Haley DePass

Creating and coordinating RFPs/RFQs for project managers for various local, state, and federal projects Coordinating all procurements for this public agency Project tracking, including budget tracking for major public projects

Accounting Technician II at SBCAG (2020-08 – Present)

• Creating and coordinating RFPs/RFQs for project managers for various local, state, and federal projects
• Coordinating all procurements for this public agency
• Project tracking, including budget tracking for major public projects
• Sales tax reporting
• Accounts payable/Accounts receivable
• Contract creation, coordination, and management
• Acting as an in-agency Notary Public

Account Assistant, Public Works Engineering at The City of Santa Barbara (2019-08 – 2020-08)

• Review, preparation, and entry of Council Awarded Contracts, PSAs, & Purchase Order Requisitions
• AP Entry utilizing appropriate G/L accounts for ongoing consultant and construction contracts
• Collaborating with Finance, Administration, & Project Engineers to ensure vendor compliance & satisfaction
• Payroll & timecard management; abiding by appropriate payroll coding & employee time-off accruals
• Creating monthly Journal Entries for the Engineering Department & submitting to finance
• Creating Monthly Productivity Reports for the Head Civil Engineer
• Records Retention

Bookkeeper at CrossnoKaye (2020-02 – 2020-08)

• Performing bookkeeping best practices for a SAAS startup company
• AP/AR, account reconciliations, tracking company expenses, & re-doing General Ledger with consulting CFO,
• On-boarding new employees & setting up business licenses and Worker’s Comp in new states for remote employees
• Running payroll, disbursing necessary reimbursements, & running I9 documents through E-verify

Bookkeeper at Bottomline Accounting (2018-02 – 2020-02)

• Performing bookkeeping best practices for 30 respective clients with various businesses.
• AP/AR, account reconciliations, recording & performing business transactions, setting up chart of accounts
• Tax preparation for LLCs, corporations, independent contractors, and payroll employees
• Creating & analyzing expense reports, performing data entry when necessary
• “Forensic accounting” when necessary; rectifying previous issues that occurred before the client came to us
• Basic office duties such as maintaining an orderly workspace, ordering supplies, scheduling, client relations, etc.

Administrative Assistant at Cordero Carpentry (2018-02 – 2020-02)

• Construction project tracking, contract creation, and client correspondence
• Estimate & subsequent invoice creation- either T&M or progress billing
• Timely tax preparation
• Employee time tracking, & payroll processing
• Light bookkeeping duties: AP/AR, data entry, classifying transactions for the correct customer/jobsite
• Basic office/clerical duties such as maintaining an orderly workspace, ordering supplies, scheduling, client relations, etc

Freelance Content Writer at Various Clients (2015-08 – 2019-02)

• Experience writing for marketing companies, e-commerce, and online magazines
• Creating creative, engaging, SEO compliant & informative content fir heavy traffic websites
• Meeting tight deadlines & making necessary edits

Bookkeeping Assistant at WuBell Accounting (2014-10 – 2015-05)

• Light bookkeeping duties for 2 clients: AP/AR, timely tax preparation, data entry, check runs, expense reports
• Client scheduling, CEO scheduling, & subsequent meeting prep
• Client relations, handling multiple phone lines, filing, maintaining an orderly office environment.

Bachelor of Arts – California State University Fullerton (2015)