Betsie Lewis
Office and administrative
Pampa,TX
Summary
Ambitious, career-focused business professional with a strong work ethic and genuine passion for success. Demonstrated expertise in understanding company strategies and performances, leading productive teams, controlling budgets, and driving growth initiatives through effective networking. Thrives on tough challenges and excels at translating vision and strategies into actionable, value-added goals. Adaptable and diligent worker always ready to learn and contribute to team and company's overall success.
Overview
20
20
years of professional experience
Work History
Bookkeeper & Payroll
Alex Hill CPA PC
05.2023 - 08.2024
- Record daily clients(s) transactions
- Prepare and close books monthly
- Maintained and processed invoices, deposits, and money logs.
- Maintain timely communication with clients
- Prepare, fill out, and maintain tax forms and work with accountants to ensure compliance
- Preparing and mailing financial documents to clients
- Ensuring all payroll transactions are processed efficiently and checks/ACH are distributed
- Collecting, calculating, and entering data to maintain and update payroll information
- Compiling summaries of earnings, taxes, deductions, leave, and reporting monthly, quarterly, and annually
- Maintaining and updating employee information for accuracy for year-end W-2s and 1099's
- Maintaining accurate records of financial transactions by entering data into accounting software
- Prepare and maintain sales tax monthly
- Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
Operations Manager
ELL, Inc. - dba Bruce Health Services LP
07.2020 - 05.2023
- Maintain and perform impeccable office organization to support efficiency, professionalism, and performance objectives
- Managed scheduling in a timely and effective manner and confirmed following-day cases
- Manage office inventory and place new supply orders
- Manage accounting operations such as updating journal entries, pursuing collections, and reconciling accounts for five companies
- Manage five companies' accounts, payables, and receivables
- Manage approximately 13 dividends monthly for required partnerships
- Process both outgoing and incoming payments and invoices for five different companies
- Reconcile company credit cards, expense accounts and other expenses, and financial records
- Prepare bi-weekly payroll for five different companies of a team of salaried and hourly employees
- Reconcile approximately five bank records and statements by verifying entries
- Manage all aspects of vehicles and heavy equipment
- Established relationships with key vendors
- Maintain Preventative Maintenance reports and submit them to the proper vendor
CEO/Manager
Pampa Teachers Federal Credit Union
12.2004 - 07.2019
- Planned daily operational strategies, including delivery routing, team workflows, and promotional initiatives
- Collaborated with a staff of five to maximize member satisfaction, streamline procedures, and improve bottom-line profitability
- Oversaw fiscal management, budget management, accounting, and payroll activities
- Reviewed daily financial reports and reconciled accounts to keep information current and accurate
- Examined problem-solving concepts, including quantitative methods, techniques, and approaches to optimize organizational operations and facilitate decision-making
- Assisted in refining procedures, defining best practices, and correcting reported audit issues
- Led organization by establishing business direction and actualizing operational plans to meet goals
- Analyzed and determined courses of action to align operations and revenue performance with organizational goals
- Established and oversaw strategic business actions and streamlined operations
- Implemented robust policies and organizational structures to underpin successful expansion and drive continuous growth
- Engaged in risk management by reviewing proposed actions and employee conduct and assessing potential liability
- Minimized staff turnover through appropriate selection, orientation, training, staff education, and development
- Monitored and maintained compliance with internal controls and federal regulations
- Reconciled several bank and credit card account monthly
- Tracked five employees time and attendance for payroll and completed payroll bi-monthly
- Managed approximately 15 incoming calls, emails, and faxes per day from members'.
Education
Associate of Science - Business Administration
Colorado Christian University
Denver, CO05.2021
FIS Global Company -
Mercury Software
Salt Lake City, UT01.2019
Texas Credit Union League Now Cornerstone League - Bankruptcy, Collections, Loans, ACH, ATMs, Share Drafts
Texas Credit Union League Now Cornerstone League
Plano, TX01.2019
Southwest CUNA Management School - Business Management
Southwest CUNA Management School
Fort Worth, TX07.2011
High School Diploma -
Mobeetie ISD
Mobeetie, TX01.1985
Skills
- Accounting and bookkeeping
- Accounts payable and receivable
- Accuracy and efficiency
- Administrative
- Business and leadership
- Computer proficiency
- Communication
- Organization
- Problem-solving
- Time management
- Work ethics
Volunteer Experience
- Good Samaritan, Snack Pak 4 Kids, and Wheel Times, Inc., Volunteer, 2018, 2019
- Coat & Food Drives, Volunteer, 2017, 2019
- First Baptist Church, Finance Committee, 2012, 2014
- Top O' Texas Chapter of Credit Unions, Vice President and President, 1996, 1999
Accomplishments
With this accomplishment, the credit union became highly sound. I worked closely with the board of directors and staff, recognizing their integral role in establishing a connection within our community to expand the credit union's growth in membership and assets. Making the strategic planning session mandatory and completing this connection with everyone involved annually has significantly improved our membership and asset growth.
Timeline
Bookkeeper & Payroll
Alex Hill CPA PC
05.2023 - 08.2024
Operations Manager
ELL, Inc. - dba Bruce Health Services LP
07.2020 - 05.2023
CEO/Manager
Pampa Teachers Federal Credit Union
12.2004 - 07.2019
FIS Global Company -
Mercury Software
Associate of Science - Business Administration
Colorado Christian University
Texas Credit Union League Now Cornerstone League - Bankruptcy, Collections, Loans, ACH, ATMs, Share Drafts
Texas Credit Union League Now Cornerstone League
Southwest CUNA Management School - Business Management
Southwest CUNA Management School
High School Diploma -
Mobeetie ISD
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