Janet B Stone
Statesville,NC
Summary
PROVEN, PROACTIVE & PASSIONATE
BOOKKEEPER | OFFICE MANAGER | HR GENERALIST | PAYROLL | ADMINISTRATIVE & EXECUTIVE SUPPORT SPECIALIST
JOB OBJECTIVE:
Experienced Bookkeeper, Office Manager, Administrative & Executive Support Specialist with General HR, Payroll, Sales and Customer Service Proficiencies seeking a full-time position offering continued learning, professional growth as well as equitable financial reward. Pursuing an opportunity to apply vast knowledge, experience and skills in alignment with the company's culture, values and overall financial needs and goals. Aspiring to make a difference, take on challenges and find solutions for success.
SUMMARY:
- Diverse yet transferable background in various industries, both nonprofit and for-profit organizations including a business owner for over 10 years.
- Revealing confidence, flexibility, and maturity while maintaining the highest level of integrity, honesty, and ability to maintain confidentiality.
- Adept at working collaboratively as part of a team or independently.
- Effective communication skills at all levels of an organization.
- Extremely instinctive eye for detail focused on ensuring accuracy.
- Ability to successfully multi-task and apply resourceful critical thinking.
- Comprehensive practice creating, implementing, and managing organizational structure and procedures.
- Efficiently managed all aspects of financial recordkeeping, including recording transactions, reconciling multiple accounts, generating financial reports to include balance sheets, income statements, and cash flow statements on a regular basis for management review.
- Highly proficient with Microsoft Office Suites, QuickBooks, Excel spreadsheet applications and other productivity and financial software as well as the ability to rapidly learn new industry or company-specific applications and processes.
Overview
15
15
years of professional experience
Work History
Financial Services Consultant
09.2023 - Current
- QuickBooks implementation, organization, training & support based on client’s specific needs
- Maintain general bookkeeping processes; AR / AP, invoicing, billing, reconciling bank statements as needed
- Ensure client’s ongoing compliance and understanding of GAAP.
Bookkeeper
Compass Community Center
05.2022 - 06.2023
- Charge bookkeeping; A/R, A/P, invoicing, banking, deposits, multi-Bank & Credit card account reconciliations, payroll and general HR
- Managed month-end financial closing processes including collecting & posting financial information, recorded monthly expenses & income, reconciled accounts, generated reports, P&L & balance sheet for management review
- Developed new standardized procedures and templates increasing communications and accuracy across all departments
- Handled accounts receivable functions, including invoicing, processing payments, creating and maintaining financial reports including cost allocation sharing
- Processed accounts payable transactions, verify invoices, and issue payments to vendors in a timely manner
- Maintained financial records and support documentation throughout the life of the grant then archived in online sharable files
- Processed payroll, calculated wages, create allocations report and initiate direct deposits
- Organized financial data, managed restricted and unrestricted fund allocations; maintained accuracy, tracked expenses, prepared budgets, monitored cash flow & receipts and other financial dealings as it related to multiple nonprofit grant-based funding streams earmarked for specific projects or services
- Assisted CEO with annual audit, compliance and accreditation process through research and creating reports.
Bookkeeper | Office Manager
Sandy Springs Perimeter Chamber
03.2021 - 03.2022
- Charge bookkeeping; A/R, A/P, banking, deposits, reconciliations of multiple bank accounts and credit cards, month-end closings, financial reporting, invoicing, commission calculations and payroll processing
- Minimized write-offs by developing new processes that identified issues early on
- Spearheaded Chamber’s first major software upgrade and integration that included in-depth QuickBooks clean- up resulting in improved billing and reporting functionality and accuracy
- Administered HR processes; employee onboarding, payroll, W2’s, 1099’s, local/state registrations as related to nonprofit laws and guidelines
- Administered financial sponsorship disbursements from Fortune 500 companies for the Chamber’s scholarship fund
- Created and presented the 2022 annual operating budget to the board; unanimously approved
- Assisted President/CEO, Board of Directors and CPA; tax preparation, financial analysis, reports including monthly P&L, Balance Sheet and Aging Report.
Bookkeeper | Office Manager
Global Guardian
11.2018 - 03.2020
- Reduced errors, omissions and redundancies by developing and implementing improved workflow processes resulting in significant financial saving
- Uncovered financial discrepancies through intensive audits/reconciliations, exposing potentially indefinite monetary loss
- Improved billing accuracy and beneficial reports by restructuring QuickBooks via innovative unique ID system that identified, coded, and reclassified data
- Managed multiple accounting functions including monthly invoicing, month- ending financial statements, reports (P&L), and in-depth analysis
- Developed templates used to design quotes through the implementation of PandaDoc software
- Improved record keeping system for expenses through the implementation of Expensify with QuickBooks.
Partner | Finance Manager
PROTECTION CONCEPTS, LLC
05.2009 - 03.2018
- Managed company's accounting responsibilities including invoicing, payroll, taxes, receipts/disbursement, month-ending financial statements, P&L reports and analysis
- Processed accounts payable transactions, verify invoices, and issue payments to vendors in a timely manner
- Handled accounts receivable functions, including invoicing, tracking payments, and following up on overdue accounts
- Fostered long-term, profitable relationships by leveraged interpersonal communication skills between company, customers and vendors
- Developed and maintained superior customer service practices to ensure customer satisfaction by capturing and analyzing customer needs and feedback
- Processed company payroll including reporting, commission structure and calculations for the sales team and technicians’ compensation
- Streamlined workflow processes resulting in a measurable decrease in customer refunds and vendor chargebacks
- Managed operations & administrative support roles; coordinated interdepartmental schedules and communications
- Played a leading role in creating the Company’s branding as well as developing the Company’s website and marketing strategies.
Education
School Diploma - General Curriculum
Briarcliff High
No Degree -
University of Tampa
Tampa, FLNo Degree -
University of Georgia
Athens, GASkills
- Full-charge Bookkeeping
- Office Management
- HR generalist
- Payroll & Payroll software
- Accounting software
- Accounts payable & Accounts receivable
- Billing & Invoicing
- MS Office proficiency
- Advanced QuickBooks & Advanced Microsoft Excel functions
- Financial analysis/analytics & reporting
- Budgeting & forecasting
- Profit & loss Statements
- Multi-account reconciliations
- Month end closing processes
- General Ledger reconciliation
- Problem resolution
- Administrative & Executive Support
- Project Management
- Customer Service
- Sales & Sales Management
- Customer relationship management
Timeline
Financial Services Consultant
09.2023 - Current
Bookkeeper
Compass Community Center
05.2022 - 06.2023
Bookkeeper | Office Manager
Sandy Springs Perimeter Chamber
03.2021 - 03.2022
Bookkeeper | Office Manager
Global Guardian
11.2018 - 03.2020
Partner | Finance Manager
PROTECTION CONCEPTS, LLC
05.2009 - 03.2018
School Diploma - General Curriculum
Briarcliff High
No Degree -
University of Tampa
No Degree -
University of Georgia