Summary
Overview
Work History
Education
Skills
Timeline
Generic

Connie Mae Applegate

Phoenix,AZ

Summary

Experienced professional with over 25 years of bookkeeping expertise, transitioning from a successful career in finance to pursue a passion for caregiving. Skilled in managing multiple tasks efficiently and effectively, with a strong background in secretarial work and bookkeeping services. Known for dedication and hard work, currently thriving as a companionship caregiver and volunteering at Hushabye Nursery. Seeking new opportunities to utilize diverse skill set and make a positive impact in the lives of others.

Overview

28
28
years of professional experience

Work History

Caregiver

Private Client
07.2024 - Current
  • Developed trusting relationships with clients to enhance emotional well-being and engagement.
  • Prepared nutritious meals according to dietary restrictions, supporting clients'' overall health through balanced nutrition.
  • Maintained a clean, safe, and supportive environment for clients at all times.
  • Engaged patients in meaningful conversation, socialization, and activity while providing personal care assistance.
  • Coordinated closely with family members regarding updates on patient conditions or concerns that arose during the course of caregiving duties.

Caregiver

Grace At Home Senior Care
09.2023 - Current
  • Built strong relationships with clients to deliver emotional support and companionship.
  • Maintained a safe and clean environment for patients, reducing risks and ensuring optimal health outcomes.
  • Transported individuals to events and activities, medical appointments, and shopping trips.
  • Documented detailed daily reports on each client''s progress, informing adjustments in care plans when necessary.
  • Developed engaging recreational activities tailored to individual interests and abilities, boosting mental stimulation for patients throughout their day-to-day lives.
  • Provided compassionate and patient-focused care to cultivate well-being.
  • Built and maintained rapport with clients and family members to facilitate trusting caregiver relationship.

Administrative Bookkeeper

Sojourn Collective
06.2019 - 02.2022
  • Reconciled bank statements to ensure consistency and accuracy of financial data.
  • Implemented process improvements that streamlined accounting workflows and reduced errors.
  • Collaborated with management to develop financial strategies supporting organizational goals.
  • Maintained and processed invoices, deposits, and money logs.
  • Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
  • Enhanced team productivity with development and implementation of bookkeeping best practices.
  • Reduced errors in financial statements with meticulous attention to detail during data entry.
  • Delivered exceptional customer service through effective communication and problem-solving skills.

Bookkeeper/Owner

Connie's Bookkeeping Services, LLC
05.1997 - 12.2018
  • When needed, teaching clients Quickbooks software and office re-organization to ensure successful bookkeeping system
  • Managed accounts payable and receivable processes to ensure timely financial tracking.
  • Reconciled bank statements with company records, enhancing accuracy of financial reporting.
  • Processed payroll for staff, maintaining compliance with applicable laws and regulations.
  • Utilized accounting software to streamline data entry and improve workflow efficiency.
  • Collaborated with team members to enhance internal controls around financial processes.
  • Implemented a more efficient filing system for financial documents, improving accessibility and organization.

Office Assistant/Bookkeeper

DJensen Electric, Inc.
11.2016 - 09.2018
  • Completed data entry tasks with accuracy and efficiency.
  • Streamlined mail processing by implementing improved organization techniques.
  • Organized, sorted, and checked input data against original documents.
  • Prepared monthly bank reconciliations to ensure accurate representation of company''s financial position.
  • Streamlined invoice processing to enhance cash flow, utilizing advanced bookkeeping software.
  • Streamlined reconciliation processes by implementing automated tools, improving efficiency and reducing errors.
  • Organized and maintained filing systems to ensure efficient document retrieval.

Education

Secretarial Diploma -

Robert Morris College
Chicago, IL

Diploma -

Chicago Christian High School
Palos Heights, IL

Skills

  • QuickBooks Pro
  • Microsoft Office Word
  • Google Docs
  • Google Spreadsheets
  • Excel (basic)
  • Dropbox
  • Excellent organizational skills
  • Excellent team player
  • Good people relations skills
  • Dependable, honest and hard working
  • Quick learner
  • Certified in Caregiver and CPR/First Aid

Timeline

Caregiver

Private Client
07.2024 - Current

Caregiver

Grace At Home Senior Care
09.2023 - Current

Administrative Bookkeeper

Sojourn Collective
06.2019 - 02.2022

Office Assistant/Bookkeeper

DJensen Electric, Inc.
11.2016 - 09.2018

Bookkeeper/Owner

Connie's Bookkeeping Services, LLC
05.1997 - 12.2018

Secretarial Diploma -

Robert Morris College

Diploma -

Chicago Christian High School

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Connie Mae Applegate