Britney Lamkin
Grand Junction,CO
Summary
I'm a detail-oriented finance professional with a strong passion for supporting mission-driven organizations. As a certified QuickBooks Online ProAdvisor and Payroll ProAdvisor, I bring hands-on experience in bookkeeping, accounting, and financial operations across multiple industries. I'm especially drawn to the nonprofit sector, where I can contribute to organizations focused on creating meaningful community impact. My Associate's degree in Social Science strengthens my understanding of the social issues many nonprofits address, allowing me to support both financial integrity and organizational mission.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Staff Accountant
Soronen Donley Patterson CPAs
09.2024 - Current
- Manage client relationship and engagements for 15+ clients
- Process payroll for 15+ clients
- Process quarterly and year end payroll tax payments for 15+ clients
- Process W2s & W3 for 15+ clients
- File & pay sales tax for 5 clients
- Resolved client issues and managed project timelines effectively.
- Client training in QuickBooks Online software and Desktop to QBO migration
- Facilitate monthly close for 8+ clients: bank reconciliations, Profit & Loss review, balance sheet review, AP & AR review; client communication
- Specialize in nonprofit clients + budget monitoring
- Assisted at front desk and answered phones during peak hours
- Nonprofit 990 tax return processing and support
- Nonprofit review statement support
- Handled phone inquiries and performed front desk duties.
- Software used: QuickBooks Desktop, QuickBooks Online, UltraTax, File Cabinet, Fixed Assets, Microsoft Outlook, Various state and federal tax payment websites
Bookkeeper
Small Batch Standard
09.2023 - 09.2024
- Fully remote environment
- Processed high volume AP/AR for 15+ clients
- Daily bookkeeping in QBO- deep understanding of QBO functionality and external platform syncs
- Some client-facing communication
- Software/ Tech Platforms used: Loom, Zoom, Google Suite, Toast, QuickBooks Online, Bill.com, Gusto, Adobe- including tic ties, ShoGo, Fixed Assets
Bookkeeper, Finance Manager
Karis Inc., The House-Grand Junction, CO
Grand Junction, USA
09.2022 - 09.2023
- Monthly reconciliations of all checking accounts, loans; facilitate monthly close
- Imported large payroll journal entries throughout the month using the Transaction Pro app, 500+ lines per journal entry; troubleshoot if off
- Kept track of all recurring payments and rents paid for various programs using Excel spreadsheets
- Submitted Retirement payments after each payroll
- Facilitated all aspects of A/P on a weekly basis
- Facilitated all aspects of A/R for many reimbursable state and federal grants; worked with program managers to collect expense documentation and submit to appropriate grantors for reimbursement of program expenses
- Responsible for working with the organization's auditor to facilitate the annual financial auditing process.
- Responsible for all aspects of Budget Management
- Managed around 39 funding sources from both frontloaded and reimbursable sources, plus general donations- ~ $3 million annual budget
- Facilitated and led monthly budget meetings with the Executive Director, Grant Writer, Operations Director and all program managers
- Facilitated and led monthly Budget Committee meetings with the Executive Finance Committee
- Regularly worked with various auditors to ensure compliance
- Collaborated with an outsourced consultant to develop the upcoming fiscal year's budget.
Bookkeeper
Ebersohl Bookkeeping and Business Services
06.2021 - 09.2022
- Responsible for general day-to-day and monthly bookkeeping tasks for several local businesses
- Obtained relevant receipts and other documentation from the client, matching this information to client statements
- Entered transactions into QuickBooks Online
- Reconciled bank accounts monthly
- Completed portions of the End of Month Review.
- Responsible for client communication regarding questions on transactions throughout the month and updating this information as needed in QuickBooks Online
- Obtained QuickBooks Online ProAdvisor & Payroll ProAdvisor certifications
Chief Home Officer
Stay At Home Mom
Grand Junction, CO
07.2020 - 06.2021
- Multitasking
- Calendar reminder system
- Budgeting
- Operations Management
- Accounts Payable
- Procedure Development
- Enjoyed being able to put all my focus into my family, but I quickly realized that having a professional career outside of that is important and a priority to me as well
Branch Office Administrator
EDWARD JONES INVESTMENTS
04.2020 - 07.2020
- Managed office phones
- Managed opening and closing of office
- Responsible for engaging with clients prior to appointments, and obtaining and scanning in necessary paperwork
- Responsible for all scheduling
- Developed a procedure to track all client's preferences
- Cut checks for withdrawals and distributions as needed
Bookkeeper
GRAND VALLEY BANK
03.2008 - 04.2020
- Successfully served in multiple roles across the Operational Banking side of the Bank:
- Teller: Managed cash handling and daily customer transactions with accuracy and adherence to banking policies.
- Balanced drawers and branch transactions while applying foundational banking principles.
- Proof Operator: Entered electronic transaction images and reconciled out-of-balance items across seven branches daily.
