Jan Albertie Resume
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Location: San Jose, CA, USA
School: San Jose City College
Major: Mathematics

Jan Albertie Resume

Jan M. Albertie
Human Resource, Finance, Office Manager

Combined history of Office Management, HR Management, Finance Management & Payroll Management experience. Proven background in accounting/bookkeeping, employee relations, vendor management, executive support & start up office management. Skilled benefits & compliance manager. Excellent project management, presentation, & communication skills. Excellent Planning & Organizational skills - Budget Development & Management - Exceptional Customer Relations Skills - Strong Work Ethic & interpersonal Skills.


Culligan Water Company – Santa Clara (Contract Employee)
March 2019 – August 2019
Office Manager

Maintained & oversaw specific processes for the collection & maintenance of customer data, which includes billing accuracy, aging & preparation of the information for the monthly financial statements. Responsibilities included managing & supervising all front desk/clerical personnel including scheduling, assignment, direction, performance review (including input on pay adjustments), hiring & discipline consistent with company policy. Assist the GM with managing the operation by utilizing independent judgment & discretion to review & advise on billing issues, expenditures & budgetary matters for the business. Managed & directed all accounts receivable, to include pursuit & follow-up of unpaid balances. Accrue expenses as needed. Direct collection of on-site employee data related to, among other things, demographics, payroll, employee benefits & employee leave administration. Ensures employee files are maintained in accordance with company policies & procedures as well as federal, state, & local regulations. Primary responsibility for assistance with month-end close process: accrual preparation & analysis of general ledger/monthly operating statements.

Apex Medical Group – Los Banos, California (Contract Employee) October 2018 – January 2019
Finance & HR Manager

Maintained a positive attitude, exceptional organizational skills & able to multitask in a busy medical office. Responsible for on-boarding & off-boarding of employees: Including new hire paperwork, maintaining personnel files, benefits administration, setting up email accounts, terminations & exit interviews. Administer annual benefits open enrollment, liaise with agent to ensure all plans & costs relayed to employees. General bookkeeping & semi-monthly payroll for 125+ employees (A/P, Bank reconciliations, etc.) QuickBooks desktop used exclusively for all accounting functions. Excel used heavily for organizational tracking of pay increases, review dates, benefit programs, overtime, absenteeism, etc. Work with agent to maintain employee & company contributions to the 401(k) plan.

New Pipes Inc., Santa Clara, California (Contract Employee)
Aug 2017 – April 2018
Finance Manager

Responsible for the day-to-day finances & accounting system. Supervised staff of 2 to ensure all office based systems & services were efficiently & effectively managed. Process monthly accounts, budgeting & production of the P&L. Responsible for efficient invoicing & lead on income collection. Review & agree expenditure, purchases & invoices payable, & reconcile vendor accounts. Manage budget actuals against projections, forecasts & the year-end. Support the CPA on all regulatory & financial matters. Advise CEO of any irregularities or poor practice & recommend suitable solutions. Oversee HR processes including staffing, benefits, time cards, payroll, & overtime. Look for & design more efficient processes to improve business productivity & profitability. Provide timely presentations & reports including key financial performance. Highly organized & able to work alone or as part of a team. Problem solve & advise managers accordingly. A great communicator who enjoys working in a busy office environment. Experienced & highly capable in using QuickBooks. Competent & experienced in sound business bookkeeping & accounting practices. Capable in using a client database & routinely producing & using spreadsheets. Tactful & assertive with customers & colleagues alike. Able to work on business critical issues & maintain high levels of trust & confidentiality throughout. QuickBooks Software used.

The Salon Professional Academy, San Jose, California (Contract Employee)
Nov 2016 – April 2017

Manage all aspects of payroll, bank reconciliations, month end close, collection of student tuition, bill payment, financial reporting to shareholders. Software programs used: SMART Portal Online for student data base, invoicing, collections, etc.; TFC Credit Corporation loan software to track payments & interest on loans from graduated students, Campus Log In to track phone calls, emails & texts sent to students in collection & communication efforts. QuickBooks On-Line for A/P, A/R, payroll, banking, etc.

Misha Consulting Group, Inc. dba eBusiness Design, Campbell, California
May 1997 – June 2014
Human Resource/Finance/Office Manager

Manage all aspects of software startup office including Accounts Payable/Receivable, HR, Benefits Administration, Payroll, Facilities Management, Event Coordination, Financial Planning, General Office Administration & Travel Coordination.

