Jordana Monteiro
Wakefield,MA
Summary
Experienced Office Management and Administration Professional experienced in optimizing productivity, efficiency, and service quality across various environments. Highly dependable, ethical, and reliable support specialist and leader who blends advanced organizational, technical, and business acumen. Works effectively with cross-functional teams to ensure operational and service excellence. Quick-learning worker committed to accuracy and efficiency. Successful at keeping accounts current and accurate for compliant financial recordkeeping. Well-organized, diligent, and focused professional. Proven track record of developing accurate spreadsheets and delivering organized reports with software.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Office Manager /Finance Manager
Primis Elecric Corp
06.2022 - Current
- Answering telephone calls and emails from customers and clients and directing them to relevant staff
- Streamlined office operations by implementing efficient filing systems and organizational strategies.
- Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
- Reduced costs with meticulous budget monitoring and expense tracking for essential supplies and equipment.
- Facilitated smooth communication between departments, addressing concerns promptly to maintain harmonious work relationships.
- Managed vendor relationships, negotiating contracts for cost savings while maintaining high-quality services.
- Implemented new software tools for streamlined project management, increasing efficiency in task completion across teams.
- Assisted in the recruitment process, conducting interviews and onboarding new employees to promote a seamless integration into the team dynamic.
- Developed comprehensive policy manuals outlining procedures and guidelines, contributing to a well-organized workplace culture.
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Organized travel arrangements for executives by researching cost-effective options while accommodating individual preferences.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Updated reports, managed accounts, and generated reports for company database.
- Developed and maintained successful relationships with vendors, suppliers and contractors.
- Established workflow processes, monitored daily productivity, and implemented modifications to improve overall performance of personnel.
- Controlled finances to lower costs and keep business operating within budget.
- Creating an office budget and ensuring all employees follow it
- Monitoring office supplies and ordering new stationery, furniture, appliances and electronics as required
- Recording financial transactions for organizations or individuals
- Experience with or knowledge of accounting principles, including the recording and measurement of business or financial transactions in any field of practice
- Creating Financial Reports such as cashflow statement, forecast and company budget
- Accounts Payable/ Accounts Receivable
- Conducting daily banking activities
- Reconciling reports to third-party records such as bank statements.
Bookkeeping Administrative Assistant
MDM Tax & Accounting
10.2020 - 06.2022
- Oversee bookkeeping for more than 20 organizations, ensuring accurate and compliant financial records
- Prepare documents for tax filing, demonstrating meticulous attention to detail and adherence to tax regulations
- Generate comprehensive financial reports, including Profit & Loss statements and Balance Sheets
- Monitor, verify, and approve invoices, reviewing balances using financial software
- Apply proper codes to invoices, files, and receipts, ensuring organized records
- Diminish financial discrepancies and manage monetary transactions
- Process invoices, deposits, and maintain money logs accurately
- Track business expenses and income, organize and maintain bank statements
- Establish QuickBooks accounting system for accurate financial records
- Use Payroll Relief to complete payroll procedures for employees
- Report financial data and update records in ledgers and journals.
- Improved financial accuracy by maintaining organized and up-to-date financial records.
- Streamlined bookkeeping processes for increased efficiency and time management.
- Maintained accurate records of all transactions, ensuring compliance with company policies and applicable regulations.
- Handled payroll processing for employees, ensuring timely payment and adherence to tax regulations.
- Implemented a more efficient filing system for financial documents, improving accessibility and organization.
- Prepared monthly bank reconciliations to ensure accurate representation of company''s financial position.
- Supported year-end closing procedures by preparing adjusting journal entries as needed.
- Analyzed financial data to identify trends and potential areas for improvement or cost savings opportunities.
Office Manager
The Painting Experts
10.2019 - 09.2020
- Prepared monthly journal entries and reconciliations
- Reconciled balance sheets and streamlined best practices for balance sheet processes
- Tracked and documented all expenses AP
- Create routine financial reports, analyses, and investigations
- Accepted and processed account payments AR
- Typed and submitted correspondence, memos, drafts, and emails
- Prepared invoices bi-weekly, effectively sending out bills for customers monthly
- Collect payment from customers and accurately record into the system
- Update client account based on payment or contact information
- Analyzing workflow processes
- Processing due invoices for payments
- Ensuring bills and payroll are paid in a timely and accurate manner while adhering to departmental procedures.
- Streamlined office operations by implementing efficient filing systems and organizational strategies.
- Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
- Reduced costs with meticulous budget monitoring and expense tracking for essential supplies and equipment.
- Facilitated smooth communication between departments, addressing concerns promptly to maintain harmonious work relationships.
- Improved employee retention rates by fostering a positive work environment and providing growth opportunities through training programs.
- Managed vendor relationships, negotiating contracts for cost savings while maintaining high-quality services.
- Implemented new software tools for streamlined project management, increasing efficiency in task completion across teams.
Education
Bachelor's degree - Accounting
Universidade Salgado De Oliveira
Goias, Brazil07.2019
Skills
- Bookkeeping
- Microsoft Office
- Bank reconciliation
- Payroll
- Billing
- Administrative experience
- Accounts Payable
- General Ledger Accounting
- General Ledger Reconciliation
- Journal Entries
- QuickBooks
- Account Reconciliation
- Accounts Receivable
- Data Entry
- Financial Report Writing
- Financial Statement Preparation
- Profit & Loss
- Office Management
- Financial Analysis
- Cash handling
- Master data management
- Balance sheet reconciliation
- Cash register
- Typing
- Accounting
- Accounts receivable
Certification
Xero Certified, 01/01/22, 01/01/23
Assessments
- Managing accounts in QuickBooks, Proficient, 03/01/22
- Principles of accounting, Proficient, 03/01/22
- Bookkeeping, Proficient, 03/01/22
Timeline
Office Manager /Finance Manager
Primis Elecric Corp
06.2022 - Current
Bookkeeping Administrative Assistant
MDM Tax & Accounting
10.2020 - 06.2022
Office Manager
The Painting Experts
10.2019 - 09.2020
Bachelor's degree - Accounting
Universidade Salgado De Oliveira
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