Experienced and detail-focused finance professional with knack for accuracy and efficiency. Possesses solid understanding of accounts receivable processes and proficiency in financial software and data analysis. Aims to streamline operations and enhance cash flow management.
Overview
27
27
years of professional experience
Work History
Payroll and Benefits Specialist
King William County Public Schools
03.2022 - Current
Resolved issues and inquiries from plan participants regarding health benefits and deductions through telephone, email, and in-person interactions.
Processed employee life event changes, ensuring timely updates to benefits and coverage for qualifying events such as marriage or the birth of a child.
Maintained compliance with federal regulations regarding FMLA, and other relevant laws governing employee payroll and benefits.
Implemented open enrollment system to streamline benefits processes for employees.
Maintained thorough documentation of all payroll-related transactions, ensuring a well-organized system for easy reference during audits or reviews.
Assisted in the development of annual budgets by providing accurate data on projected salary expenses based on current staffing levels and anticipated changes.
Ensured accurate and timely payroll processing for over 400 employees on a monthly basis, maintaining strict adherence to deadlines and regulations.
Assisted with recruitment and onboarding of new employees.
Prepared and submitted payroll taxes and reports to regulatory agencies.
Accounts Payable Clerk
KING WILLIAM COUNTY PUBLIC SCHOOLS
07.2021 - 03.2022
Reviewed vendor invoices for appropriate documentation and validity prior to payment.
Prepared detailed expense reports for School Board and County Treasurer.
Reviewed employee expense reports against company policies, safeguarding corporate funds from misuse.
Trained new team members on accounts payable processes, fostering a productive work environment.
Maintained accurate financial records, contributing to successful audits by organizing and filing all accounts payable documents.
Strengthened internal controls, conducted periodic reviews of accounts payable transactions for compliance.
Assisted with development of bookkeeper training program.
Maintained good working relationships with vendors and resolved disputes.
Reconciled company P-card credit accounts, investigating, and resolving discrepancies to keep accounts audit-ready.
Generated invoices upon receipt of billing information and tracked collection progress.
Assisted Director of Finance with grant reimbursements.
Bookkeeper
KING WILLIAM COUNTY PUBLIC SCHOOLS
12.2016 - 07.2021
Maintained and processed invoices, deposits, and money logs.
Ordered supplies for various departments.
Printed checks for school activity fund and tracked the status of outstanding checks.
Assisted principal with budget preparation and tracking.
Prepared monthly bank reconciliations to ensure accurate representation of company's financial position.
Provided support during audits by supplying requested documentation promptly and accurately.
Streamlined bookkeeping processes by implementing new online payment software, resulting in increased efficiency.
Handled payroll processing for employees, ensuring timely payment.
Reviewed student accounts on monthly basis to assess aging and pursue collection of funds.
Member Services Specialist and Board Secretary
VIRGINIA FARM BUREAU INS. COS.
03.2015 - 12.2016
Timely recorded payments in the financial system.
Worked closely with other team members to optimize sales strategies and achieve regional goals.
Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
Expanded client base by actively prospecting for new business opportunities and generating referrals.
Assisted County Farm Bureau President with budgetary process and routinely provided income statements for County Board of Directors.
Assisted in planning of board meetings and other meetings/events.
Identified and contacted customers with overdue accounts to address payment status.
Financial Administrative Assistant
GIRL SCOUTS OF THE COMMONWEALTH OF VA, INC.
10.2013 - 03.2015
Facilitated opening of bank accounts for troops and service units.
Communicated with volunteers and partner banks by phone, mail, and email to resolve financial issues.
Coordinated audit of troop and service unit bank accounts.
Opened, sorted, and distributed mail to the appropriate departments.
Prepared payment logs for various departments and processed all bank deposits.
Processed troop payments for Product Sales department and entered into vendor’s database.
Assistant Branch Manager
EVB BANK
03.1998 - 10.2013
Supervised the work of branch team to ensure adherence to service quality standards and compliance with policies and established procedures.
Processed new consumer loan requests and managed loan portfolio.
Ensured accurate and timely completion of branch's monthly internal control report and recommended process enhancements to improve efficiency.
Coordinated staff schedules, monitored paid time off usage, and non-exempt employee timecards.
Verified, approved, and properly coded invoices to the correct general ledger for submission to accounts payable department.
Educated customers on banking products and recommended solutions that meet their needs to strengthen relationships and generate new business.
Supported team by serving as Teller, Head Teller, Vault Teller, ATM Teller, and Customer Service Representative as needed.
Education
Associate of Arts - Accounting
UNIVERSITY OF PHOENIX
01.2010
High School Diploma -
KING WILLIAM HIGH SCHOOL
KING WILLIAM, VA
01.1996
Skills
Cardinal HCM
Edmunds
School Funds Online
Google Docs and Sheets
Microsoft Word, Excel PowerPoint
Relationship building
GAAP compliance
Account reconciliation
Skilled in handling confidential information
Attention to detail
Community Service
Secretary and Treasurer, King William County Little League
High School History & Dual Enrollment Instructor at King William County Public SchoolsHigh School History & Dual Enrollment Instructor at King William County Public Schools