Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Elizabeth Bergman

Sidney,OH

Summary

Finance and customer service expert with proven track record in administrative roles. Demonstrates exceptional communication skills and commitment to team success. Known for meticulous attention to detail and continuous learning.

Overview

17
17
years of professional experience
1
1
Certification

Work History

Finance Manager

Essex and Associates, Inc.
Centerville, OH
04.2019 - 03.2025
  • Communicated effectively across finance, customer service, and administration roles to enhance collaboration.
  • Exhibited a passion for continuous learning and professional development. Streamlined processes to enhance efficiency across various functions.
  • Managed financial forecasting and budgeting processes for organizational growth.
  • Analyzed financial data to identify trends and inform strategic decisions.
  • Prepared financial documents such as budgets, forecasts and reports.
  • Monitored cash flow to ensure sufficient liquidity.
  • Established relationships with banking partners to secure favorable terms on financing arrangements.

Co-Founder

GEB Properties, LLC aka Bergi's Drive Thru & Pizza
Tipp City, Ohio
05.2008 - 08.2020
  • Managed daily operations to streamline workflow in food preparation and enhance customer service.
  • Implemented targeted marketing initiatives to promote menu offerings and increase foot traffic.
  • Trained staff on food safety standards and best practices for handling ingredients.
  • Oversaw inventory management to maintain optimal stock levels and coordinate with suppliers.
  • Oversaw all postings and reconciliation of ledgers and accounts.
  • Prepared month-end accruals and journal vouchers to support closing processes.
  • Ensured that all taxes due were paid accurately and promptly according to government regulations.

Education

Bachelor of Science - Business Administration And Management

Wright State University
Dayton, OH
05-2019

Bachelor of Science - Business Management

Wright State University
Dayton, OH
05-2019

Skills

  • Budget forecasting
  • Account reconciliation
  • Data analysis
  • Software proficiency
  • Client relationship management
  • Time management
  • Attention to detail
  • Continuous learning
  • Team leadership
  • Mentoring and training
  • Staff development
  • Effective communication

Certification

Pro-Certified online and desktop for QuickBooks certification earned in 2024 & 2025

Timeline

Finance Manager

Essex and Associates, Inc.
04.2019 - 03.2025

Co-Founder

GEB Properties, LLC aka Bergi's Drive Thru & Pizza
05.2008 - 08.2020

Bachelor of Science - Business Administration And Management

Wright State University

Bachelor of Science - Business Management

Wright State University
Elizabeth Bergman