Heather Gilbert
Ocala,FL
Summary
Dedicated bookkeeper with 6+ years expertise in managing comprehensive bookkeeping responsibilities seeking full-time position. Managed bookkeeping services for 38+ private clients with consistent adherence to confidential standards. Proven track record in supporting tax preparation for 3 tax accounts. Demonstrates strong communication and customer service skills leading to desired outcomes. Resourceful, dependable and willing to learn. Ready to contribute to organizational success.
Overview
14
14
years of professional experience
Work History
Bookkeeper
Caravelli Blair Law, LLC
Chicago, IL
07.2023 - 01.2026
- Remote and "as needed" position.
- Reconciled bank statements and general ledger entries to maintain precise financial records.
- Implemented efficient bookkeeping procedures, enhancing data entry accuracy and reducing errors.
- Maintained and processed invoices, deposits, and money logs.
- Supported year-end closing procedures by preparing adjusting journal entries as needed.
Bookkeeping Administrative Assistant
Commonwealth Tax
Virginia Beach, VA
11.2019 - 01.2026
- Managed accounts for 38+ clients.
- Reconciled accounts, managed audits and updated financial records with remarkable accuracy.
- Prepared and maintained accurate financial records using QuickBooks software.
- Assisted in tax preparation by organizing necessary documentation for clients.
- Coordinated client communications to ensure clarity on financial obligations and deadlines.
- Trained junior staff on bookkeeping software and company protocols for accuracy.
- Led monthly reconciliation efforts to ensure alignment between accounts and bank statements.
- Processed cash, check and credit card payments .
- Developed monthly, quarterly and annual profit and loss statements and balance sheets.
- Recorded deposits, reconciled monthly bank accounts and tracked expenses.
Nursery Director
Charity United Methodist Church
Virginia Beach, VA
07.2019 - 01.2026
- Responsible for 4-15 children ages infant to 5 years old.
- Developed and implemented age-appropriate God-led curriculum for children, enhancing educational engagement and spiritual relationships.
- Coordinated daily operations of nursery, ensuring compliance with safety and health regulations.
- Managed scheduling and training of volunteers, fostering a collaborative team environment.
- Established strong relationships with parents, addressing concerns and promoting open communication.
- Led initiatives to improve classroom organization and resource allocation, optimizing learning environments.
Chief Electoral Official
City of Virginia Beach - Voter Registration
Virginia Beach, VA
01.2016 - 05.2021
- Supervised election day operations, ensuring compliance with regulations and procedures.
- Trained and mentored 12 staff on voting process protocols and equipment usage.
- Coordinated logistics for polling locations, ensuring accessibility and efficiency.
- Managed the accurate reporting of election results in a timely manner.
- Distributed ballots to voters and answered questions concerning voting procedures.
- Furnished assistance and advice to new voters on proper steps and procedures.
- Oversaw accuracy testing and maintenance of voting units through continued surveillance.
- Created fair, non-partisan environment to protect free choice of voters.
- Ensured accurate and efficient election processes by overseeing the setup, operation, and breakdown of voting equipment.
- Resolved any polling place issues or discrepancies promptly, upholding transparency in the electoral process.
- Managed a team of volunteers to provide smooth voter registration and assistance for optimal election day experience.
Membership Specialist
Girl Scout Council of the Colonial Coast
Chesapeake, VA
01.2012 - 09.2019
- Facilitated member recruitment initiatives to enhance community engagement and participation.
- Managed communication channels, providing timely updates and support to members and volunteers.
- Developed training materials for volunteer leaders, enhancing program delivery and member experience.
- Organized membership events, fostering collaboration among girls, families, and local communities.
- Assisted in organizing and executing successful member events, improving overall engagement0 levels.
- Maintained accurate records of all memberships, ensuring timely renewals and updates as needed.
- Enhanced membership retention by developing strong relationships with members and understanding their preferences.
- Collaborated with other departments to provide seamless support for all member-related inquiries and issues.
- Developed targeted marketing campaigns to attract new prospective members, resulting in a growth in membership numbers.
- Maintained membership database, ensuring that all information was current and accurate.
- Prepared marketing materials that would be sent out to members, which detailed new events, promotions, and activities that were coming up.
- Contacted customers and prospects to generate new business to achieve company growth goals.
- Used CRM software to record customer interactions and track general sales activities for review and follow-up.
- Pursued existing and potential customers by phone, email and text message to generate leads and close sales.
Education
Some College (No Degree) - American History
Del Mar College
Corpus ChristiSome College (No Degree) - Science
University of Maryland College
JapanSome College (No Degree) - Leisure
University of Northern Iowa
Cedar FallsSome College (No Degree) - Accounting
Western Nevada Community College
Fallon, NVSome College (No Degree) - Law Enforcement
North Hennepin Community College
Minneapolis, MNSkills
- Bank statement reconciliation
- Account reconciliation
- Financial reporting
- Data inputting
- General ledger management
- Audit preparation
- Confidential document control
- Tax document preparation
- Microsoft office, Cloud based programs,
- QuickBooks, Drake Accounting, Electronic filing systems experience
- Customer service expertise, Proactive and Self-motivated, Attention to detail
- Multi-line phone system, 10-key data entry, Fax, Copier, Document scanner
Accomplishments
- Supervised team of 2 seasonal staff members.
- Developed marketing brochure of services to be distributed at local events.
- Recommended and collaborated with team members to design and distribute company branded uniform shirts.
- Designed end of tax season t-shirt.
- Served as communication representative for new clients, client updates, deadline reminders, condolences as well as seasonal greetings.
Languages
English
Native or Bilingual
Timeline
Bookkeeper
Caravelli Blair Law, LLC
07.2023 - 01.2026
Bookkeeping Administrative Assistant
Commonwealth Tax
11.2019 - 01.2026
Nursery Director
Charity United Methodist Church
07.2019 - 01.2026
Chief Electoral Official
City of Virginia Beach - Voter Registration
01.2016 - 05.2021
Membership Specialist
Girl Scout Council of the Colonial Coast
01.2012 - 09.2019
Some College (No Degree) - American History
Del Mar College
Some College (No Degree) - Science
University of Maryland College
Some College (No Degree) - Leisure
University of Northern Iowa
Some College (No Degree) - Accounting
Western Nevada Community College
Some College (No Degree) - Law Enforcement
North Hennepin Community College