Overview
Work History
Summary
Education
Skills
Certification
Work Availability
Accomplishments
Timeline
BusinessAnalyst
Amy Wade

Amy Wade

Tomball,TX

Overview

26
26
years of professional experience

Work History

AP/AR/MFG COORDINATOR/TEAM LEAD/PURCHASING MNGR

Windlass Engineers & Services
Tomball, Texas
03.2018 - Current
  • Manage bookkeeping, tax preparation, billing, monthly sales, and material tracing records, upholding API standards
  • Reduced receivables from $850K to $200K within 6 months, post the $6M acquisition
  • Appointed to Team lead to manage growth and streamline routing information processes, improving job execution
  • Instrumental in implementing strict American Petroleum Institute (API) standards facility-wide to comply with federal and state manufacturing guidelines
  • Serve as the sole Purchasing Manager for a multi-million dollar division.
  • Learned and adapted quickly to new technology and software applications.
  • Paid attention to detail while completing assignments.
  • Demonstrated a high level of initiative and creativity while tackling difficult tasks.
  • Proved successful working within tight deadlines and a fast-paced environment.
  • Worked effectively in fast-paced environments.
  • Gained extensive knowledge in data entry, analysis and reporting.
  • Demonstrated strong organizational and time management skills while managing multiple projects.
  • Exercised leadership capabilities by successfully motivating and inspiring others.
  • Versatile professional with strong problem-solving skills and history of adapting to diverse challenges. Applies innovative solutions and technical expertise to deliver exceptional results. Committed to streamlining processes and advancing organizational objectives.
  • Provided professional services and support in a dynamic work environment.
  • Gained strong leadership skills by managing projects from start to finish.
  • Acted as a team leader in group projects, delegating tasks and providing feedback.
  • Worked well in a team setting, providing support and guidance.
  • Goal-oriented professional with proven success in applying analytical skills to solve complex problems and overcome challenges. Dedicated to enhancing team performance and driving business success.
  • Used critical thinking to break down problems, evaluate solutions and make decisions.
  • Demonstrated leadership skills in managing projects from concept to completion.
  • Organized and detail-oriented with a strong work ethic.
  • Strengthened communication skills through regular interactions with others.
  • Assisted with day-to-day operations, working efficiently and productively with all team members.
  • Resolved problems, improved operations and provided exceptional service.
  • Adaptable and proficient in learning new concepts quickly and efficiently.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Self-motivated, with a strong sense of personal responsibility.
  • Organized professional with expertise in managing resources and optimizing performance. Proficient in providing valuable insights and supporting decision-making processes. Committed to enhancing productivity and contributing to overall success.
  • Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.
  • Developed and maintained courteous and effective working relationships.
  • Proven ability to develop and implement creative solutions to complex problems.

BOOKKEEPER

T & C Intrinsic Applications, Inc./Hood Guys
Magnolia, Texas
01.2017 - 03.2018
  • Tapped to streamline bookkeeping, successfully transitioning to a fully functional QuickBooks online business from paper and manual receipt processes
  • Managed daily QuickBooks transactions, reconciled checking and credit card accounts, and prepared Profit & Loss statements for tax purposes
  • Maintained accurate business records in collaboration with company accountant, upholding state regulations
  • Maintained kitchen hood vent cleanliness for multiple restaurants for routine state inspections.
  • Established QuickBooks accounting system to reflect accurate financial records.
  • Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
  • Reviewed and filed financial documents, coded accounting entries for data processing, and posted daily receipts and payments in accordance with all corporate protocols.
  • Reconciled and corrected issues with financial records.
  • Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
  • Streamlined bookkeeping procedures to increase efficiency and productivity.
  • Maintained account accuracy by reviewing and reconciling checks monthly.

ADMINISTRATIVE SUBSTITUTE DATA ENTRY ASSISTANT

Under Pressure Administration
Montgomery, Texas
01.2016 - 03.2018
  • Achieved 100% accuracy in maintaining the international real estate multiple listing database (MLS)
  • Entered new listings, updated properties, and uploaded pictorial and multi-media files to various websites.
  • Scanned documents and saved in database to keep records of essential organizational information.
  • Verified data files prior to entry to maintain high data accuracy.
  • Completed data entry tasks with accuracy and efficiency.
  • Corrected data entry errors to prevent duplication or data degradation.
  • Followed data entry protocols, rules and regulations.
  • Updated and maintained customer information, documents and records.

OFFICE MANAGER/BOOKKEEPER

Advanced Electrical Solutions
Tomball
01.2007 - 05.2012
  • Conducted and recorded all general office transactions in QuickBooks, including invoicing, payment processing, bill payments, office supply orders, purchase order creation, and managing shipping and receiving orders
  • Maintained accurate business records following state regulations, ensuring accurate documentation for the company's accountant
  • Efficiently reconciled all checking and credit card accounts and prepared Profit & Loss statements for tax purposes, ensuring financial accuracy and compliance.
  • Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
  • Assisted in organizing and overseeing assignments to drive operational excellence.
  • Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
  • Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
  • Defined clear targets and objectives and communicated to other team members.
  • Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
  • Established QuickBooks accounting system to reflect accurate financial records.
  • Maintained and processed invoices, deposits, and money logs.
  • Reviewed and filed financial documents, coded accounting entries for data processing, and posted daily receipts and payments in accordance with all corporate protocols.
  • Posted daily receipts and payments in accordance with corporate protocols.
  • Completed tax forms in compliance with legal regulations.
  • Reconciled and corrected issues with financial records.
  • Implemented new accounting processes to decrease spending and work flow downtime.
  • Recorded deposits, reconciled monthly bank accounts and tracked expenses.
  • Developed monthly, quarterly and annual profit and loss statements and balance sheets.
  • Strengthened financial operations by conducting bank reconciliations and financial reporting.
  • Matched purchase orders with invoices and recorded necessary information.
  • Inspected account books and recorded transactions.
  • Handled day-to-day accounting processes to drive financial accuracy.
  • Tracked financial progress by creating quarterly and yearly balance sheets.
  • Streamlined bookkeeping procedures to increase efficiency and productivity.
  • Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
  • Reconciled company bank, credit card and line of credit accounts, investigating, and resolving discrepancies to keep accounts audit-ready.
  • Reconciled accounts, managed audits and updated financial records with remarkable accuracy.
  • Reduced financial discrepancies, effectively reconciling bank accounts and organizing information into accounting software.
  • Input financial data and produced reports using Quickbooks.
  • Entered figures using 10-key calculator to compute data quickly.
  • Maintained account accuracy by reviewing and reconciling checks monthly.

