Dedicated professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
30
30
years of professional experience
Work History
Bookkeeper/Executive Assistant to the President
Apollo Pools, Inc
Valrico, FL
09.2016 - Current
Facilitated training and onboarding for incoming office staff. Set up and trained current coworkers on ProEdge Build construction management software & Quickbooks
Created expense reports, budgets for management team.
Updated spreadsheets and created presentations to support executives and boost team productivity.
Manage cash flow for construction projects,
Oversaw Hazmat compliance
Updated spreadsheets and databases to track, analyze and report on performance and sales data.
Worked with senior management to initiate new projects and assist in various processes.
Worked with suppliers and crew to effectively plan and coordinate logistics for construction projects.
Used QuickBooks to produce monthly invoices, reports and other deliverables.
Processed batch payments through iTreasury & Payment Gateway sync
Created and managed office systems to efficiently deal with documentation.
Office Manager
McKinnnon Materials, Inc
Tampa, FL
06.2009 - 08.2016
Established QuickBooks accounting system to reflect accurate financial records.
Posted daily receipts and payments in accordance with corporate protocols.
Reconciled and corrected issues with financial records.
Established workflow processes, monitored daily productivity and implemented modifications to improve overall productivity.
Compared vendor prices and negotiated for optimal savings.
Sourced vendors for special project needs and negotiated contracts.
Identified potential areas of Hazmat shipping compliance vulnerability (BOLs, labels, SDS) risk to develop and implement corrective action plans.
Developed and implemented campaigns for email, online advertising, search engines and industry magazines.
Rewrote website copy, authored blog posts and updated social media platforms to strengthen client digital presence.
Disassembled computers to perform diagnostics and check for repair needs.
Identified problems with serve performance and resolved.
Processed orders for shipment both domestic and overseas, providing quotes on shipments and coordinating logistics with best solution.
Executive Assistant
Studer Wealth Management
Apollo Beach, FL
09.2008 - 03.2009
Processed Payroll via Quickbooks 2009, processed expense reports and bills
Provided specialized administrative support to financial planner - i.e. management and tracking of client investments, scheduling educational seminars, prepared client account reviews through use of trading platform software, set-up online access for clients on company website.
Prepared various tax forms and documentation associated with tax compliance, audits and refunds.
Organized client tax documents to facilitate quick preparation of tax returns.
Office Manager/Bookkeeper
Quickdraw Designs, Inc
Riverview, FL
06.2004 - 02.2009
A forensic audit of QuickBooks Pro, revealed improprieties committed by former employees which resulted in recovery of $40k, prosecution and restitution.
Established workflow processes, monitored daily productivity and implemented checks and balance system to safeguard against future theft.
Established workflow processes, monitored daily productivity and implemented modifications to improve overall performance of personnel.
Bookkeeping duties included, but not limited to; training others in QuickBooks use,invoicing, AP, AR, collections, scheduling work, bank reconciliation,\payroll, preparation of financial reports and proofing books for accountant
Established productivity benchmarks
Reviewed current staff productivity levels and individual contributions vs cost
Performed a workflow analysis to ensure that business processes are efficient and audited quarterly for compliance
Published meeting agenda in advance to ensure team participation and preparedness
Explored opportunities to improve employee retention by offering competitive benefits package via HR outsourcing company.
Office Administrator
Veteran Communications
St. Petersburg, FL
12.2003 - 06.2004
Provided administrative support to salesmen and branch managers such as preparation of bid packages and scheduled meetings with clients, set-up companies and maintained QuickBooks files for three area branches, Processed payments and made bank deposits, reconciled inventory, credit cards statements and bank accounts, invoiced for products and services, collections, tracked and paid sales tax, created and tracked purchase orders, made travel arrangements, prepared work orders, prepared driving directions and appropriate documentation for techs prior to deployment to job sites.
