Summary
Overview
Work History
Education
Skills
Affiliations
References
Timeline
Generic

Jody Umphlett

Newcastle,WY

Summary

I am an experienced office manager/bookkeeper. I am highly disciplined and motivated. I am extremely good at observing and anticipating needs and usually have them met before being asked. I have spent the past 5 years working for a woman who owns several small businesses. I have maintained the books for all businesses as well as her personal account and I take care of all accounts payables and receivables. I am self motivated and organized and have worked the entire time with no direct supervisor. I have computer skills in both hardware and software. I am smart and I learn very quickly so if there is something I do not have experience in I can learn the task very quickly. I have experience in QuickBooks and have basic business accounting knowledge.

Overview

9
9
years of professional experience

Work History

Office Manager/Bookkeeper

Shelco
Newcastle, WY
10.2019 - Current
  • Assisted with the preparation of budgets, forecasts and financial statements.
  • Maintained filing system for records, correspondence and other documents.
  • Ordered supplies and equipment to maintain adequate inventory levels.
  • Provided administrative support to management team including preparing reports and presentations.
  • Created spreadsheets in Excel to track data such as vacation requests, sick days .
  • Answered phone calls, responded to emails, routed mail and coordinated courier services.
  • Resolved customer inquiries in a timely manner while maintaining positive relationships with clients.
  • Processed payroll accurately ensuring all employees were paid on time.
  • Tracked invoices and payments to ensure accuracy of accounts receivable and payable information.
  • Performed general bookkeeping duties such as reconciling bank statements and creating journal entries.
  • Ensured compliance with applicable laws regarding employment practices.
  • Managed office inventory and placed new supply orders.
  • Monitored payments due from clients and promptly contacted clients with past due payments.
  • Maintained impeccable office organization to support efficiency, professionalism and performance objectives.
  • Administered payroll and maintained proper documentation of employee personnel.

Bookkeeper/Accounts Payable & Receivable Executive

Wham LLC / Dry Fork Supply
Newcastle, WY
08.2015 - Current
  • Maintained and reconciled general ledger accounts.
  • Prepared financial statements, including balance sheets, income statements, and statement of cash flows.
  • Processed accounts payable and receivable transactions.
  • Conducted monthly bank reconciliations.
  • Performed month-end closing activities.
  • Ensured accuracy in all accounting entries and records.
  • Managed payroll processing for staff members.
  • Reviewed employee expense reports for compliance with company policies.
  • Developed internal control procedures to ensure accurate recordkeeping.
  • Generated invoices for clients and tracked payments received from customers.
  • Resolved billing discrepancies with vendors or customers promptly.
  • Posted journal entries to the general ledger system accurately and timely.
  • Analyzed financial information to recommend or develop efficient use of resources and techniques to improve profitability.
  • Provided assistance in preparing tax returns annually.
  • Reconciled intercompany accounts on a regular basis.
  • Verified accuracy of vendor invoices against purchase orders prior to payment processing.
  • Assessed customer creditworthiness by reviewing financial statements, trade references.
  • Performed account analysis as required by management.
  • Performed basic accounting, payroll and bookkeeping services to manage business operations.
  • Entered deposits, credit card charges and sales entries to facilitate cash management.

Education

Associate of Science - Business Administration

Eastern Wyoming College
Torrington, WY
05-2014

Skills

  • Office Management
  • Bookkeeping
  • Supply Management
  • Operations Management
  • Customer Service
  • Data Entry
  • Billing
  • Inventory Control
  • Expense Reporting
  • Administrative Support
  • Banking operations
  • Data retrieval systems
  • Human Resources
  • Financial Tracking
  • Business Administration
  • Financial Accounting
  • Payroll and budgeting
  • Facility Management
  • Mail handling
  • Credit and collections
  • Account Reconciliation
  • Customer Relations
  • Payroll Processing

Affiliations

  • I am creative and enjoy crafting on my off time. I enjoy reading and learning new skills outside of work.

References

References available upon request.

Timeline

Office Manager/Bookkeeper

Shelco
10.2019 - Current

Bookkeeper/Accounts Payable & Receivable Executive

Wham LLC / Dry Fork Supply
08.2015 - Current

Associate of Science - Business Administration

Eastern Wyoming College

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Jody Umphlett