Quickbooks
Bonnie Andrew
Clancy,MT
Summary
Proven leader in property and financial management, adept at enhancing operational efficiency and tenant satisfaction at Jorgenson's Properties LLC. Skilled in database administration and fostering strong communication, successfully increased occupancy rates and maximized rental income. Expert in strategic planning and critical thinking, consistently deliver above-market performance and sustainable growth. Business-minded Finance Manager promoting more than 30 years of expertise overseeing transactions and reconciling monthly financial reports. Highly collaborative individual with track record of effectively training and coaching staff members. Offering confidence, team contribution and decision making skills.
Overview
37
37
years of professional experience
1
1
Language
Work History
Apartment Manager
Jorgenson's Properties LLC
11.2015 - Current
- Coordinated with maintenance staff to quickly resolve repair requests, minimizing tenant inconvenience.
- Managed property financial records by collecting rent from 46 tenants and a Commerical Lease, reconciling monthly accounts payable and receivable.
- Handled conflict resolution between tenants, successfully mediating disputes and maintaining a positive living environment for all parties involved.
- Collaborated with owners to develop long-term improvement plans for the property, increasing its value over time.
- Evaluated tenant applications using strict screening criteria, selecting reliable residents who maintained good payment records and care for the property during their tenancy period.
- Met with potential tenants to negotiate rent, explain occupancy terms and show available units.
- Implemented a comprehensive preventative maintenance program to proactively address potential issues before they became costly repairs.
- Managed financial tasks such as budget preparation, expense tracking, and rent collection, ensuring accurate record keeping.
- Ensured compliance with pertinent housing regulations by staying current on industry updates and adjusting policies accordingly.
- Streamlined rent collection procedures for increased efficiency and reduced delinquency rates.
- Conducted move-out and move-in inspections to determine charges for damages and market readiness.
- Identified areas in need of improvement within common spaces and implemented upgrades that benefited overall community satisfaction.
- Conducted thorough market analysis to establish competitive rental pricing strategies, maximizing revenue while maintaining high occupancy rates.
- Enhanced resident retention by organizing community events and fostering a positive living atmosphere for all tenants.
- Trained new team members on company policies and procedures, improving overall staff performance and collaboration.
- Developed strong relationships with local businesses, enhancing community connections and increasing referrals.
- Negotiated favorable contracts with vendors, reducing overall property management expenses.
- Responded to emergency situations in a timely manner, coordinating essential services and communicating effectively with affected residents.
- Processed evictions when necessary according to state laws and guidelines while maintaining professionalism throughout each case.
- Analyzed operational information for impact on ROI, identified trends and recommended appropriate adjustments.
- Organized regular property inspections to ensure maintenance issues were promptly addressed, maintaining a safe living environment for tenants.
- Delivered emergency 24-hour on-call service for tenants on building issues.
- Collected and maintained careful records of rental payments and payment dates.
- Monitored and tracked payments and expenses, providing timely and accurate financial reports.
- Maximized rental income while minimizing expenses through effective planning and control.
- Worked closely with clients to facilitate appropriate loans, inspections, and credit reports.
- Kept properties in compliance with local, state, and federal regulations.
- Coordinated appointments to show marketed properties.
- Generated professional networks by engaging in professional, industry and government organizations.
- Responded to Common Area Maintenance (CAM) inquiries.
- Developed annual operating budgets and forecasts, as well as sales and marketing plans.
- Conducted regular inspections of both interior and exterior of properties for damage.
- Implemented and enforced policies and procedures to maintain properties to highest standards.
- Communicated effectively with owners, residents, and on-site associates.
- Introduced and monitored effective lease renewal programs to maintain high occupancy rates.
- Managed lease renewals process efficiently while negotiating optimal terms for both landlord and tenants.
- Maximized occupancy rates through proactive marketing and timely processing of rental applications.
Financial Manager
Jorgenson's Properties LLC
11.2004 - Current
- Prepared comprehensive financial statements for executive review, aiding in effective decision-making processes regarding growth opportunities and resource allocation.
- Implemented new accounting software to automate manual tasks, significantly reducing errors and processing time.
- Increased financial efficiency by streamlining budget processes and implementing cost-saving measures.58
- Managed 58 team members across 4 offices.
- Developed and maintained financial models for forecasting, enabling more accurate predictions of future revenue and expenses.
