Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Heather Rose Walker

Woodbridge,VA

Summary

Resourceful Coordinator known for high productivity and efficient task completion. Specialize in project management, event coordination, and workflow optimization. Excel in communication, problem-solving, and time management, ensuring successful project outcomes through effective leadership and teamwork.

Overview

20
20
years of professional experience

Work History

Political COPE Coordinator

Transport Workers Union International
Washington, D.C.
07.2010 - 10.2021
  • Represents COPE Department in the Internationals DC office on a day-to-day basis
  • Performed AR/AP and bank reconciliations, completing entries for monthly and annual financial close
  • Receives, records and files all COPE Cards from fundraising, Local's, and members
  • Handles Local/members questions and/or concerns
  • Takes all fundraiser and political calls
  • Assist ordering and purchasing items for COPE
  • Assist Director with reports, calendar, and all other day to day business
  • Assist Field Staff with any membership/financial reports they may need prior to conferences, meetings and fundraisers
  • Maintain and Updates SharePoint with events, photos, and news
  • Monitored inventory levels and ordered additional supplies as needed.
  • Analyzed financial activities of department to share budgetary input with managers.
  • Maintained calendars of upcoming events, meetings and deadlines.
  • Resolved customer complaints or answered customers' questions.
  • Reviews and process timely FEC/STATE reports for the appropriate campaign finance office
  • Works with PASS on contributions and reports and balances of the COPE Fund
  • Work with release staff in tracking their weekly/monthly schedules
  • Phone banking, congressional letters and emails during elections
  • Facilitated communication between staff members working on different aspects of a campaign or issue initiative.
  • Recruited volunteers and interns to assist with canvassing efforts and data entry tasks.
  • Maintained accurate records and documented client data in company databases.
  • Developed and implemented fundraising approaches to raise money for cause.
  • Maintained detailed records of campaign expenses using budget tracking software.
  • Coordinated logistics for political conventions such as scheduling speakers and arranging transportation.
  • Raised money for elections with careful planning and execution of fundraisers.
  • Worked with a team of volunteers to coordinate door-to-door canvassing operations.

Administrative Assistant

Office and Professional Employees International Union
Washington, DC
12.2007 - 07.2010
  • Pay approved invoices as well as reoccurring payments including account coding and LM coding monthly, quarterly, and annual tax requirements
  • Keep thorough and accurate tracking of monthly subsidies and payments due, including terms, conditions, and expirations
  • Prepare Excel spreadsheets and reports as requested
  • Tracking of insurance policies and employee benefits
  • Organized files, developed spreadsheets, faxed reports and scanned documents, maintaining front desk and reception area in neat and organized fashion.
  • Assisted in the preparation of reports, presentations and correspondence.
  • Performed accounting or financial analysis.
  • Entered data into databases accurately and efficiently.
  • Organized and maintained filing systems for documents and records.
  • Participated in credit and collections activities.
  • Scheduled meetings, appointments and travel arrangements for staff members.
  • Gathered and sorted data for reports and files.
  • Worked with cross-functional teams to achieve goals.

Bookkeeper/Administrative Assistant

Office and Professional Employees International Union
Washington, DC
12.2007 - 07.2010
  • Pay approved invoices as well as reoccurring payments including account coding and LM coding monthly, quarterly, and annual tax requirements
  • Keep thorough and accurate tracking of monthly subsidies and payments due, including terms, conditions, and expirations
  • Prepare Excel spreadsheets and reports as requested
  • Tracking of insurance policies and employee benefits
  • Type correspondence to locals, officers and other organizations on matters relating to the Secretary-Treasurer's office
  • Working with CPA firm for audits and reviews
  • Record Pension fund contributions, deposits and reconcile Pension accounts monthly
  • Trained on duties for Union PAC Fund and assist in filing Federal and State reports using NGP software systems as well as state specific software
  • Verified state and federal limits and processed political contributions
  • Duties also include Union Membership Benefits Hotline
  • Answer calls and assist members with questions and inquiries regarding member benefits
  • General Office work and other duties as assigned other duties by the President, Secretary-Treasurer and Assistant to the Secretary-Treasurer
  • Maintained accounts payable and receivable, ensuring timely billing and payment processing.
  • Processed accounts payable and receivable transactions.
  • Assisted in the development and implementation of new accounting procedures and systems.
  • Reconciled or entered report discrepancies found in financial records.
  • Collaborated with external auditors during annual audits of company finances.
  • Generated invoices for clients and tracked payments received from customers.
  • Handled accounts payable and receivable, including invoicing and payment processing.

Bookkeeper/Payroll Specialist

International Training Institute
Alexandria, VA
03.2002 - 12.2007
  • Process Accounts Receivable and Payable for 5 separate companies
  • Process payroll and benefits (401k, pension & health)
  • Reconcile monthly bank statements and maintain general ledger
  • Prepare and Process all Employee expense reimbursements and credit card expenses
  • Monitor cash flow and request Transfers as needed
  • Job cost coding and tracking
  • Assist in yearly audits
  • Clerical Duties as needed
  • Draft correspondence
  • Assist controller in general office duties

Education

Certified Bank Teller -

First Virginia Bank
01.1996

Various Courses - Business, Marketing, Accounting, Microsoft, ect

Northern Virginia Community College
Alexandria, VA
01.2000

Certificate in Payroll -

American Payroll Association
Alexandria, VA
01.2006

Skills

  • Positive and professional
  • Financial recordkeeping
  • Customer satisfaction
  • Problem resolution
  • Ability to multitask
  • Data inputting
  • Relationship building
  • Tech-savvy

References

References Available upon request

Timeline

Political COPE Coordinator

Transport Workers Union International
07.2010 - 10.2021

Administrative Assistant

Office and Professional Employees International Union
12.2007 - 07.2010

Bookkeeper/Administrative Assistant

Office and Professional Employees International Union
12.2007 - 07.2010

Bookkeeper/Payroll Specialist

International Training Institute
03.2002 - 12.2007

Certified Bank Teller -

First Virginia Bank

Various Courses - Business, Marketing, Accounting, Microsoft, ect

Northern Virginia Community College

Certificate in Payroll -

American Payroll Association
Heather Rose Walker