Donna Anderson

I have had a blessed time at this position, working as a team member, sacrificing long hours away from home and working with the Head of School/Principal and Board of Trustees.

• Supported the finance team by processing invoices and expense claims promptly and accurately.
• Helped reconcile bank statements and accounts and maintain accuracy and current records.
• Assisted with preparation of monthly financial statements and reports to inform management.
• Supported year-end closing activities, ensuring all transactions were properly recorded before the start of the new fiscal year.
• Processed daily financial transactions in support of finance team objectives.
• Minimized risk of errors by accurately processing invoices, payments and other financial transactions.
• Input financial data and produced reports using QuickBooks.
• Assisted in budget preparation for streamlined financial planning and forecasting.
• Increased efficiency with thorough maintenance of financial records and documentation.
• Maintained confidentiality of sensitive financial information, safeguarding both company data and client privacy.
• Organized budget documentation and tracked expenses to maintain tight business controls.
• Reduced discrepancies in accounts receivable by closely monitoring customer payments and following up on overdue balances.
• Streamlined vendor payment processes, ensuring timely disbursements to maintain strong relationships.
• Managed office inventory and ordered new supplies when items were running low.
• Entered financial data into company accounting system with stringent adherence to data security protocols
• Resolved discrepancies in financial data to increase accuracy and reduce potential backlogs.
• Maintained accurate records of financial transactions in alignment with regulatory requirements.
• Pitched in to assist with special projects and additional tasks.
• Generated reports for budgeting, forecasting and financial analysis to track results against target profit margins.
• Played pivotal role in annual budgeting process, coordinating with various departments to gather inputs.
• Assisted in preparation of monthly financial reports, ensuring accuracy and timeliness for management review.
• Supported budget preparation efforts, gathering necessary documentation and historical data for informed planning.
• Optimized cash flow management by closely monitoring incoming and outgoing funds.
• Ensured compliance with financial policies and regulations, conducting thorough reviews of financial activities.
• Contributed to successful audit completion, preparing necessary documentation and answering auditor queries.
• Enhanced team productivity with organization of financial documents, making information retrieval more efficient.
• Streamlined invoice processing by implementing new software system, significantly reducing processing time.
• Assisted in negotiation of terms with suppliers, achieving more favorable conditions for company.
• Facilitated timely vendor payments, maintaining strong relationships and ensuring service continuity.
• Reduced errors in financial statements with meticulous attention to detail during data entry and reconciliation processes.
• Supported management by processing invoices and documents with consistent on-time delivery.
• Strengthened financial operations by conducting bank reconciliations and financial reporting.
• Handled day-to-day accounting processes to drive financial accuracy.
• Managed and responded to correspondence and inquiries from customers and vendors.
• Streamlined daily reporting information entry for efficient record keeping purposes.
• Generated invoices upon receipt of billing information and tracked collection progress.
• Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
• Matched purchase orders with invoices and recorded necessary information.
• Inspected account books and recorded transactions.
• Recorded deposits, reconciled monthly bank accounts and tracked expenses.
• Gathered, evaluated and summarized account data in detailed financial reports.
• Developed monthly, quarterly and annual profit and loss statements and balance sheets.
• Reconciled company bank, credit card and line of credit accounts, investigating, and resolving discrepancies to keep accounts audit-ready.
• Tracked financial progress by creating quarterly and yearly balance sheets.

I implemented a front office, telephone system, worked with several vendors from office supplies, school supplies, communication systems, established forms needed not only for administrators but also for parent/student use. At the same time, I held the title as Head Bookkeeper, Human Resource team, working one on one with the CPA for audit and other financial related items, Office Administrator and liaison for families and fellow staff members. This job also required purchasing sports uniforms, school uniforms, fundraising and front office training for new personnel.

Although I have dedicated many hours, wore several hats, and formed lasting friendships, it is time for me to move on. The latest buzz from new management and a new Pastor is that they are interested in outsourcing my job due to a lack of finances.

I started out as front desk customer service personnel for 3 Seasons when I was 16. I worked at the front desk for 3 years when I was asked if I would fill the Assistant Bookkeeper's position. After working as the Assistant Bookkeeper, I moved into the roll of Head Bookkeeper, where I remained at this position for the next 7 years. During my time with this company, there was yet to have computers in the workforce, gave me knowledgeable experience with Financial Journals. I was also responsible for payroll, counting and maintaining financial records of their cash register system, working with the annual auditor and in charge of the bookkeeping for their "snack bar" and general store.