Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Cheri Charles

El Dorado Hills,CA

Summary

Dynamic and highly motivated, eager to take on the challenge of the Sr Bookkeeper Position. Excels in interpersonal communication, relationship building, and organizational skills. Expertise in leveraging customer relationship management (CRM) tools, Microsoft Office, and social media platforms to effectively support and enhance business operations. Thrives in dynamic, high-energy environments with a proven track record of leading successful teams. Committed to reaching organizational goals, ready to contribute to a seamless workflow and exceptional customer experience.

Overview

2025
2025
years of professional experience
1
1
Certification

Work History

Licensed Real Estate Sales Agent (Part-Time)

- Current
  • Apply various methods to build a client base, including networking, promotion, and social media
  • Advised clients on market conditions, pricing, and legal requirements for property transactions to achieve their goals
  • Advised sellers on making homes more appealing to buyers in a competitive marketplace
  • Coordinated complex schedules and managing all parties in the transaction including client, lender, home inspectors, and transaction coordinator
  • Cultivated relationships with bankers, appraisers, and lenders establishing long-term relationships
  • Compared properties with similar, recently sold properties in neighboring areas to determine comparative market price
  • Prepared forms needed for real estate transactions, contracts, deeds, closing statements and leases

Bookkeeper (Part Time /Evenings)

Coast2Coast Painting
01.2014 - Current
  • Prepare estimates via estimate database
  • Assemble and display numerical and descriptive job information
  • Maintain work calendar and coordinate team members to keep projects on task and meet deadlines
  • Specialize in e-mail blasts and social media marketing
  • Manage weekly payroll duties and submit data to payroll
  • Process and issue employee paychecks, statements of earnings, and deductions
  • Performed accounting, payroll, and bookkeeping via QuickBooks services to manage business operations
  • Reconcile general ledger accounts and research reconciling items.
  • Perform general office duties as needed

Administrative Associate

Damasco & Associates, LLP
06.2013 - 05.2015
  • Delivered exceptional customer service through direct communication with clients and team members
  • Coordinated arrangements for ground transportation, flight reservations, and lodging
  • Managed office duties, ordered materials, organized workspaces, answered emails, and made phone calls
  • Answered phones to direct callers, scheduled appointments, and provided general office information
  • Greeted visitors or callers to handle questions or direct them to appropriate staff
  • Developed administrative processes to achieve organizational objectives and improve office efficiency
  • Processed financial documents, contracts, expense reports, and invoices
  • Assisted with payroll preparation and entered data into cumulative payroll document
  • Managed incoming and outgoing mail, filing, and meeting coordination
  • Organized training, client meetings, team meetings, and events
  • Automated office operations by managing internal and external customer correspondence, record tracking, and data communications
  • Tracked and submitted employee timesheets to prepare for payroll processing
  • Coordinated and Scheduled appointments, meetings, and conferences
  • Worked on Miscellaneous projects as assigned

Facilities Coordinator

Franklin Templeton
01.2006 - 04.2011
  • Answer and direct phone calls
  • Keep track of management calendaring/schedules
  • Coordinated resources and delegated assignments to maintain efficient building operations
  • Oversaw vendor-provided building, janitorial, pest control, and landscaping services
  • Checked common areas and conference rooms regularly to verify cleanliness and order
  • Managed system work orders by distributing assignments and closing out completed work after walk-throughs
  • Evaluated facilities, furniture, and equipment to maintain an ergonomic work environment
  • Called equipment repair services and maintained office supplies by ordering new inventory
  • Monitored facility to foster safety, security, and consistent maintenance
  • Spearheaded projects to improve adherence to environmental, health, and security standards

Education

High School Diploma -

Aragon High School
San Mateo, CA
06.1994

Associate of Arts - Business

College of San Mateo
San Mateo, CA
06.1997

Associate of Arts -

Canada College
Redwood City, CA
07.1998

Skills

  • Great communication skills
  • Leadership and management
  • Training & development
  • Multi-tasking and prioritization
  • Customer service
  • Scheduling
  • Tech Savvy
  • Data management
  • Reliable & trustworthy
  • Decision-making
  • Troubleshooting
  • Good work ethic
  • Compliance with policies and procedures
  • Active listening
  • Analytical
  • Organizational skills
  • Vendor account monitoring
  • Payroll, bill payment, and recordkeeping
  • Document coding and Classification
  • Account Payable/Reconciling Accounts
  • Order Placement
  • Inventory management
  • Client management
  • Negotiation expertise

Certification

  • Licensed Real Estate Agent, 01/2004
  • CA Notary Public, 01/2004
  • NNA Certified
  • Loan Signer Certification

Timeline

Bookkeeper (Part Time /Evenings)

Coast2Coast Painting
01.2014 - Current

Administrative Associate

Damasco & Associates, LLP
06.2013 - 05.2015

Facilities Coordinator

Franklin Templeton
01.2006 - 04.2011

Licensed Real Estate Sales Agent (Part-Time)

- Current

High School Diploma -

Aragon High School

Associate of Arts - Business

College of San Mateo

Associate of Arts -

Canada College

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Cheri Charles