTA reconciliation & compliance Financial Reports Accounts Payable Accounts Receivable Oversee day to day financial transactions.
QuickBooks set-up, clean-up and organization Set-up accounting system & procedures Billing/Invoicing Team Leader Accounting compliance for audits Employee onboarding, benefits & termination - HR Payroll processing & 401k contributions Merchant Accounts Administration, organization and management of office operations Business Consulting Expense Reports Business filings and governance 1099’s Synergy Specialists Medical Group, Inc.
· San Diego, CA Mar.
2013 – Jan.
2015 Accounting Manager/Business Administration QuickBooks clean-up and set-up of accounting procedures Responsible for managing all corporate bank accounts, each doctor’s sub account and office operations of each individual doctor for this startup company of 12 Orthopaedic Surgeons.
Oversee daily, weekly and month end bank reconciliations; A/P, general ledger, billing maintenance, cash flow reports, merchant statements, BOD meeting planning and agenda, expense reports, payroll, 401k, health benefits, office & ancillary manager.
Successfully implemented pre-tax health care and 401k while consistently handling complex issues related to starting a new business.
Corporate filings.
Rhino Linings Corporation · San Diego, CA Nov.
2012 – Mar.
2013 Accountant/Full Charge Bookkeeper/Executive Assistant Manage all personal and business bank accounts, bookkeeping (A/P, A/R, & month end reconciliation) and properties (domestic and international).
Business filings with the Secretary of State, County Assessor’s Office and Franchise Tax Board, as well as domestic and international travel arrangements.
Special projects as needed Coast Law Group, LLP · Encinitas, CA Jul.
2008 – May 2012 Full Charge Bookkeeper/Executive Legal Assistant//Property Manager Support the legal transactional group to include; business formation and governance, contracts, license agreements, garment licenses, intellectual property, trademarks, travel, calendaring, meeting set-up and correspondence.
Assisted with civil litigation, event planning for community volunteering, monthly staff meetings and company functions.
Month end reconciliation, credit card reconciliation, A/P, A/R, financial reports.
Client Trust Account/IOLTA Vice President and Property Manager of the Managing Partner’s commercial and residential property business.
EDUCATION HISTORY Bowling Green State University, Bowling Green, OH QuickBooks Certified CA Notary Public (expired) TECHNICAL PROFICIENCY Word, Excel, Outlook, (Microsoft Office) QuickBooks Desktop and Online (certified)(Intuit) Payroll Processing (Paychex, ADP, QuickBooks & Paylocity) Adobe Acrobat TimeSlips (Sage) Slack Lacerte ECF/PACER EDGAR Serengeti LexisNexis Proteus iStation, Redtail Project Management Engagement DocuSign Teams eMoney SPECIAL INTEREST Daughters of the American Revolution (DAR) De Anza Chapter Treasurer Finance Committee Long Distance Runner Marathon Maniacs Lifetime Gold Member Abbott World Marathon Major – 2 Star Finisher OC Marathon Legacy Runner Seven Continents Club Member
• Phone : NA
• Location :
• Post ID: 9142937873
