Holly McGrail
Willis,TX
Summary
Experienced professional with a background in remote work, scheduling, payroll, customer service, and administrative assistance. Over 15 years of experience in information and record management, office administration, and receptionist duties. Dedicated 4 years to social and community service. Proficient in software including Salesforce, Teams, Docebo, Zoom, Microsoft Office, QuickBase, Case360, Sentinel, Adobe, and QuickBooks. Well-equipped to handle tasks efficiently and effectively.
Overview
11
11
years of professional experience
Work History
Bookkeeper
CP Weber INC North Lake Grill
01.2023 - Current
- Maintain and process invoices, deposits, and money logs.
- Handle payroll processing for employees, ensuring timely payment and adherence to tax regulations.
- Complete payroll for employees and maintain detailed records of procedures.
- Prepare monthly bank reconciliations to ensure accurate representation of company's financial position.
- Reconcile and correct issues with financial records.
- Track expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
- Support year-end closing procedures by preparing adjusting journal entries as needed.
- Establish QuickBooks accounting system to reflect accurate financial records.
- Implement a more efficient filing system for financial documents, improving accessibility and organization.
- Reduce errors in financial reporting by conducting thorough reviews and ensuring accurate data entry.
- Complete tax forms in compliance with legal regulations.
Head Bookkeeper
Serenity Med Spa
01.2023 - Current
- Maintain and process invoices, deposits, and money logs.
- Prepared monthly bank reconciliations to ensure accurate representation of company's financial position.
- Track expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
- Support year-end closing procedures by preparing adjusting journal entries as needed.
- Establish QuickBooks accounting system to reflect accurate financial records.
- Maintain accurate records of all transactions, ensuring compliance with company policies and applicable regulations.
- Implemented a more efficient filing system for financial documents, improving accessibility and organization.
- Reduce errors in financial reporting by conducting thorough reviews and ensuring accurate data entry.
- Provide support during audits by supplying requested documentation promptly and accurately.
- Complete tax forms in compliance with legal regulations.
- Reduce errors in financial statements with meticulous attention to detail during data entry.
- Maintain compliance with tax laws, ensuring timely filing of all required documents.
- Enhance operational efficiency by automating routine bookkeeping tasks.
- Improve tax preparation efficiency, organize and review all relevant financial documents.
- Reconcile company bank, credit card and line of credit accounts, investigating, and resolving discrepancies to keep accounts audit-ready.
GPS (Gig Product Specialist)
Omni Interactions
01.2022 - Current
- Gig Product Specialist for Oak Street Health
- T2 QuickBooks Online; Online Payroll
- Train and Cross Train GBA's; monitor calls for Quality and Compliance, and provide support sessions to inform them of the areas in their metric scores that are in need of improvement
- I collaborate with other management and cross-functional teams to identify and prioritize new development concepts to streamline product development processes.
- As a T2/ SME at Omni Interactions, I act as a main resource to new agents as well as the tenure agents which also includes responding to Escalations and Supervisor Call-back Requests
- Analyze Quality Control and proper use of products and troubleshooting techniques
- Develop comprehensive product training materials, significantly improving team knowledge and customer support quality.
- Diagnose and troubleshoot hardware, software and network issues.
- Manage and motivate contractors to be productive, professional, organized and keep a safe environment for all.
- Maximize performance by monitoring daily activities and team members.
- Achieve departmental goals by developing and executing strategic plans and performance metrics.
Caregiver
In Home Attendants
09.2014 - 12.2021
- Built strong relationships with clients to deliver emotional support and companionship.
- Administered medications as prescribed, ensuring accurate dosage and timely administration for maximum efficacy.
- Demonstrated adaptability when faced with unexpected situations or emergencies by implementing appropriate interventions quickly and efficiently.
- Assisted disabled clients to support independence and well-being.
Education
No Degree - Business Management
Strayer University
OnlineAssociates Degree - Human Services
Camden County College
Blackwood, New JerseySkills
- Office Administrative Support
- Payroll Administration
- Appointment Coordination
- Financial Record Keeping
- Proficient in QuickBooks
- Financial Statement Reconciliation
- Proficient in Bookkeeping Software
- Data Entry
- Bookkeeping
- Bank reconciliation
- General ledger management
Timeline
Bookkeeper
CP Weber INC North Lake Grill
01.2023 - Current
Head Bookkeeper
Serenity Med Spa
01.2023 - Current
GPS (Gig Product Specialist)
Omni Interactions
01.2022 - Current
Caregiver
In Home Attendants
09.2014 - 12.2021
No Degree - Business Management
Strayer University
Associates Degree - Human Services
Camden County College
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