- Forecasted operating costs for scheduled projects by strategizing with other departments.
- Created analytical framework for identifying and developing financial growth opportunities.
- Managed accounting-team data using Quickbooks & Quickbooks Online, entering and organizing monthly accrual information.
- Negotiated advantageous contract terms with suppliers, resulting in significant cost savings without sacrificing quality.
- Implemented a comprehensive employee training program for financial software, increasing staff efficiency and reducing the need for external support.
- Managed & performed all required Audits.
- Researched and facilitated software integration to streamline accounting and financial processes.
- Developed reporting for executive financial reviews.
- Provided strategic financial guidance during acquisitions, contributing to successful integration efforts and long-term value creation.
- Analyzed budgets, financial reports and projections for accurate reporting of financial standing.
- Drafted reports for leadership for use in strategic planning and decision making.
- Reduced outstanding accounts receivable balances by consistently following up on overdue payments and negotiating payment plans with clients.
- Performed due diligence on prospective vendors and partners to protect against potential financial risks or conflicts of interest.
- Enhanced financial reporting accuracy through regular audits and reconciliations, leading to improved decision-making capabilities.
- Improved compliance by implementing new revenue recognition process for fixed-price arrangements and vendor-specific objective evidence accounting.
- Collaborated with department heads to establish annual budgets, promoting fiscal responsibility across the organization.
- Assumed ownership of accounting, forecasting and strategic supply planning.
- Cultivated relationships with banking institutions, securing favorable loan terms that supported business expansion initiatives.
- Optimized cash flow management strategies, ensuring sufficient funds were available for daily operations while maximizing returns on idle cash balances.
- Developed and presented financial data, financial statements and variance narratives to Board of Directors and LLC Members.
- Oversaw administrative staffing by recruiting, interviewing and onboarding new personnel.
- Created and implemented effective accounting systems, best practices and policies.
Bookkeeper
BRM Services, Inc.
09.1994 - Current
- Enhanced budget management by tracking expenses and comparing actual costs to projected figures, ensuring financial stability.
- Streamlined bookkeeping processes by implementing efficient filing systems and automating data entry tasks.
- Ensured compliance with tax regulations by preparing and submitting required documentation accurately and within deadlines.
- Supported audit preparations by gathering necessary documentation and responding promptly to auditor inquiries, facilitating a smooth process.
- Optimized payroll processing by staying current on labor laws and maintaining updated employee records, ensuring accurate payments.
- Reduced financial discrepancies by diligently reconciling accounts, identifying errors, and making timely adjustments.
- Maintained high levels of accuracy in all aspects of bookkeeping, reducing risk and improving overall financial health.
- Implemented cost-saving initiatives by analyzing expenses and identifying areas for potential reductions or improvements.
- Prevented fraudulent activities by adhering to internal controls and reporting any suspicious transactions promptly.
- Kept abreast of industry trends and best practices, continuously seeking opportunities for professional development.
- Strengthened internal controls by assisting in the review of accounting policies and procedures.
- Maintained confidentiality of sensitive financial information, preserving the trust of both employees and stakeholders alike.
- Demonstrated adaptability by managing additional responsibilities during periods of staff shortages or peak workload.
- Assisted in the preparation of accurate financial reports, providing key insights for informed decision-making for management.
- Improved efficiency of accounts payable processes by regularly reviewing vendor invoices for accuracy before issuing payment approvals.
- Contributed to a positive work environment through professional conduct and effective communication with colleagues and supervisors.
- Developed strong working relationships with vendors, negotiating favorable payment terms that benefited company cash flow.
- Supported timely invoicing for clients with consistent follow-up on outstanding payments to improve cash flow.
- Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
- Analyzed financial data to assist in budget creation and forecasting.
- Created staff expense and reimbursement tracker in Excel.
- Managed vendor relationships and negotiated contracts to obtain best prices and value for money.
- Posted daily receipts and payments in accordance with corporate protocols.
- Developed and implemented procedures to improve accounting efficiency.
- Reconciled and corrected issues with financial records.
- Identified accounting errors when cross-referencing documents and database information.
- Reported financial data and updated financial records in ledgers and journals.
- Reviewed and filed financial documents, coded accounting entries for data processing, and posted daily receipts and payments in accordance with all corporate protocols.
- Maintained and processed invoices, deposits, and money logs.
