Jodi Washington

• Support the finance team by processing invoices and expense

claims promptly and accurately

• Reconcile bank statements and accounts and maintain

accuracy and current records.

• Collaborate with coworkers and supervisor for year-end

closing activities, ensuring all transactions were properly

recorded before the start of the new fiscal year.

• Input financial data and produce reports using Quickbooks.

• Maintain confidentiality of sensitive financial information.
• Streamline vendor payment processes, ensuring timely disbursements to maintain strong relationships.

• Manage office inventory and order new supplies when items

are running low.

• Collaborate with associates and assist with special projects

and additional tasks

• Utilize critical thinking to reduce errors in financial statements

with meticulous attention to detail during data entry and

reconciliation processes.

• Contribute to successful audit completion, and prepare

necessary documentation.

• Maintain account accuracy by reviewing and reconciling

checks daily.

• Assist in event planning to make sure all contracts and

vendors are handled properly.

• Prepare mailings for payroll and ensure all timesheets are

accurate.

• Correspond with various law offices regarding Wills and

Trust, and make sure all required documentation is returned

promptly.

• Managed account receivables, contacted delinquent customers to arrange payments and processed credit cards
• Composed letters to be mailed to delinquent accounts
• Utilized critical thinking when deciding when to turn an account over to a debt collector
• Served as a backup for administrators in other locations and on occasion would work 2 offices in 1 day
• Responsible for training administrators for other office locations
• Served as a point of contact for clerical personnel on both routine and new procedural matters to ensure policies were upheld
• Experience with the operating systems PestPac and BOSS ( Business Operation Support System)
• Provided administrative assistance by composing and reviewing all correspondence
• Educated customers on plans available and the details of each that best fits their needs
• Implemented office procedures throughout the organization and provided feedback to Corporate
• Maintained a multi phone system and answered all inquiries
• Collaborated daily with office personnel and outside business associates
• Scheduled all appointments for manager and technicians in a manner that is accurate and up to date
• Routinely handled rush or priority work on very short deadlines
• Conducted deposits and billing daily
• Reported payroll for commissioned and hourly employees
• Maintained filing system daily
• Procured office supplies and equipment
• Submitted production reports daily and processed month end reports
• Entered work orders and all new service agreements
• Prepared closing documents for settlement attorneys