Summary
Overview
Work History
Education
Skills
Volunteer Experience
Timeline
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J. Daisy Haffner

Brick,USA

Summary

Resourceful, meticulous accounting professional with experience in strategic problem-solving solving, customer relationship management, and financial reconciliations. Team player with strong technical proficiency and commitment to accuracy in financial data entry and recordkeeping.

Overview

28
28
years of professional experience

Work History

Bookkeeper

Smolin, Lupin & Co.
Red Bank, NJ
11.2023 - Current
  • Maintained financial records using accounting software systems accurately.
  • Ensured accuracy in all accounting entries and records.
  • Prepared bank reconciliations to ensure financial accuracy and integrity.
  • Processed accounts payable and receivable transactions.
  • Generated invoices for clients and tracked payments received from customers.
  • Handled sensitive financial information with confidentiality and integrity.

Substitute Teacher

Point Pleasant Board of Education
Point Pleasant, NJ
01.2023 - 12.2023
  • Engaged students to foster active participation and enhance learning environment.
  • Facilitated discussions to promote understanding and support student progress.
  • Enforced conduct standards to maintain discipline and ensure a positive classroom atmosphere.
  • Respected confidentiality of student and personnel information.

Office Manager

Lowy’s Moving Service
Neptune, NJ
01.2015 - 12.2020
  • Trained new office staff on procedures and best practices, enhancing overall operational efficiency.
  • Monitored office inventory and ordered supplies to ensure availability for daily operations.
  • Collected, filed and organized office documents, such as reports and confidential records.
  • Created documents, maintained databases and sent memos and emails.
  • Answered and screened incoming calls, took messages and scheduled appointments for prospective customers.
  • Called customers to follow up on appointments.
  • Processed customer payments accurately, supporting accurate financial record-keeping.

Dance Teacher

Wendi Sue Porter School of Dance
Howell and Brick, NJ
01.2004 - 12.2008
  • Developed weekly lesson plans leading to a final recital performance, enhancing students' confidence and stage presence.
  • Instructed weekly beginner to intermediate tap and jazz classes, fostering students' technical skills and artistic expression.
  • Evaluated students' dancing abilities to identify areas for improvement, tailoring instruction to maximize individual progress.

Supervisor - Accounting and Auditing

Wilkin & Guttenplan, PC, CPA’s
East Brunswick, NJ
01.1999 - 12.2004
  • Executed audits, reviews, and compilations of financial statements, enhancing financial reporting quality.
  • Managed financial preparation and corporate tax return completion for homeowners’ associations, ensuring compliance and accuracy.
  • Trained new hires and led auditing teams of 2 to 3 employees, fostering a collaborative work environment.

Education

Bachelor of Science - Accounting

Georgian Court University
Lakewood, NJ
05-1997

Skills

  • QuickBooks
  • A/P and A/R
  • Invoice processing
  • Bank reconciliation
  • Ledger management
  • Data reconciliation
  • Spreadsheet tracking
  • Microsoft Office & Teams
  • Google Docs
  • Email management
  • Writing skills
  • Problem solving
  • Team collaboration
  • Attention to detail

Volunteer Experience

  • Brick Township Board of Education, Member, 01/17 - 01/23
  • OCVTS Grunin Performing Arts Academy PTSO, President, VP, 06/21 - 06/23
  • Dance Choreographer for various local charities, Choreographer, 01/19 - Present
  • Midstreams Elementary School PTO, President, Secretary, 01/12 - 01/17
  • Mother’s Center of the Jersey Shore and The Mom’s Club of Brick, President, Member, 01/06 - 01/12

Timeline

Bookkeeper

Smolin, Lupin & Co.
11.2023 - Current

Substitute Teacher

Point Pleasant Board of Education
01.2023 - 12.2023

Office Manager

Lowy’s Moving Service
01.2015 - 12.2020

Dance Teacher

Wendi Sue Porter School of Dance
01.2004 - 12.2008

Supervisor - Accounting and Auditing

Wilkin & Guttenplan, PC, CPA’s
01.1999 - 12.2004

Bachelor of Science - Accounting

Georgian Court University
J. Daisy Haffner