- Reduced financial discrepancies through transaction monitoring and management.
- Used knowledge of local laws to comply with reporting requirements.
- Established QuickBooks accounting system to reflect accurate financial records.
- Recorded deposits, reconciled monthly bank accounts and tracked expenses.
- Reconciled company bank, credit card and line of credit accounts, investigating, and resolving discrepancies to keep accounts audit-ready.
- Input financial data and produced reports using Quickbooks.
- Reduced financial discrepancies, effectively reconciling bank accounts and organizing information into accounting software.
- Handled day-to-day accounting processes to drive financial accuracy.
- Maintained account accuracy by reviewing and reconciling checks monthly.
- Reconciled accounts, managed audits and updated financial records with remarkable accuracy.
- Streamlined daily reporting information entry for efficient record keeping purposes.
- Tracked financial progress by creating quarterly and yearly balance sheets.
- Streamlined bookkeeping procedures to increase efficiency and productivity.
- Developed monthly, quarterly and annual profit and loss statements and balance sheets.
- Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
- Managed and responded to correspondence and inquiries from customers and vendors.
- Inspected account books and recorded transactions.
- Matched purchase orders with invoices and recorded necessary information.
- Created detailed expense reports to facilitate reimbursement for business expenses incurred.
- Compiled budget figures by reviewing past budgets, evaluating estimated income, and assessing expenses.
- Generated invoices upon receipt of billing information and tracked collection progress.
- Presented audit findings to accounting manager after reviewing results and paperwork.
- Gathered, evaluated and summarized account data in detailed financial reports.
- Entered figures using 10-key calculator to compute data quickly.
- Managed complex problem-solving for upper management in order to complete projects on-time and within budget.
- Supported management by processing invoices and documents with consistent on-time delivery.
- Implemented new accounting processes to decrease spending and work flow downtime.
- Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
- Strengthened financial operations by conducting bank reconciliations and financial reporting.
- Maintained excellent financial standings by working closely with bookkeeper to process business transactions.
- Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
- Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices.
- Prepared monthly bank reconciliations to ensure accurate representation of company''s financial position.
- Supported year-end closing procedures by preparing adjusting journal entries as needed.
- Maintained accurate records of all transactions, ensuring compliance with company policies and applicable regulations.
- Implemented a more efficient filing system for financial documents, improving accessibility and organization.
- Reduced errors in financial reporting by conducting thorough reviews and ensuring accurate data entry.
- Provided support during audits by supplying requested documentation promptly and accurately.
- Improved financial accuracy by reconciling accounts and identifying discrepancies in financial records.
- Enhanced cash flow management through timely invoicing and collection of outstanding receivables.
- Communicated proactively with team members regarding any issues or concerns related to bookkeeping tasks.
- Generated detailed financial reports for management review, facilitating informed decision making.
- Streamlined bookkeeping processes by implementing new accounting software, resulting in increased efficiency.
- Kept up-to-date on changes in relevant regulations or industry best practices, applying this knowledge appropriately within the scope of bookkeeping responsibilities.
- Collaborated with external auditors to facilitate the annual audit process, providing necessary documentation as required.
- Assisted with budget preparation and monitoring, contributing to better expense control.
- Analyzed financial data to identify trends and potential areas for improvement or cost savings opportunities.
- Contributed to the development of annual budgets by providing input on historical expenses and anticipated future costs.
- Assisted in the development of internal controls to safeguard company assets and prevent fraud.
- Input financial data and produced reports using Quickbooks
Pathology Technician
St Peter's Hospital
03.1987 - 09.1993
- Enhanced laboratory efficiency by maintaining and calibrating equipment regularly.
- Assisted colleagues in troubleshooting technical issues with equipment or procedures, fostering teamwork within the laboratory setting.
- Participated in continuing education opportunities, enhancing professional growth and remaining current with industry trends.
- Demonstrated flexibility by quickly adapting to sudden changes in workload or priorities based on patient needs or lab requirements.
- Streamlined workflow with proper documentation of specimens and test results.
- Collaborated with pathologists to provide accurate diagnoses through precise testing and evaluation.
- Supported continuous improvement efforts by staying up-to-date on industry advancements and implementing best practices.
- Safeguarded patient privacy through meticulous record-keeping and adherence to HIPAA regulations.
- Maintained a clean and organized work environment, minimizing the risk of contamination or error.