- Communicated with branch staff to resolve missing or incorrectly processed transactions.
- Submitted balanced totals for end-of-day processing
- Processed Federal reserve check adjustments
- NSF (Non-Sufficient Funds) Processing: Reviewed and processed overdraft items, making judgment calls to pay or return based on customer history, risk, and bank policy.
- Managed ACH and check returns
- Provided customer support for debit card issues, online banking access, wires, stop payments, and statement requests.
- Cash Management: Executed high-value wire transfers and drawdown requests to maintain daily liquidity and operational cash flow.
- Processed ACH payroll and billing files according to settlement schedules.
- Handled debit card and ACH disputes while ensuring compliance with NACHA and banking regulations.
- Fraud Processing: Processed debit card dispute claims through Visa and managed fraud chargeback cases in accordance with regulatory requirements. (Regulation E)
- Maintained thorough documentation and communicated with customers regarding claim status and resolution.
- Collaborated with the card processor and Compliance Department to develop procedures and documentation for the Fraud Processing role.
- Balancing & Reconciliation: Served as backup for general ledger and account reconciliation, ensuring accurate daily financial reporting.
- Bookkeeping Department Floater: Provided cross-departmental support within Bookkeeping department to maintain uninterrupted operations.
Education
Associate of Arts - Liberal Arts - Social Science
Colorado Mesa University
Grand Junction, CO12-2024
HIGH SCHOOL DIPLOMA -
CENTRAL HIGH SCHOOL
05-2006
Skills
- Office management
- Technical Proficiency
- Google Workspace
- Phone answering
- Invoice payment processing
- Non-profit accounting
- Customer inquiry handling
- Payroll
- Preparation of internal financial performance reports
- Image Processing
- Account reconciliation
- Compliance
- Accounting and finance experience
- Time management
- Fraud Prevention
- Call Center
- Communication skills
- Business development
- Problem Solving
- 10-Key calculator
- Cash handling
- Filing
- Front desk
- QuickBooks
- Financial reporting
- Analysis skills
- Accounting systems
- DSLR Camera Operation
- QuickBooks Online
- Google Sheets
- Spreadsheets
- Client communication
- Account analysis
- Construction industry experience
- Task prioritization
- Time Management/ Scheduling
- Client file management
- Calendar management
- Scanning
- Microsoft Outlook
- Balance sheet
- Photography
- Procedure Development
- Regulatory reporting
- Windows
- ACH
- Administrative experience - Administrative experience (6-10 years)
- Balancing/Reconciling
- Financial statement preparation
- General computer skills
- Organizational skills
- Record keeping
- Adhering to traffic regulations
- Auditing
- Process improvement
- Hospital experience
- Excel
- Customer communication
- Bank reconciliation data entry
- Adobe Lightroom
- Bookkeeping for tax purposes
- Payroll processing
- Sales tax
- General ledger accounting
- Vendor relationship management
- Decision making
- Accounts payable and receivable management
- Technology
- Computer operation
- GAAP
- Zoom
- Budgeting
- Income statement
- Photocopying
- Accounts payable
- Accounts receivable
- Data entry
- Training
- Organization
- Investigation
- Client invoicing
- Written communication
- Multi-Tasking
- Bank Reconciliation
- Accounting software
- Expense reports
- Typing
- Customer service
- Microsoft Word
- Month-end close
- Customer data entry
- Management
- Microsoft Office
- Administrative Assistance
- Salesforce
- Troubleshooting
- Accounting firm experience
- Financial data reconciliation
- Interviewing
- Year-end close
- Microsoft Excel
- Financial record maintenance
- Relationship management
- General Ledger Reconciliation
- Driving
- Interpersonal communication
- Tax compliance
- Customer relationship management
- Attention to detail
- Payroll administration
- Budget management
- Regulatory compliance
- Effective communication
- Problem solving
Certification
- QuickBooks Online Payroll Specialist, Present
- QuickBooks Online ProAdvisor, Present
- Driver's License
Languages
English
Websites
Timeline
Staff Accountant
Soronen Donley Patterson CPAs
09.2024 - Current
Bookkeeper
Small Batch Standard
09.2023 - 09.2024
Bookkeeper, Finance Manager
Karis Inc., The House-Grand Junction, CO
09.2022 - 09.2023
Bookkeeper
Ebersohl Bookkeeping and Business Services
06.2021 - 09.2022
Chief Home Officer
Stay At Home Mom
07.2020 - 06.2021
Branch Office Administrator
EDWARD JONES INVESTMENTS
04.2020 - 07.2020
Bookkeeper
GRAND VALLEY BANK
03.2008 - 04.2020
Associate of Arts - Liberal Arts - Social Science
Colorado Mesa University
HIGH SCHOOL DIPLOMA -
CENTRAL HIGH SCHOOL