Penny Marsigli
Durham
Summary
Results-driven accounting and finance professional with expertise in accounts payable, accounts receivable, payroll, and financial reporting. Enhances processes to drive operational efficiency and deliver exceptional service. Experienced in managing corporate travel and expense programs and conducting financial data analysis.
Overview
8
8
years of professional experience
Work History
Finance Associate II
Cap Financial Partners
08.2024 - Current
- Trained financial advisors and employees on expense management to enhance compliance and understanding.
- Supported daily accounts receivable processes to ensure timely and accurate financial reporting.
- Support daily accounts receivable processes.
- Manage the corporate travel and expense program.
- Identified and implemented process improvements to streamline financial operations and reduce bottlenecks.
- Support manual exception processing and operational issues arising from automated servicing and reconciliation systems.
Accounting Specialist
Pearl Pools
09.2022 - 08.2024
- Processed daily financial transactions, verifying and recording accounts payable and accounts receivable to ensure accuracy and compliance.
- Communicated financial updates to Controller weekly.
- Coded and categorized expenses accurately.
- Maintained financial records, reports, and account documentation.
- Maintained comprehensive financial records and documentation, facilitating timely reporting and audits.
- Generated financial statements and accounts receivable reports.
- Generated financial statements and accounts receivable reports, providing insights for financial decision-making.
- Reported directly to the Controller.
Manager
P.F Chang's
09.2021 - 09.2022
- Coordinated daily restaurant operations and managed staff to ensure smooth service.
- Addressed customer concerns and complaints to enhance satisfaction and loyalty.
- Controlled operating costs and identified opportunities to reduce waste.
- Compiled and analyzed weekly, monthly, and annual revenue and expense reports for financial oversight.
- Responded promptly and effectively to customer concerns and complaints.
Office Manager/ Bookkeeper
Tyndall Engineering and Design
12.2020 - 11.2021
- Prepared budgets and analyzed departmental expenses, ensuring alignment with budget forecasts to support financial planning.
- Processed payroll, including salary changes, retroactive adjustments, overtime, bonuses, vacation pay, terminations, and garnishments.
- Prepared biweekly payroll journal entries.
- Reconciled company financial records and accounts.
- Monitored and collected outstanding accounts receivable balances.
- Performed financial calculations related to balances, interest charges, discounts, equity, and principal.
- Monitored and collected outstanding accounts receivable balances, facilitating timely cash flow management.
Office Assistant/ Bookkeeper
Absolute Power Company
01.2019 - 02.2021
- Managed and processed weekly direct deposits.
- Developed bookkeeping policies and procedures, including maintaining the chart of accounts.
- Resolved office-related issues and addressed employee requests to enhance workplace efficiency.
- Executed receptionist tasks, including answering calls and greeting visitors.
- Developed bookkeeping policies and procedures, ensuring accuracy in chart of accounts maintenance.
- Resolved office-related issues and responded to employee requests.
- Prepared financial reports by collecting and analyzing data, providing insights for financial decision-making.
Education
Bachelor of Business Administration - Management
Kasetsart University
Bangkok, ThailandAssociate in Applied Science - Accounting
Wake Technical Community College
Raleigh, NCSkills
- Accounts Payable (AP)
- Accounts Receivable (AR)
- Collections and payroll
- Bank and Account Reconciliations
- Financial reporting
- Invoicing and payments
- QuickBooks software
- Microsoft Office
- Salesforce
- Workday
- Buildertrend
- SAP Concur
Timeline
Finance Associate II
Cap Financial Partners
08.2024 - Current
Accounting Specialist
Pearl Pools
09.2022 - 08.2024
Manager
P.F Chang's
09.2021 - 09.2022
Office Manager/ Bookkeeper
Tyndall Engineering and Design
12.2020 - 11.2021
Office Assistant/ Bookkeeper
Absolute Power Company
01.2019 - 02.2021
Associate in Applied Science - Accounting
Wake Technical Community College
Bachelor of Business Administration - Management
Kasetsart University