Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Cherrie Standlee

Galveston,TX

Summary

Meticulous accounting professional bringing 30 years of experience in strategic planning, customer relationship management and account reconciliation. Strong Quickbooks Desktop with 1 year of QuickBooks Online proficiency with precise and accurate nature. Expertise in financial data entry and record-keeping.

Overview

35
35
years of professional experience
1
1
Certification

Work History

Bookkeeper/Finance Manager

Boat Etc
07.2020 - Current
  • Trained new and existing staff members in various financial procedures to prepare for job requirements.
  • Prepared monthly reconciliation of bank accounts and took corrective actions on deviations.
  • Maintained and processed invoices, deposits, and money logs.
  • Reviewed documentation and identified financial discrepancies where applicable.
  • Processed invoices and contacted appropriate parties for timely payment receipt.
  • Supported operations management, sales, and marketing efforts to increase revenue and overall financial health.
  • Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
  • Prepared monthly, quarterly and annual reports.
  • Completed payroll for employees and maintained detailed records of procedures.
  • Reviewed and filed financial documents, coded accounting entries for data processing, and posted daily receipts and payments in accordance with all corporate protocols.
  • Matched purchase orders with invoices and recorded necessary information.
  • Input financial data and produced reports using QuickBooks,.

Assistant Finance Manager/Assistant Bookkeeper

Ron Hoover Marine
12.2016 - 06.2020
  • Processed invoices and contacted appropriate parties for timely payment receipt.
  • Reviewed documentation and identified financial discrepancies where applicable.
  • Executed vendor setup and payment, administration of bank accounts and account reconciliations.
  • Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
  • Prepared internal and regulatory financial reports, balance sheets and income statements.
  • Supported financial director with special projects and additional job duties.
  • Evaluated and negotiated contracts to procure favorable financial terms.
  • Input financial data and produced reports using QuickBooks,.

Correctional Officer

Texas Department Of Criminal Justice
08.2000 - 11.2016
  • Searched cells of inmates to identify and confiscate contraband and other prohibited items.
  • Escorted inmates to and from cells, court, hospitals, and medical appointments.
  • Observed and supervised inmates throughout visits, meal time, recreation, phone calls, and showers.
  • Conducted routine and emergency head counts.
  • Prepared, processed and maintained forms, reports, logs, records, and activity journals.
  • Tracked inmates through head counts, visitor logs, and scheduled activities.
  • Completed intake paperwork, fingerprints, and searches.
  • Inspected work sites and crew trucks for contraband, cleanliness, and safety.

Office Manager

Jackson Hewitt
01.2005 - 04.2005
  • Maintained computer and physical filing systems.
  • Created, maintained and updated filing systems for paper and electronic documents.
  • Updated reports, managed accounts, and generated reports for company database.
  • Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
  • Developed and maintained successful relationships with vendors, suppliers and contractors.
  • Managed office operations while scheduling appointments for department managers.
  • Established workflow processes, monitored daily productivity, and implemented modifications to improve overall performance of personnel.
  • Coached new hires on company processes while managing employees to achieve maximum production.
  • Managed compliance to keep organization operating within legal and regulatory guidelines.
  • Reported to senior management on organizational performance and progress toward goals.
  • Improved safety procedures to promote employee well-being and safety and protect company from potential liability.
  • Evaluated employee records and productivity and submitted evaluation reports.

Lead Tax Preparer

Jackson Hewitt
01.2004 - 04.2004
  • Completed and filed returns with tax departments at local, state, and federal levels.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Maintained compliance by adhering to current tax laws and regulations.
  • Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
  • Analyzed financial records to verify accuracy of tax returns.
  • Identified potential audit red flags to minimize risk of IRS audits.
  • Researched complex tax issues utilizing online resources and professional tax software.
  • Calculated estimated tax payments for clients.
  • Researched tax implications for various deductions and credits.

Tax Preparer

Jackson Hewitt
01.2003 - 04.2003
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Completed and filed returns with tax departments at local, state, and federal levels.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Assessed client tax situations to determine best filing options.
  • Maintained compliance by adhering to current tax laws and regulations.
  • Utilized tax software to prepare returns and meet deadlines.
  • Calculated estimated tax payments for clients.
  • Collaborated with clients to answer questions and provide advice on tax matters.
  • Analyzed financial documents to accurately reflect client information on tax returns.

Bookkeeper

Four Star Sheet Metal/The Sheet Metal Shop, Inc
05.1988 - 07.2000
  • Maintained and processed invoices, deposits, and money logs.
  • Completed payroll for employees and maintained detailed records of procedures.
  • Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
  • Reconciled and corrected issues with financial records.
  • Established QuickBooks accounting system to reflect accurate 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.
  • Completed tax forms in compliance with legal regulations.
  • Managed vendor relationships and negotiated contracts to obtain best prices and value for money.
  • Matched purchase orders with invoices and recorded necessary information.
  • 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,.

Education

No Degree - Accounting

Angelina College
Lufkin, TX

GED -

Kilgore College
Kilgore, TX
11.1995

Skills

  • Calculating Deductions
  • Customer Relations
  • Financial Management
  • Account Reconciliation
  • General Ledger Updates
  • Profit and Loss Statements
  • Data Communications
  • Financial Statements Expertise
  • Financial Records and Processing
  • Monthly Reconciliations
  • Monetary Transactions
  • Payroll Liability and Deductions

Certification

  • Certified ProAdvisor, Intuit QuickBooks- April 2023
  • Certified Payroll Certification, Intuit QuickBooks - May 2023

Timeline

Bookkeeper/Finance Manager

Boat Etc
07.2020 - Current

Assistant Finance Manager/Assistant Bookkeeper

Ron Hoover Marine
12.2016 - 06.2020

Office Manager

Jackson Hewitt
01.2005 - 04.2005

Lead Tax Preparer

Jackson Hewitt
01.2004 - 04.2004

Tax Preparer

Jackson Hewitt
01.2003 - 04.2003

Correctional Officer

Texas Department Of Criminal Justice
08.2000 - 11.2016

Bookkeeper

Four Star Sheet Metal/The Sheet Metal Shop, Inc
05.1988 - 07.2000

No Degree - Accounting

Angelina College

GED -

Kilgore College

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Cherrie Standlee