Summary
Overview
Work History
Education
Skills
Timeline
Generic

B. Callahan

Sparks,NV

Summary

To be a proactive team member; effectively accomplishing all the company's long-term and short-term goals.

Overview

32
32
years of professional experience

Work History

ADMINISTRATIVE ASST. (REMOTE)

RORE INVESTING
12.2023 - Current
  • Administrative duties: Respond to emails and phone calls, incoming mail (ensure it goes to correct person) and outgoing mail (ensure all important letters and forms are mailed out in a timely manner), utilize office equipment (example: phone or printer), update office contact lists and update system when client or vendor changes addresses, etc
  • Assist Administrative Director in project management by setting up new vendor accounts (entering new information in QB and notifying appropriate parties), investigating the best way to advertise and marketing options for current hotels, filling out forms, etc
  • Assist Accounting Manager and Staff with basic bookkeeping (QBO): Enter payroll entries (fees, insurance, retirement, taxes, & wages), upload invoices from Stampli and attach copy of paid invoices, match entries, notify accounting department of any discrepancies (entries/invoice amounts), etc
  • Communication: Constant verbal and written emails to build bridges between colleagues, managers, and investors
  • Filing: Maintain, update, remove duplicates, and archive important documents into Dropbox & QuickBooks
  • Forms: Assist with filling out audit reports (credit card applications, payroll, taxes, workers comp audit from insurance companies, etc.)
  • Monday.com: Create new requests, update boards, archive items that have been successfully executed
  • Research and track down accounting discrepancies
  • W9 & COIs: Call or email vendor(s) and contractors to retrieve forms, update QBO, and notify accounting staff.

BOOKKEEPER/PAYROLL SPECIALIST

CONFIDENTIAL
07.2022 - 12.2023
  • Accounts Payable & Accounts Receivables (multiple accounts): Create new invoices (email or mail), deposit checks by scanning them into the online bank accounts, call clients regarding past due notices, retrieve W9s from new vendors, certificate of liability insurance (if applicable), retrieve receipts for credit cards transactions from management, and data entry
  • Billable Time - Spent on Specific Accounts: Ensure all time spent on the clients' files is entered onto bill.com
  • Data Entry: Accurate information is being entered, downloaded, or uploaded into the correct account & files
  • Ensure compliance with accounting principles, regulations, and laws
  • Filing: Maintain, update, remove duplicates, and archive important documents into Dropbox & QuickBooks
  • Financial Records: Maintain accurate and up-to-date client information
  • Financial Reports: Prepare, analyze, and correct all discrepancies before giving it to clients (audit balance sheet, income and expense, etc.)
  • HR/HRIS: All new employee(s) information is entered into the system, update any changes when PAF is received, audit current employee information monthly or quarterly, train new employees on how to fill out timecard, etc
  • Payroll Processing: Ensure all payroll information is efficiently uploaded, downloaded, or typed accurately into the utilized payroll site; federal, state, workers' compensation fees, retirement (401k, Roth, etc.) and all quarterly taxes are filed in a timely manner (example EFTPS);, audit and investigate any discrepancies (hours worked, wages, payroll deductions, garnishments, etc.); create and run reports as needed, respond to payroll discrepancies, process employment verifications; reconcile balance sheets (benefits, bonuses, commission, garnishments, taxes, tips, etc.), new hires (HRIS - enter new employees into the system, update any changes to deductions (benefits, taxes, etc.), W2s & 1099s (print and mail out at the end-of-the-year), track PTO accruals and balances, update spreadsheets, online payroll insurance payments, and terminations (calculate accrued PTO, apply loan payments owed, garnishments, reimbursements, etc.).

CAREGIVER (HOSPICE PARENT WITH CANCER)

HOME
02.2021 - 05.2022
  • Doctor's appointments: Schedule, drive, and assist mother during chemo and radiation treatments
  • Caregiver duties: Feed, clean, bathe, provide medication on time, etc.

PAYROLL SPECIALIST

ESQUIVEL GRADING & PAVING
10.2019 - 01.2021
  • Data Entry: Accurate information is being entered into the system, downloaded, or uploaded into the correct account & files
  • Decisions: Recognizes problems and responds appropriately by systematically gathering all variables of information, sorts through complex issues, addresses root cause, and communicates all decisions to all management and staff
  • Forms: Assist with filling out audit reports (credit card applications, payroll, taxes, workers comp audit from insurance companies, employee verification, etc.)
  • HR/HRIS: All new employee(s) information is entered into the system, update any changes when PAF is received; and audit current employee information monthly or quarterly; train new employees on how to fill out timecard; etc
  • Payroll Processing (Hourly & Salaried): Collect and verify employee time records, hours worked, PTO and sick balances, holiday pay (if applicable), overtime, bonuses, commissions, garnishments, reimbursements, deductions (taxes, benefits, etc.), update spreadsheets, verify and audit payroll general ledger and reports
  • Payroll Taxes (Employees & Employer): Verify and audit withholdings (Federal, State, Local income tax laws, Social Security, & Medicare)
  • Payroll Benefits Deductions: Verify and audit medical, dental, vision, 401k, health savings account, flexible spending accounts, union or non-union, etc.

