Judith Chavis
Mount Dora,FL
Summary
Finance professional with strong foundation in budgeting, financial analysis, and strategic planning. Proven ability to optimize financial operations and support key initiatives. Valued for collaborative approach and adaptability, ensuring reliable performance and alignment with organizational goals.
Overview
22
22
years of professional experience
Work History
Bookkeeper - Payroll Specialist
Self Employed
04.2013 - Current
- Prepared monthly financial statements, ensuring accuracy and compliance with accounting standards.
- Implemented efficient record-keeping systems to streamline data entry and retrieval processes.
- Conducted quarterly audits to identify discrepancies, enhancing overall financial integrity.
- Developed customized financial reports for clients, aiding in informed decision-making.
- Provided advisory services on budgeting and cash flow management to improve client profitability.
- Trained clients on accounting software usage, fostering independence in financial management tasks.
- Collaborated with tax professionals to ensure timely and accurate tax filings for diverse clientele.
- Maintained and processed invoices, deposits, and money logs.
- Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
- Handled payroll processing for employees, ensuring timely payment and adherence to tax regulations.
- 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.
- Posted daily receipts and payments in accordance with corporate protocols.
- Supported year-end closing procedures by preparing adjusting journal entries as needed.
- Established QuickBooks accounting system to reflect accurate financial records.
Assistant Director of Finance
Rafiki Foundation, Inc.
01.2009 - 04.2013
- Developed annual budgets, ensuring alignment with organizational objectives and financial policies.
- Analyzed financial reports to identify trends, variances, and opportunities for cost savings.
- Collaborated with department heads to prepare forecasts and allocate resources effectively.
- Implemented financial controls to enhance accuracy and reduce discrepancies in reporting.
- Mentored junior finance staff, fostering skill development and promoting efficient workflow practices.
- Streamlined invoice processing procedures, improving turnaround time and accuracy of payments.
- Led training sessions on financial software tools to enhance team proficiency and productivity.
- Coordinated audits by preparing documentation and liaising with external auditors for compliance assurance.
- Supervised day-to-day activities of accounting staff and delegated tasks to increase productivity and office efficiency.
Office Manager / Accountant
Robert F. Vason Jr. P.A. – Attorney at Law
04.2004 - 07.2006
- Managed office operations, ensuring efficient workflow and effective communication among staff and clients.
- Coordinated scheduling for meetings, depositions, and court appearances to maximize attorney availability.
- Oversaw client intake process, enhancing data accuracy and improving client onboarding experience.
- Implemented office procedures that streamlined administrative tasks, reducing turnaround times for documentation.
- Trained new employees on office protocols and software systems to ensure consistent service delivery.
- Developed filing system that improved document retrieval time and maintained compliance with legal standards.
- Facilitated vendor management, negotiating contracts to optimize cost efficiency for office supplies and services.
- Led initiatives to enhance office environment, fostering a collaborative culture among team members and clients.
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.
Skills
- Quickbooks Certified Pro Adviser 2006-2026
- Microsoft Word
- Microsoft Excel
- Google Suite-Docs
- Multiple Software Apps
- Bank reconciliation
- Accounts receivable
- Accounts payable
- Payroll processing
- Payroll management
- Credit analysis
- Audit coordination
Timeline
Bookkeeper - Payroll Specialist
Self Employed
04.2013 - Current
Assistant Director of Finance
Rafiki Foundation, Inc.
01.2009 - 04.2013
Office Manager / Accountant
Robert F. Vason Jr. P.A. – Attorney at Law
04.2004 - 07.2006