- Contributed to cost-saving initiatives by efficiently utilizing resources and reducing waste in the lab.
- Strengthened interdepartmental communication by effectively conveying complex information about test results to other medical professionals.
- Increased accuracy of specimen identification by implementing a comprehensive labeling system.
- Reduced turnaround time for test results, diligently prioritizing urgent cases.
- Ensured patient safety, adhering to strict protocols for handling biohazardous materials.
- Maintained inventory control, ensuring necessary supplies were always available without excess stockpiles or shortages.
- Improved diagnostic accuracy by skillfully preparing tissue samples for analysis.
- Provided exceptional customer service when interacting with patients, addressing their concerns with empathy and professionalism.
- Investigated and resolved issues related to laboratory processes and procedures.
- Gathered laboratory samples, monitored fluids and read test results to make accurate care decisions.
- Developed and implemented standard operating procedures to verify quality control.
- Performed high complexity testing by preparing specimens for analysis and maintaining assay quality.
- Prepared and examined specimens using variety of instruments, histologic and molecular diagnostic techniques.
- Collaborated with other healthcare professionals to develop new procedures and protocols.
- Recorded and interpreted laboratory results to present to senior colleagues.
- Prepared and validated buffers and in-house reagents, calibrators, and controls in advance of laboratory testing and analysis orders.
- Prioritized work assigned, maintained accurate records of work performed and initiated corrective action in case of defective records or inadequate care plans.
- Performed and documented hematological and chemical examinations on blood and other body fluids for detection and identification of communicable and other diseases.
- Conducted and reported on microbiological, serological and chemical analysis on clinical and environmental samples.
- Kept supplies organized and well-stocked, requesting more supplies and avoiding unnecessary testing delays.
- Collect blood and tissue samples with focus on accuracy and adherence to aseptic techniques.
- Documented and verified patient information using laboratory information system.
- Set up, maintained and verified sterility of lab equipment and tools.
- Maintained safe work environment free of unnecessary hazards to protect staff and testing results.
- Followed Good Laboratory Practices (GLP) consistently across daily activities and special products.
- Maintained strict aseptic fields when collecting biological samples, minimizing staff, and patient infection risks.
- Troubleshot problems with equipment and recalibrated devices or brought serious concerns to supervisor for handling.
- Analyzed and interpreted data, accurately identifying and reporting laboratory results.
- Upheld laboratory protocols dictated by facility, governing agencies, or special project requirements.
- Identified and traced quality control issues impacting laboratory results.
- Helped management optimize laboratory processes for maximum efficiency and performance.
- Summarized test results and activities for management via verbal updates or written reports.
- Consulted with outside professionals and specialists about tests and testing results.
- Removed samples of materials following good practices to achieve accurate test results.
- Used correct formulas and procedures to prepare solutions and reagents for testing needs.
Education
Bachelor of Science - Microbiology
Montana State University - Bozeman
Bozeman, MT06.1985
Skills
- Accounts Receivable
- Property Management Expertise
- Quickbooks & Online Quickbooks
- Sales and Marketing
- Financial Reporting
- Budget Preparation
- Contract Negotiation
- Financial Oversight
- Construction Project Oversight
- MS Office Expertise
- Financial Statements Expertise
- Profit and Loss Statements
- Account Reconciliation
- Audit Preparation
- Accounts Payable Management
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimePart TimeWork Location
RemoteImportant To Me
Work-life balanceFlexible work hoursWork from home optionQuote
Far and away the best prize that life offers is the chance to work hard at work worth doing.
Theodore Roosevelt
Software
Online Quickbooks
Microsoft Office
Affiliations
- Daughters of the Nile
Accomplishments
- Served as the sole Bookkeeper for an entire block, consisting of a Hotel, Restaurant, Lounge & Apartment complex. While managing the Apartment Complex & the Lounge.
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Managed team of 58 staff members.
- Saved company nearly $50,000 per year on property & liability Insurance this year.
Timeline
Apartment Manager
Jorgenson's Properties LLC
11.2015 - Current
Financial Manager
Jorgenson's Properties LLC
11.2004 - Current
Bookkeeper
BRM Services, Inc.
09.1994 - Current
Pathology Technician
St Peter's Hospital
03.1987 - 09.1993
Bachelor of Science - Microbiology
Montana State University - Bozeman
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