Summary
Overview
Work History
Education
Skills
Timeline
Generic

Charlotte Bergman

Sarasota

Summary

I am a dependable person who is self motivated. I am a hard worker and I'm dedicated in keeping a professional focus and prepared for daily requirements. I pay attention to detail and I can learn any task that is given to me. I am a very positive person and believe that you can do anything if you set your mind to it. I get along well with others. I am organized and can offer ways to improve tasks. I have years of experience in an office environment and with dealing with the public. I would love the opportunity to work for you and to show you how dedicated I am.

Overview

31
31
years of professional experience

Work History

Purchasing

GG Schmitt & Sons
10.2022 - Current
  • Facilitated strong communication between departments, ensuring alignment on purchasing objectives and priorities.
  • Create, submit and track Purchase Orders on a daily basis.
  • Negotiate prices with vendors.
  • Build positive and strong relationships with vendors.
  • Implement a weekly forecasting system to ensure inventory availability.
  • Maintain and update pricing within the ERP system.
  • Audit inventory counts on a quarterly and yearly basis.
  • Work with spreadsheets in Excel.

Inventory Control Specialist

Biospherix, Inc
05.2018 - Current
  • Checked prices and calculated totals for accurate invoice processing.
  • Hold meetings with production supervisors to understand supply needs and bring levels within desired tolerances.
  • Requisitioned materials to restock inventory and obtain goods for production.
  • Audited and corrected discrepancies in inventory numbers.
  • Accepted delivered packages, verified products and checked delivery totals to keep system records current and accurate.
  • Implemented organizational systems to optimize product placement and operational productivity.
  • Completed physical inventory counts monthly and quarterly.
  • Completed forecasts to determine needed inventory and transferred data to Microsoft Excel spreadsheets.
  • Pull parts for production to build.
  • Responsible for writing procedures for my job duties.

Food Service Manager/Owner/Operator

Charlotte's Pizza
06.2009 - 11.2018
  • Limited portion sizes and used garnishes to control food costs.
  • Maintained compliance with company policies and procedures for food safety, sanitation and quality.
  • Set and enforced performance and service standards to keep consistent, high-quality environment devoted to customer satisfaction.
  • Maintained high standards of food quality by reviewing shipments, overseeing preparation and monitoring food safety.
  • Inspected preparation and storage equipment regularly to assess and maintain performance for cost-effective, safe operations.
  • Oversaw training of more than 10 team members.
  • Reviewed and approved employee schedules and timesheets.
  • Controlled labor hours and inventory costs through hands-on management and proactive changes.
  • Tracked food production levels, meal counts and supply costs.
  • Oversaw balancing of cash registers, reconciled transactions and deposited establishment's earnings to bank each day.

Accounting Bookkeeper

Cornell Cooperative Extension Oswego County
09.2001 - 06.2005
  • Prepared monthly reports used in making key decisions.
  • Produced end-of-year records such as 1099-Misc and W2 forms.
  • Reconciled statements and accounts and resolved variances.
  • Completed financial forms such as I9, W4 and W9, and maintained permanent records.
  • Worked with senior accounting staff to prepare financial documents and reports such as year-end analysis, budgets, financial records and financial statements.
  • Oversaw accounts and financial reporting for 5 departments.
  • Provided comprehensive accounting support to company by managing functions like payroll, accounts payable, accounts receivable and business expense processing.
  • Verified postings to ledgers to ensure proper entry and account balances.
  • Tracked expenses and income for grants while organizing and maintaining bank statements for the general fund checking account.
  • Recorded deposits into Cornell University accounting program, reconciled monthly bank accounts and tracked all expenses.
  • Reported financial data and updated financial records in ledgers and journals.
  • Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
  • Input financial data and produced reports using Cornel Universities accounting program.
  • Managed complex finance projects under direction of senior management to meet deadlines and budget limitations.
  • Compiled budget figures by reviewing past budgets, evaluating estimated income and assessing expenses.
  • Accurately calculated deductions and processed payroll.

Accounts Payable Clerk

Laser Transit
01.1999 - 09.2001
  • Verified vendor accounts by reconciling monthly statements and related transactions.
  • Disbursed petty cash by recording entries and verifying documentation.
  • Generated accounts payable reports for management review to aid in financial and business decision making.
  • Kept vendor files accurate and up-to-date to expedite payment processing.

Town Supervisor's Secretary/Accountant

Town Of Sandy Creek
01.1994 - 09.2001
  • On occasion, took minutes at the town board meetings.
  • Searched properties through tax maps.
  • Responsible for typing up and giving out marriage licenses and looking up death certificates.
  • Collecting money and giving out dog licenses.
  • Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating and all types of cash and banking reconciliations.
  • Maintained and processed invoices, deposits and money logs.
  • Completed daily accounting tasks including tracking funds, preparing deposits and reconciling accounts.
  • Processed payroll and calculated deductions.
  • Organized and carried out efficient month-end, quarterly and year-end processes.

Education

High School Diploma -

Sandy Creek Central School
5 1983

Accounting 101 & 102

Jefferson Community College
Watertown, NY
2 2001

Skills

  • Hard working and self-motivated
  • Accounting
  • Money handling abilities
  • Data Entry

  • Spreadsheets
  • Computer proficient
  • Recordkeeping strengths

Timeline

Purchasing

GG Schmitt & Sons
10.2022 - Current

Inventory Control Specialist

Biospherix, Inc
05.2018 - Current

Food Service Manager/Owner/Operator

Charlotte's Pizza
06.2009 - 11.2018

Accounting Bookkeeper

Cornell Cooperative Extension Oswego County
09.2001 - 06.2005

Accounts Payable Clerk

Laser Transit
01.1999 - 09.2001

Town Supervisor's Secretary/Accountant

Town Of Sandy Creek
01.1994 - 09.2001

Accounting 101 & 102

Jefferson Community College

High School Diploma -

Sandy Creek Central School
Charlotte Bergman