Experienced and detail-oriented remote Bookkeeper with over 8 years of expertise in maintaining precise financial records, managing payroll, invoicing, and reconciling accounts. Proficient in QuickBooks and skilled in financial analysis, data entry, and ensuring accuracy seeking a challenging Specialist Accounts Payable role to contribute to the success of a dynamic organization. Outside of work, I enjoy exploring new places, reading, and capturing moments through photography.
Overview
18
18
years of professional experience
Work History
Bookkeeper
Big Nasty Performance & Service
02.2021 - Current
Maintained and processed invoices, deposits, and money logs.
Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
Handled payroll processing for employees, ensuring timely payment and adherence to tax regulations.
Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices.
Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
Prepared monthly bank reconciliations to ensure accurate representation of company's financial position.
Established QuickBooks accounting system to reflect accurate financial records.
Secretary II
State Farm Operations Center - Irving
01.2015 - Current
Provided comprehensive administrative support to top-level Executives both virtually and in office
Created and maintained the executive's office calendar, email, and appointments through Outlook
Managed Executive's company car, including monthly mileage reporting and coordination with Transportation Services for maintenance
Conducted event planning and coordinated territory, state-wide, and department meetings and functions in multiple time zones while managing budgetary constraints
Conducted research to prepare, gather, and proof briefing materials, agendas, and docks for all executive-level meetings
Built and maintained relationships with employees and outside vendors at all levels
Coordinated complete travel arrangements and procured office equipment and supplies within the department budget
Populated reports with sensitive and confidential data, reconciled and processed expenses and reimbursements for internal and field personnel
Underwriting Service Assistant
State Farm at Cityline - Richardson
04.2013 - 01.2015
Decreased policy value for substandard risks by applying appropriate endorsements or ratings to ensure safe and profitable risk distribution
Provided written correspondence to agents and Underwriters through email and Instant messaging
Reviewed and verified data on insurance applications and policies, including age, name, address, and property value
Maintained and updated policyholder records, including coverage changes, additional vehicles, and name/address updates
Prepared incoming applications for underwriting review
Resolved policyholder issues and cleared errors
Communicated with agents, policyholders, and third parties using various communication methods
Examined documents to determine necessary changes and their effects
Processed reports, filings, form letters, and cancellation letters to comply with state and federal laws
Ordered, stored, and maintained office supplies for the division
Product Administration Generalist
CUNA Mutual Group
11.2006 - 09.2009
Tracked insurance for CPI (Collateral Protection Insurance) and maintained accurate records.
Collaborated with Escrow, Bankruptcies, Foreclosures, Mortgage, and Auto loan accounts to ensure compliance and resolve any issues.
Analyzed and resolved conflicts with Credit unions; and members to retain key accounts and prevent potential losses.
Expedited and resolved Credit union's concerns by following up with calls and ensuring timely resolutions.
Processed up to 300 documents daily and managed up to 60 inbound calls daily.
Efficiently managed multi-line phones and provided exceptional customer service.
Organized and processed client files, scheduling conference appointments as needed.
Trained new hires on company policies and procedures.
Handled faxing, photocopying, filing, and processing outgoing mail.
Supported supervisor with special projects to enhance department efficiency and effectiveness.
Education
Associate of Applied Science - Business Administration
Tarrant County College
Hurst, Texas
12.2012
Skills
Proficient in MS Excel, Access, PowerPoint, Outlook, and Word
Resourceful
Excellent planner and coordinator
Excellent communication skills
Budgeting
Results-oriented
Schedule management
Accounts Receivable
Bookkeeping
Quickbooks
Accounts Payable
Bank Reconciliation
Timeline
Bookkeeper
Big Nasty Performance & Service
02.2021 - Current
Secretary II
State Farm Operations Center - Irving
01.2015 - Current
Underwriting Service Assistant
State Farm at Cityline - Richardson
04.2013 - 01.2015
Product Administration Generalist
CUNA Mutual Group
11.2006 - 09.2009
Associate of Applied Science - Business Administration