CAREGIVER (ELDERLY PARENT WITH CANCER)

HOME
04.2018 - 09.2019
  • Doctor's appointments: Schedule, drive, and assist mother during chemo and radiation treatments
  • Caregiver duties: Feed, clean, bathe, provide medication on time, etc.

ADMINISTRATIVE ASST. / PAYROLL

ECC
01.2017 - 03.2018
  • Administrative duties: Respond to emails and phone calls, correspondence letters, distribution lists, incoming mail (make sure it goes to correct person) and outgoing mail (ensure all important letters and forms are mailed out in a timely manner), sign in all delivered packages, login and logout daily visitors, utilize office equipment (example: phone or printer), call vendors to service office equipment when needed, create and/or update office lists of staff, clients, vendors, coordinates meetings, maintain and organize conference rooms, inventory (replenish and stock items), travel arrangements and update expense reports, and ad hoc projects, etc
  • Assist Accounting Manager and Staff with accounts receivables (Costpoint): Retrieve checks and deposit by using bank scanner
  • Filing: Maintain, update, remove duplicates, and archive important documents I to Dropbox & QuickBooks
  • HR/HRIS: All new employee(s) information is entered into the system, update any changes when PAF is received, and audit current employee information monthly or quarterly, update address or phone number changes, train new employees on how to fill out timecard, etc
  • Payroll Processing: Ensure all payroll information is efficiently uploaded, downloaded, or typed accurately into the utilized payroll site; federal, state, workers' compensation fees, retirement (401k, Roth, etc.) and all quarterly taxes are filed in a timely manner (example EFTPS); audit and investigate any discrepancies (hours worked, wages, payroll deductions, garnishments, etc.); create and run reports as needed, respond to payroll discrepancies, process employment verifications; reconcile balance sheets (benefits, bonuses, commission, garnishments, taxes, tips, etc.), new hires (HRIS - enter new employees into the system, update any changes to deductions (benefits, taxes, etc.)), W2s & 1099s (print and mail out at the end-of-the-year), track PTO accruals and balances, update spreadsheets, and terminations (calculate accrued PTO, apply loan payments owed, garnishments, reimbursements, etc.).

CAREGIVER (ELDERLY PARENT WITH CANCER)

HOME
01.2017 - 12.2017
  • Doctor's appointments: Schedule, drive, and assist mother during chemo and radiation treatments
  • Caregiver duties: Feed, clean, bathe, provide medication on time, etc.

ADMINISTRATIVE ASST. (TEMP)

OFFICETEAM
06.2012 - 01.2015
  • Administrative duties: Answer main line phone, respond to basic incoming emails and phone calls, correspondence letters, distribution lists, incoming mail (make sure it goes to correct person) and outgoing mail (ensure all important letters and forms are mailed out in a timely manner), sign in all delivered packages, login and logout daily visitors, utilize office equipment (example: phone or printer), organize files, inventory (replenish and stock items when running low), etc
  • Accounts Payable & Accounts Receivables: Create new invoices, verifying and allocating accurate coding, deposit checks by scanning them into the online bank accounts or going to the bank, call clients regarding past due notices, collect payments over-the-phone, business license renewals, file quarterly taxes and make payments
  • Bookkeeping: Add entries into QuickBooks, create invoices, post deposits and payments, print reports, receipts, reconcile bank statements, etc
  • Customer Service: Handle complaints and provide appropriate solutions and alternatives within reasonable time restraints in a professional manner
  • Filing: Maintain, update, remove duplicates, and archive important documents into Dropbox & QuickBooks
  • Human Resources: Check all new employees documents (W2, I9, signature, copy of driver's license, ss card, etc.), assist with updating database (address or phone number changes)
  • Meetings: Calendar, set up and tidy conference room, supplies, order food for executives and attendees, etc
  • Reports & Excel Spreadsheets: Audit, identify, investigate all information that may have discrepancies
  • Spreadsheets: Create, update, modify information, review all variables or errors, etc.

BARISTA / SUPERVISOR

STARBUCKS
09.2009 - 12.2014
  • Acts with integrity, honesty, and knowledge that promote culture, values, and company mission
  • Anticipates customer and store needs by constantly evaluating environment and customers for cues
  • Barista: Made specialty coffee for all customers
  • Cash Management: Follows all cash management and cash register policies, train new employees or supervisors
  • Communicates: All important information to manager about daily tasks, goals, inventory, etc
  • Deliver Legendary Customer Service: Customer comes first attitude and make a positive connection
  • Positive Attitude: Support and help lighten the current environment during busy, peak times
  • Quality beverages: Ensure all recipes are followed, follow health, safety, and sanitation guidelines at-all-times
  • Recognizes and reinforces individual and team accomplishments by using existing organizational tools
  • Sales: Advertise and market current pastries, holiday, and new products to all customers
  • Supervisor: Luke McCubbins

HOMEMAKER / MANAGER

HOME
09.2000 - 08.2009
  • Budget: Household finances and creating spreadsheets in Excel and utilizing QuickBooks software
  • Chef: Make breakfast, (3) kids' lunches, and dinner
  • Goals & Objectives: Teach important fundamentals (biological, sociological, and financial necessities) needed for my children to survive in an uncertain, imperfect world
  • Nurse: Empathize, endure, nurture, and resolve all minor non-emergency circumstances (flu, cold, etc.)
  • Taxi: Drive to and pick up kids from school, band practice, sports activities, etc.

