Danielle Geeslin

While working as the office manager and HR manager, as well as maintaining most of the accounting tasks for Orbex, my duties included:

• Handling sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
• Establishing and maintaining the onboarding and offboarding procedures for employees
• Implementing the monthly employee expense procedure.
• Creating the company's training procedure.
• Revamping the company employee handbook and enforcing company and state/nationally required policies and employment laws.
• Maintaining accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
• Instilling a monthly close-out procedure that included reconciliation of the bank accounts, balance sheet and profit & loss reports.
• Running credit reports and approving terms for customers.
• Overseeing the application of trade insurance for the company and regularly reporting on delinquent accounts receivable.
• Maintaining a weekly AP bill payments procedure and a low (typically <$10k) past due AR balance.
• Compiling and reconciling the monthly commission reports.
• Overseeing office inventory activities by ordering and approving purchase requisitions.
• Organizing company events

As the office manager for an up and coming air conditioning
company, my responsibilities involved:

• Maintaining accounts receivable
• Creation of the company website through Worpress, which is still in use today.
• Scheduling high volume of service calls and installs, while taking into account driving routes and job challenges to ensure timely execution of tasks.
• Ordering & procuring equipment for individual jobs, as well as maintaining consistent stock level.
• Handling customer service complaints, both phone and in-person.
• Registering equipment for various warranty programs.
• Setting up accounts and terms with new vendors.

During my time at Durango Doors I was able to continue with my accounting experience, while taking on new and exciting challenges, including:

• Learning ins and outs of construction regulations.
• Scheduling a large volume of service calls and installs.
• Ordering and managing all glass for every job. Including a bi-monthly inventory reconciliation.
• Organizing shipping times with product manufacturers to ensure timely completion of scheduled jobs.
• Working with general contractors and organizing service jobs around their various schedules.
• Preparing the company for various standard certifications in the construction spectrum.
• Working with pivot tables to analyze financial data.
• Maintaining a low past due accounts receivable balance.

As both the office manager and executive assistant for the baby food company, Pure Spoon, my umbrella of tasks included:

• Reconciliation and processing of payroll.
• Maintaining accounts payable and ensuring all bills are paid in a timely manner.
• Maintaining low past due accounts receivable balance.
• Creating investor decks to be used in both investor pitches, as well as product showcases.
• All Customer service, including customer complaints and overseeing orders through Shopify.
• Sourcing organic ingredients from wholesalers.
• Preparing company for Organic Certification.
• Interviewing, hiring and onboarding new employees.
• Making website edits through Wordpress.
• Setting up booths for various conventions/expos
• Arranging accounts with shipping companies and achieving price breaks for company.
• Social Media promotion on Instagram and Facebook ads.
• Preparing all closing documents for sell of company.

While working with the web-based company, Darnell Enterprises, my duties included but were not limited to:

• Handling all shipping of merchandise for online store
• Tracking orders
• Setting up shipping accounts
• Data entry for transactions
• Customer service

As the A-List Staffing mainly focuses on temporary work, this provided a great opportunity to learn many new skills, such as:

• Accounts Receivable/ Payable
• Maintaining strict security rules.
• Digital and hard copy file organization.
• Extensive use of computer programs and company specific applications.
• Receiving and transferring phone calls on multi-line system.
• Data entry of transactions.
• Screening phone calls for potential clients.
• Writing correspondence letters.
• Drawing up spreadsheets