HR functions: payroll & benefits administration, policies, immigration, performance management, safety, & employee relations. Research & manage benefit plans. Review policies & procedures to ensure compliance & updates as appropriate. Ensure compliance with federal, state, & local employment laws & regulations. Work closely with employees & Third Party Administrators to research & resolve benefits & claim-related issues. Manage compensation program to ensure internal & external equity. Coordinate separations of employment including exit interviews, return of Company property, etc. Facilitate ongoing performance management process. Monitor & schedule various company trainings. Administer New Hire Orientation. Supervise the issuing of IRS Form 1099 reports to independent contractors & other required recipients as well as support the completion of the 1096 transmittal to the IRS. Formulate & manage annual budget. Perform all payroll-related functions. Oversee & approve garnishment & levy deductions & any payroll non-recurring items to comply with company policy & state & federal law. Perform payroll-related maintenance functions including, but not limited to, processing new hires, termination status changes, tax changes, deductions, & direct deposits. Monitor changes & remain current on legal, regulatory or governmental requirements: wage & hour, garnishments, employee relocation, tax matters, 401(k), etc. for multi-state payroll. Receive & review invoices to insure the vendor is set up in QuickBooks, invoice is properly coded & approved prior to payment. Accurate entering of all payment requests into accounts payable system, keying in electronic payment transfers, obtaining & reviewing vendor W-9 Forms & weekly check runs.

Responsible for all accounting reports. Assist in the resolution of invoice discrepancies. Maintain all accounts payable records & vendor files. Correspond with vendors & respond to any queries. Assist with month end closing & annual audits. Audit T&E Reports for accuracy & to make sure all required receipts are attached. Assure timely collection of monies due to corporation. Monitor & report on deviations from credit standards. Assure timely & accurate invoicing. Make recommendations to improve quality of invoicing & collection procedures. Weekly reporting of invoicing totals, aging totals, cash receipts, invoice adjustments. Manage proper recording & application of cash, management of outstanding invoices & direct interfacing with customers on collection matters & dispute resolution. Support CEO by providing timely & accurate payment & account standing information. Manage complete ownership of monthly AR close process including reconciliation of the AR sub-ledger to the General Ledger. Also prepare monthly AR activity & tie-back to the AR Aging. Manage the monthly reconciliation of other AR related accounts: unapplied cash, unclaimed credits, clearing, accrual, bad debt, etc.

Create & manage Shipping & Receiving process. Organize/maintain common area & supply rooms. Ensure office equipment is working properly. Work with IT &/or vendors for maintenance issues. Track office supplies & place restock orders when needed. Post documents to internal general distribution folder for employee use. Liaison between office & property manager. Schedule meetings, reserve conference rooms, send calendar invites. Make air, hotel & auto arrangements. Complete expense reports. Assist with board meeting prep & communicate with board member executive assistants. Set up & manage quarterly all hands meetings & other company events. Highly skilled at multitasking.

Info Partners Inc., Menlo Park, California
Jan 1996 – Jan 1997
Office Manager

Weekly payroll, Accounts Payable, Accounts Receivable, Banking, Billing, Supply ordering, Collections, Bank reconciliations, Benefit administration, On & Off boarding of employees, New hire orientation, Exit interviews, etc.

Hallgrimson, McNichols, Et al. Law Offices, Pleasanton, CA
Sep 1992 – Jan 1996
Accounts Payable Coordinator

Data entry of all incoming invoices to be paid. Weekly compilation of A/P aging reports. Weekly payroll processing. Weekly check run. Maintain current vendor list on accounting system. Assist with billing, banking, reconciliations, collections, etc.

Intel Corporation, Santa Clara, CA
Jul 1979 – July 1992
Corporate Finance Analyst

Budget & forecasting for all of the corporate offices: Finance, HR, Legal, Risk Management, Training, Marketing, Executive offices, etc. Monthly discussions with Senior VP’s to plan & maintain spending on a quarterly, semi-annual & annual basis. Gather spending data/reports to roll into the corporate P&L reports.

Other Positions at Intel Included: Policies & Procedures Writer, Executive Secretary, Major Accounts Sales Secretary, CIS Secretary, Fab 1 Manufacturing Secretary, Fab 3 Personnel Secretary

QuickBooks, Excel, Outlook, Office