Log InSign Up

John Wharton: in Newport Beach , CA

Profile background

John Wharton

Profile avatar
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
Industries
Bike
Golf
Dive
Fishing
Lifestyle
Outdoor
View all
HomeSummaryActivityProjectsWork experienceEducation historyConnectionsCompanies
Summary
Activity
Projects

No information

Work experience
Image Plutos Sama, LLC

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
Image Summit Investment Management

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
Image B&W Window Washing

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
Image Borden Ranch

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
Image Steamboat Springs High School

Steamboat Springs High School

High School Diploma | 2009 - 2012

Image University of Colorado

University of Colorado

BS | 2012 - 2016

Connections
Companies (0)

No information

1501 Lincoln Blvd.#1014 Venice, CA. 90291