Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Heather Bernardi

Cheshire

Summary

Office Assistant who continually maintains a positive attitude while interacting with demanding clients. Serves as the primary point of contact for both in-house and external phone and website queries. Quality-focused committed to approaching administrative tasks with tenacity and attention to detail. An administrative professional with background in accounting and finance. Extensive knowledge of AR/AP, Microsoft Excel and QuickBooks software.

Overview

27
27
years of professional experience

Work History

Office Manager

Shiner Signs Inc
03.2019 - 08.2023
  • Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
  • Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
  • Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
  • Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
  • Completed and filed returns with tax departments at local, state, and federal levels.

Office Manager/ Assistant

G and G Beverage
09.2008 - 08.2018
  • Support sale staff and customers with ordering and billing
  • Reconcile daily invoicing via the Route Net and Insight systems
  • Check in all drivers ensuring all cash was received and deliveries made
  • Review for accuracy all incoming sales transmissions
  • Prepare and post all incoming checks to the A/R system
  • Research customer inquiries on billing issues
  • Prepare and run several reports for the sales staff
  • Maintain the new product list
  • Update procedure book with new processes
  • Prepare all pick sheets for next day deliveries
  • Run all associated reports to create invoicing for next day deliveries
  • Prepare driver packets for next day deliveries

Mortgage Signing Agent

Heather's Mobil Notary Service
04.2003 - 09.2009
  • Maintained connections with clients to encourage repeat business and referrals
  • Managed contracts, negotiations and all aspects of a mortgage to finalize purchases and exceed customer expectations
  • Worked closely with clients to get the appropriate loans, inspections and credit reports
  • Coordinated closing appointments

Staff Accountant

Martin A Adamo CPA, P.C
08.1996 - 11.2007
  • Performed complex general accounting functions, including preparation of journal entries, account analysis and balance sheet reconciliations
  • Prepared personal, corporate and LLC tax returns
  • Prepared accurate financial statements at end of the quarter
  • Posted receipts to appropriate general ledger accounts
  • Monitored payments due from clients and promptly contacted clients with past due payments
  • Reconciled discrepancies between accounts receivable general ledger account and accounts receivable trial balance account
  • Researched and resolved accounts payable discrepancies
  • Maintained communications with a client base of over400

Education

High School Diploma -

West Haven High School
West Haven, CT
01-1989

Skills

  • Excellent communication skills
  • Professional phone etiquette
  • Customer service-oriented
  • Accurate and detailed
  • Excellent planner and coordinator
  • Account reconciliation
  • Intuit QuickBooks
  • Tax accounting
  • Attention to detail
  • Report development
  • Works well under pressure

Accomplishments

  • Developed and implemented a monthly newsletter that spotlighted an employee of the month and encouraged staff to attend company functions and community events.
  • Organized an annual fund raiser for United Way supporting SCOW and Wallingford Day Care Center. This included collecting cash and food donations to create and distribute Easter baskets and Thanksgiving meals for these organizations.
  • Recipient of Outstanding Volunteer Commitment and Rising Star in Recognition of Outstanding New Efforts Awards from United Way of Meriden and Wallingford.
  • Author of Hockey in New Haven, Arcadia Publishing October2007.

Timeline

Office Manager

Shiner Signs Inc
03.2019 - 08.2023

Office Manager/ Assistant

G and G Beverage
09.2008 - 08.2018

Mortgage Signing Agent

Heather's Mobil Notary Service
04.2003 - 09.2009

Staff Accountant

Martin A Adamo CPA, P.C
08.1996 - 11.2007

High School Diploma -

West Haven High School

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Heather Bernardi