ADMINISTRATION ASSISTANT

KAISER
06.1992 - 09.2000
  • Administration Clerk (Temporary assignment): Basic office support (answer phones, copying, filing, fill out forms, type correspondence letters and forms, ad hoc projects, etc.)
  • Material Management / Procurement Clerk: Enter purchase orders into database, change orders, audit and investigate discrepancies, inventory management (over 1000 medical and office supplies) by replenishing items in storeroom by calling various vendors, out-of-stock items (call multiple vendors for same product with price comparison), monitor fast- and slow-moving products, backorders, etc.; communicate to management and all storekeepers regarding all product updates and backorders, deliver important items to doctors and managers, and train new employees
  • Pharmacy Clerk: Enter accurate information to order patient prescriptions (new or refills) while being empathetic, compassionate, and sensitive towards a patient's health and circumstances; cashier (accurately process and retrieve forms of payment), answer inquiries from patients regarding their prescription or over-the-counter items, file documents, update patient's profiles (change of address or contact phone number), and stock and replenish over-the-counter medicine.

Education

No Degree -

UNIVERSAL CLASS ONLINE
Online
07.2026

No Degree - Payroll Certification

ASHWORTH COLLEGE
Online
07.2025

Bachelor of Science - Business Management

UNIVERSITY OF PHOENIX
SAN JOSE, CA
07.2012

No Degree - Business Management

LOS MEDANOS COLLEGE
PITTSBURG, CA
09.1993

High School Diploma -

PITTSBURG HIGH SCHOOL
PITTSBURG, CA
06.1992

Skills

  • Accountability, Accuracy, & Adaptable
  • Accounts Payables & Accounts Receivables: Intermediate
  • Bookkeeping: Intermediate
  • Calendar Meetings: Intermediate
  • Computer Literacy
  • Confidentiality
  • Courteous, Friendly, & Professional Demeanor
  • Detail-Oriented, Dependable, & Reliable
  • Exceptional Customer Service
  • Effective Verbal & Written Communication
  • Excellent Time Management (meet deadlines)
  • Familiarity with Basic Accounting Procedures
  • Forward & Proactive Thinker
  • Google Docs: Intermediate
  • HRIS: Current, New Employees & HR forms
  • Microsoft Office: Intermediate/Proficient
  • Office Equipment/Call for Repairs: Proficient
  • Organized & Prioritize Tasks
  • Payroll: Intermediate
  • PowerPoint: Intermediate
  • Problem-Solving Skills: Intermediate
  • QuickBooks: Intermediate
  • Spreadsheets: Intermediate/Proficient
  • Typing: 65-70 WPM > Data Entry: Proficient
  • Workers' Comp: Beginner
  • Wear Many Hats and a Quick Learner
  • Work Independently and a Team Player

Timeline

ADMINISTRATIVE ASST. (REMOTE)

RORE INVESTING
12.2023 - Current

BOOKKEEPER/PAYROLL SPECIALIST

CONFIDENTIAL
07.2022 - 12.2023

CAREGIVER (HOSPICE PARENT WITH CANCER)

HOME
02.2021 - 05.2022

PAYROLL SPECIALIST

ESQUIVEL GRADING & PAVING
10.2019 - 01.2021

CAREGIVER (ELDERLY PARENT WITH CANCER)

HOME
04.2018 - 09.2019

ADMINISTRATIVE ASST. / PAYROLL

ECC
01.2017 - 03.2018

CAREGIVER (ELDERLY PARENT WITH CANCER)

HOME
01.2017 - 12.2017

ADMINISTRATIVE ASST. (TEMP)

OFFICETEAM
06.2012 - 01.2015

BARISTA / SUPERVISOR

STARBUCKS
09.2009 - 12.2014

HOMEMAKER / MANAGER

HOME
09.2000 - 08.2009

ADMINISTRATION ASSISTANT

KAISER
06.1992 - 09.2000

No Degree -

UNIVERSAL CLASS ONLINE

No Degree - Payroll Certification

ASHWORTH COLLEGE

Bachelor of Science - Business Management

UNIVERSITY OF PHOENIX

No Degree - Business Management

LOS MEDANOS COLLEGE

High School Diploma -

PITTSBURG HIGH SCHOOL

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