Executive Administrative Assistant
Netcom Technologies
Tampa, FL
09.2002 - 12.2003
Provided administrative support to V.P., Tampa, Orlando and South Carolina Branch Managers, prepared and notarized release of liens, preparing work orders for our Tampa branch, invoicing and collection for all Southeast branches, applying payments in Timberline accounting software, implemented billing and collection practices that allowed effective use of net working capital.
Referral Coordinator/Administrative Assistant
Douglas C. Wendt D.D.S
Brandon, FL
05.2002 - 09.2002
Compiled and maintained database of new homeowners to send marketing letters, liaison between specialist and general dentists, gave a presentation to introduce Dr
Wendt and his practice to the general dentists along with providing lunch for the staff, developed x-rays, prepared insurance claims, verified insurance, assisted doctor with patient evaluations, cleaned exam rooms, sterilized dental equipment and tools.
Office Manager
Star Environmental
Brandon, FL
08.2000 - 05.2002
Responsible for bookkeeping in QuickBooks, invoicing, AP, AR, collections, marketing ideas, assisted customers, scheduled work, bank reconciliation, processed expense reports, cash management, payroll, prepared and proofed books for accountant.
Receptionist/Bookkeeper
Brandon Family Eye Care
Brandon, FL
04.2000 - 08.2000
Verified insurance, greeted and checked in patients, cleaned rooms between patients, filing, cash handling, prepared books for accountant.
Front Office Coordinator
Northwest Veterinary Clinic
St. Petersburg, FL
02.1993 - 04.2000
Greeted and checked in patients, maintained patient records, answered phones, filing, prepared and sent out yearly vaccination reminders, set-up patient records and inventory in newly acquired program, assisted doctor, prepared prescriptions, reconciled petty cash account, entered daily cash receipts and prepared books for accountant, accepted payment, ordered inventory, sent monthly statements and sent information to aid collection agency in recovery of bad debts, prepared books for Office Manager’s review.
Education
High School Diploma -
Dixie M. Hollins High School
Kenneth City, FL
06.1993 - 06.1993
The Controllers Workshop (8/2005)
Business Writing Basics for Professionals (10/2005)
Beyond Basics & Mastering Excel (3/2006)
Accounting Basics for Non-Accountant (1/2007)
Quickbooks Certified Notary Public - undefined
Accounting for the Non-Financial Manager - undefined
Skills
QuickBooks expert
undefined
Timeline
Bookkeeper/Executive Assistant to the President
Apollo Pools, Inc
09.2016 - Current
Office Manager
McKinnnon Materials, Inc
06.2009 - 08.2016
Executive Assistant
Studer Wealth Management
09.2008 - 03.2009
Office Manager/Bookkeeper
Quickdraw Designs, Inc
06.2004 - 02.2009
Office Administrator
Veteran Communications
12.2003 - 06.2004
Executive Administrative Assistant
Netcom Technologies
09.2002 - 12.2003
Referral Coordinator/Administrative Assistant
Douglas C. Wendt D.D.S
05.2002 - 09.2002
Office Manager
Star Environmental
08.2000 - 05.2002
Receptionist/Bookkeeper
Brandon Family Eye Care
04.2000 - 08.2000
High School Diploma -
Dixie M. Hollins High School
06.1993 - 06.1993
Front Office Coordinator
Northwest Veterinary Clinic
02.1993 - 04.2000
The Controllers Workshop (8/2005)
Business Writing Basics for Professionals (10/2005)
Beyond Basics & Mastering Excel (3/2006)
Accounting Basics for Non-Accountant (1/2007)
Quickbooks Certified Notary Public - undefined
Accounting for the Non-Financial Manager - undefined
Clinical Pharmacologist & Consultant & Head at Madurai Apollo, Trichy Apollo, Karur Apollo & Karaikudi Apollo HospitalsClinical Pharmacologist & Consultant & Head at Madurai Apollo, Trichy Apollo, Karur Apollo & Karaikudi Apollo Hospitals