John Wharton: in Newport Beach , CA
John Wharton
Newport Beach | United States
Skills
No information
Interests
Traveling tropical areas for the best scuba diving
Being commissioner of a couple fantasy football leagues
Building/home improvement projects
Summary
Activity
Projects
No information
Work experience
Plutos Sama, LLC
Staff Accountant | 05/2016 - 10/2017
Reporting to Executives apart of multi-million dollar international law firm specializing in Distressed Real Estate and Litigation practice.
? Managed over 15 clients with regards to billing and accounts receivable as well as accounts payable due to court related fees and billing those back to the respective clients.
? Ultimately amounting to over 30 bills being sent to clients, monthly, which included all
reimbursable spending for respective case.
? Served as accounts payable representative for 3 entities under the Plutos Sama umbrella making sure that all relationships were held together through difficult spending periods for the company.
? Totaling 30+ vendors and coordinating specific payment plans for completion in the year
? Reconciliation of fourteen operating and trust bank accounts against internal accounting systems
? Proficient in NetSuite and S6, Excel, QuickBooks, WordPress, Google Drive
Summit Investment Management
Intern | 06/2014 - 11/2014
Mid-size financial consulting firm specializing in distressed capital industry.
Reported to Steve Petrie, COO
? Created custom solutions for individual clients to ensure timely loan payments
? Produced and presented client financial profiles to Summit Executives for approval
? Established strong client relationships needed to manage stressful financial situations
? Excellent communication skills, customer relations and financial analysis for on time payment plan development
B&W Window Washing
Founding Partner | 04/2010 - 04/2010
Small Business established in Spring 2010 for residential cleaning.
Founding Partner
? Start-up from ten residential clients to upwards of twenty-five individual clients
? Managed annual revenue of $6,500
? Responsible for business development, marketing, estimating and customer service schedules
? 70% of business referral based
? Managed all financial records, A/P, A/R and payroll
Borden Ranch
Ranch Hand | 06/2009 - 09/2009
Private ranch (cattle, agriculture and events) with over 200 acres
? Property maintenance, construction and repair
? Manage schedules and transport of heavy machinery across four different worksites within the property
? On call for any event that needed assistance on the land
Education history
Steamboat Springs High School
High School Diploma | 2009 - 2012
University of Colorado
BS | 2012 - 2016
Connections
Companies (0)
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