Joanna Hooper
Moore,ID
Summary
Proven track record in enhancing financial accuracy and client satisfaction, notably at American Express and all bookkeeping jobs.. Expert in QuickBooks and bank statement reconciliation, coupled with exceptional organizational skills, led to a significant reduction in financial discrepancies. Mastered the art of effective communication, ensuring both customer and colleague needs were surpassed, fostering strong relationships and streamlined operations.
Overview
29
29
years of professional experience
Work History
Bookkeeper
Self Employed
01.2018 - 10.2023
- Tracked and reconciled all expenses and income for businesses while organizing and maintaining checking and credit card account statements and updated financial records with remarkable accuracy.
- Resolved discrepancies immediately to keep accounts audit-ready.
- Responsible for pulling reports and working with accountants for proper quarterly tax reporting.
- Supported year-end closing procedures by preparing adjusting journal entries as needed.
- Reduced errors in financial reporting by conducting thorough reviews and ensuring accurate data entry.
- Provided support during audits by supplying requested documentation promptly and accurately.
- Reviewed and filed financial documents, coded accounting entries for data processing, and posted daily receipts and payments in accordance with all corporate protocols.
- Completed some tax forms in compliance with legal regulations.
- Communicated proactively, timely and effectively with team members regarding any issues or concerns related to bookkeeping tasks.
- Inspected account books and recorded transactions.
- Inputted financial data and produced detailed reports using Quickbooks online for management review and facilitating informed decision making.
- Matched purchase orders with invoices and recorded necessary information.
- Managed and responded to correspondence and inquiries from customers and vendors.
- Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
- Reduced financial discrepancies
- Tracked financial progress by creating quarterly and yearly reports and filing yearly workman's comp insurance renewal with accurate reporting of all employees and contractors, which were constantly changing.
- Entered figures using 10-key calculator to compute data quickly.
- Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices.
- Prepared monthly bank reconciliations to ensure accurate representation of company''s financial position.
- Maintained and processed invoices, deposits, and money logs.
- Completed payroll for employees and maintained detailed records of procedures.
- Ensured my client's payroll was accurate every 2 weeks by reviewing payroll, through ADP, multiple times, before processing. Saved my client's thousands of dollars in money that would have been wasted paying employees and contractors for pay, sick, PTO time and severance pay that they were not entitled to.
Small Business Owner
Self Employed Online Stationary Business
01.2004 - 01.2010
- Established strong customer relationships through excellent communication and attentive service.
- Strengthened company reputation by consistently meeting or exceeding customer expectations in terms of quality products/services offered.
- Consulted with customers efficiently and kindly to understand their needs and propose in order to offer many design options.
- Boosted revenue by identifying new business opportunities and diversifying product offerings.
- Implemented efficient systems for inventory management, order processing, and shipping logistics.
- Increased client satisfaction by implementing innovative business strategies and streamlining processes.
- Expanded market reach with targeted marketing campaigns and strategic partnerships.
- Prepared annual budgets with controls to prevent overages.
- Conducted market research to inform product development decisions and identify potential growth areas.
- Secured long-term sustainability of each business through prudent financial management practices such as cash flow optimization, cost control, and strategic investments.
- Ensured compliance with all relevant regulations by staying current on industry requirements and implementing necessary changes in operations.
- Researched target market to discover customer needs and analyze competitor trends.
- Optimized workflow by analyzing operational data and implementing process improvements.
- Adhered to regulatory and policy changes and made necessary adjustments to maintain overall success.
- Mitigated risks by developing comprehensive contingency plans for various potential scenarios.
- Interacted well with customers to build connections and nurture relationships.
- Managed purchasing, sales, marketing and customer account operations efficiently.
- Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
- Reduced financial inconsistencies while assessing and verifying billing invoices and expense reports.
- Identified and qualified customer needs and negotiated and closed profitable projects with high success rate.
- Supervised creation of exciting merchandise displays to catch attention of store customers.
- Tracked trends and suggested enhancements to both challenge and refine company's product offerings.
- Managed financial operations to ensure fiscal responsibility, including budgeting, forecasting, and financial reporting.
- Managed daily operations for a successful small business, ensuring efficient processes and quality services.
- Established loyal customers by providing personalized attention, addressing concerns promptly, and exceeding expectations.
- Enhanced company reputation by consistently delivering exceptional service quality to customers.
- Participated actively in local community events or organizations as a way to give back while expanding brand visibility and credibility.
- Increased revenue by implementing effective marketing strategies and establishing strong customer relationships.
- Fulfilled customer shipping needs by completing all purchase orders and customer invoices.
- Demonstrated product presentations to prospective customers to showcase features, benefits and value.
- Participated in business events, conferences and trade shows to promote products and network with business owners and prospective clients.
Computer Technician
American Express
01.1997 - 05.2000
- Linked computers to network and peripheral equipment.
