Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Julianna Baumgartner

Denton,TX

Summary

Driven to reach top performance levels and committed to service excellence. Ready to learn new skills from a dynamic team and bring value to customers through active listening and problem solving.

Overview

5
5
years of professional experience

Work History

Assistant Bookkeeper

Outdoor Living Pool And Patio
08.2023 - 02.2024
  • Assisted customers with returns, refunds and resolving transaction issues.
  • Improved transaction speed without sacrificing accuracy by staying up-to-date on product pricing changes.
  • Processed refunds and exchanges in accordance with company policy.
  • Used POS system to enter orders, process payments and issue receipts.
  • Resolved customer complaints professionally, leading to improved customer relations and loyalty.

Data Processor and Bookkeeping Assistant (Virtual)

Denise Baumgartner Small Business Bookkeeper
01.2023 - Current
  • Diligently process high volumes of data into tax software and QuickBooks, enhancing data accuracy and accelerating bookkeeping processes while managing accounts payable transactions
  • Effectively organize and maintain expansive client databases, improving data retrieval efficiency and assisting in professional email communication to strengthen client relationships
  • Masterfully utilize Excel and Word to create labels and client forms, carry out bank reconciliations to identify and resolve discrepancies, contributing to financial accuracy.

Algebra 1 Teacher

Athens Independent School District
08.2021 - 12.2021
  • Innovatively integrated data analysis techniques into lesson planning and student performance tracking, resulting in an increase in average student scores and an improvement in behavior management.
  • Provided one-on-one support for a variety of students enabling them to excel in their coursework.
  • Created and maintained safe and orderly classroom environment conducive to learning.

TWU Virtual College Algebra Tutor

Texas Woman's University (TWU)
08.2019 - 05.2020
  • Strategically collected data that supported that more than 60% of students attending tutoring, analyzing before and after tutoring for students attending tutoring, having found their scores increased by 10-15% under tutelage.
  • Drove operational efficiency through data-driven decision-making processes, leveraging analytics tools for informed strategy development.
  • Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
  • Trained personnel in software used and enforced participation in exercises focused on developing key skills.

Accounts Receivable and Finance Assistant

Assets Retrieval and Investigations (ARI)
01.2023 - 07.2023
  • Maintained confidentiality of sensitive financial information, safeguarding both company data and client privacy.
  • Implemented new accounting processes to decrease spending and work flow downtime.
  • Resolved discrepancies in financial data to increase accuracy and reduce potential backlogs.
  • Minimized risk of errors by accurately processing all types of transactions.

Education

Bachelor of Arts - Mathematics Education

Texas Woman's University (TWU)
05.2021

Skills

  • Client Relationship Management
  • Database Organization
  • Billing Adjustments and Refunds
  • Professional Communication
  • Staff Training and Development
  • Behavior Management in Education
  • Tutoring and Mentorship
  • Process Improvement Strategies
  • Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, Teams)
  • Google Suite
  • Data Entry and Word Processing

References

  • Carolyn Pratt, (214) 728-7695, carolyn@outdoorliving-poolandpatio.com, Outdoor Living Pool and Patio | Office Manager
  • Denise Baumgartner, (972) 333-4358, denbaum@yahoo.com, Small Business Bookkeeper | Owner
  • Ann Wheeler, (870) 403-2805, awheeler@twu.edu, Texas Woman's University | Professor of College Algebra

Timeline

Assistant Bookkeeper

Outdoor Living Pool And Patio
08.2023 - 02.2024

Data Processor and Bookkeeping Assistant (Virtual)

Denise Baumgartner Small Business Bookkeeper
01.2023 - Current

Accounts Receivable and Finance Assistant

Assets Retrieval and Investigations (ARI)
01.2023 - 07.2023

Algebra 1 Teacher

Athens Independent School District
08.2021 - 12.2021

TWU Virtual College Algebra Tutor

Texas Woman's University (TWU)
08.2019 - 05.2020

Bachelor of Arts - Mathematics Education

Texas Woman's University (TWU)

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Julianna Baumgartner