1. Michelle L. Simpkins
638 Escalona Drive 831.332.0248 (cell)
Santa Cruz, CA 95060 msimpkins519@gmail.com
www.linkedin.com/in/michellesimpkins
EDUCATION:
San Jose State University San Jose, CA
Bachelors of Science Degree, Accounting, May 2015
President’s Scholar
Gary J. Sbona Honors Program (Accounting and Finance)
Cumulative GPA 3.94
EXPERIENCE:
Bookkeeping/Accounting Services Santa Cruz, CA
Bookkeeper/Accountant 12/2013 to present
Provide bookkeeping/accounting services for a variety of industries.
• Accounts payable, accounts receivable, and account reconciliation.
• Year-end journal entries, financial statements, and overall maintenance.
• QuickBooks set-up and instruction.
• Aid in administrative and financial organization.
VALIC, Inc. San Jose, CA
Financial Advisor Assistant 4/2011 to 12/2013
Reorganized two financial advisor offices, creating more efficient systems for confidential client paperwork,
notarizing, scheduling, financial plan preparation, marketing materials, expenses, and customer contact. This led
to additional appointments, resulting in advisors becoming top regional producers in only two years. Much of this
position was done independently, whether working alone at the advisor’s office or telecommuting.
• Developed system for client paperwork, resulting in significantly improved turnover time for approvals
and greatly reduced rejections. This led to improved client satisfaction and increased referral rates.
• Responsible for scheduling all clients, seminars, and appreciation events. Created new scheduling
system, resulting in fewer required follow-up appointments and increased customer satisfaction.
• Generated financial plan preparation and follow up on various company specifications, allowing
advisors to spend more time researching investments and holding face-to-face appointments.
Richard Fitts Construction San Jose, CA
Bookkeeping 6/2012 to 12/2013
Oversaw small residential construction office, conducting all bookkeeping duties.
• Performed all accounts payable, accounts receivable, and payroll functions, including payroll taxes.
• Scheduled all client appointments and maintained regular client communication throughout job.
• Streamlined customer invoicing process, significantly reducing accounts receivable balances.
ADDITIONAL EDUCATION:
Cabrillo College Aptos, CA
Concentration: Accounting/Finance (Cumulative GPA 3.96)
A.A. Degree in Business: December 2012
A.A. Degree in General Science: December 2012
A.A. Degree in Spanish: December 2012
CERTIFICATIONS:
Notary Public: License Comm #1970133
SOFTWARE EXPERIENCE:
Accounting: QuickBooks (desktop and online), Peachtree, and individual business systems
Office: MS Excel, MS Word, MS Publisher, MS PowerPoint, Salesforce, Concur, Webex
VALIC Financial: AgileNET, AdvisorNET, 4sight, Seminar Manager
EXTRACURRICULAR ACTIVITIES:
Member Institute of Managerial Accounting
Member Sigma Alpha Pi Honor Society
