1. EDUCATION
Bachelors Degree, Finance
The Ohio State University
Course Completion: June 2000
Current: International Finance UCLA
Excel: Financial Modeling and VBA-UCLA
TECHNICAL AND PROFESSIONAL SKILLS
Linux
SAP
Oracle JD Edwards Enterprise 1
Excel-Pivot Tables, V-Look Up,
Formulas, Macros
Financial Accounting
Financial Statements
ADP Brokerage Systems
ADP Payroll
Bloomberg Terminals
QuickBooks and Quickbooks online
Quicken
ConnectWise
Mobius
SharePoint Intranet
General Ledger
Journal Entries
Bank Reconciliation
Accounts Payable
Check Runs
Expense reports
MS Office
Types 70 WPM
PROFESSIONAL EXPERIENCE
6th Street Consulting, Redondo Beach, CA January2016
Bookkeeper, Accountant – Interim
 Posting, downloading and Transactions to General Ledger and updating Chart of Accounts perjournal entries.
 Managing tax documents, Vendor 1099s, ad hoc documentation necessary for audit purposes.
 Accounts Payable, Vendor management and syncing transactions between financial platforms.
 Invoicing, Account Receivables, matching payments to invoices, collections, scanning and posting payments,bank runs.
 Bank reconciliation and credit card reconciliation between outside and internal systems.
 Producing annual Financial Statements on a weekly basis for ad hoc reports.
 Supporting office functions in Human Resources and other functions that require communication between clients, employees
and vendors.
Insight 51,Bleach Group USA Holdings, Inc., Venice, CA August 2015 Revenue $1.2 Million
Accountant
 Accounts Payable, Vendor management, Bank reconciliation, Account Receivables, Journal Entries and General Ledger on
Quick Books for multiple subsidiaries under parent company for wholesale clothing line.
 Inventory accounting,Full Circle and JD Edwards.
 Payroll on ADP.
Westfield Real Estate, Interim, Century City, CA February – April 2014 Revenue $819 Million
Staff Accountant – Design
 Accounts Payables for Design Department using JD Edwards Enterprise 1, to verify, allocate, and post transactions.Coding,
Cost Allocation, Reconciliation, Journal Entries, Maintain General Ledger Accounts,Vendor Management and
Recordkeeping using Pivot Tables and V LookUP in Excel.
 Running Trial Balance and General Ledger reports, Voucher activity, History of Payments and others for reconciliation
purposes.
Empyrean, Hedge Fund- Century City, CA June – August 2013
Assistant to the CFO
 Compliance and Record keeping.
KC Allen Flowers, Rosamond, CA 2008-2012 Revenue <$1 Million
Accounting
 Reconciling point of sale transactions to bank statements on a monthly basis.
 Reconcile several Credit Card and Processing Fee Statements on a monthly basis.
 Documenting business expenses on workbooks for tax purposes.
 Manage Accounts Payable’s full process of matching, booking invoices, payment selection, and check payments.
Sumi Allen
(858)344-5903
sumiallen@gmail.com
1100 S. Gramercy Pl.
Los Angeles, CA 90019

2. Wells Fargo, Auto Finance Group, San Francisco, CA 2007-2008
Executive Finance Support
 Data Entry and Management support to Finance Department on Excel Worksheets to process weekly reports for the West
Coast Sales Division.
 Processing expense reports make travel reservations,hotel accommodations, car services, special event planning, messengers,
keeping heavy schedules ofconference calls, meetings on Wells Fargo Portal.
Menlo Capital Realty Group, San Francisco, CA 2006-2007 Revenue <$1 Million
Junior Accountant
 Assistance to head accountant by Accounts Payable.
 Project management for real estate development by organizing resources,finances, vendors and fellow employees to maintain
and development of acquired properties outside of construction.
Dunham and Associates, San Diego, CA 2004-2006 Revenue $5+ Million
Accountant.
 General ledger reconciliation.
 Assist the Senior Accountant by documenting Mutual Fund Investments.
 Operations and Trade Research.
 The use of Excel and complex multi-sheet formulas and macros for conversion project to ensure a high degree of efficiency
and accuracy.
 Processing and reviewing daily reports for reorganization, overdrafts, and diagnosis of various issues with the clients’
accounts.
 Accomplishment- Participation in successfulconversion project of companywide investments into new mutual funds .
TD Waterhouse, Brokerage, San Diego, CA 2000–2003
Stockbroker Series 7 & 63 licenses
Assists customerwith account maintenance and providing information in the following areas:
 Call centersupport for customers with quotes,market information, published analyses,verifying account data, trade
confirmation, providing service information and answering questions.
 Placing customer orders to buy and sell stockand options using a Linux based ADP platform brokerage system.
 Trade research, assistance with banking functions,and website troubleshooting through interdepartmental communication..
 Client administration in accordance to house and market compliance.
 Calculated and enforced Margin requirements, notifying customers of calls and due dates .