Heather Deboard
College Station,TX
Summary
Office Manager with a track record of optimizing daily operations and enhancing efficiency through strategic policy implementation. Demonstrated expertise in coordinating administrative tasks and leading diverse teams, resulting in improved organizational systems and effective multitasking under pressure. Proficient in financial management as a reliable Accounting Bookkeeper, with strong skills in QuickBooks and Microsoft Office Suite, contributing to cost savings through resource allocation strategies. Core competencies include strong communication skills, strategic planning, and a solid understanding of accounting procedures and budget management.
Overview
13
13
years of professional experience
Work History
Office Manager
Oasis pools360
College Station, Texas
10.2022 - Current
- Implemented and maintained company protocols to facilitate smooth daily activities.
- Assisted in recruiting, onboarding and training new employees.
- Handled scheduling and managed timely and effective allocation of resources and calendars.
- Reviewed completed work to verify consistency, quality, and conformance.
- Proposed or approved modifications to project plans.
- Monitored project progress to identify and report on deviations from estimated costs.
- Consistently followed up with customers to determine satisfaction levels.
- Creates detailed reports outlining estimate assumptions used during bidding process.
- Prepared estimates to use in vendor or subcontractor selection.
- Adapted estimates to reflect changes in scope, materials, and labor requirements.
- Established cost monitoring procedures and reporting systems.
- Generated 1099 forms at year end for reporting purposes.
- Reviewed employee expense reports for compliance with company policy guidelines.
- Calculated month-end accrual entries for trade payables.
- Reconciled computer reports with manually maintained ledgers.
- Prepared bank deposits by verifying and balancing receipts and sending cash and checks to banks.
- Monitored loans and accounts payable to confirm payments are current.
- Kept detailed records of accounts payable by creating reports and updating vendor balance sheets.
- Verified accuracy of coding on invoices prior to processing payments.
- Monitored accounts to ensure payments were up to date.
- Processed invoices and payments in accordance with company policies and procedures.
- Calculated and produced checks for utilities, taxes and other operational payments.
- Prepared checks for payment of vendor invoices on a timely basis.
- Performed financial calculations for amounts due, interest charges and balances.
- Completed and submitted tax forms and returns, workers' comp forms and pension contribution documentation.
- Provided support on audits of accounts receivable by gathering requested information from internal systems.
- Negotiated payment plans with delinquent accounts.
- Processed invoices, credit memos, and other documents related to accounts receivable.
- Maintained detailed records of all accounts receivable transactions.
- Examined customer payment history and coordinated collections arrangements.
- Verified accuracy of invoices and account balances.
Optometrist Assistant
Crystal Vision Center
College Stat, Texas
02.2018 - 01.2020
- Greeted patients upon arrival at the office and provided them with the necessary forms to complete their visit.
- Provided assistance with fitting frames for eyeglasses or contacts lenses.
- Scheduled patient appointments, maximizing clinic efficiency and improving patient satisfaction.
- Prepared exam rooms for upcoming visits by stocking shelves with necessary supplies and ensuring that all equipment is functioning properly.
- Administered and interpreted tests for glaucoma screening and retinal health.
- Calibrated and maintained optometric equipment, ensuring accuracy and reliability of test results.
- Managed daily operations within the office including ordering supplies, processing paperwork, answering phones.
- Coordinated referrals to ophthalmologists for patients requiring further medical treatment.
- Utilized electronic health record systems for accurate and efficient patient data management.
- Facilitated the ordering and dispensing of eyeglasses and contact lenses, ensuring timely delivery to patients.
- Educated patients about eye health topics such as nutrition, hygiene, lifestyle habits and disease prevention.
- Participated in community outreach programs to promote eye health and preventive care.
- Conducted patient interviews to gather health history, vital signs and information about current medical issues.
- Answered phones, scheduled appointments, greeted patients and ordered supplies.
- Reviewed patient charts prior to examinations to ensure accuracy of information.
- Maintained a clean work environment by wiping down equipment between uses, disposing of biohazardous materials in accordance with safety standards.
- Positioned patients properly during examination or treatment for comfort and safety.
Office Manager
PSqaured Trucking
Bryan, Texas
10.2017 - 12.2018
- Ensured compliance with local, state, and federal government reporting requirements and tax filings.
- Analyzed financial transactions, assigning to specific accounts.
- Calculated income and social security tax deductions.
- Completed and submitted tax forms and returns, workers' comp forms and pension contribution documentation.
- Tracked and reported charitable contributions and grants for nonprofit bookkeeping.
- Reconciled vendor statements to assist in monthly closings.
- Prepared and processed payroll.
- Prepared bank reconciliations, managed field audits and reviewed accounting records for accuracy.
- Processed payroll for employees, including calculating wages, deductions, and issuing payments.
- Entered deposits, credit card charges and sales entries to facilitate cash management.
- Generated monthly financial statements for management review.
- Conducted monthly reconciliation of bank statements.
- Reviewed transactions, issued checks and updated ledgers and budgets.
- Analyzed business operations, trends, costs, revenues, financial commitments, and obligations to project future revenues and expenses or to provide advice.
- Prepared sales tax returns on a quarterly basis.
- Maintained accounts payable and receivable, ensuring timely billing and payment processing.
Lead Medical Assistant
Texas Brain And Spine Center
College Station, TX
04.2012 - 09.2014
- Prepared treatment rooms for patient examinations.
- Conducted patient interviews to gather health history, vital signs and information about current medical issues.
- Collected, labeled and stored laboratory specimens properly prior to testing.
- Coordinated with other departments within the hospital setting to facilitate a smooth workflow throughout the facility.
- Relayed messages from patients to physicians about concerns, condition updates or refill requests to facilitate treatment.
- Communicated effectively with patients regarding their health concerns or questions about treatment options.
- Scheduled appointments for patients via phone and in person.
- Contacted pharmacies to submit and refill patients' prescriptions.
- Organized charts, documents and supplies to maintain team productivity.
- Conducted regular quality assurance checks to ensure that all safety protocols were being followed properly.
- Participated actively in continuing education programs relevant to my role as a Lead Medical Assistant.
- Cleaned and maintained medical equipment following procedures and standards.
- Supported administrative staff by processing payments.
- Ensured that all medical supplies were adequately stocked in the examination rooms.
- Interviewed and engaged patients to obtain medical history, chief complaints and vital signs.
- Monitored inventory levels of medical supplies and equipment in order to maintain adequate stock at all times.
Education
Associate of Applied Science - Nursing
Blinn College
Bryan, TX01-2013
Skills
- Staff hiring
- Billing
- Vendor engagement
- Bookkeeping
- Financial reporting
- Facility management
- Policy development
- Human resources
- Inventory control
- Clerical support
- Contract administration
- Employee supervision
- Payroll and budgeting
- Account reconciliation
- Office management software
- Employee training
- Expense reporting
- Project management
- Organizational skills
- Scheduling
- Financial accounting
- Scheduling coordination
- Year-end close
- Spreadsheet proficiency
- Payroll management
- Variance analysis
- Tax law
- MS office suite
- Accounting and bookkeeping
- Financial statement preparation
- Accounting controls
- QuickBooks expert
Affiliations
- BCS Chamber
- Woman's Business ( Greater Houston Area)
- Unbound Now BCS
Timeline
Office Manager
Oasis pools360
10.2022 - Current
Optometrist Assistant
Crystal Vision Center
02.2018 - 01.2020
Office Manager
PSqaured Trucking
10.2017 - 12.2018
Lead Medical Assistant
Texas Brain And Spine Center
04.2012 - 09.2014
Associate of Applied Science - Nursing
Blinn College
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