Casey Givens
West End,NC
Summary
Dynamic Finance Manager with a proven track record at Moore Pediatric Therapy Services, enhancing financial efficiency through streamlined reporting and vendor negotiations. Skilled in customer relationship development and active listening, I successfully managed multimillion-dollar budgets while ensuring compliance and optimizing cash flow, resulting in significant cost savings for the organization.
Overview
24
24
years of professional experience
Work History
Finance Manager
Moore Pediatric Therapy Services
07.2024 - Current
- Ensured compliance with local, state, federal tax regulations; timely filing of all required documents, mitigating potential penalties or fines.
- Prepared monthly reconciliation of bank accounts and took corrective actions on deviations.
- Processed invoices and contacted appropriate parties for timely payment receipt.
- Optimized cash flow with diligent monitoring of accounts receivable and payable.
- Negotiated favorable terms with vendors, resulting in significant cost savings for the company.
- Increased financial efficiency by streamlining and automating financial reporting processes.
- Enhanced budget management by implementing expense tracking and cost reduction strategies.
- Executed vendor setup and payment, administration of bank accounts and account reconciliations.
- Managed multimillion-dollar budgets, ensuring accurate allocation across departments.
- Developed strategic plans for day-to-day financial operations.
- Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
- Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.
- Streamlined month-end close process, reducing time spent on manual tasks and improving data accuracy.
- Reviewed documentation and identified financial discrepancies where applicable.
Admin. Asst./Bookkeeper
Moore County Schools
02.2015 - 07.2024
- Maintained and processed invoices, deposits, and money logs.
- Handled payroll processing for employees, ensuring timely and accurate payment.
- Completed payroll for employees and maintained detailed records of procedures.
- Prepared monthly bank reconciliations to ensure accurate representation of company''s financial position.
- Reconciled and corrected issues with financial records.
- Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
- Posted daily receipts and payments in accordance with corporate protocols.
- 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.
- Generated detailed financial reports for management review, facilitating informed decisionmaking.
- Streamlined bookkeeping processes by implementing new accounting software, resulting in increased efficiency.
- Assisted with budget preparation and monitoring, contributing to better expense control.
- Facilitated smoother audits by maintaining organized financial records and documentation.
- Reduced financial discrepancies by performing monthly reconciliations of bank accounts.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Resolved customer complaints with empathy, resulting in increased loyalty and built trust with parents.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Collaborated with team members to develop best practices for consistent customer service delivery.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
- Assisted with human resources tasks such as updating employee files or submitting time-off requests per company policy guidelines.
- Assisted in onboarding new employees, providing training materials, and coordinating orientation schedules to ensure a smooth integration into the team.
- Organized office events such as holiday parties or team-building activities, promoting a positive company culture and boosting employee morale.
- Maintained inventory of office supplies and placed orders.
- Organized company events to enhance team cohesion, coordinating logistics and catering for over 50 participants.
- Monitored office supplies inventory, ensuring availability of essential items without overstocking.
- Maintained confidentiality when handling sensitive information, protecting company interests and employee privacy.
- Handled administrative tasks such as expense report processing or invoice reconciliation efficiently; allowing executives to focus on high-priority responsibilities without distraction.
Head Caterer
Elliotts on Linden
06.2012 - 02.2015
- Managed a team of catering staff, providing training and guidance for optimal performance during events.
- Developed strong relationships with vendors for seamless event coordination and timely deliveries of supplies needed.
- Assisted in menu development, offering creative input based on client feedback and industry trends.
- Balanced budgets effectively while meeting client expectations for quality cuisine served at their functions.
- Handled logistical details such as transportation, setup, cleanup, and equipment rentals for various events.
- Cleaned and organized kitchen stations to promote team efficiency.
- Served catering guests by fulfilling orders, communicating requests to kitchen staff and routinely inquiring about customer satisfaction.
- Replenished banquet stations and verified food temperatures and cleanliness of service areas.
- Transported meal and beverage trays from kitchen and bar areas to serve guest tables.
- Set up and disassembled food service stations, equipment and furniture per contract specifications.
Day Spa Manager
Designers Edge Salon And Spa
01.2001 - 05.2003
- Enhanced customer satisfaction by implementing personalized treatment plans and delivering exceptional service.
- Managed financial aspects of the day spa business including budgeting, forecasting, expense tracking, and profit analysis.
- Collaborated with marketing teams to create promotional materials and campaigns that increased brand visibility within the community.
- Oversaw facility renovations or expansions when needed to maintain an updated appearance and accommodate growing clientele.
- Ensured compliance with state regulations for licensing, sanitation, facility maintenance, and safety protocols.
- Boosted client retention rates through excellent communication skills and active listening during consultations.
- Evaluated employee performance regularly, providing constructive feedback to drive continuous improvement efforts in service delivery.
- Oversaw calendar to manage team schedule and keep shifts appropriately staffed.
- Inspected salon stock, identifying shortages, replenishing items and maintaining consistent spa inventory.
- Recommended spa treatments and services, boosting sales and bringing in new clientele.
- Trained and supervised spa staff on best practices, sales techniques and customer service.
Education
No Degree - Nursing
Sandhills Community College
Pinehurst, NCNo Degree - Psychology
Southern Wesleyan University
Central, SCSkills
- Customer satisfaction
- Continuous improvement
- Verbal and written communication
- Customer relationship development
- Customer service
- Active listening
- Relationship building
NCASBO
I completed all available courses with NCASBO. I used the knowledge I gained from those courses to develop ways to improve my work as a successful bookkeeper for MCS.
Timeline
Finance Manager
Moore Pediatric Therapy Services
07.2024 - Current
Admin. Asst./Bookkeeper
Moore County Schools
02.2015 - 07.2024
Head Caterer
Elliotts on Linden
06.2012 - 02.2015
Day Spa Manager
Designers Edge Salon And Spa
01.2001 - 05.2003
No Degree - Nursing
Sandhills Community College
No Degree - Psychology
Southern Wesleyan University
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