C FINANCIAL HOLDINGS LLC
C FINANCIAL HOLDINGS LLC

C FINANCIAL HOLDINGS LLC

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Introduction: ACCOUNTING MANAGER As detail-focused and has a flair for finances, I thrive on delivering innovative solutions that reduce costs and increase revenue. With more than ten years of experience as an accounting professional, I'm excited about the contributions I can make as a member of your company. I have specialized in: - Filing and organizing of all expenses, receipts, and invoices from vendors. - Recording of financial transactions in the accounting system (Quickbooks). -Assist with inventory control and analysis - Assist with cost/profitability analysis on individual products and projects - Assist with data entry and financial analysis - Review, adjust and enter daily sales and collections from all departments. - Balance cash, credit cards, and receivables on a daily basis. - Balance petty cash to the general ledger on a monthly basis. - Assist with collection calls and review receivable accounts. - E-mail base customers their account status on a weekly basis. - Assist accounts payable by answering questions, payable vouchering, filing, EFTs, and check run done every 3 months. - Bank and Credit Card reconciliations Review and check all month-end distributions of accounts payable, accounts receivable, and inter-company transfers/adjustments for accuracy. -Research customer disputes and/or questions for our customers quickly and efficiently. - Review and balance work in process from front desk to ensure accuracy for collections. - Review current procedures and help to develop ways to streamline the system. PERSONAL ASSISTANT I am a highly organized and detailed personal assistant to executives, entrepreneurs, and career professionals. I specialize in: • Coordinating calendars. • Scheduling appointments and events. • Acting as a liaison. • Preparing reports and updating internal databases. • Managing travel arrangements. • Managing phone calls and emails. • Distributing internal communication. • Proven work experience as a Senior Executive Assistant, Executive Administrative Assistant, or similar role • Knowledge of office procedures • Solid experience with office management systems, ERPs, and MS Office • Familiarity with online calendars and cloud systems • Experience using office equipment, including printers and fax machines • Strong communication skills (via phone, email, and in-person) • Experience exercising discretion and confidentiality with sensitive company information • Excellent organizational skills with an ability to think proactively and prioritize work · Managing a broad range of responsibilities that allow clients more time for family activities, networking events, worry-free travel, and leisure pursuits. · Deliberate planning, strategy, and goal setting · Planning events that include intimate dinner parties, casual gatherings, and large formal affairs.
Overview

1 employee

14 years in business

Payment methods

This pro accepts payments via Apple Pay, Check, Credit card, Google Pay, PayPal, Square cash app, Venmo, and Zelle.

Social media

Instagram

Reviews

Customers rated this pro highly for professionalism, responsiveness, and work quality.

5.0

1 review

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pro avatar
Nathaly D.
Nov 7, 2020
I hired claire to help me not only market and grow my business but to organize myself. She has changed my life inmensly. Running a business all by yourself can get overwhelming and you basically have no personal or social life . Thanks to her i am able to step back from handling most things while working or on vacation . She is the best thing that ever happened to me i do not know how i once did it before. She is extremely smart, motivating, responsible, fast to getting tasks done, and most important multitasker. I highly recommend her and will never trade her for anyone else . Communication is key and she is always alert and available .
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