- Performed troubleshooting to correct computer hardware and software malfunctions.
- Diagnosed and repaired hardware malfunctions, ensuring optimal computer functionality.
- Resolved technical issues for clients through remote support, increasing customer satisfaction.
- Enhanced system performance by conducting regular software and hardware updates.
- Installed necessary software programs to meet specific user needs and enhance workflow capabilities within departments.
- Refurbished PC systems and peripherals such as monitors, networking equipment, printers, and more.
- Performed installation, maintenance and repair for complex internal computer hardware and various software applications.
- Explained technical information in clear terms to non-technical individuals to promote better understanding.
- Responded to support requests from end-users and patiently walked individuals through basic troubleshooting tasks.
- Collaborated with team members to troubleshoot complex technical issues, resulting in faster resolution times.
- Followed detailed operational process and procedures to appropriately analyze, escalate and assist in remediation of information security incidents.
Bartender
Nola's in the Bilmore
01.1995 - 03.1997
- Served high customer volumes during special events, nights, and weekends.
- Managed cash handling duties responsibly, ensuring accurate accounting at the end of each shift.
- Performed opening and closing duties, printing sales reports, setting up for incoming shift, preparing cash drawers, and taking inventory.
- Efficiently opened or closed the bar according to established procedures, ensuring preparedness for each shift.
- Contributed to a positive work environment through effective teamwork and communication with colleagues.
- Maintained a clean and organized workspace, ensuring compliance with health and safety regulations.
- Developed loyal clientele by consistently delivering outstanding service and engaging in friendly conversation.
- Kept bar presentable and well-stocked to meet customer needs.
- Increased customer satisfaction by providing excellent service and crafting high-quality cocktails.
- Followed alcohol awareness procedures for preventing excessive guest intoxication.
- Reduced wait times for drinks by efficiently managing the bar area and prioritizing orders.
- Enhanced overall guest experience by promptly addressing concerns and resolving issues professionally.
- Trained new bartenders on drink preparation, product promotion, garnish preparation, and sanitation protocol.
- Assisted with staff training, sharing expertise in bartending techniques and customer service best practices.
- Upsold menu items to customers, driving up per sale revenues and maximizing profits.
- Handled simultaneous customer, team, and business needs while avoiding unnecessary delays or errors.
Executive Assistant
American Express
04.1997 - 03.1998
- Handled confidential and sensitive information with discretion and tact.
- Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
- Maintained confidentiality with sensitive documents, ensuring proper storage and distribution as needed.
- Processed travel expenses and reimbursements for executive team and senior management group.
- Streamlined executive communication by managing emails, phone calls, and scheduling appointments.
- Served as a liaison between departments to facilitate effective communication throughout the company.
- Organized and coordinated conferences and monthly meetings.
- Answered high volume of phone calls and email inquiries.
- Coordinated events for staff members, promoting team-building activities and boosting morale within the workplace.
- Screened calls and emails and responded accordingly to support executive correspondence.
- Ensured smooth daily operations through consistent maintenance of office equipment, troubleshooting issues when necessary.
- Collaborated on special projects to improve overall business operations within the organization efficiently.
- Delivered exceptional organizational support enabling executive focus on high-level strategic initiatives fostering company growth.
- Updated spreadsheets and databases to track, analyze, and report on performance and sales data.
Education
Bachelor of Science - Business Management
University of Oregon
Eugene, OR12.1991
High School Diploma -
Churchill High School
Eugene, OR06.1986
Skills
- Personal Bookkeeping
- Quickbooks
- Effective communication
- Bank and credit card statement Reconciliation
- Payroll Processing
- Financial Reporting
- Data inputting
- Expense Tracking
- Exceptional organization
- Customer Relations
- Superior attention to detail
- Analytical Reasoning
- Confidential Document Control
- Data Entry
- Payroll Preparation and Processing
- Time Management
- Proactive and Self-Motivated
- Data Entry and 10-Key
- Precision and Accuracy
- Critical Thinking
- Information gathering and analysis
Classical Piano Playing, Puzzles and Outdoor Activities
I have a passion for my hobbies and believe they are essential to staying healthy, happy and successful. I like a challenge and continue to start new piano pieces, try harder puzzles and other games (mostly strategic) and love being outdoors in AZ (outside of the summertime) because it allows me to breathe deeply, feel peace and connect with the nature and the universe. I believe we're all connected by something on this Earth. I have an extreme passion for animals, children and the elderly, but deeply care for everyone as an empath.
Timeline
Bookkeeper
Self Employed
01.2018 - 10.2023
Small Business Owner
Self Employed Online Stationary Business
01.2004 - 01.2010
Executive Assistant
American Express
04.1997 - 03.1998
Computer Technician
American Express
01.1997 - 05.2000
Bartender
Nola's in the Bilmore
01.1995 - 03.1997
Bachelor of Science - Business Management
University of Oregon
High School Diploma -
Churchill High School