MOBILE NOTARY

Notary Administrative Services
Montgomery, Texas
01.2009 - 01.2011
  • Traveled up to 75 miles per appointment for multiple notary appointments daily
  • Ensured the meticulous review and understanding of over 300 pages of legal documents before notarization.
  • Updated journal with names and dates for permanent record.
  • Checked documents and identifying credentials for all parties.
  • Looked for signs of fraud or coercion and refused notarization.
  • Administered oath to document signers to obtain affirmation of truth.
  • Certified and attested power of attorney documents, acknowledgements and deeds.
  • Maintained accurate records of all documents notarized to support accurate recordkeeping and reporting requirements.
  • Met with clients in office & home environments to witness signings.
  • Drafted and executed notarial affidavits in accordance with applicable laws.
  • Checked client identification to maintain compliance with state legal requirements.
  • Provided guidance to customers to facilitate completion of notarial documents.
  • Examined documents for accuracy, completion and compliance before notarizing.
  • Followed proper protocol when notarizing documents, verifying signatures and dates for compliance.
  • Set up and managed appointments for client notary services.
  • Checked documents for accuracy and correct signing before notarizing.

Office Manager

United Flag & Banner
Spring, Texas
01.2002 - 01.2007
  • Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
  • Controlled resources and assets for department activities to comply with industry standards and government regulations.
  • Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
  • Leveraged data and analytics to make informed decisions and drive business improvements.
  • Developed detailed plans based on broad guidance and direction.
  • Launched quality assurance practices for each phase of development
  • Assisted in organizing and overseeing assignments to drive operational excellence.
  • Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
  • Identified and communicated customer needs to supply chain capacity and quality teams.
  • Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
  • Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
  • Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.

Jr Accounts Payable Specialist

Inrock
Houston, Texas
01.1999 - 01.2002
  • Reached out to vendors and customers to verify information and follow up on client issues.
  • Matched purchase orders with invoices and recorded necessary information.
  • Maintained account accuracy by reviewing and reconciling checks monthly.
  • Handled day-to-day accounting processes to drive financial accuracy.
  • Maintained excellent financial standings by working closely with bookkeeper to process business transactions.
  • Streamlined bookkeeping procedures to increase efficiency and productivity.
  • Streamlined daily reporting information entry for efficient record keeping purposes.
  • Managed and responded to correspondence and inquiries from customers and vendors.
  • Entered figures using 10-key calculator to compute data quickly.

Summary

Precise Accounts Payable Specialist with 25 years of experience working with Payables & Receivables accounts. Skilled at fixing account and data discrepancies with professionalism and using Quickbooks & ERP Software. Proven history of resourcefulness, accuracy and extensive knowledge of Bookkeeping. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Education

Certification - Bookkeeping

Intuit QBO Certification
09.2024 - Current

Skills

  • Budget monitoring
  • Year-end closing
  • Accounts payable management
  • Vendor Relationship Management
  • Financial statement review
  • Collection strategies
  • Payment Processing
  • Journal entry preparation
  • Audit Support
  • Month-end closing
  • Bank Reconciliation
  • Customer Account Management
  • Payroll assistance
  • Invoice Processing
  • Dispute Resolution
  • Accounts receivable management
  • General ledger maintenance
  • Account reviewing
  • Data inputting
  • Transaction verification
  • Entry verification
  • Payment coding
  • Expense Tracking
  • Sales tax reporting
  • Account Reconciliation
  • Quickbooks
  • Records coordination
  • Process Improvement
  • GAAP principles
  • Entry recording
  • Data Entry
  • Payroll Processing
  • Purchase Order Management
  • Report Preparation
  • Account resolution
  • Financial Reporting
  • Ledger management
  • Vendor engagement
  • ERP systems proficiency
  • Statement Reconciliation
  • Problem Resolution
  • Financial research
  • Transaction reviewing
  • Tax Compliance

Certification

  • Certified Bookkeeper, Intuit QBO - 09/2024 to current

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Accomplishments

  • Achieved 75% reduction of past dues by completing 6 months of soft collections with accuracy and efficiency.

Timeline

Certification - Bookkeeping

Intuit QBO Certification
09.2024 - Current

AP/AR/MFG COORDINATOR/TEAM LEAD/PURCHASING MNGR

Windlass Engineers & Services
03.2018 - Current

BOOKKEEPER

T & C Intrinsic Applications, Inc./Hood Guys
01.2017 - 03.2018

ADMINISTRATIVE SUBSTITUTE DATA ENTRY ASSISTANT

Under Pressure Administration
01.2016 - 03.2018

MOBILE NOTARY

Notary Administrative Services
01.2009 - 01.2011

OFFICE MANAGER/BOOKKEEPER

Advanced Electrical Solutions
01.2007 - 05.2012

Office Manager

United Flag & Banner
01.2002 - 01.2007

Jr Accounts Payable Specialist

Inrock
01.1999 - 01.2002

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Amy Wade