Summary
Overview
Work History
Education
Skills
Timeline
Generic

Heather Charles

Tulsa,OK

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Results driven Accounting and Business Manager experienced in financial statement review, auditing and reporting. Willingness to take on added responsibilities to meet team goals.

Overview

28
28
years of professional experience

Work History

Director of Accounting and Finance

Tulsa Medical Laboratory
08.2020 - Current
  • Prepared internal and regulatory financial reports, balance sheets and income statements.
  • Developed strategic plans for day-to-day financial operations.
  • Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
  • Utilized financial software to prepare consolidated financial statements.
  • Handled all on-boarding for new employees, prepared contracts and corporate policies, and handled all employee inquiries regarding health benefits.
  • Assisted in payroll management and timekeeping to track hours and accurately pay employees.
  • Liaison between laboratory and billing company to oversee proper billing and resolve discrepancies.

Non-Profit Coordinator

OkCARE And ACCA
03.2002 - 08.2020


  • Bookkeeping and Tax Filing for both Non-Profit Organizations.
  • Maintained Website for both organizations.
  • Prepared all board and membership reports.
  • Performed event planning and coordination for larger parties, trainings and events.

Accounting Bookkeeper

Wilkinson Law Firm
08.2010 - 07.2020
  • Maintained and processed invoices, deposits, and money logs.
  • Provided comprehensive accounting support to company by managing functions like payroll, accounts payable, accounts receivable and business expense processing.
  • Reported financial data and updated financial records in ledgers and journals.
  • Organized documents to manage paper and electronic filing systems of clients.
  • Updated firm's database with new information for client records and financial documents and prepared all client billing.

Business Consultant

Sabre
06.1999 - 07.2002
  • Developed complete business plans and operational strategies for new and existing business.
  • Performed statistical analyses to gather data for operational and forecast team needs.
  • Created and managed project plans, timelines and budgets.

Business Analyst

Amoco
06.1995 - 06.1999
  • Interacted with internal customers to understand business needs and translate into requirements and project scope.
  • Improved business direction by prioritizing customers and implementing changes based on collected feedback.
  • Maintained revenue recordings for production from natural gas and crude oil productions and assisted in audits and customer inquiries.

Education

Bachelor of Science - Accounting

Northeastern State University
Tahlequah, OK
05.1995

Skills

  • Cost Data Analysis
  • Team Building Leadership
  • Advanced Mathematics
  • Critical Thinking
  • Risk Assessment
  • Proactive and Focused
  • Budget Planning
  • Proficient in Excel and Quickbooks
  • Human Resources
  • Planning and Coordination
  • Financial Analysis and Reporting

Timeline

Director of Accounting and Finance

Tulsa Medical Laboratory
08.2020 - Current

Accounting Bookkeeper

Wilkinson Law Firm
08.2010 - 07.2020

Non-Profit Coordinator

OkCARE And ACCA
03.2002 - 08.2020

Business Consultant

Sabre
06.1999 - 07.2002

Business Analyst

Amoco
06.1995 - 06.1999

Bachelor of Science - Accounting

Northeastern State University
Heather Charles