Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Christina L. Windsor

Summary

Highly-motivated professional with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Well-qualified leader offering demonstrated skill and success in managing and training employees on exceptional customer service skills dedicated to maintaining a smooth, efficient and highly successful store operation. accounting processes, improving controls and strengthening systems for optimal performance. Proficient in all aspects of accounting, including accounts payable and receivable, budget administration and payroll. Gifted in building and leading solid teams to handle high-volume operations with consistency, accuracy and full compliance with regulatory requirements.


Overview

28
28
years of professional experience
1
1
Certification

Work History

Bookkeeper

Buc-ee's
11.2021 - Current
  • Manage daily bookkeeping and reporting outcomes to management in a timely and accurate manner.
  • Closes end shifts and balances logs.
  • Prepared accurate financial reports each month by collecting, analyzing and summarizing account information.
  • Accurately complete and post the control of store cash, fuel, and breakdowns of all products and inventory of shift reports
  • Prepare the Daily Settlement Report
  • Oversee change fund management including, back office and front safes.
  • Balance numerous daily cash register reports and safe drop log to cash deposit
  • Maintained and processed invoices, deposits, and money logs.
  • Reported financial data and updated financial records in ledgers and journals.
  • Prepare bank deposits to ensure timeliness and accuracy
  • Reviewed purchase documents and company receipts for reconciliation with statements.
  • Accurately file store bookkeeping copies in our repository
  • Assure vendor deliveries are being completed properly and in compliance with policy.
  • Perform general office duties such as filing, answering telephones, and handling routine correspondence
  • Keep store fully stocked, all shelves full and clean with proper price tags.
  • Organize store perfectly to planograms.
  • Keep inventory and back stock up and organized.
  • Have strong attention to detail and accuracy
  • Interact professionally with all levels of the team at all times.
  • Operate cash register, collect payments, and provide accurate change while preventing long customer wait times.
  • Help customers find specific products, answer questions and offer product advice.
  • Work closely with front-end staff to assist customers with amazing customer service.
  • Train new team members in cash register operation, stock procedures and customer service.
  • Learned roles of other departments to provide coverage and keep store operational. Including being a team leader, Book keeping, tracking and counting register tills and safes at end of shift, back stock procedures, keeping store front fully stocked, clean restrooms, coffee and fountain drink stations as well as keeping the store front exceptionably clean.

Executive Assistant/AML Compliance Officer/ Broker

Parallax Investments, LLC.
08.2010 - 07.2020
  • Kept detailed records of fraud investigations and licensing determinations for future review and appeals defense.
  • Handled payment collection for new or renewed licenses, issued receipts and updated accounts.
  • Coordinated licensing procedures to track correspondence and follow-up actions.
  • Kept detailed records of investigations and communication throughout cases to meet legal standards and promote easy search and retrieval by compliance staff.
  • Provided Administrative and operational support to the President, CCO, and all brokers. In charge of opening and closing all accounts, transferring money, processing all distributions and contributions, depositing checks and making transfers. Create and maintain several spreadsheets including Cash flow and individual notes for each client portfolio.
  • Bookkeeping and record keeping of all purchases including securities for each account via Bloomberg and other client software.
  • Tracking and paying all invoices, petty cash, accounts payable and receivable.
  • Provided excellent customer service at all times while ensuring all office procedures complied with State, Federal and FINRA guidelines.
  • Fully crossed trained to provide full desk coverage for short or lengthy absences for other staff members and trained new employees.
  • Recruited, hired and oversaw team of personnel maintaining compliance.
  • Managed over 350 accounts successfully.
  • Supplied knowledgeable, objective equity and fixed income guidance with customized strategies to clients.
  • Mentored junior traders on strategies and best practices.
  • Reviewed exception reports and monitored for best execution obligations of clearing firms.
  • Maintained up-to-date knowledge of applicable laws and regulations.

Administrative Office Manager

Inspectorate America Corporation
01.1996 - 08.2010
  • Updated reports, managed accounts, and generated reports for company database.
  • Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
  • Established workflow processes, monitored daily productivity, and implemented modifications to improve overall performance of personnel.
  • Developed and implemented policies and procedures and scaled for growth.
  • Communicated corporate objectives to various divisions to meet deadlines and adhere to company budgets.
  • Delivered performance reviews, recommending additional training or advancements.
  • Analyzed data related to administrative costs and spending trends to prepare budgets for personnel.
  • Managed admin staff.
  • Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
  • Cross-trained existing employees to maximize team agility and performance.
  • Controlled costs to keep business operating within budget and increase profits.
  • Generated Timesheets and Payroll for all staff including management, and inspectors.
  • Handled petty cash and documentation for accounts payable and receivable.

Education

High School Diploma -

Orange High School
Orange, CA

Skills

  • Cash Handling
  • POS Systems
  • Customer Service
  • BookKeeping
  • Proactive and Self-Motivated
  • Precision and Accuracy
  • Financial Recordkeeping
  • Customer Relations
  • Accounts payable and receivable
  • Billing and collections
  • Payroll
  • Timesheets
  • Data entry
  • Complaint Resolution
  • Work Task Prioritization
  • Policies and Procedures
  • Inventory Stocking
  • Cleaning and Sanitizing
  • Problem Solving
  • Payment Processing
  • Employee Training
  • Cooperative Attitude
  • Detail-Oriented
  • Honest and Ethical
  • Team Leadership
  • Managing Operations and Efficiency
  • Workforce Management
  • Customer Service Management
  • Department Oversight
  • Financial Management
  • Staff Management
  • Active Listening and Communication
  • Operational Efficiency
  • Problem-Solving Strengths
  • Profit and Loss Control
  • Quality Assurance

Certification

  • AML Certification - Extensive Anti-Money Laundering compliance training.
  • Notary Public.
  • Financial Sales Certificate and Licenses by FINRA.
  • Fire Warden Certification for high rise buildings (Houston)
  • Shipping and receiving of hazardous materials
  • Clean Background fingerprinted by FINRA, and clean driving record.
  • CPR certified.
  • TBAC Certified.
  • Data Entry 60+ WPM
  • Proficient in Microsoft Office, Excel, publisher, Word, powerpoint, outlook, Google calendar, Quickbooks, LexisNexis, Bloomberg, CheXpress, and more.

Timeline

Bookkeeper

Buc-ee's
11.2021 - Current

Executive Assistant/AML Compliance Officer/ Broker

Parallax Investments, LLC.
08.2010 - 07.2020

Administrative Office Manager

Inspectorate America Corporation
01.1996 - 08.2010

High School Diploma -

Orange High School

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Christina L. Windsor