Michelle Gockel

Experience

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  California Avocado Commission

  Jun 2010 - Sept 2013

  Marketing Assistant

  • Assembled different media of marketing materials• Packaged, organized, and mailed boxes containing marketing materials to different businesses • Organized company files• Distributed monthly and annual reports • Scanned important documents into the company database

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  Pathfinder Logistics

  May 2012 - Jul 2012

  Receptionist/Secretary

  • Handled incoming and outgoing correspondence • Answered multiple phone calls while simultaneously working with customers • Prepared conference rooms for weekly lunch meetings for executive staff • Managed the receptionist area, including greeting visitors and responding to telephone and in-person requests for information• Mailed and filed Invoices to and from other companies.• Generated copies• Distributed incoming and outgoing faxes

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  Azusa Pacific University

  Jan 2014 - Aug 2014

  Women's Resource Center - Administrative Assistant

  • Created month-to-month calendar with all upcoming events and meetings• Oversaw all social media accounts• Managed receptionist area, including greeting visitors• Responded to telephone and in-person requests for information• Designed electronic file systems and maintained electronic and paper files• Maintained the front desk and reception area in a neat and organized fashion• Handled incoming and outgoing correspondence• Received and screened a high volume of internal and external communications, including e-mail and mail Show less

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  GBS Financial Corp

  Oct 2014 - Jan 2015

  Operations Associate

  • Organized client documents systematically, both physically and electronically• Transitioned office operations from manual to electronic• Consolidated customer information through an array of software programs • Utilized Microsoft Excel and Outlook in day-to-day business operations

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  Western International Securities

  Jan 2015 - Apr 2016

  Operations Associate

  • Analyzed client’s financial investment portfolios to ensure accuracy and profitability• Communicated with Financial Advisors regarding clients’ preferences for their investment accounts• Determined responsible company spending decisions through evaluation of company financials• Processed over 27,000 financial investment accounts to a new company platform• Created new financial investment accounts and managed client information• Produced spreadsheets and presentations utilizing various multi-media resources• Trained new interns on company procedures and programs• Collaborated with the Compliance team to develop new investment account applications Show less

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  Houzz

  Aug 2016 - Apr 2017

  Marketplace Operations Coordinator

  • Administered quality service solutions regarding customer concerns which boosted our satisfaction feedback• Collaborated with vendors and manufactures to provide solutions to product inquiries • Sought new opportunities with vendors and account managers to improve vendor efficiency• Contacted vendors to clarify how to properly use company platform to solve issues to eliminate future problems

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  BFSG, LLC

  Apr 2017 - Jan 2018

  Investment Research Analyst

  • Analyzed portfolio and performance attribution, and report findings to firm’s partners to influence and drive sound portfolio decisions.• Used Excel to construct annual and quarterly financial models which were used to improve clients’ investment returns.• Estimated company’s retirement plan’s future growth, earnings and profitability to help clients offer attractive and competitive benefits to employees and potential new hires.• Researched industry trends and analyzed companies’ retirement plans’ financial statements to ensure stable returns and future investment plan growth.• Performed qualitative and quantitative analytical tasks to monitor investment exposures and performance.• Created investment presentations used for existing and prospective clients. Show less

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  HBLA, CERTIFIED PUBLIC ACCOUNTANTS, INC.

  Jan 2018 - Jul 2020

  ∙ Handled month-end and year-end close process for 12 companies in varying industries (i.e. Architectural, Attorneys/Law Firm, Banking, Foundation/Non-Profit, Home Improvement, Medical, Personal Finance, Real Estate, Retail Sales, Textiles).∙ Lead preparation of government grant drawdown report on a semi-monthly basis with 80% higher accuracy than previous preparer.∙ Managed full-cycle accounts receivable and accounts payable, including outgoing bill payments, processing incoming payments, daily check deposits/wire/ACH transfers, and balancing client accounts.∙ Reconciled discrepancies and errors in financial records and communicate questionable findings to clients.∙ Assisted in the preparation of tax documents, including Federal and State quarterly and annual payroll/sales tax returns, 1099-MISC, W-2/W-3, and 571L, for companies in varying industries.∙ Prepared monthly financial statements according to GAAP, company policies and procedures and client requests.∙ Processed payroll for five companies and organizations in 7 different states.∙ Communicated with high profile and high net worth clients, including company executives, using professional interpersonal skills. Show less • Facilitated financial and operational audits, working with internal and external managers to communicate issues, results, and recommendations.• Identified control gaps in processes, procedures and systems through in-depth research and assessment, and suggest methods for improvement.• Prepared work papers, reports, and supporting documentation for audit findings to present to upper management and partners, using Excel, Word, and Adobe PDF.• Compiled financial reports pertaining to cash receipts, expenditures, and profit and loss.• Completed audit papers by thoroughly documenting audit tests and findings.• Performed administrative tasks such as recordkeeping, writing correspondence and gathering materials.• Collaboratively worked with client team members to build rapport and strong client relationships. Show less

  • Accounting Specialist

    Jul 2019 - Jul 2020

  • Audit Associate

    Jan 2018 - Jul 2019
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  Deloitte

  Jul 2020 - now

  • Advisory Manager

    May 2023 - now

  • Advisory Senior Consultant

    Jul 2020 - May 2023