Summary
Overview
Work History
Education
Skills
Languages
Certification
Work Preference
Timeline
Generic
Open To Work

Rana Shenasi

Mission Viejo

Summary

Results-driven financial professional experienced in financial analysis and strategic planning to help businesses grow and operate more efficiently. Known for a practical, analytical approach, strong communication skills, and a collaborative mindset. Committed to producing accurate, meaningful results while continuously learning and improving.

Overview

24
24
years of professional experience
1
1
Certification

Work History

Founder and Principal bookkeeper

Rana's Bookkeeping
Mission Viejo
08.2025 - Current
  • I help businesses save time, ease stress, and boost profits by keeping their financial records clean, up to date, and easy to understand. With consistent reporting, I give business owners a clear picture of where things stand, so they can make confident, strategic decisions.
  • My services include daily bookkeeping, bank and credit-card reconciliations, invoicing, accounts receivable and payable, payroll coordination, and QuickBooks training.

Executive Assistant to CEO/CFO

Everest Solutions Group
Laguna Hills
01.2002 - 10.2025
  • Managed accounts payable, receivable, invoicing, payroll, and bookkeeping using Quickbooks and Microsoft Office.
  • Oversaw administrative tasks for new hires, encompassing talent search and initial interviews.
  • Provided support in preparing contracts, invoices, purchase orders, and documentation for daily operations.
  • Organized travel arrangements and itineraries for company executives.

Life Insurance Agent

WFG Wealth Builders
Newport Beach
02.2019 - 05.2022
  • Helped clients with financial analysis and budgeting, assisted them with setting up wealth protection, retirement planning and long term care.
  • Went through extensive sales and marketing training with the company.
  • Worked as an independent agent while bringing new team members on board and training them.

Research Specialist

Technology Elements & Matters
08.2008 - 12.2021
  • Established numerous joint ventures by connecting key prospects and industry leaders with company executives.
  • Conducted thorough research on emerging technologies to identify market trends.

Education

Tax, Accounting, QuickBooks Classes -

Saddleback Community College, Intuit
09.2024

Bachelor of Fine Arts - Interior Architecture

California State University, Long Beach
01.1998

Associate of Arts - Interior Design

Fashion Institute of Design and Merchandising
Los Angeles
01.1993

Skills

  • Strategic planning
  • Analytical skills
  • Results-driven mindset
  • Quick learning ability
  • Pressure management
  • Financial reporting
  • QuickBooks proficiency
  • Administrative support
  • Growth mindset
  • Financial management

Languages

English
Full Professional
Farsi
Full Professional

Certification

Intuit Quikbooks Online Advanced

Work Preference

Job Search Status

Open to work

Work Type

Contract WorkPart TimeFull Time

Location Preference

On-SiteRemote

Salary Range

$35/hr - $1000/hr

Timeline

Founder and Principal bookkeeper

Rana's Bookkeeping
08.2025 - Current

Life Insurance Agent

WFG Wealth Builders
02.2019 - 05.2022

Research Specialist

Technology Elements & Matters
08.2008 - 12.2021

Executive Assistant to CEO/CFO

Everest Solutions Group
01.2002 - 10.2025

Tax, Accounting, QuickBooks Classes -

Saddleback Community College, Intuit

Bachelor of Fine Arts - Interior Architecture

California State University, Long Beach

Associate of Arts - Interior Design

Fashion Institute of Design and Merchandising
Rana Shenasi