Emily Wheaton

[email protected]

 

OVERVIEW:

A highly motivated professional with a verifiable record of accomplishment. Highly creative, recognized as a results-oriented and solution-focused individual. Areas of strength include:

 

·          AP/AR Full Cycle

·          Budget Analysis

·          Office Management

·          HR Administration

·          IS Management

·          Organizational Skills

·          Highly Computer Literate

·          Solid Communication Skills

·          Time Management Skills

·          Research Abilities

COMPUTER SKILLS:

Gen Office: Excel, Word, Power Point, Access and Publisher, ACT, Avery, Word Perfect

Accounting: QuickBooks Pro, American Contractor, MAS90, Platinum, Realworld, Eldorado,   ADP, ACH

OS: NT 4.0 Server and desktop, Windows 9x, 2000,and XP, Axxess(phone management)

Reporting/Database Management: Visual Basic, SQL,  Actuate 5.0(report writing), Access Graphics:  Adobe: Illustrator, PhotoShop, Acrobat and PageMaker, Kia’s Power Goo,

                   Bryce2, Printshop, Corel Draw

PROFESSIONAL

3/02- Current                  Title Company                                       Corona, CA

EMPLOYMENT:

Accountant

Default Services Division of a national Title Company, providing title insurance and foreclosure services.  Responsibilities Include

·         Full charge processing of all accounts receivable and payable

·         Cost Analysis of Customers and Vendors

·         Commissions for sales reps and departments

·         Access Database design and custom reporting

·         Daily, Weekly, and Monthly Financials reporting to Corporate Accounting and Management Team

Accomplishments

In just a few months I have

Collected over $600K from 1.7 million in aged receivables.  Proved and Correct the receivables aging which resulted in writing off $40k of incorrect and duplicate billing. Created a cost analysis of Sales Reps, Clients and Vendors.  Converted sales reps from being paid on Open order to being paid on paid, which has saved almost $40K in commissions not paid on order that cancelled. Established accounting procedures for new Foreclosure division.  Created tracking reports and converted MAS90 historical files into an access database for reference purposes.

 

1/00- 3/02                                         Health Insurance Company                                                 Santa Ana, CA

Administrative Services Manager

A Healthcare Benefits Administrator providing: Claims Payment, Utilization Management and Provider Network contracting and management,  Responsibilities included:


Accounting: Maintain the accounting for two companies and 6 bank accounts. Cut 200-300 checks per week.  Establish polices and procedures for the Accounting Department. Perform a complete cost analysis of service products and mass weekly mailings. Participate in budget planning and perform monthly analysis of variances. Successfully renegotiated office contracts saving in excess of $60,000 in my first 6 mos.

Human Resources: Establish hiring, reviewing and termination procedures. Create employee benefits and security policies. Manage employee insurance benefits. Assist in training all new employees.

Office management: Coordinated our office relocation from finding new space to
packing and arranging for the movers and designing the new floor layout.


Information Technology: Set-up new users on the server. Set-up and maintain voicemail system with hunt groups. Research and create solutions to office problems through use of current technology. Design custom reports for claims data analysis using Actuate and SQL. Created several databases including one for referred providers.

 

1/99-9/99                                          Construction Company                                         Irvine, CA

Accounting Clerk/Office Assistant

Responsibilities included: Accounts Payable, Accounts Receivable, General Ledger journal entries, Payroll, data entry, unemployment claims, month end reports, state bidding procedures, and collections. As an office clerk: answered all incoming calls, created forms, fax, file, copy, handle purchasing/ordering of supplies, and generally keep the office organized.

9/98-1/99                                            Personnel Services                                          Irvine, CA

Payroll/Office Assistant

As a payroll assistant I collected and coded all of the timesheets for Temporary and Full time Placement Field staff. Process direct deposits and handled tax changes.  Created and sent client invoices/credits.  Created brochures, processed bulk mailings, conducted reference checks, filed, faxed, and worked with an ACT database.

1/98 – 8/98                                          Printing House                                                  Cerritos, CA

Receptionist/PBX operator

Duties include handling all incoming calls on a PBX with eight out side lines, greeting customers, light typing, creating customer quotes, filing, and customer service.

4/97 – 1/98                                          Personal Services                                           Irvine, CA

Clerical Temp

Duties vary from general answering phones and filing to payroll and fundraising.  One placement was with the Boys and Girls Club of Westminster (6/97-12/97)best utilized my customer service skills.  Functioned as a principal, a teacher, a coach, a counselor, and a bill collector.  Worked with ADP payroll, conducted reference checks, initial interviewing, record keeping, organized the office, and worked on fundraisers.

 

10/96 – 4/97                                               Restaurant                                  Newport Beach, CA

Hostess                                                                                                                 

Duties included seating customers, bussing tables, waiting tables, answering phones, to go orders, weekly time cards, handling service complaints, reconciling and closing the cash drawer nightly, and established a procedure to account for the waiters checks.

 

EDUCATION:

Mt San Jacinto, Menifee, CA             

Associate of Arts Degree in General Studies - in progress Spring 2003

 

REFERENCES:

Promptly furnished upon request.

 

 

 

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