John Wharton: in Newport Beach , CA

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John Wharton

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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
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
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