Jerald Fleet
Del City,OK
Summary
Successful bookkeeper and tax professional with over eight years of experience. My expertise lies in bookkeeping, small business financials, tax returns, and administrative processes, with a focus on performance, customer service, and compliance.
Overview
12
12
years of professional experience
Work History
DIRECTOR OF OPERATIONS/BOOKKEEPER-CONTROLLER
Fleet & Associates, Inc
DALLAS, TX/OKLAHOMA CITY, OK
04.2021 - 05.2023
- Provide expert accounting leadership and support for a family-owned business of rental properties, overseeing all financial activities, including P&L statements and management reports
- Ensure the accuracy of financial records by completing bank reconciliations, creating invoices, and collecting on overdue accounts
- Resolve billing and collections disputes by conducting thorough research and communicating effectively with clients
- Manage payroll and prepare payroll tax returns, ensuring compliance with all relevant regulations
- Cultivate strong professional relationships with external clients and vendors through regular interaction
- Coordinate move-ins, repairs/maintenance requests, monthly rent collection, and any eviction activities, if needed, while maintaining positive relationships with tenants
- Perform all processes and procedures included with ADP Workforce Now, including Human Resources, Payroll, and Employee retention, to ensure efficient and effective operations.
SEASONAL CONTRACTOR(TAX SEASON)
Intuit Turbo Tax
01.2021 - 04.2021
- Consistently handle over 20 inbound customer support calls daily, providing expert assistance with product support
- Resolve over 20 customer inquiries per day in a professional and timely manner, ensuring customer satisfaction and retention
- Demonstrate exceptional self-motivation and the ability to work independently and with minimal supervision in a remote position
- Develop a reputation for providing prompt and efficient service, achieving an average customer satisfaction rate of 95% or higher.
COORDINATOR - BUSINESS OPERATIONS
Verizon Wireless
05.2020 - 01.2021
- Demonstrated exceptional attention to detail in identifying and reconciling billing inquiries and discrepancies, and communicating the results accurately to business class customers
- Conducted thorough account analysis for accounts ranging from 5 to 4,999 lines, creating detailed reports for business customers on usage, pricing, and competitive comparisons
- Provided comprehensive training to business class and enterprise clients on self-service tools and products, ensuring they were equipped with the necessary knowledge to utilize these resources effectively.
FINANCIAL CONTROLLER/DIRECTOR OF OPERATIONS
Keystone Countertops, Inc
08.2016 - 12.2018
- Spearheaded the introduction of an innovative marketing brand strategy that resulted in a 15% increase in sales growth and revenue, and expanded the customer base
- Successfully implemented a new network that allowed the company to eliminate corporate offices and transition to a fully remote business model
- Acted as project manager in updating the company infrastructure to improve overall records management and telecommuting capabilities
- Mitigated risk by implementing over 15 internal controls and safeguards for revenues and expenditures, ensuring the company's financial stability and security.
EXECUTIVE SECRETARY II - CAS
State Farm Insurance
12.2014 - 08.2016
- Consistently achieved a 99% satisfaction rating during entire tenure at State Farm, reflecting exceptional customer service skills
- Designed and produced a custom sales manual that resulted in an 18% increase in sales figures for the New Mexico territory
- Successfully orchestrated 15 conferences, including overseeing facilities, support services, and travel arrangements for all speakers and attendees
- Effectively collaborated with over 30 vendors, contractors, and professional services personnel by providing clear instructions to receive orders and direct activities
- Produced accurate office files, updated spreadsheets, and crafted presentations to assist executives, resulting in an 88% increase in team efficiency.
DIRECTOR OF OPERATIONS
The Curtain Company
10.2011 - 08.2014
- Demonstrated leadership by directing a team of 15 designers and developers to create a proprietary inventory management software that identified previously unaccounted inventory and missed sales opportunities, resulting in a revenue increase of $30,000
- Designed and implemented an inventory system that modernized operational procedures, resulting in tighter control of labor and waste prevention costs, and a 75% reduction in raw material waste
- Collaborated with project leadership to proactively perform accurate readings of specifications, and identify and implement strategic plans.
Education
ASSOCIATE OF ARTS - BUSINESS MANAGEMENT
University of Phoenix - Online
Dallas, Fort Worth, TexasSkills
- QuickBooks proficiency
- Payroll familiarity
- Tax return preparation
- Budgeting
- Finance
- Information processing
- Quality Improvement
- Time management
- Relationship building
- Bookkeeping
- Account Reconciliation
- Filing system management
- Document preparation
- Verbal/written communication
- Interpersonal strengths
- Internal control development
- Efficient nature
- Point of Sale (POS) system operation
- Office management experience
- Coordination of inventory
- Office production evaluation
- Master of QuickBooks
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Be more concerned with your character than your reputation, because your character is what you really are, while your reputation is merely what others think you are.
John R. Wooden
Timeline
DIRECTOR OF OPERATIONS/BOOKKEEPER-CONTROLLER
Fleet & Associates, Inc
04.2021 - 05.2023
SEASONAL CONTRACTOR(TAX SEASON)
Intuit Turbo Tax
01.2021 - 04.2021
COORDINATOR - BUSINESS OPERATIONS
Verizon Wireless
05.2020 - 01.2021
FINANCIAL CONTROLLER/DIRECTOR OF OPERATIONS
Keystone Countertops, Inc
08.2016 - 12.2018
EXECUTIVE SECRETARY II - CAS
State Farm Insurance
12.2014 - 08.2016
DIRECTOR OF OPERATIONS
The Curtain Company
10.2011 - 08.2014
ASSOCIATE OF ARTS - BUSINESS MANAGEMENT
University of Phoenix - Online